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A dashboard is a small data app Cora builds for you. Use it to work, not just to read: a review queue, a renewal tracker, a triage board. It shows on Artifacts under the Dashboard filter, and you can pin it to Analytics. Ask Cora in chat for one. Describe the app you want, for example: “Build a renewal tracker for accounts renewing this quarter, where I can assign an owner, log a note in Salesforce, and record the renewal when it closes.”

What a data app can do

  • Show charts, tables, and metrics over your accounts, tasks, signals, and connected tools.
  • Let you filter and drill in, when you ask Cora for it.
  • Sort and export its tables. Tables come with CSV export unless you ask Cora to leave it out.
  • Take action. A button can do almost anything you can ask Cora to do in chat, for example:
    • Approve an agent’s draft email, or reassign a task.
    • Log a note in Salesforce or HubSpot, or open a Zendesk ticket.
    • Post to an account’s Gainsight timeline, or add a row to a Google Sheet.
    • Run an agent for an account, or create a follow-up task.
    • Set a Manual input value, or record a renewal on the account.
    • Look up live data from a connected tool when you click.
    Actions in HubSpot, Salesforce, and other apps need that integration connected.
  • Stay current. Tasks and agent runs sync within about 15 minutes. Connected tools, such as Slack or Salesforce, sync within about an hour. Short lists also read live data when the app opens, so a change made elsewhere shows up right away.

Taking action

Every action shows what it will change and waits for you to confirm. Opening an app never changes anything. An action runs as you, with your access, in your workspace. One action runs at a time. A second click while one is running answers “Another action is already running.” The change shows in the app the moment it finishes.

Who can act

Admins and Operators can act in any data app they can open, with the same permissions they have in chat. A Viewer can open a shared data app and see its data. An action that changes something answers “View-only access can’t change data.” A lookup still works, and it shows only customer-facing tasks. Customers do not have data apps in the customer portal. Change a data app in chat, as described in Who can edit.