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1 change: 1 addition & 0 deletions docs-mintlify/CLAUDE.md
Original file line number Diff line number Diff line change
Expand Up @@ -124,6 +124,7 @@ Make sure to use correct terms. On billing, pricing, and support pages, use **on
- Controls
- Filter
- Time granularity
- Field switcher
- Parent
- AI summary
- Layout
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Expand Up @@ -151,6 +151,10 @@ If you need any of those, use the [Workbook Agent][ref-workbook-agent] instead.
applies to your session only — it is never saved to the dashboard. If you ask
it to change something with no control on the dashboard, it explains the
current state instead of applying a change.
- **Field switchers aren't driven by the agent.** The agent can read and change
[filters and time granularities][ref-controls]; a
[field switcher][ref-field-switcher] is not among the controls it operates, so
ask it about the data instead and change the field yourself in the control.
- **No authoring on published dashboards.** The published Dashboard Agent
cannot create reports or build dashboards, edit the saved dashboard, or change
the data model. Those live in the [Workbook Agent][ref-workbook-agent].
Expand All @@ -161,5 +165,6 @@ If you need any of those, use the [Workbook Agent][ref-workbook-agent] instead.
[ref-workbooks]: /docs/explore-analyze/workbooks
[ref-workbook-agent]: /docs/explore-analyze/workbooks/workbook-agent
[ref-controls]: /docs/explore-analyze/dashboards/widgets/controls
[ref-field-switcher]: /docs/explore-analyze/dashboards/widgets/controls#field-switcher
[ref-control-visibility]: /docs/explore-analyze/dashboards/widgets/controls#visibility
[ref-embedding]: /embedding/iframe/dashboards
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