View and customize object data
Last Update: Sep 2024 • Est. Read Time: 3 MINYou can define how objects like Customers, Conversations, and KObjects (custom objects) are displayed in Kustomer. These views can be rendered in various ways depending on where you want to make the information visible and the object you use.
Who can access this feature? | |
User types | Admins can access the Klasses page to create these views. Agents with access to these views can see them on the customer timeline. |
In this article
Overview
With the Timeline Layout and Insight Card, you can:
- Define templates that are associated with a specific type of object.
- Render the details of an object in various ways.
- Expose actions that allow users to automate business processes.
Types of views
Your object data can be shown in various areas of the Kustomer platform.
Insight Panel
When working in the timeline, agents can access the Insight Panel on the right side of the window. This collapsible right panel of the Customer Dashboard displays relevant information about the current customer and acts as the home for Insight Details and Insights Card objects. Select the toolbar icon or press the \
key to show or hide the Insight Panel.
Insight Details
Insight Details are displayed in the top section of the Insight Panel sidebar and can be customized to show specific data depending on the object you choose. Remember that there can only be one Insight Details card per object. This card is created by default for both the Conversation and Customer Klass. The following image shows an example Insight Panel for the Customer object.
You can customize the attributes displayed by default for both the Conversation and Customer Klass. Learn more in Edit the default Insight Details card.
Insight Card
Insight Cards are shown in the Insight Panel sidebar, directly below the Insight Details. This card is similar to a widget tied to a specific task. With cards, you can post data to a workflow or make an API call. For example, you can have a card that issues a return or resolves a CSAT rating. Keep in mind that you can have multiple cards per object. The following image shows an example Insight Card with sentiment history.
You can customize the default Insight Details view and create up to 100 additional Insight Cards for both standard and custom objects from the Klasses settings page. Learn more in Create a new Insight Card.
Timeline Layout
The Timeline Layout is displayed within a user's expanded timeline and tied to a custom object, such as order. You can display custom order data, such as items and shipping details. This view is only available for custom objects, and you can only have one Timeline Layout per KObject. The following image shows an example of a Timeline Layout for a Shopify order.
You can customize the timeline view of a custom object using a visual drag-and-drop editor. Learn more in Customize a Timeline Layout.
Components and styling
When a new Timeline Layout or Insight Card is created, it is automatically populated with default fields. You can modify the code to remove or add certain fields based on how you would like the Timeline Layout or Insights Card to display your custom data.
To view our built-in default components for these views, see our API documentation on Klass Views. You can also use regular HTML elements and are not restricted to these components.
If you want to add styling to your components, the style must follow the JSX styling convention. For example, you could create a <div>
for one of the fields and add a background
color of red like such: <div style={{ background: 'red' }}>
.