Plan requirement
| Subscription | Suite Professional or higher, Explore Professional or higher |
| Access | Agent |
Analyst copilot is in an Early Access Program. Analyst copilot appears in Analytics only if your account is enrolled, so if it is not there, that is the reason rather than a plan or a permission. Ask pluscloud to arrange enrolment.
A generated report is a draft. It carries the choices analyst copilot made on your behalf, and reading those back takes less time than explaining a wrong figure afterwards.
Start with the memories it used
Analyst copilot shows which memories went into the answer. Memories are saved notes about your analysis work, business rules, logic choices and preferences: as you build reports it saves actions, filters, decisions and its own suggestions as memories, and uses them again next time. So the list under an answer tells you what it assumed, which is the fastest way to see where an answer came from.
Which date it read
Created or solved. Both are defensible readings of the same English sentence and they produce different numbers, so open the report and read which date the filter uses.
Which dataset it used
Analyst copilot has four prebuilt datasets: Support tickets, Agent daily snapshot, IT asset management and AI agent conversations. They hold different things, and a question about agent workload answered from ticket data is not the same figure as one answered from the daily snapshot. You can also build your own dataset by combining fields from these.
Your own conventions
Where a team excludes something from every figure it quotes, such as spam, one brand or internal tickets, that exclusion has to be written down. Unless that sits in a memory, the total will be larger than the number everyone else uses. Compare it against a report you already trust for the same period.
Average or median
On durations these are not close. The average can be twice the median, so look at the aggregator on any time metric before you quote it.
A field most tickets do not have
Filtering on a field that is completed on a fifth of tickets drops the rest without saying so. The chart stays precise and covers a minority, so if a total fell sharply, check how many tickets carry that field at all.
Three things it will not do
Where analyst copilot has too little information or too few memories to build a report, it produces nothing rather than a guess: no report and no memories are created.
Datasets refresh once a day, at midnight in the account's time zone. This morning's tickets are not in this morning's answer.
Existing Explore dashboards cannot be imported. Zendesk says comparable information will become available in agentic analytics, but there is no migration path today.
Read it back as a sentence
Metric, grouping, filters, period. If you cannot say the report out loud, do not quote it.
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