Tableau for your voice agent

Tableau is a visual analytics platform transforming the way we use data to solve problems. Build interactive dashboards and uncover insights quickly with powerful visualization tools.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Tableau and paste it on a secure page in Connected apps.
What it reads
10 actions, such as get Current Session, get Server Info and get Workbook.
What it changes
Nothing: its actions only read.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 10. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Tableau actions

Reads 10

  • Get Current Session
  • Get Server Info
  • Get Workbook
  • List Data Sources
  • List Groups
  • List Jobs
  • List Projects
  • List Users
  • List Views
  • List Workbooks

Tableau setup

  1. Pasting a Tableau API key

    Create an API key in Tableau, choose Tableau in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 10 actions the agent may use. Start with lookups and add the ones that change Tableau when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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