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Edit the current dashboard

Open the target in Live dashboards, then describe the change:
Change the current dashboard to a light layout titled “Quarterly business review.” Put the total at the top, trends on the left and details on the right. Preserve the metric, region filter and refresh behavior. Save a draft of this dashboard.
The Assistant reads the current content and saves changes to the same dashboard. Style-only edits retain the data configuration. Metric, source or filter-semantic changes require fresh queries and validation. When discussing several dashboards, select the target through its card or the searchable selector first. Without a selection, the Assistant should resolve the intended item rather than guess the newest one.

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Drafts and formal versions

Each successful Agent save advances the draft revision, not the formal version number. Saved drafts survive closing and reopening chat. An edited file that has not successfully saved is not a dashboard draft.

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Publish after review

  1. Check values, units, filters, charts and refresh behavior.
  2. Select Publish draft in Workbench.
  3. Review the confirmation and publish. Cancelling does not publish.
  4. Find the new formal version in the version menu. Further edits continue in a working draft.
If the draft changes while confirmation is open, publication reports a conflict and requires another review. It does not silently publish a different revision. Save conflicts also require rereading and reconciling the current content rather than overwriting another update.

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History and chat cards

The version menu opens historical formal versions. Their layout, data configuration and library dependencies remain unchanged, but queries still depend on current access and source data. A chat card records the state saved during that reply. An old draft card opens the current saved draft, not an intermediate historical revision. A card explicitly targeting a formal historical version opens that version. Reloading chat does not automatically open every card. There is no browsable intermediate-draft history, one-click rollback or simultaneous team editing UI. Publish a formal version to preserve a reviewed definition. This freezes the definition, not its data results. After publication, you can share with your team.