Customize Insight Cards
Last Update: Sep 2024 • Est. Read Time: 3 MINKlasses define the data attributes that are associated with each object type in your platform. You can create attributes that are added to your standard Klasses, or create custom Klasses that define your businesses unique custom objects.
You can display data for both standard and custom Klass objects in Kustomer using Insight Panel and Insight Details Cards that are available in the Insights Panel. With these cards, you can display attributes that are most relevant to your agents, such as additional customer details or their individual CSAT score.
Who can access this feature? | |
User types | Admins can access Klass settings. |
In this article
- Use the visual editor
- Edit the default Insight Details card
- Create a new Insight Card
- Understand blocks
- Customize component blocks
Use the visual editor
You can use the visual editor to create or edit Insight Details or Insight cards. With the editor, you can use drag-and-drop to add or remove attributes shown on the card, change the order in which they are displayed, or add additional components, such as a paragraph or button.
Note: Existing cards can only be edited in the Code Editor.
- The left pane of the editor shows all of your active standard and custom attributes, as well as components that can be added to the card.
- The center space in the editor is where you will build and customize the card to best suit your needs. Here, you can add all of the necessary attributes and components your agents will see to get the information they need at a glance.
- The Settings pane on the right will show all of the available settings for each block in your layout and is where you can visually customize them further. See Understand blocks and Customize component blocks for more details.
Edit the default Insight Details card
The Insight Details card comes installed by default in every Kustomer organization for the Conversation, Company, and Customer Klass. This card lets you quickly see both standard and custom attributes for the customer or conversation you're viewing such as name, conversation status, or email address. The example below shows the default Insight Details card for a conversation.
You can customize the attributes displayed in this card by going to Edit Klass Settingsin the upper-right corner of the card, next to the Edit icon, and making your desired changes in the editor.
Create a new Insight Card
You can create up to 100 cards for both standard and custom klasses. In this example, we will create a card for a custom Shipping klass. The card will include specific customer details, such as name and email address, so that an agent can quickly see the customer related to shipping information.
To create an Insight Card:
- Go to Settings> Platform > Klasses.
- Select the Klass you want to create a card for and then go to the Insight Cards tab.
- Select Create Insight Card.
- Enter a name for the card and select Create.
Understand blocks
A block is essentially a row in your card that contains attributes or other component information, such as a button. You can add attributes and components to a block by dragging and dropping to from the left pane.
You can also select Add Attribute or + to open a menu that lists all of available attributes and components for you to use.
Note: Attributes can only be used once. Attributes that have already been used visually indicate that they are no longer available.
Customize component blocks
You can customize some component blocks by selecting it to view the individual options for it in the Settings panel on the right. For example, here, you can either delete the block from the card view, or customize the text and URL used in a link.
Note: The fields in the Settings panel will change depending on what type of component is currently selected.
Once you make your changes, the visual settings are automatically applied in the editor. You can also see the styling by selecting Preview. Select Exit Preview to return to the editor.
Once you are done creating a new Insight Card, it will be visible in the Insight Panel for the selected klass. Since we added this card to the Shipping custom klass customer's timeline, you can view it once you select it in the customer's timeline.