Update
Interactive views in answers: KPI cards, charts, tables and editable drafts beside the report
TL;DR
Interactive views let the agent answer with a working interface beside the written report: KPI cards, charts, sortable and filterable tables, ad previews, carousels, forms and buttons. Edits in a view stay a draft, and nothing in a view writes to a platform.
What a view can hold
- KPI cards and charts, with a legend you can toggle.
- Tables that sort, filter and export to CSV.
- Ad previews and carousels for the creatives being discussed.
- Forms and follow-up buttons; each button shows the exact message it will send.
- Read buttons that re-query the same data with another date range.
Drafts, approvals and persistence
- Editable cells — a daily budget column, for example — are a draft until you submit them as a follow-up. The submitted change then goes through the task's normal approvals.
- Nothing in a view writes to a platform on its own.
- Views and their state persist: reopen the task and the view, your edits and the last re-query are still there.
Frequently asked questions
- Can I edit a budget directly in the agent's answer?
- You can edit it in the view as a draft and submit it as a follow-up. The change then goes through the task's approvals; the view itself never writes to the platform.
- Are interactive views saved?
- Yes. The view and its state — your draft edits and the latest re-query — are there when you reopen the task.