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  • Example
  • How to Add and Enable a Data Visualization Card
  • Training the AI Agent with Training Chat for Table Visualization
  • Example Use Case
  1. AGENT SETTINGS
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Data Visualization Card

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Last updated 6 months ago

Pie Chart, Table, Line Chart, and Bar Chart Cards provides a structured way to display data in a table format, making it easy to view, analyze, and compare multiple data points. This feature is especially useful for showing detailed datasets, such as employee workloads, task records, or monthly performance metrics.

Example

Suppose you have employee workload data for 2020, including fields like Employee ID, Employee Name, Month, Workload Level, Tasks Assigned, and Tasks Completed. The Table Card allows you to display this information in an organized format, facilitating analysis of employee productivity month-by-month or across different employees.

How to Add and Enable a Data Visualization Card

  1. Go to Agent Settings and navigate to the Cards tab.

  2. Click on Add Card.

  3. From the list of card options, select Table,Pie,Bar,Line.

  4. The Data Visualization Card (Table,Pie,Bar,Line) will now appear in your Cards section.

  5. Enable the Card by clicking the Enable button, making the card active and ready to display data.

Training the AI Agent with Training Chat for Table Visualization

You can use Training Answering to train the AI agent to visualize the table accurately based on specific user interactions. Training Answering involves defining rules or conditions that trigger particular responses, allowing the AI agent to produce structured and conditional responses in conversations

Steps to Train the AI Agent for Table Visualization

  1. Define Input Conditions:

    • Specify the conditions that must be met for the AI agent to trigger the Table Card.

    Example Input Condition:

    • Condition: If the user query contains keywords like “employee workload analysis for 2020,” “workload table for 2020,” or similar phrases

  2. Define Input Instructions:

    • Create instructions on how the AI agent should respond and display the data.

    Example Input Instruction:

    • Instruction: Instruct the AI agent to

      • the agent should trigger the Table Card to display the workload data.Display the table with columns Employee ID, Employee Name, Month, Tasks Assigned, and Tasks Completed.

      • This ensures that any user asking for workload analysis in 2020 will receive the structured table response.

  3. Add Training:

    • Once you’ve defined the conditions and instructions, click the Save button to add these training rules, enabling the agent to use the Table Card effectively in conversations.

Example Use Case

Employee Workload Analysis: Suppose you’re analyzing employee workload data for 2020 and want the agent to display this information in a structured way during a conversation. By setting up Training Chat, you can define that whenever a user asks for “employee workload analysis,” the agent will respond by displaying the Table Card with relevant columns such as Employee ID, Month, and Tasks Completed.

Answering
Add New Table Card
Training Answering
Example Card Table