Build Widgets with Hero AI

use hero ai to edit application and report widgets with natural language describe the change you want; hero updates the widget code tab so you can preview the result and apply & save it to the layout this mode is separate from create and modify playbooks with hero ai https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/tmmnjglc0e9lipo37kzpb and create and modify components with hero ai https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/ikukotgcorzumuwb jdsb , which edit automation on the playbook or component canvas choose your path i want to… start here open the widget editor and hero ai together widget editor and hero ai panel /#widget editor and hero ai panel edit a record widget with hero ai edit a record widget with hero ai /#edit a record widget with hero ai edit a report chart widget with hero ai edit a report widget with hero ai /#edit a report widget with hero ai refine a widget with another prompt follow up prompts in the same session /#follow up prompts in the same session answer clarifying questions before a build completes clarifying questions /#clarifying questions build widgets with hero ai requires the hero ai feature and hero ai chat assistant access for your user contact swimlane support if build with hero ai does not appear in the widget editor header widget editor and hero ai panel starting in 26 2 0 , the widget editor opens as an overlay on top of the application or report builder—not in a separate dialog you can close the overlay and still see the application underneath the overlay layout lets you place the hero ai companion side by side with the widget editor in earlier releases, a dialog based editor could not show the companion next to the code at the same time the screenshot shows the ai analysis widget editor on a case management layout, with three panes open side by side code , preview , and hero ai the overlay title is ai analysis ; the live preview renders the ai alert analysis card the header includes build with hero ai and apply & save pane what it shows left — editor widget name in the title bar (for example ai analysis ) tabs code , preview record data (or preview report data on reports), and context data center — preview preview header, live preview toggle, update preview button, and rendered widget output (for example the ai alert analysis panel) right — hero ai companion with entered widget building mode , the widget builder welcome message, and a footer status bar ( widget building mode and editing widget widget name ) the editor header includes build with hero ai , apply & save , and an options menu (⋯) with widget documentation control action edit widget opens the widget editor overlay from a record layout or report chart (title shows the widget name, for example ai analysis ) build with hero ai opens or focuses the hero ai panel in widget building mode apply & save saves widget code to the application or report layout (enabled when there are valid unsaved changes) widget documentation (⋯ menu) opens the turbine user guide widgets documentation in a new browser tab (widget code, context data, and apis) hero ai toggle (product chrome) opens or closes the companion for side by side editing widget building mode when the widget editor is open, hero ai enters widget building mode and helps you edit the widget on the code tab where you are hero ai mode what it does most screens (records, reports, playbooks, and so on) general companion questions about tenant data; see hero ai companion https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/crqkfvngpcz wj8xthds7 widget editor open (record or report) widget building mode edit widget code from natural language prompts when widget building mode is active, the hero ai panel typically shows a system line entered widget building mode a persistent banner and footer status widget building mode , with editing widget widget name (for example ai analysis ) a welcome message, for example hi, i'm hero's widget builder agent, and i can help you edit this widget ask for changes to the widget code, layout, or behavior while hero works, status messages appear in the companion the first prompt in a session may take about a minute; follow up prompts in the same session are usually faster when hero finishes, the code tab updates review code and preview , then click apply & save in the widget editor header to save your changes hero ai updates the in editor code tab only click apply & save to persist changes if you close the widget editor with unsaved edits, the product asks you to confirm you have unsaved changes are you sure you want to close the widget editor? edit a record widget with hero ai open an application record that uses a custom widget layout click edit widget to open the widget editor overlay click build with hero ai (or open the hero ai panel from the top right toggle) optionally review tabs before you prompt code — widget source hero will edit preview record data — sample record used for preview use select the record to load the data from , then click apply on that tab to refresh preview data this apply control is separate from apply & save in the editor header context data — runtime context for the widget (account, tenant, user, application, and similar) describe the change you want in plain language wait for hero to update code and review status messages in the companion review the preview panel ( live preview toggle and update preview as needed) click apply & save in the widget editor header when you are satisfied some behaviors do not work in the in editor preview (for example, open record in drawer ) save with apply & save , then test on a live record to confirm drawer, navigation, or other runtime only actions example prompts (record widgets) goal example prompt simple controls add a text input and a button when the button is clicked, show the input text in a dialog list application records build a widget that fetches all records in the current application and lists them in a table with tracking id add a button on each row to open the record in a drawer follow up in same session add a delete button on each row with a confirmation dialog before delete refine ux replace the browser confirm dialog with a standard confirmation dialog edit a report widget with hero ai report chart widgets on dashboards use the same widget editor overlay and widget building mode experience as record widgets open a report that uses a custom chart widget click edit widget to open the widget editor overlay click build with hero ai review code , preview report data , and context data as needed describe the chart or table change you want review preview output, then click apply & save to save follow up prompts in the same session you can refine a widget with additional prompts without starting over follow up requests—such as adding delete actions, swapping a browser confirm for a dialog, or adjusting columns—usually complete faster than the first prompt stay in the same hero ai session while iterating when you are done, click apply & save once to persist the final code tab to the application or report clarifying questions hero may pause and ask clarifying questions when your prompt needs more detail before it can change the widget safely the flow matches clarifying questions https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/tmmnjglc0e9lipo37kzpb#clarifying questions (one question at a time, back / next / save , optional other with free text) while hero runs or waits for clarifying answers, status lines appear in the companion there is no canvas progress overlay in the widget editor (that overlay is for playbook and component canvas only) prompt tips name the widget elements you want changed (columns, headers, colors, icons, buttons) state the data fields or report columns to use for record widgets, you can refer to "this application" or "the current record" when context data and preview record data are loaded ask for incremental changes and iterate in the same session expect the first prompt to take longer; later prompts in the same session are typically quicker open widget documentation from the widget editor header menu (⋯) for widget code structure, context data, and apis—the same turbine user guide topics linked under see also /#see also complex prompts may not succeed on the first try review generated code , adjust the prompt, or break the request into smaller follow up steps see also hero ai companion https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/crqkfvngpcz wj8xthds7 — general companion and mode switching create and modify playbooks with hero ai https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/tmmnjglc0e9lipo37kzpb — playbook canvas building mode and clarifying questions hero ai credits https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/fpbh2j8xm1tfdvejnc8kb — usage and credits (when enabled for your tenant) widgets https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/zpg3m3x7yrr0kc jqyajy — widget overview in the turbine user guide (same destination as the widget documentation menu link) create widgets https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/4eicsspn39z93m nseloo — add and edit widgets in the application builder widget code structure https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/gjjcaky8xz3 1nq8 bstg — widget source layout and conventions