Agentic Workflow Overview
Plotly Studio's agentic workflow is an AI-powered environment where you can explore data, answer questions, and build shareable apps—all through conversation. The agent works autonomously to carry out your requests, writing and executing Python code behind the scenes so you can focus on the analysis.
Compare to the classic workflow
The classic workflow in Plotly Studio prioritizes a single goal: to help you build a BI dashboard. It uses agentic AI to help you connect to a data source and build a view to power your application. It allows you to explore chart possibilities and build your own charts, using a structured prompt. Charts are arranged in a layout, which you have limited control over in terms of structure and style. Apps can be published to either Plotly Cloud or Dash Enterprise and shared with teammates.
In contrast, Plotly Studio's new agentic workflow allows you to work in a more flexible environment using the new universal chat interface, and expands the scope of work you can do in the product, from conducting ad-hoc queries, to building strategic executive reports, and developing data apps that you have more control over regarding style and composition.
Queries are more powerful in this workflow because we allow the agent to traverse the data source freely, enriching its own context over many steps to find answers to broad, and often ambiguous, questions asked by users. Unlike the classic workflow, apps can be powered by data from multiple queries, and even disparate data sources. You can create apps with tabs and exert more control over the presentation and functionality similar to other "vibe coding" tools, and the streamlined publishing workflow from the classic mode is retained.
Our goal for Plotly Studio is for it to be the best AI-driven tool for working with data. Period. With an approachable interface for casual users, and deep customization for power users, we are bridging the gap between automated insights and bespoke data application development. By combining the speed of conversational AI, the clarity of Plotly data visualizations, and the robust data app framework of Dash, Plotly Studio gives you the freedom to move from a question to a production-ready application in a single, seamless session.
Work with your data
Upload files or connect to external data sources directly in Plotly Studio. The agent can read and query your data to answer questions and surface insights.
Chat with an AI agent
Start a chat session and ask questions in plain language. The agent autonomously explores your data, runs analysis, and responds with results. You can ask follow-up questions and dig deeper without leaving the conversation.
Create visualizations and tables
Ask the agent to create Plotly charts and tables. It writes the Python code, executes it, and returns the result—ready to include in a report or app.
Get analysis summaries
The agent provides written summaries alongside its results, highlighting key findings and suggesting new directions to explore.
Build reports and data apps
Turn your analysis into a polished report or a fully interactive data app built on Dash. Apps can include live charts, tables, and controls that let users filter and explore data on their own.
Publish your work
Publish data apps to Plotly Cloud or Dash Enterprise to share them with your team or make them available to a wider audience.
