Assistant responses
The visual layouts a Knowledge Assistant can use in its responses, from callouts and cards to charts and full dashboards.
When you chat with an assistant, the response you get can be much more than a block of text. Depending on your needs, it can provide a wide range of visual results — from checklists and bold headings to interactive charts and organized dashboards.
Every assistant automatically chooses the best layout for your request, but knowing the options lets you guide the conversation when you have a specific look in mind. Just use the terms below in your prompt. For instance, you might say, "Summarize my sales data from October using four KPI cards. Include a progress bar below the cards showing progress towards our annual sales goal."
The Visualization gallery renders every response type live — charts, metrics, diagrams, and interactive content — so you can see and interact with each one.
Answers with sources
You choose whether an assistant bases its answers on the web, your entire Knowledge Center, or specific assets, so a response can point you back to the content behind it. Here's an interactive example of a cited answer:
How long does customer onboarding take?
A standard onboarding runs two to three weeks, covering workspace setup and connectors in week one and team training by week three.
"Most teams complete onboarding in two to three weeks, depending on how many sources they connect on day one."
"Week one covers workspace setup and connectors; team training is scheduled for week three once knowledge is in place."
Select a citation to open its source.
Organizing text and information
These terms help you structure information so it is easy to read and share.
| Term | What it does |
|---|---|
| Accordion | Hide long sections of information or extra details in expandable sections to save space. |
| Alert box | Make important announcements or messages stand out clearly. |
| Badge | Add colorful status labels or categories to your information. |
| Button | Create clickable links to more details. |
| Callout | Highlight a quote or a specific note by setting it apart with a subtle border. |
| Code block | Display a snippet of code so it's easy to read and copy. |
| Emoji | Add visual interest to your text or represent specific numbers, symbols, or ideas. |
| Gradient callout | Create a colorful, eye-catching banner. |
| Highlight box | Call attention to a tip, hint, or important piece of information. |
| Icon | Include small, helpful graphics that represent common symbols, ideas, or actions. |
| Inline code | Highlight small snippets of code or technical terms in the middle of a sentence. |
| Link | Add clickable text that leads to more details or related information. |
| List | Organize information into easy-to-read bullets or numbered steps. |
| Text emphasis | Use bold, italics, underline, highlighting, or strikethrough to make words stand out. |
| Text heading | Add heading levels 1–6 to organize your information and make it easy to scan. |
Using cards and metrics
These terms help you emphasize specific data or create an interactive layout. Here's an interactive example of the kind of stat tiles an assistant can produce:
| Term | What it does |
|---|---|
| Full mini card | Present a piece of information in a box that fills the width of the page. |
| Image | Generate a visual that helps explain a concept, provides an example, or adds visual interest. |
| KPI card | Display an important metric or percentage, often alongside a progress bar. |
| Mini card | Display several stats or related pieces of information side-by-side. |
| Progress bar | Include a clear visual indicator showing progress towards a task or goal. |
| Text card | Display specific information in a simple box. |
| Timeline | Visually show a sequential series of events or steps. |
| Value card | Call out a specific value or metric in a box with a colored border. |
Visualizing data and processes
These terms help you transform your text or data into a variety of professional diagrams and charts. For example, here's an interactive doughnut chart like the ones an assistant can generate:
- SharePoint42%
- Google Drive28%
- Confluence18%
- Uploads12%
| Term | What it does |
|---|---|
| Advanced flowchart | Show a sequence of actions and the different paths someone can take based on their choices, using draggable nodes and unique connectors. |
| Area chart | Show trends over time while making the total amount more visually apparent by filling in the area under the lines. |
| Bar chart | Compare different categories side-by-side using bars of different lengths. You can also group or stack bars to compare multiple sets of data at once. |
| Bubble chart | Compare three different pieces of information at once, using the size of the bubble to show the value of each data point. |
| Class diagram | Create a visual blueprint of a system that shows the different building blocks and how they relate to one another. |
| Doughnut chart | Show how different parts make up a total, using a ring shape that leaves space in the center for a key label or number. |
| Entity relationship (ER) diagram | Create a visual map that shows how different pieces of information — like people, objects, or events — are connected. |
| Flow chart | Create a diagram that shows the steps in a task or process. |
| Gantt chart | Create a visual project schedule that shows when each task starts, how long it lasts, and how tasks overlap over time. |
| Git graph | Create a visual timeline of a project's history, showing how different versions of work branch and merge back together. |
| Line chart | Track how a metric rises or falls over time by connecting data points with a continuous line to show a clear trend. |
| Mind map | Capture a central idea and branch out into related thoughts, making it easy to brainstorm and organize complex information. |
| Pie chart | Illustrate how a total amount is divided into different parts, with each "slice" representing a percentage of the whole. |
| Polar area chart | Visualize data that has a circular or cyclic nature, where each segment's distance from the center represents its value. |
| Radar chart | Compare the strengths or characteristics of different items across several categories on a single, web-like grid. |
| Scatter chart | Show the relationship between two sets of data by plotting them as individual points to see if a pattern emerges. |
| Sequence diagram | Visualize how different people or systems interact and the specific order in which they exchange information. |
| State diagram | Show the different stages an item goes through and the specific actions that trigger a change from one status to another. |
| Trend indicator | Show how a value changes over time. |
| User journey map | Illustrate the steps a user takes to complete a goal, tracking their actions and feelings from start to finish. |
Structured layouts
These terms help you build a more complex page layout.
| Term | What it does |
|---|---|
| Dashboard | Display multiple different components — like charts, KPI cards, and tables — together in a single layout. |
| Filter | Add interactive dropdowns that narrow your results to only the information you need, such as data from a certain date or category. |
| Form | Create a simple way for people to provide details, answer questions, or submit requests. |
| Grid layout | Display multiple components — such as charts, images, and value cards — in organized rows and columns. |
| Rich table | Create a table that includes more than just text, such as images, badges, links, and buttons. |
| Simple table | Organize text and numbers into a clean, easy-to-scan grid of rows and columns. |
| Tab | Organize related content into separate sections on the same page, each with its own specific content and layout. |
Generating a dashboard
Sometimes, a single chart or block of text doesn't give you the full story. When you need to see how different pieces of information connect — like how your team's workload affects your project timelines — you can ask any assistant to create a dashboard.
Think of a dashboard as a single page of information that gives you a "pulse check" on your business, training, content, clients, or team. Instead of looking at three separate reports, a dashboard synthesizes that data into one clear view, highlighting the most important numbers and trends in a single, easy-to-read layout. Depending on the dashboard, you may even be able to click on specific sections to zoom in, view more details, or use filters to see exactly the information you need.
Open the Knowledge Assistant and pick any assistant
See Chatting with the Knowledge Assistant if you're new to starting a chat.
Ask it to create a dashboard
For example, "Create a dashboard showing how the support team is performing this month." Or, if you want something specific, "Show me a dashboard view of Maya Patel's project load and training progress."
Keep chatting to refine it
Ask the assistant to change what data is displayed or adjust the layout and visualizations.
If you don't specify what you want the assistant to generate, it responds in the format it feels best suits your request.
Get inspired by your data
The following examples illustrate how any assistant can transform your information into a clear visual story.
- Client dashboard: Quickly review your current relationship with a client by looking at their total budget, actual spending, and upcoming project milestones.
- Employee dashboard: Support your team by viewing an individual's active project load, their hours worked over time, and their professional development progress.
- Project dashboard: Get a high-level view of your team's projects by tracking the number of active projects, their average duration, and budgets.
- Safety dashboard: Monitor workplace safety by tracking monthly incident rates, safety trends by severity, and the number of incidents across different sites.
- Sales dashboard: Celebrate wins and identify new opportunities by viewing total sales, sales by category or region, and trends over time.
- Support dashboard: Monitor your service health by tracking the number of open tickets, how quickly they are resolved (SLAs), and customer satisfaction.
- Training dashboard: Keep your learning programs on track by monitoring course completion rates, learner engagement, and training hours.
To speed up requests like these with reusable shortcuts, see Assistant commands.