Create a Live App

Describe the app you want and let WisdomAI build it. Refine the result with chat, annotations, and direct text edits.

​

Before you begin

Make sure you have the following:

• A role that can create apps. Explorer roles and above qualify. See the Access Management page for more details.
• An app draws its data from your domains. Domains with well-defined metrics, synonyms, and knowledge produce noticeably better apps.

​

Create an app

Describe the app you need and WisdomAI builds it in the background.

1. Open Apps. Click Apps in the sidebar. Apps and dashboards share this list.
2. Click New App. A composer opens and asks you to describe the app.
3. Describe the app. Say who it is for, what job it does, and the metrics, breakdowns, and views you care about.
4. Let it build. WisdomAI answers the data questions first, then generates and validates the app. You can leave the page; generation continues on the server, and the app picks up where it left off when you come back.
5. Review the result. Check the numbers, then refine anything you want changed.
   There is no notification when generation finishes. Return to the app to see the result.

​

Write a prompt that works

A focused, specific prompt produces a more useful app than a generic one.

• Name the audience and the job. “A pipeline review for the weekly sales leadership meeting” produces a more focused app than “sales dashboard”.
• Use the metric names and terms your domain defines.
• Say how the app should be organized if you have an opinion, such as sections, tabs, or a hero metric at the top.
• Attach a reference image if you have a target look. WisdomAI uses attached images as visual reference during generation.

​

Refine the app

Editors have three ways to change an app.

• Chat. Open Ask WisdomAI and describe the change. Use chat for anything broad, like adding a section or changing what a chart shows.
• Annotate. Click Annotate in the toolbar (or press C), click an element, and leave an instruction for that element only. Use it for targeted fixes, like making one KPI the hero metric, without touching the rest of the app.
  Viewers can annotate and chat too. For them it opens a scoped conversation about the app; changing the app itself stays with editors.
• Edit text. Click Edit text (or press T) to change titles and labels in place, then click Save edits. Text that comes from your data is marked From app data and is changed through chat or annotations instead.
  Changes apply to the app everyone sees. Live Apps have no separate draft version, so refine an app before you share it widely, or duplicate it to experiment.

If an app fails to render after a change, editors see Fix with AI, which sends the failure details to chat and asks WisdomAI to repair the app. You can also restore an earlier state at any time with Version history in the app menu.

​

Switch views

The control at the top of an app has up to three views.

• Preview: Shows the app itself.
• Code: Shows the generated React source. Every app is real, inspectable code.
• Sources: Shows the widgets that serve the app’s data, laid out as plain tiles.

​

Rename, organize, duplicate, or delete

Manage an app’s name, location, and lifecycle from its menu.

• Rename an app by clicking its title in the builder and typing.
• Apps sit in the same folders as dashboards. Use Move in the app menu to file one, and star it to pin it to your Starred view.
• Duplicate in the app menu creates a copy you own.
• Delete removes the app. This cannot be undone.

​

Migrate a dashboard

Turn an existing dashboard into a Live App from the dashboard itself.

1. Open the dashboard’s menu and choose Migrate to Live App.
2. Review the new app. WisdomAI copies the dashboard’s widgets and generates an interface over them. The original dashboard is not changed.
   Two conditions apply. Every widget on the dashboard must belong to the same domain, and dashboards with global filters cannot be migrated yet. Remove global filters first if you want to migrate; support for migrating filtered dashboards arrives with parameterized filters, which are coming soon.

​

Next steps