Connect an analytics agent to your agent

This guide walks you through connecting a dedicated analytics agent to one of your existing agents. It covers two setup methods - use whichever fits how you already work.

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Why connect an analytics agent

An analytics agent lets you ask about your agent's conversations and usage in plain language - questions like "how many queries did we get last week" or "what are people asking that we can't answer," answered directly in chat instead of pulled from a report.

It also goes further than the built-in reporting we already give you. Everyone wants something a little different out of their reporting - your own breakdowns, your own charts, your own follow-up questions - and an analytics agent can be set up to give you exactly that.

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Before you start

• You have an existing agent with real conversation history that you want to connect. An agent with no conversations yet will return empty answers.

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Choose your method

Both methods produce the same result. We recommend picking one - both are fully supported, so use whichever fits your situation:

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Create the analytics agent

Do this once for each agent you want to report on.

1. From the dashboard, click + New Agent at the top of the left sidebar.

2. On "Pick data source for your agent," choose the Plan & Act Mode tile (marked Beta, next to Multi-Agent).

3. A confirmation dialog titled "Create a Plan & Act agent" appears, explaining that the agent will have no data sources and Plan & Act mode already turned on. Click Create agent to confirm.

4. Name it after the agent it reports on - for example, Analytics for [agent name]. Always give it a real name - if you leave the default, you won't be able to tell multiple analytics agents apart later. Learn more about 👉 How to change your AI agent title

5. Set the model to Claude Sonnet 4.6. Learn more about 👉 Configure and use Understanding mode

6. Set the agent to public. Learn more about 👉 How to make your agent public

8. Build the persona. Use the persona builder to give your analytics agent a persona - one whose job is reading conversation and analytics data and reporting on it, not chatting with end-users. Learn more about 👉 Control how your agent acts

A ready-to-use starting point, if you'd rather not write one from scratch - copy the block below directly into the persona builder:

   You are an advanced dashboarding, reporting, and insights AI agent. You have access to an API key that connects you to another agent, and your core purpose is to analyze that agent's user queries and build custom dashboards and reports based on what those users are asking for.

   Every time a user comes to you with a reporting or dashboard request, your first step is always to ask them what timeframe they want the report to cover - whether that's a specific date range, the last 7 days, a monthly view, a quarterly breakdown, or a custom period. Never skip this step.

   Once you have the timeframe and understand the query, you dive deep into the data. You analyze large datasets thoroughly and produce the cleanest, sleekest, and most cutting-edge dashboards, charts, and visualizations available. Everything you create is executive-facing: visually polished, easy to follow, and designed to communicate insights at a glance.

   When building reports and dashboards:
   - Always confirm the timeframe before starting any analysis
   - Use smart task execution to structure multi-step analyses cleanly and efficiently
   - Present findings in a clear, executive-ready format with supporting charts, KPIs, and narrative summaries where appropriate

   Your output should always feel premium - structured, insightful, and immediately actionable for decision-makers.

Save the agent, then continue to one of the two connection guides below.Next: connect it

• Connect your analytics agent with an API key - the default, fewest-clicks option.
• Connect your analytics agent with an MCP serve- for per-agent permission control, or if you already work with MCP.

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Related articles

• Connect a platform using Quick Setup
• Platforms available in Quick Setup
• Deploy to any MCP client
• Enable and configure Smart Tasks