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Add Now Assist context menu to an in-line dashboard › Add elements › Edit a dashboard › Working with in-line dashboards › Dashboards › Platform Analytics experience › Platform Analytics
Release: Australia · Updated: 2026-06-02 · Official documentation · View source

Configure the Now Assist context menu in Now Assist Experiences

The Now Assist context menu enables users to apply a variety of AI skills in the context of dashboards.

Before you begin

Role required: now_assist_admin

About this task

To want to enable additional skills, follow these steps and then go to Create Now Assist context Menu configuration. The skills you configure here are the ones that you can select when you add the reusable Now Assist context menu dashboard element.

Procedure

  1. Navigate to All > Now Assist Admin > Experiences.

  2. In the product area pane, select Now Assist context menu.

  3. In the Configurations tab, select Create new.

  4. In the Configure Now Assist context menu window, select

    • Workflow: Data and Analytics
    • Product: Analytics
    • Provide a unique name for context menu and select Start configuration.

  5. Select the Par Dashboard (par_dashboard) table.

What to do next

See Create Now Assist context Menu configuration for the rest of the process.

Parent Topic:Add the Now Assist context menu