How to Configure and Manage Standard Insight Cards in CRM

Overview:

This article explains how to configure and manage Standard Insight Cards in Xvantage for Associates (X4A) CRM.

Insight Cards in Assistant Studio provide users with actionable information and recommendations directly within CRM. Administrators can enable, disable, and review insight cards to control which insights are available to users.

Table of Contents:

1. Access Insights Cards

2. Enable an Insight Card

3. Disable an Insight Card

4. View Insight Card Details

Process:

Subtopic 1: Access Insights Cards

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In CRM’s left navigation menu, navigate to Tools > Personal Settings.

6. Under Assistant Studio, select Insight Cards.

7. Locate the insight card that you want to manage.

Subtopic 2: Enable an Insight Card

1. Open the insight card by selecting its name.

2. Select Edit.

3. Change the status toggle from Off to On.

4. Save your changes.

Alternative: Select the ellipsis (...) menu next to the insight card and choose Edit to access the card settings.

Subtopic 3: Disable an Insight Card

1. Open the insight card by selecting its name.

2. Select Edit.

3. Change the status toggle from On to Off.

4. Save your changes.

Alternative: Select the ellipsis (...) menu next to the insight card and choose Turn Off Card.

Subtopic 4: View Insight Card Details

1. Open the insight card by selecting its name.

2. Review the card information, including:

   • Description

   • Purpose

   • Configuration settings

   • Preview, if available

3. Make any necessary updates and save the changes.