---
schema_version: "1"
id: 508a8c85f6d5c653d469b254cb1a82e312582fa72d9157e2a4c4188cf411f7b7
title: Create a Tableau Agent for Conversational Analytics in Tableau Next
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_admin_data_analysis_subagent.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_admin_data_analysis_subagent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 50aa437c426ba05450743cab77c52ffa3a0394651b4c9e0e32813267bd455c29
description: The Analytics and Visualization V2 template and its Data Analysis subagent enables conversational analytics in Tableau Agent.
products:
  - Tableau Next
release: "264"
---
# Create a Tableau Agent for Conversational Analytics in Tableau Next

The Analytics and Visualization V2 template and its Data Analysis subagent enables conversational analytics in Tableau Agent.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d23938e56">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23938e56 "> To update Tableau Next settings: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23938e56 ">Tableau Next Admin permission set</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23938e56 ">To build and manage employee agents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23938e56 ">Manage AI Agents, or, Customize Application system permission</td>

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This topic is related to the section "Create an Agent with the Analytics and Visualization Template" in [Set Up Tableau Agent in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm&type=5&language=en_US) and [Create an Agent from an Agentforce Employee Agent Template](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&type=5&language=en_US). Guided setup is available for Tableau Next, including AI features. For more information, see [Guided Tableau Next Setup](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_guided_setup.htm&language=en_US).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/images/icon_note.png)

Note After July '26, to create a Tableau Agent with conversational analytics, you must use the new Analytics and Visualization V2 template and its Data Analysis subagent. Admins must start in the Agentforce Studio app to create a new agent.

The Analytics and Visualization V2 template requires the **Data Q&A Indexing and Semantic Enrichments** setting to be enabled in Data 360, and the **Tableau Agent** and **Data Analysis** settings to be enabled in Tableau Next.

Confirm these settings are enabled as described in the section "Confirm the Data Q&A Indexing and Semantic Enrichments Setting is Enabled in Data 360" and "Activate Tableau Agent in Tableau Next" in [Set Up Tableau Agent in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agentforce_templates.htm&type=5&language=en_US) .

1. From the App Launcher, enter `Agent`, and then select the Agentforce Studio app.
2. On the Agents tab, click **New Agent**.
3. In Agentforce Builder, find the **Analytics and Visualization V2** agent template, and then click **Select**. Enter the agent's name and then click **Let's Go**.
    
    If you already created an agent in a previous version of Tableau Next, you may see an Analytics and Visualization Legacy template and an Analytics and Visualization V2 template in Agentforce Builder or Agentforce Studio. Select the Analytics and Visualization V2 template.
4. In the Settings section, define the settings that determine how your agent behaves in conversations, such as [system messages](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_system_messages.htm&language=en_US&type=5) and [language settings](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_tone.htm&language=en_US&type=5).
5. In the Subagents section, confirm that **Data Analysis** is listed as a subagent.
6. To give your users access to the new agent, add the new agent to the agent access list for a permission set, and add users to that permission set. For information, see [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&type=5&language=en_US).
    1. From Setup, in the Quick Find box, enter `Permission`, and then select **Permission Sets**. Open an existing permission set. Or, click **New** to create and save it.
    2. In the Apps section, click **Agent Access** tab, and then click **Edit**.
    3. Select your agent in the list, click **Add** (right arrow), and then click **Save**.
    4. In the **Permission Sets** page, click **Manage Assignments**. Add users to this permission set.
7. When you're ready, [activate your agent](https://help.salesforce.com/s/articleView?id=ai.copilot_setup_activate_deactivate.htm&language=en_US).
    1. In the Agentforce Builder page, click **Activate** to make the agent live. Note that you might see a "Configuration Issues Detected" message. Continue with activation. The steps that follow should resolve any issues.
8. Verify the new agent in Tableau Next.
    1. Open a metric or dashboard in Tableau Next.
    2. Click the Agentforce button ![Agentforce icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/agentforce_icon.png) to open the Agentforce panel.
    3. In the Select Agent list, select the new agent.
    4. Ask a question about the data and verify a response is generated.
        
        You can test your agent and confirm that it performs as expected and meets your security standards on the **Preview** tab. For more details about testing, see [Preview and Test in Agentforce Builder](https://help.salesforce.com/s/articleView?id=ai.agent_preview_and_test.htm&language=en_US&type=5).
9. In the Tableau Next menu, click [**Q&A Calibration**](https://help.salesforce.com/s/articleView?id=analytics.tua_data_sdm_qa_calibration.htm&language=en_US&type=5) to test and verify questions and answers for the agent (based on the selected agent and its associated semantic model). Q&A Calibration requires an admin to enable the Q&A Calibration setting in Tableau Next settings.
    
    If you've used Q&A Calibration with an agent based on the legacy Analytics and Visualization template, questions in Verified Question lists for preexisting agents will be marked as Needs Verification. You will need to revalidate questions for existing and new agents.
10. In the Tableau Next menu, click **Agent Settings** to set up a fallback list of semantic models to serve as context for the agent in situations where the context is ambiguous. For details, see [Set Up Agent Scoping for Tableau Agent in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_agent_scoping.htm&language=en_US&type=5).
    - **Optional**: Click the LLM Model tab in Agent Settings to configure the model mode as Best Accuracy (offers enhanced reasoning) or Best Performance (offers faster responses).