Keep charts and answers on a Snippets canvas in Ask
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. A canvas is private: only you see it (the header shows Private), and its charts are drawn with your access each time. Workspace guests see Read only and can't change a canvas.
These are not the SQL snippets in the Data Library; see Parameters and snippets.
Create, rename and delete a canvas
- 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 Ask 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.
- Choose Keep the chart: Live ("Updates when the data does.") or As of today ("Keeps today's numbers.").
You then see "Saved to Q3 review" with Open.
Add charts, numbers and answers 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: "Nothing to add yet. Charts, numbers and answers from your recent chats show up here."
Arrange a canvas with its 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.
Freeze a canvas chart at today's numbers
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. |
| 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."
Change a canvas's theme and background
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. |
Troubleshooting canvases
| Symptom or message | Cause | Fix |
|---|---|---|
| "This chart holds too much data to freeze." | The chart has too much data to keep as a snapshot | Keep it Live |
| A canvas won't let you move items | Phone, window narrower than 600px, or you're a guest (Read only) | Use a wider window; guests can't change a canvas |
Related
- Ask mode: where Snippets and Ask chats live.
- Today, alerts and dashboards: your daily page, a source for canvas items.
- Agent charts: chart actions in Build chats.
Something wrong? support@mammoth.io