WizPilot: Artifacts & Dashboards

Artifacts & Dashboards is where every report and dashboard you build by asking WizPilot gets saved. Artifacts are singular charts (like a line, bar, or table) while a dashboard is a combination of artifacts. Once saved, nothing disappears when you close the chat, and a saved dashboard keeps re-running its query, so it stays live rather than becoming a one-time snapshot.

This article covers how to build a report, where to find what you've saved, and how sharing works.

To get there: WizOrder → Ask WizPilot 

Table of Contents 

A. What are Artifacts & Dashboards?

Ask WizPilot for a report (across sales, customers, team performance, or products) in plain language, and it comes back as a real chart or table: a metric card, a line, bar, or pie chart, with period comparisons and highlights like top or dormant accounts.

Save that report and it becomes a dashboard. The underlying query is saved and re-runs every time you open it, along with any filters or sorting you applied, so the numbers you see are always current, not a snapshot from when you first asked.

B. Where to Find Artifacts & Dashboards

• Open the WizPilot side menu and select Artifacts & Dashboards.
  
  
  

C. Build a Report or Dashboard

To create a new dashboard:

• Open WizPilot and ask for the report you want in plain language. For example, “Can you find me all customers that haven't placed an order in the last 6 months?”
  
  
• WizPilot returns the result as a chart or set of metric cards.
• Save it, and it appears under Created by Me in Artifacts & Dashboards, with the query saved so it keeps re-running.
  
  
• Click on Download icon to download your dashboard.
  
  

D. View and Filter Your Dashboards

Each dashboard card shows a title, when it was last updated, its sharing status, and quick-access edit and delete controls.

• Use the All / Dashboards / Artifacts filter to narrow what you are looking at.
  
  
• Switch between Created by Me and Shared with Me to see your own work versus what's been shared with you.
  
  

E. Share or Delete a Dashboard 

Every dashboard and artifact has its own access control, so you decide exactly who can see it.

To change who can view a dashboard:

1. Find the dashboard card in Artifacts & Dashboards and select its sharing label (for example, Only me).
   
   
2. In the Artifact Access window, choose who can view it:
   
   
3. You can also delete a dashboard.
   
   

FAQs

1. What's the difference between an Artifact and a Dashboard?

A. Artifacts are singular charts (like a line, bar, or table) while a dashboard is a combination of artifacts.

2. Do my reports disappear when I close the WizPilot chat?

A. No. Once saved, a report becomes a dashboard under Artifacts & Dashboards, and its query keeps re-running every time you open it.

3. Can I share a dashboard with my whole team?

A. Admins can share a dashboard with selected reps or the entire organization, and can view every dashboard created across the org from their own view, filtered by rep name.

4. Can I filter my saved reports by name or time period?

A. No, you can not filter saved reports by name or time period.