Tableau integration
Business intelligence and analytics platform for data visualization. Use Tableau from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 5 actions
- 9 triggers
- Starts with
New Job - ZoftAgent or workflow decides what happens next
- Then in TableauFind View
- AndFind Workbook
Zoft + Tableau
What Zoft can do with Tableau.
- 01Voice agentsA phone agent can use Tableau actions such as Find View and Find Workbook during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Tableau while it talks to the customer.
- 03WorkflowsStart a workflow when “New Job” happens in Tableau, or use Tableau as any step on the canvas.
- 04AI employeesAn AI employee can find and use Tableau actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Tableau.
- Find ViewFinds a view based on name (URL name)
- Download ViewDownload a view from a workbook in the specified format
- Find WorkbookFinds a workbook based on ID or content URL
- Refresh WorkbookRefreshes the specified workbook immediately
- Run Extract Refresh TaskRuns the specified extract refresh task and returns job information
Triggers 9
Events in Tableau that can start a workflow.
- New JobTriggers when a job matches the specified criteria
- Label EventTriggers when a label event occurs (created, updated, or deleted)
- User DeletedTriggers when a user is deleted
- View DeletedTriggers when a workbook view is deleted
- Workbook EventTriggers when a workbook event occurs (created, updated, or deleted)
- Datasource EventTriggers when a datasource event occurs (created, updated, or deleted)
- Workbook Refresh EventTriggers when a workbook refresh event occurs (started, succeeded, or failed)
- Datasource Refresh EventTriggers when a datasource refresh event occurs (started, succeeded, or failed)
- List Extract Refresh TasksLists extract refresh tasks for the site
Setup
Connect Tableau in three steps.
- 01ConnectChoose Tableau in Connections and enter the account details Tableau asks for, such as a store name or token.
- 02Put it to workAdd Tableau as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Tableau on Zoft, answered.
What can Zoft do with Tableau?
Zoft supports 5 actions and 9 triggers for Tableau. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Tableau to Zoft?
Choose Tableau in Connections and enter the account details Tableau asks for, such as a store name or token.
Can a voice agent or chat agent use Tableau?
Yes. Once Tableau is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Tableau without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.