Dashboard widgets
A widget is a live card on your dashboard that an AI agent keeps up to date. Ask for "revenue this quarter" or "open support tickets by priority" and the assistant builds a card that refreshes itself — no manual copy-paste, no stale numbers.
What is a widget?
Each widget pairs a display (how the answer looks) with a data source (an agent that fetches the answer). The agent runs on a schedule or on demand, reads only what you allow, and renders the result into the card. You add widgets from the dashboard's "Add widget" dialog, or just ask the assistant to create one for you.
Card types
Pick the shape that fits the answer. Leave it on "Auto" and the assistant chooses for you based on what the data looks like.
| Type | Best for |
|---|---|
| Metric | A single headline number — revenue, active users, an SLA — with an optional trend. |
| Chart | Trends and comparisons over time or across categories (line, bar, or pie). |
| List | Ranked or grouped items — top accounts, recent signups, tasks due today. |
| Table | Rows and columns — a report you'd otherwise export to a spreadsheet. |
If you don't choose a type, the widget renders in "Auto" format and the assistant picks the clearest layout for the data it returns.
Data sources
A widget's data comes from an AI agent. You can bind an existing agent or let the assistant create a small inline one just for this card. The binding controls exactly what the card can see:
- Bind an agent — Choose any agent you can access, or describe the card and the assistant configures an inline agent for it. The agent's tools and integrations decide where the numbers come from.
- Scope the data — Optionally point the widget at a single knowledge folder so it answers only from those documents, and pick the model that runs it. Nothing outside that scope is read.
A widget can only read what its agent — and you — are already allowed to read. Sharing a dashboard never widens what a card can see.
Templates
Templates are ready-made widgets you can drop onto a dashboard and tweak. Each one ships with a suggested card type and a starter data source, so you get a working card in one click and refine the wording, scope, or schedule from there.
- Browse templates in the "Add widget" dialog, grouped by topic.
- Add one, then edit its prompt, source, and card type like any other widget.
- Save your own configured widget as a starting point for the next dashboard.
Create a widget
Two ways to add one:
- Ask the assistant
Say "add a widget for open deals by owner". The assistant proposes the card, you approve, and it appears on your dashboard.
- Use the Add-widget dialog
Open "Add widget", choose a template or a blank card, pick the card type (or Auto), bind the data source, and save.
Every widget runs on an agent. To fine-tune tools, knowledge, and output, see Agents.