📸 Screenshot to add: the Widgets page (lanes per agent, Netflix-style).
How to create a widget
In Chat with Agents, ask naturally:“Create a widget with revenue for the last 30 days, with total and a chart by day.”The agent builds the screen, connects to your data, and opens the widget in a side panel. Want to tweak it? Keep chatting:
“Add a filter by state” · “Make it a bar chart” · “Switch the color to the brand green”.
Where to find your widgets
Click Widgets in the menu (right under iTeam Assistant). They’re organized by agent, like channels — easy to find. The ones from the agents you use most appear first.- Hover over a widget to see a live preview.
- Click to open it right in the agent’s chat, with the widget already open.
- The Preview button opens a large centered window to look at it calmly.
📸 Screenshot to add: widget preview in a centered modal.
Widget types
Dashboard
KPIs, charts, and tables with a period filter. Ideal for tracking the business.
Form
Registrations and data collection, with automatic validation.
CRUD / List
Lists with search, pagination, and actions (create, edit, delete).
Custom
Calculators, internal tools, whatever your operation needs.
Share securely
Each widget has a visibility level you control:Widgets respect the same access control as agents: someone without access to the agent won’t see its widgets. Understand access control →
Why it’s a differentiator
- No development. What used to be a ticket for IT becomes a 1-minute conversation.
- Always live. Widget data refreshes on its own — it’s not a static image.
- Reusable. Build once, use always; share with the team via link.
Next steps
Chat with Agents
Where widgets are born.
Data Sources
Connect your data to power the dashboards.