Insights Dashboards Configuration Creation (Insights Dashboards)

1. Go to partition.

2. Go to Company Processes > Insights Configuration.

3. Click Create New Insights Configuration.

4. In the Create New Insights Configuration menu:

   1. Enter a Name.

   2. Enter a Label (optional).

   3. In the Type select Insights Dashboards Configuration option.

   4. Enter Meta Description (optional).
      The Meta Description field provides more relevant and accurate support for the Pricefx Copilot and for the Agents. The metadata in the Meta Description field are consumed by the Pricefx Copilot. The purpose of the Meta Description field is to bridge the gap between technical data names (such as CUST_ID_123) and their real-world business meaning. This enables the Pricefx Copilot to understand the intent behind a user's question and to deliver more intelligent assistance. The field is optional and limited to 1,000 characters. For more information see Quick-Start Data Specification (Configuration Knowledge Base).

   5. Click Create.

Next Step

• Definition Step (Insights Dashboards)