Card

The Card feature allows users to add, configure, and activate built-in visualizations within the agent’s settings. Each card presents data or knowledge retrieved from various sources in different formats (e.g., tables, charts, or summaries). These visualizations enhance the data display, making it easier to interpret insights from the retrieved information.

Prerequisites

To effectively configure Card within the system, it’s essential to understand how the Training and Tools feature operates.

👉 Learn more about setting up Training here

Training

👉 Learn more about setting up Tools here

Tools

Make sure you have activated Advance Reasoning

Accessing the Card Feature

1. Go to Agent Settings.

2. Click on the Cards tab at the top of the settings panel.

Avesing Card

Adding a New Card

1. Click Add Card on the right side of the Cards section.

   

   Addig New Crad
2. In the Add sidebar, you’ll see a list of available card types under Build-in. The card types include:

   • Introductory Text

   • Pie Chart

   • Table

   • Summary

   • Line Chart

   • Bar Chart

   • Analyze

3. Select the desired card type by clicking on it. The card will now appear in the Cards section.

   

   Added Card
4. Once you add a card, each card type offers unique configuration options to tailor the display according to your data and visualization needs. Here’s a guide to configuring each card type

Configuring each card type

Intro & Summary TextData Visualization CardAnalyze Card