Formatting the Assistant's responses
The terms you can use in your prompts to request specific visual formats, from callouts and cards to charts and dashboards.
The Knowledge Assistant automatically picks the best format for each response, but you can request a specific one by using the right term in your prompt. This page is a reference for those terms.
For example, if you ask "How did the team perform this quarter?" the Assistant chooses the format it thinks works best. But if you have something specific in mind, you can say, "Show me a bar chart comparing each team member's completed tasks by month, with a table underneath showing the totals."
Visit the Visualization Gallery for interactive examples of the different response formats described on this page.
Text and formatting
Use these terms to control how text and information appear in a response.
| 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. |
Cards and metrics
Use these terms to highlight key numbers and stats.
| 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. |
Data and process visualizations
Use these terms to turn your data into professional charts and diagrams.
| 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
Use these terms to combine multiple formats into a single, organized view.
| 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, you can ask the 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.
To generate a dashboard:
Open the Knowledge Assistant.
See Chatting with the Knowledge Assistant if you need a refresher on how to start a chat.
Ask it to create a dashboard.
For example, type something like "Create a dashboard showing how the support team is performing this month" or "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.
You can use the terms from the sections above to make specific refinements. For example, "Replace the pie chart with a bar chart" or "Add a KPI card showing total revenue at the top."
Get inspired by your data
Here are some examples of how the 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.