Cassidy's Artifacts feature allows you to create interactive, visual content like dashboards, reports, and prototypes directly through Chat conversations without any coding. When you ask an Agent to build structured content, Artifacts displays the result in a dedicated panel next to your Chat, where you can view, iterate on, and share the functional tools in real time.
To set up and use Artifacts, follow these steps:
Enable Artifacts: You can enable Artifacts in two ways:
Add to an Agent: Navigate to the "Agents" page, and select the Agent you want to configure. Access the "Tools" section in the "Setup" tab, click "+ Add", and select "Artifacts" to enable this tool for your Agent.
Enable in Chat: Open any Chat and click the "Tools" dropdown, then toggle "Artifacts" to "on" for that conversation.
Start a Chat: Open a Chat with an Agent that has Artifacts enabled.
Request interactive content: Ask your Agent to create a dashboard, calculator, visualization, or other interactive tool. You can provide data by uploading files directly to Chat, referencing items from your Knowledge Base, or pulling data from connected integrations like Salesforce, Snowflake, or Airtable.
*For the purpose of this article, we’ll use a Sales Support Agent Agent and upload data to create a sales dashboard.
Refer to the Artifact panel: The generated Artifact appears alongside your Chat in a dedicated panel, allowing you to see both the conversation and the interactive output simultaneously.
Iterate and refine: 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.
Open in full view: Click to expand the Artifact into a new tab for a full-screen experience where you can explore all features and functionality.
Share with your team: Copy the link to share the Artifact. Recipients must be signed into Cassidy and have access to the Chat that generated the Artifact.
*Artifacts are tied to each individual Chat. Be sure to save or share your Artifact before closing the Chat if you need to preserve access to it.
When to use Artifacts and example use cases
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 use cases include:
Interactive dashboards: Sales pipelines, KPI trackers, and performance metrics with filters and drill-down capabilities
Data visualizations: Charts, graphs, and visual representations of your business data
Calculators and tools: Pricing calculators, margin analyzers, and custom business tools
Prototypes: Quick MVPs and working concepts to test ideas
Reports: Structured presentations of data and analysis
Comparison tools: Tools like persona comparators that help teams quickly compare options from your Knowledge Base
Artifacts are not suitable for permanent, reusable dashboards that require live data updates. They display static data from the point of creation and work best as reports rather than operational dashboards. For ongoing applications that need real-time data refresh, there are other ways to achieve this within Cassidy—reach out to understand your needs.