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Generative UI

When Connie answers with figures, the numbers behind her answer open on a board beside the chat. A board is a set of cards: counts, charts, a map of sites, job lists, finance summaries and more, built from the data Connie looked up. Open a job from the board, filter the list, expand a card, and save the board to come back to it. The Stats dashboard has boards too, under Your views.
Ask Connie with an answer about similar jobs on the left and a board on the right with counts and a list of matching jobs

A board beside Connie's answer. Job references, sites and engineers are placeholders.

Boards beside Connie

  1. Ask Connie a question that needs figures, for example “How did the team do this month?”, “Give me a snapshot of this customer”, or “Have we seen this fault before?”.
  2. Under her reply, a bar names the board and what is on it, for example 2 KPIs · 1 chart · 12 jobs · map.
  3. On a wide screen the board opens in a column beside the chat. Choose Hide board or Show board under a reply to switch between boards, and Close board to close the column for this conversation.
  4. On a narrow screen, and in job and contact chats, the board opens under the reply. Choose Expand board or Collapse board.
Each card is built straight from the data Connie looked up for her answer, so the board and the answer always show the same figures.

Which questions bring a board

Connie's answer with the job's worksheet answers in a table, and a board beside it with a map of the jobs, pins coloured by engineer, and a Worksheet photos card below

Ask for a job's worksheet and photos: the answer in the chat, the jobs pinned on a map beside it. Job references, sites and engineers are placeholders.

The Worksheet photos card on a board, showing a photo of equipment in a cabinet taken for the question Please take a picture of all equipment on site, with an Open job link

Further down the same board, the worksheet photo with the question it answers. Select the photo to see it full size, or Open job to go to the job.

Boards on the Dashboard

Your views sits at the top of the Stats tab: boards that follow the period and filters above them.
The Dashboard with Your views open on the Jobs on the map preset: count tiles for Jobs and Finished late, and a map of job pins numbered and coloured by engineer

Jobs on the map, a Dashboard preset. Counts are placeholders.

  1. Open Dashboard and stay on Stats.
  2. Under Your views, pick a preset, or a board you saved:
    • Jobs on the map
    • First-time fix next to SLA
    • Late jobs and overrun
    • Engineer workload
    • Outcomes and job types
  3. Change the period or the contact filter. The board follows.
  4. Choose Close view when you are done.

Cards you will see

Every card has Expand to open it full size, and a control to fold it away.
A job list card with status chips, a filter box, and three job rows each with a reference, site, status, date, engineer and short note

The job list card: filter, expand a row, or open the job. Job references, sites, engineers and notes are placeholders.

Live and fixed cards

  • Count tiles, breakdowns and trend charts are live. Choose Refresh numbers to run them again.
  • Job lists, reports and finance cards are a copy of what Connie looked up when she answered.
Select a job reference on any card to open the job over the board.

Save a board

  1. Choose Save board at the top of a board.
  2. Give it a name, or keep the board’s title, and choose Save.
  3. Find it under Your views → Saved boards on the Dashboard.
A saved board from Connie keeps its job list as it was and runs its counts and charts again when you open it. A saved Dashboard board follows the Dashboard’s period and filters. To remove a saved board, choose its delete button. Saved boards are kept in the browser you saved them in, on that device only.

Good to know

  • Engineer rankings use operational figures only. Read them alongside what you know about each engineer’s work, and not as grounds for employment decisions.
  • Developers who want to build their own cards on VH3 AI data should read the Generative UI guide.