Work with Assistant studio
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.
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.
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've selected.
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.
Optimize ranking of insight cards
As your organization defines and enables more cards, they all display in the same spot, generally. Unfortunately, when this situation occurs, users might miss cards that are important or need follow-up. To ensure that this situation doesn't happen, the Assistant includes an Optimize ranking option. This option lets you optimize the ranking of cards that are more important than others and promotes those cards to display at the top of the list.
You can define up to four rules in the ranking section. Rules can be based on Accounts, Leads, Contacts, and Opportunities. Cards are given a priority in the order that you define. For example, suppose you created two rules:
Rule 1 - Prioritize cards where the annual revenue is over USD 100,000.
Rule 2 - Prioritize cards where the estimated revenue is over USD 10,000.
The Assistant analyzes the cards and displays the ones with annual revenue of more than USD 100,000 first. Then it displays the ones with estimated revenue of more than USD 10,000, and then the cards that aren't prioritized last.
When defining rules, you can use one of the four following properties when editing the rule:
Name of the field - Defines if the rule should apply to cards that are associated with the Account, Contact, Lead, or Opportunity table. Each rule can only be associated with one table.
Attribute type - Defines the attribute that is checked to see if the rule applies.
Condition - Specifies that a card is displayed when the set condition is met.
Value - The value specifies the unit of measure for a condition to validate for the attribute type.
Returning to the previous example, if you want to configure that scenario, you need to define two individual rankings, as shown in the following graphic.
The first rule states that: any cards that are related to an Account with Annual Revenue that is more than USD 100,000 should be considered top priority. Those cards display before any others. After that, any cards that are related to an Opportunity with Est. Revenue of more than USD 10,000 will show.
You would also need to select the box next to each rule to specify that it's active. Any rules that aren't selected are considered disabled. After you've completed your optimization rankings, select Save to save the rule.