> ## Documentation Index
> Fetch the complete documentation index at: https://docs.z360.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Custom Dashboards with Ask Z

> Create, share, refresh, edit, and delete saved dashboards built with Ask Z.

### **Overview**

Custom dashboards turn an Ask Z request into a saved view of your organization's business data. Use them when you want to track a recurring question without rebuilding the request each time.

You need permission to manage the organization's AI agent to open **Dashboards** and manage saved dashboards.

### **Create a dashboard**

1. Open **Dashboards** from the Z360 sidebar.
2. Click **Create** or **Create with Ask Z**.
3. Tell Ask Z what you want to track. For example: “Create a dashboard showing this month's inbound conversations, response activity, and open tickets.”
4. Review the generated dashboard and its filters or actions.
5. Ask Ask Z to save the dashboard when the layout and metrics are useful.

The dashboard is saved to the gallery with a title, description, and icon selected by Ask Z. If the gallery is empty, the page shows **No dashboards yet** and the **Create with Ask Z** action.

### **Choose dashboard visibility**

When Ask Z saves a dashboard, choose whether it is **Only you** or **Shared with organization**. Use a private dashboard for personal analysis and an organization dashboard for a shared operating view.

Review the visibility icon on each gallery card before sharing links or using the dashboard in team workflows.

### **Open, refresh, or edit a dashboard**

1. Open **Dashboards** and select a saved dashboard.
2. Use **Refresh** when the underlying data should be loaded again.
3. Use **Edit with Ask Z** to describe the change you want. Ask Z fetches the saved dashboard before proposing the update.
4. Review the result and save the updated dashboard when it matches your needs.

If part of a dashboard cannot load, select **Refresh** first. If the problem continues, use **Edit with Ask Z** and ask it to repair the saved dashboard.

### **Delete a dashboard**

Use the dashboard card's action menu or the dashboard's **Delete** control, then confirm the deletion. Deleting a saved dashboard cannot be undone.

### **Tips**

* Describe the business question, date range, and breakdowns you want to see.
* Keep shared dashboards focused on a repeatable team decision.
* Refresh a dashboard before relying on it for a current report.
* Use the visibility indicator to confirm whether a dashboard is private or shared.


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