Get Current Session
Return the Tableau site and user identity established by the connected PAT, including their LUIDs and the user's current site role.
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Integrate Tableau
with your AI CRM
Tableau is a visual analytics platform transforming the way we use data to solve problems
Explore Triggers and Actions
Get Server Info
Return the connected Tableau deployment's product, build, and supported REST API versions. This public endpoint checks deployment compatibility but does not validate the PAT.
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Get Workbook
Return one Tableau workbook by LUID, including its project, owner, tags, views, and freshness settings when available.
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List Data Sources
List published data sources visible to the connected PAT on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
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List Groups
List groups the connected PAT is permitted to see on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
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List Jobs
List active asynchronous jobs the connected PAT is permitted to see on its signed-in Tableau site, optionally narrowed with a Tableau filter expression, one page at a time.
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List Projects
List projects visible to the connected PAT on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
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List Users
List users the connected PAT is permitted to see on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
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List Views
List views visible to the connected PAT on its signed-in Tableau site, with optional filtering, sorting, and usage statistics, one page at a time.
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List Workbooks
List workbooks visible to the connected PAT on its signed-in Tableau site, with optional filtering and sorting, one page at a time.
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How the Tableau integration works
The Tableau integration connects your Dench AI CRM directly to Tableau, so agents can read and act on your Tableau data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
10 actions are available for agents to invoke on your behalf. Every call runs through Tableau's own authorization, scoped to the account you connect.
Set up Tableau in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Tableau and click Connect — you'll authorize access through Tableau's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Tableau in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Tableau integration work with Dench?
The Dench Tableau integration connects your AI CRM to Tableau, so AI agents can work with your Tableau data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Tableau via Dench?
The Tableau integration currently exposes 10 actions, including Get Current Session, Get Server Info, Get Workbook, List Data Sources, List Groups, and List Jobs. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Tableau to Dench?
No. You connect Tableau from your Dench workspace using Tableau's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Tableau integration secure?
Connections are authorized through Tableau's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Tableau connection from your workspace settings at any time.