Skip to content

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.

Plotly Studio agentic workflow

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.

Data attachments

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.

Chart step

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.

Data attachments

Get analysis summaries

The agent provides written summaries alongside its results, highlighting key findings and suggesting new directions to explore.

Executive summary

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.

Data app

Publish your work

Publish artifacts from any session step to Plotly Cloud or Dash Enterprise. You can publish reports, data apps, or a single analysis step that includes its charts and tables.

Publish menu