Work with Assistant studio

  • 10 minutes

In addition to helping you create new insight cards, Assistant studio also lets you modify settings that are related to existing cards. For customer insight cards that are created from the studio, you can modify the job that is associated with the card. For cards that were available out of the box, you can make general changes such as:

  • Turning cards on or off

  • Controlling access to cards by assigning security remove roles

  • Set a card's priority

  • Edit the flow of a card (only available for custom cards)

Turn cards on or off

Frequently, users have different needs as they relate to cards. Some users might require access to specific cards, while others won't. Cards can be turned on or off as needed, or you can assign cards to specific security roles to provide another layer of control.

Screenshot of a Card preview with Recent Meeting highlighted.

You can turn cards on or off by opening the card and using the toggle switch. When you turn off a card, you disable the card for every security role assigned to the card, but you don't disable other properties that are associated with the card. For example, custom cards that you generated by using Power Automate can be disabled, but you aren't able to delete the Power Automate flow. Even after you disable the card, the flow remains active because other custom insight cards might use the flow.

An arrow points to the On and Off switch that enables or disables the card for all security roles that have access to it.

You can turn multiple cards on or off simultaneously by selecting all cards that you want to work with and then selecting the Turn card on or off toggle switch according to your requirements.

Another way that you can control how cards are displayed is by turning cards on or off based on specific security roles. From the Manage insight cards screen, you can filter the cards based on the role. Choose the cards that you want to turn off for the selected role and then select Remove for role name. The cards don't show for the role that you selected.

Screenshot of the High priority check box that ranks a card to display above lower priority cards.

When creating a card, you must specify the security roles to whom you want the card to display. By default, any custom cards that you create are assigned to the security roles of Salesperson and Sales manager. You can edit the card to either assign or remove the security roles. When you open a card from the Manage insight cards screen, you see a Display Settings tab, where you can define which roles should or shouldn't have access to the card.

Occasionally, scenarios might occur where some cards have a higher priority than other cards. For example, you might want meeting reminder cards to have a higher priority than other cards. When you set a card as a priority, the card is displayed to the user at the top. When you view the list of insight cards, a check mark corresponding to the card in the High priority column specifies that the card is set as priority. You can also select high priority cards from the High priority tab.