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Ask your agent for Tableau dashboards, projects and data sources during a call.

Connect Tableau and your agent can look up the information your team needs while a caller is on the line. It can find a workbook and tell the caller who owns it and when it was last refreshed, list the projects and published data sources a team works from, and check which users and groups have access. Your agent reads from Tableau with the credentials you set in its settings, so answers reflect what your site shows right now. It works with the sign-in you already use, and it only sees what that account is allowed to see.

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What your agent can do with Tableau

  • Find a workbook and read its project, owner, tags, views and refresh settings
  • List published data sources and projects on your Tableau site, filtered to what a caller asks for
  • Check users and groups, including who can see a given project
  • Confirm the Tableau site and user the agent is signed in as, and its current site role
  • Check the health of pending background jobs such as extracts and refreshes

Tableau exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question about a sales dashboard

  1. Caller

    Hi, I need the latest quarterly sales dashboard. Can you tell me when it was last updated?

  2. Agent

    Sure. The Q3 Sales Performance workbook in the Finance project was last refreshed this morning at 7:40. Would you like me to send you the link by text?

  3. Caller

    Yes please, send it to this number.

  4. Agent

    Done. You should have it in a moment.

Checking access for a new hire

  1. Caller

    We just hired Dana Whitfield. Does she already have access to the Operations project?

  2. Agent

    Dana Whitfield has a Viewer role on the site, but she is not in the Operations group yet. Do you want me to note that for your admin team?

  3. Caller

    Yes, please leave a note that she needs Operations access by Monday.

  4. Agent

    Noted. I have left a message for your admin team asking for Operations access by Monday.

Outbound check before a client meeting

  1. Agent

    Hi Marco, this is your Tableau reminder. The Northwind Revenue data source was refreshed at 9:15 last night and is ready for your 2 pm meeting.

  2. Caller

    Great, is the Northwind extract still running?

  3. Agent

    No, the extract job finished about twenty minutes ago with no errors. You are all set for the meeting.

How to connect Tableau

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Tableau

    From Integrations in the dashboard, choose Tableau and enter the connection details from your Tableau account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Tableau actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Tableau during the call or after it?

During the call. Your agent can look up workbooks, projects, data sources and access details while the caller is on the line, and it can also check things during outbound calls.

What do I need to connect Tableau?

A Tableau account with a personal access token, and the site details. Enter them in your AgentCalls dashboard under Integrations. You sign in once and the agent uses those credentials from then on.

Which plan includes Tableau?

Integrations, including Tableau, are included from the Growth plan.

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Put your agent to work with Tableau.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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