> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Results, charts and canvases

> What the AI Agent shows when it finishes, from result and object cards to charts, suggested next steps and Snippets canvases, and what each action does.

The AI Agent is available on Enterprise plans.

When the agent finishes a piece of work, it shows what it made, changed or read as cards in the chat. Charts it draws have their own menu, and suggestions under a reply offer a next step. In Ask mode you can keep charts and answers on canvases in **Snippets**. For the cards you see before work runs, see [Plans, approvals and runs](https://mammoth.io/docs/learn/agent/plans-and-runs/).

## Result cards

When a change or a new table is done, a result card says what happened in one headline, for example "Customers is clean: 700 rows", "Orders now has segment: 180 rows", "412 rows are in Linear issues" or "Sent to Snowflake".

| Part | What it does |
| --- | --- |
| Row preview | The first rows of the result, with totals where they apply. |
| Assumptions | A guess that changes the result, shown in amber. **Change** puts "Change: " and the guess in your message box. |
| **Open table** | Opens the view in the Data Editor. |
| **Open in Snowflake ↗** | For an export, opens the destination's own console where Mammoth has a link for it. |
| **How I built it** | Folds open to list the steps. |
| **Edited since** | The table changed after the agent built it. **see current** opens it. |

Up to two next-step chips sit under the card: **Chart it**, **Keep it updated**, **Do this every day** or **Keep it clean on every refresh**. See [Suggestions and chips](#suggestions-and-chips).

## Object cards

Each thing the agent made, changed or read gets a card with its name, **Open ↗** and one line of facts.

| Card | Example facts |
| --- | --- |
| Dataset, view | "New view", "3 filters added", "500 → 488 rows", "Created 10:42 AM" |
| Dashboard | A thumbnail of the board, "1 tile added" |
| Chart | The chart itself (see [Charts in chat](#charts-in-chat)) |
| **Export** | Where it sends, "not run yet" |
| **Automation**, **Scheduled email** | "not on yet", "paused" |
| **Alert** | The rule and "Checks every time the view runs" |
| **Data source connector** | **Connect** |
| File | **Download** |

Click a card to open the object. A card that failed reads "Couldn't build Sales summary" with the reason. An object it removed is listed by name under **Removed**.

### Dashboard card actions

Under a dashboard the agent built:

| Action | What it does |
| --- | --- |
| **Share** | Opens the dashboard's share dialog (see [Share a dashboard](https://mammoth.io/docs/learn/dashboard/share-dashboard/)). |
| **Email it every Monday** | Sends "Email Sales board to me every Monday morning" to the agent. A schedule always waits for your OK, so you see an approval card before anything is set up. |

### In this chat

**In this chat · 6** in the chat header lists everything the chat made, edited, read or removed, grouped as **Made**, **Edited**, **Read** and **Removed**. Each line shows its kind and turn (for example "View · turn 3") and **Open**. An empty list says "Nothing made, changed or read yet."

## Handoffs to editors

When a job is better done in an editor, the agent shows a handoff card with a link instead of doing it in chat.

| Link | Opens |
| --- | --- |
| **Open data editor →** | The view in the Data Editor |
| **Open dashboard editor →**, **Build the dashboard →** | The dashboard editor |
| **Open automation →** | The automation |
| **Set up the connection →** | The connection setup |
| **Generate the dataset →**, **Add your data →** | Where you add or generate data |
| **Open the dataset →**, **Open the folder →** | That dataset or folder |

### Your request goes with you

In a chat docked beside an object elsewhere in Mammoth, the agent may suggest a better place for a request. The card says **Your request goes with you** (or **Your request and what I found go with you**) and offers **Continue in the agent**, **Continue in the Data Editor** or **Continue in Automations**. **Add it here** keeps the request in the current chat.

To work with Mammoth from your own coding agent or a script instead, see the [Mammoth MCP server](https://mammoth.io/docs/agents/mcp/) and the [CLI](https://mammoth.io/docs/build/cli/).

## Charts in chat

The agent picks a chart that fits the data: bar and column charts, line and area charts, stacked bars, pie, donut, funnel, pyramid, scatter, bubble, heatmap, treemap and sankey.



- **Bars**, **Line** and **Area** switch a bar, line or area chart between the three types.
- Chips under a chart with more than one series show or hide each series.
- Hover a point to read its value.
- **Expand** opens the chart full screen. Press Esc to leave.

**Chart options** (the ⋯ menu):

| Option | What it does |
| --- | --- |
| **View as table** / **View as chart** | Shows the numbers behind the chart, or the chart again. |
| **Copy chart** | Copies the chart as an image. Where your browser can't copy images, it downloads one. |
| **Download data (CSV)** | Downloads the chart's rows. Only shown when you may download data in this workspace. |
| **Download image (PNG)** | Downloads the chart with its title. If it fails: "Could not download the chart image." |

### Add to a dashboard

In a Build chat, when your agent access is at the Build level, a chart drawn from a view has **Add to a dashboard**.

1. Click **Add to a dashboard**. Mammoth lists **Dashboards on this data**.
2. Pick a dashboard, or click **New dashboard from this chart**.
3. You see "Chart added to Sales board."

If the dashboard already has the same chart, you see "That board already has “Revenue by month”" ("It draws the same data and measure from this view.") with **Add anyway**, **Replace it** and **Cancel**. A dashboard has no multi-line chart, so a chart with several lines goes on as a stacked chart. If it fails: "Could not add the chart to the dashboard."

### Make it live

When your agent access is at the Build level, **Make it live** turns a chat chart into a live chart that updates when its data refreshes. Choose **Who can see it**:

| Option | Who sees it |
| --- | --- |
| **People in this workspace** | People who sign in to the workspace. |
| **Only on sites I allow** | Pages on the sites you list, as https addresses. |
| **Anyone with the link or embed** | Anyone who has the link. |

Once live, the chart offers **Link**, **Embed** and **Add to a dashboard**. A chart only workspace members can see can't be embedded on a site.

### Save to my dashboard

If your agent access is at the Explore level, a chart in a Build chat has **Save to my dashboard ▾** instead. Pick **New** or an existing dashboard; you see "Saved to Sales board" with **Open**. Workspace guests don't see this option.

### Charts in Ask

In an Ask chat, a chart has two actions:

- **Edit chart** opens the chart's own panel beside the chat. A chart you changed shows **Edited in this chat** with **Undo**.
- **Save** keeps it on a canvas (see [Save an answer to a canvas](#save-an-answer-to-a-canvas)).

## Suggestions and chips

None of these change data by themselves. Anything that would change, delete, send out or schedule still goes through the approval steps in [Plans, approvals and runs](https://mammoth.io/docs/learn/agent/plans-and-runs/).

| Where | What you see | What a click does |
| --- | --- | --- |
| Under a result card | Up to two chips, such as **Chart it** or **Do this every day** | Sends the request as your message, for example "Send Orders to Snowflake every day". |
| Under a dashboard card | **Email it every Monday** | Sends the request as your message. |
| Under a reply (**Suggested answers**) | Answers to what the agent asked, or a **Next step** with **Show me**. Each may be labelled **Automate**, **Compare**, **Makes a change**, **Look closer** or **Share**. | Sends that answer as your message. |
| Under a finished reply, **Suggests next** | Up to two follow-ups marked + | Puts the text in your message box. You send it. |
| Beside an open question, **Or** | Another way to go | Puts the text in your message box and closes the question. |

A suggested answer with a word you can swap shows **Change “last month”**. Pick another value from **Instead of last month:** to send it, or click the word to edit it in your message box. **Hide this suggestion** removes a chip. While a plan waits for you to run it, no chips show.

## Snippets canvases

In Ask mode, **Snippets** in the left navigation holds your canvases: boards where you place charts, numbers, answers and notes from your chats and arrange them. (These are not the SQL snippets in the Data Library.)

A canvas is private: only you see it, and its charts are drawn with your access each time. The header shows **Private**. Workspace guests see **Read only** and can't change a canvas.



### Make and manage canvases

- **New canvas** asks "What should it be called?". Type a name and click **Make it**.
- Click the canvas name to rename it (up to 80 characters).
- **More for this canvas** (⋯) has **Theme** and **Delete canvas**. Deleting asks "Delete “Q3 review”? The charts on it go too. Your chats keep theirs." with **Keep it** and **Delete canvas**.

An empty canvas says "Add charts, numbers and notes from your chats".

### Save an answer to a canvas

Under a chart or answer in an Ask chat, click **Save**, pick a canvas (or name a new one and click **Create**), and choose **Keep the chart**:

| Option | What it does |
| --- | --- |
| **Live** | "Updates when the data does." |
| **As of today** | "Keeps today's numbers." |

You then see "Saved to Q3 review" with **Open**.

### Add to a canvas

**Add** (or press A) opens a picker with three tabs.

| Tab | What it lists |
| --- | --- |
| **Suggested** | **From your page today** (your Today page) and **From this week's chats**, newest first. |
| **From your chats** | Charts, numbers and answers from your chats. Filter with **All**, **Charts**, **Numbers** or **Answers**, or search. |
| **Make one** | Describe what it should show, for example "Returns by store, this quarter", and click **Show its answer**. The agent writes it from your data. |

Tick items and click **Add 3 to canvas**. With nothing yet you see "Nothing to add yet. Charts, numbers and answers from your recent chats show up here."

### Canvas tools

On a phone or in a window narrower than 600px, a canvas is read only. Use a wider window to arrange it.

| Tool | What it does |
| --- | --- |
| **Select (V)** | Select, move and resize items. |
| **Hand (H)** | Move around the canvas. |
| **Add (A)** | Opens the Add picker. |
| **Text (T)** | Adds text, sized **Title**, **Heading** or **Body**, with bold, bullets, alignment and a text colour. |
| **Sticky note (S)** | Adds a coloured note. |
| **Frame (F)** | Adds a named frame to group items. |

**Undo** and **Redo** sit in the header. **Zoom in**, **Zoom out** and **Fit** sit in the corner, with an overview map you can click or drag to move the view.

Select an item for its toolbar:

| Action | What it does |
| --- | --- |
| **Edit** | Opens a chart's own panel. |
| **Change in words…** | Changes a chart from a description, for example "only the North region, split by channel". |
| **Freeze as of today** | "Keeps the numbers it shows now." The chart then shows **Frozen** with the date. A chart with too much data can't be frozen: "This chart holds too much data to freeze." |
| **Make live** | "Shows its file's latest numbers again." |
| **Duplicate**, **Bring to front**, **Delete** | As named. |
| **Open the chat it came from** | Opens the source chat. |

If someone changed the canvas in another tab, you see "This canvas changed somewhere else. You're seeing the latest version."

### Canvas look

**Theme** opens the look panel.

| Option | What it does |
| --- | --- |
| **Style** | The canvas style, from the dashboard styles. |
| **Light or dark** | Where the style supports both. |
| **Background** | **Plain**, **Dots** or **Grid**. |
| **Background colour** | A colour, or **The style's own colour**. In dark mode the background takes the style's own colour. |

## Related articles

- [Plans, approvals and runs](https://mammoth.io/docs/learn/agent/plans-and-runs/)
- [Ask mode](https://mammoth.io/docs/learn/agent/ask-mode/)
- [Today](https://mammoth.io/docs/learn/agent/today/)
- [Share a dashboard](https://mammoth.io/docs/learn/dashboard/share-dashboard/)

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Source: https://mammoth.io/docs/learn/agent/results-and-canvas.md · Updated: 2026-11-05