How to Create a Custom Insight Card in CRM

Overview: 

This article explains how to create a Custom Insight Card in Xvantage for Associates (X4A) CRM using Assistant Studio and Power Automate.

Custom Insight Cards enable organizations to deliver tailored recommendations, reminders, and actionable insights to users based on specific business conditions. By creating custom cards, you can surface relevant information directly within CRM and help users take timely actions.

Table of Contents:

1. Create a New Insight Card

2. Validate the Insight Card

3. Test the Insight Card (Optional)

4. Save the Insight Card

Process:

Subtopic 1: Create a New Insight Card

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. Select New Insight Card.

8. Select + Create from Blank.

9. Use Power Automate to build the flow that defines:

   • The conditions that trigger the insight card.

   • The information displayed on the card.

   • The actions available to users when the card is displayed.

10. Configure the required card properties, such as:

    • Card name

    • Description

    • Trigger conditions

    • Recommended actions

    • Target records or entities

Subtopic 2: Validate the Insight Card

1. Select Flow Checker to review the flow configuration.

2. Resolve any errors or warnings identified by Flow Checker.

   • Errors must be resolved before the flow can be saved.

   • Warnings should be reviewed to ensure the best performance and user experience.

3. Repeat the validation process until no blocking issues remain.

Note: A red indicator in the command bar signifies that the flow contains errors or warnings that require attention.

Subtopic 3: Test the Insight Card (Optional)

1. Select Test to validate the flow logic.

2. Review the test results and confirm that the card behaves as expected.

3. Resolve any issues identified during testing.

Subtopic 4: Save the Insight Card

1. After completing the configuration and validation steps, select Save.

2. Verify that the custom insight card appears in the Insight Cards list.

Result

The custom insight card is created and available in Assistant Studio. Once activated and published, the card can deliver targeted insights and recommendations to users based on the business rules defined in the Power Automate flow.