DashQ Assistant
DashQ Assistant is a conversational analytics experience with text or voice, follow-up context, inline charts, and tables. It supports questions about funnel performance, sources, representatives, portfolios, and time comparisons.
Access is enabled per customer environment. Your backend requests a short-lived URL from POST /v1/embed/url; the browser renders the URL as-is.
Embed contract
| Field | Purpose |
|---|---|
accountId | Authorized tenant scope. |
buildingIds | Authorized property subset. |
externalUserId, userId, or userEmail | Stable user identity for conversation ownership. |
userName, userRole | Trusted display and role context. |
dashboardId | Seeds questions relevant to a dashboard surface. |
starterQuestions | Up to three de-duplicated opening questions. |
startDate, endDate | Optional paired reporting window. |
Numeric DashQ user IDs can be enriched from the DashQ user directory. Analytics Assistant rejects account-only identity: it requires a stable user ID or email. Your backend must derive identity and entitlements; never create Assistant scope from browser-supplied user or account IDs.
Host behavior
- Request a new URL when the short-lived URL expires; do not persist or reconstruct it.
- Use
allow="microphone; fullscreen"only when voice is enabled. - Permit microphone access for the assigned DashQ origin in the host
Permissions-Policy. - Do not include credentials, hidden instructions, or private context in starter questions.
- Treat generated answers as analysis support and keep the active account, property, and date scope visible.
Use Embedded experiences for implementation details and Security for the AI and secret-handling requirements.