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The Artifacts capability lets your Agent build interactive content during a conversation — dashboards, calculators, data visualizations, reports, and prototypes — without writing any code yourself. Artifacts render in a dedicated panel next to the chat, and you can iterate on them, open them in full view, and share them via link.
Artifacts are ideal for creating ad-hoc reports and visual presentations when you need to present information more effectively than plain text:
  • Visual presentation of complex data — Transform sales data, performance metrics, or analysis results into interactive charts and graphs
  • One-off reports for meetings — Generate quarterly performance sheets, project summaries, or presentation materials to share with leadership and teams
  • Prototyping and mockups — Create proof-of-concept tools like pricing calculators, comparison tools, or workflow demonstrations to visualize ideas before full development
  • Making dense information digestible — Convert lengthy text reports or analysis outputs into structured, visual formats with filtering and drill-down capabilities
Example artifacts include interactive dashboards (sales pipelines, KPI trackers), data visualizations (charts, graphs), calculators (pricing, margin analyzers), prototypes (quick MVPs), reports, and comparison tools.

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Enable Artifacts

You can enable Artifacts in two ways:

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On an Agent

1

Open the Agent editor

Go to Agents, find the Agent you want to configure, and click Edit.
2

Add the capability

In the Setup tab, scroll to Capabilities, click + Add, and select Artifacts.
Capabilities section showing Artifacts added to an Agent
3

Publish your Agent

Click Publish to make the capability available.

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In a Chat session

You can also toggle Artifacts on for any chat session using the Tools picker in Chat, without adding it permanently to the Agent.
Tools dropdown in Chat with Artifacts toggled on

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How to use it

Choose the right AI model. Artifacts involve generating structured code and visuals, so a capable model matters. Use a powerful, reasoning-capable model for complex artifacts like dashboards and data visualizations. New models are added regularly — see Choose the right AI model for current recommendations. You can change the model in your Agent’s settings or per-chat.
1

Request interactive content

Ask the Agent to create something interactive — a dashboard, a calculator, a report with charts, or a visual prototype. Be specific about what data to include and how it should look. You can provide data by uploading files, referencing Knowledge Base items with #, or pulling data from connected integrations like Salesforce, Snowflake, or Airtable.
Chat message requesting a sales dashboard with data file attached and Artifacts enabled in Tools
2

View the Artifact

The Agent renders the artifact in a dedicated panel alongside the chat. You can interact with it directly — click buttons, filter data, and explore.
Artifact panel showing a Sales Performance Dashboard alongside the chat conversation
3

Iterate on the result

Continue the conversation to request changes, add features, or adjust the design and functionality. The Agent updates the artifact in real time based on your feedback.
Follow-up message refining the artifact with the updated result in the side panel
4

Open in full view

Click the expand icon to view the artifact in a full-screen tab where you can explore all features and functionality.
Sales Performance Dashboard in full-screen view with Copy Link button
5

Share the artifact

Copy a link to the artifact so others can view it in their browser. Recipients must be signed into Cassidy and have access to the chat to view the artifact.
Share artifact dialog showing a copyable link
Artifacts are tied to each individual Chat. Save or share your Artifact before closing the Chat if you need to preserve access to it.
Artifacts display static data from the point of creation — they don’t update automatically when underlying data changes. They work best as reports and ad-hoc analysis rather than operational dashboards that need live data refresh. For ongoing automations that generate artifacts programmatically, use the Create Artifact action in a Workflow.

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Next steps

Data Analysis

Analyze structured data and create visualizations from spreadsheets.

Browser Use

Automate interactive web tasks with a live browser.