# Customize Insight Cards

> Klasses define the data attributes that are associated with each object type in your platform. You can create attributes that are added to standard Klasses.

Source: https://help.kustomer.com/en_us/insight-cards-B1B4qz5vU

Last updated: 2026-06-15T13:34:07.099Z

Klasses 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](#visual-editor)
*   [Edit the default Insight Details card](#edit-default)
*   [Create a new Insight Card](#InsightCard)
*   [Understand blocks](#Understanding)
*   [Customize component blocks](#ChangeStyle)
*   [Sort the order of Insight Cards on the Insight Panel](#sort)

### 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](https://help.kustomer.com/code-editor-for-insight-card-or-timeline-layout-rknhhQFR8).

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/b855d2bf2eeee6f2cb5b58670a87e8d9.png)

*   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](#Understanding) and [Customize component blocks](#ChangeStyle) 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.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/9c9174850fe873db76968e2767e57fff.png)

You can customize the attributes displayed in this card by going to **Edit Klass Settings![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/e99bbe640684e4bcca7db5e0c0284f35.png)**in the upper-right corner of the card, next to the Edit ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/331519c234f64928f21223b3f7b4e2f7.png)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:**

1.  Go to **Settings**![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/e99bbe640684e4bcca7db5e0c0284f35.png)**\> Platform >** **Klasses**. 
2.  Select the Klass you want to create a card for and then go to the **Insight Cards** tab.
3.  Select **C****reate Insight Card**.
4.  Enter a name for the card and select **Create**.  
    ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/84f0f8efbfc386730d673478ee294f52.png)

### 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.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/afa61233db45e18f806f9f4ffa110c97.gif)

You can also select **Add Attribute** or **+** to open a menu that lists all of available attributes and components for you to use.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/902e5fb7c47c3c873ed5a60b7cc327c0.png)

**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.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/a21c70dcca573fa2e3f62e67bf2e4450.png)

**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.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/9717ae90bea9e42abf8c94ce9cb38bc9.png)

  

### Sort the order of Insight Cards on the Insight Panel

You can easily customize the order of your Insight Cards on the Insight Panel by going to the Klass object's **Insight Cards** **tab** in **Settings > Klasses**. Use the grid button to drag the Insight Cards to your preferred arrangement:

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/6f662b2db18e53955b1fdadbba681a96.png)

  

### **Understand object-level Insight Cards**

Insight Cards are object-contextual. The right panel displays Insight Cards configured for whichever object an agent is currently viewing:

*   When viewing a customer profile with no timeline item selected, the panel displays ****customer-level**** Insight Cards.
*   When an agent clicks into a conversation, order, or other timeline item, the panel switches to display Insight Cards configured for ****that object type**** (for example, conversation-level cards).

There is no button to switch back to the customer-level cards while viewing a conversation. To return to customer-level cards, deselect the active timeline item.

#### **Display customer attributes on conversation Insight Cards**

If agents need to view customer-level attributes while working in a conversation, add those attributes to a conversation Insight Card:

1.  From the left navigation, click ****Settings****. The Settings page opens.
2.  In the ****Settings**** page, click ****Platform****, then select ****Klasses****.
3.  Select the ****Conversation**** Klass, then click ****Insight Cards****.
4.  Click ****\+ Create Insight Card****.
5.  In the __Add Attribute__ panel, change the object dropdown from ****Conversation**** to ****Customer****.
6.  Select the customer attributes you want to display (for example, privacy request fields or account details).
7.  Click ****Save****.

The customer attributes now appear on the conversation Insight Card, so agents can view them without navigating away from the conversation.

****Note:**** If you update a Button Link URL or other setting on a customer Insight Card, remember to update the same field on any conversation-level or order-level Insight Cards that display the same information. Each object-level card is configured independently.
