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Analytics & Reporting

Mini-Apps

Build custom dashboard views by describing what you want to see. Publish them to your sidebar.

Mini-Apps

Mini-apps are custom dashboard views you build by describing what you want to see in plain language. The AI generates a live data view, you review it, and publish it to your sidebar.

What you can build

Mini-apps are composed of panels. Each panel is one of four types:

Panel typeWhat it shows
Stat tilesA row of KPI numbers (counts, averages, sums)
Bar chartA grouped count breakdown of any field
TableA filtered, sorted list of records
TimelineA chronological feed of events

You can mix and match panel types in a single mini-app. For example, a "Support Queue Overview" might have stat tiles for open ticket counts, a bar chart of tickets by status, and a table of the 10 most recent open tickets.

Creating a mini-app

  1. Go to Mini-Apps and click New App
  2. Give the app a name
  3. The AI design chat opens
  4. Describe what you want to see:
    • "Show me a support queue overview with total open tickets, a status breakdown, and the 10 most recent tickets"
    • "Give me a CRM pipeline view: count of Accounts by lifecycle stage, count of Leads added this week, and a table of Opportunities sorted by close date"
  5. The AI generates the app definition
  6. A live preview renders automatically using your real data
  7. If you're satisfied, click Publish

Publishing

When you publish a mini-app, it immediately appears in the Apps section of your left sidebar under its name. Everyone on your team can access it.

Unpublished (draft) apps are only visible on the Mini-Apps design page.

Editing a published app

Return to Mini-Apps, click the app name, and continue the design conversation. You can modify panels, change filters, or completely redesign the app. Changes go live when you publish again.

Deleting a mini-app

From the app's design page, click Delete. Deleting a published app removes it from the sidebar immediately.

Examples to try

  • "Show me a daily ticket volume chart for the last 30 days and a breakdown by assignee"
  • "Build a customer health dashboard: average health score, count of at-risk accounts, and a table of the 10 lowest health score accounts"
  • "Create an onboarding tracker: open plan count, milestone completion rate, and a list of plans with their status"
  • "Show me a flow performance summary: total runs this week, success rate, and a table of flows sorted by most runs"