Show data and briefs beside the chat

Ask Mesy AI for a table, a board, a chart or a written brief, and it shows it on the canvas. The canvas is a panel beside the chat on the Mesy AI page. Each thing Mesy AI puts there is an item, such as a table of deals or a deal brief.

The canvas needs a wide screen. On a phone, or in a narrow browser window, it doesn’t show.

Ask for a table, chart or brief

1. Open Mesy AI (click Chat in the sidebar).
2. Type what you want to see and press Enter. For example, “Show my open deals as a board” or “Write a deal brief for Acme”.
3. The canvas opens on the right and shows the new item.

A small card under Mesy AI’s message names the item. Click it to show that item again. Once the item is gone from the canvas, the card fades and can’t be clicked.

Once the canvas holds more than one item, a row of tabs runs along its top. Click a tab to show that item.

Drag the line between the chat and the canvas to give either side more room. Mesy remembers the width in this browser.

To hide the canvas, click the button with the hover text Close canvas in the page header. To bring it back, click Open canvas in the same place. That button shows while the conversation has items.

The Mesy AI bar on other pages has no canvas. If Mesy AI makes a report for you there, the report shows on the canvas the next time you open Mesy AI.

Choose the kind of item

A label beside each item’s title names its kind. Ask for any of these eight:

• Record shows one record, meaning one entry in Mesy such as one customer or one deal. You see its details, such as a phone number or a deal’s value. Click Open full detail to see the whole record.
• Table lists one kind of record, such as your deals, filtered the way you asked. Click a row to open that record as a Record item.
• Kanban shows a pipeline as a board, one column per stage. A pipeline is the steps a deal moves through, and a stage is one step. Drag a card to another column to move the deal. Click a card to open it.
• Stats shows a few key numbers, such as how many deals are open and what they’re worth. Mesy AI works the numbers out when you ask. They don’t change after that.
• Tasks lists tasks. Click the circle beside a task to mark it done. To reopen it, use the Tasks page (see Create and track tasks). Click a task linked to a record to open that record.
• Chart draws a bar, pie or donut chart from numbers Mesy AI works out when you ask. It doesn’t change after that.
• Report draws a chart straight from your records, so it updates each time you open it. You can save it or pin it to a dashboard.
• Document holds longer writing, such as a deal brief, an account plan or a meeting summary.

To see the latest changes in a Table, Kanban or Tasks item, click the button with the hover text Refresh beside its title.

If another item comes before a Record item in the tab row, the record has a back link beside its title. The link shows only when the record fills the canvas on its own. It names the kind of that earlier item, such as Table. Click it to hide the record and show that item.

Revise a document

Ask Mesy AI to change a Document, for example “Make the summary shorter”. It rewrites the same item instead of adding a new one.

Once a document has been rewritten, buttons labelled v1, v2 and so on appear above the text. Mesy keeps up to 10 earlier versions. The newest version shows unless you pick another. Click an earlier one to read it. While you read it, a line above the text says so, for example “Viewing an earlier version (read-only). v3 is live.”

Earlier versions can’t be changed. Mesy AI always revises the newest one.

Save a document as a note

1. If the document has versions, click the one you want to keep, such as v2. Mesy saves whichever version is showing.
2. Click Save as note above the text. The New note window opens.
3. Check the Title and the text. Change them if you like.
4. Under Visibility, keep Only me, or pick Shared with team so people who can see the linked record can read it. A shared note with no linked record is still seen only by you.
5. To put the note on a customer or deal, click Link a record and pick one.
6. Click Save note. Mesy opens the Notes page with your new note.

To learn more about notes and who sees them, see Keep notes and choose who sees them.

Keep a report

A Report stays in this conversation only, until you save it or pin it to a dashboard.

To save it as a report:

1. Click Save as report under the chart. A name box opens, filled with the item’s title.
2. Keep the name, or type a new one.
3. Click Save. Mesy shows a message such as “Saved report “Deals by stage””.

To add it to a dashboard:

1. Click Pin to dashboard under the chart. A list of dashboards opens. Your business’s main dashboard comes first, marked Default.
2. Click the dashboard you want. Mesy shows a message such as “Pinned to Sales”.

The list shows every dashboard in your business’s Mesy workspace, including other people’s. You can pin only to a dashboard you made, unless you’re an admin.

To work with saved reports, see Build a report. To arrange your dashboard, see Customise your dashboard.

Remove an item

To remove an item for good, ask Mesy AI, for example “Remove the pipeline chart”.

To hide an item for now, click the × on its tab. When the item is the only one showing, you can also click the button with the hover text Dismiss beside its title. A hidden item comes back when you reload the page or reopen the conversation.

A record you opened from a table, board or task list is gone when you reopen the conversation.

Show two items at once

1. Drag a tab onto the item in view.
2. Keep holding and move towards the left, right, top or bottom edge. A highlight shows which half the new item will take.
3. Drop the tab. The two items now share the canvas, split along that edge.

If you drop the tab in the middle instead, Mesy shows the dragged item on its own.

Drag the line between the two items to change their sizes. The canvas shows at most two at a time. To swap one out, drag a third tab onto it.

With two items showing, clicking a tab, or the small card under Mesy AI’s message, changes nothing. Drag the tab instead. New items from Mesy AI wait in the tab row. So do records you open by clicking a row, card or task.

To go back to one item, click the button with the hover text Close pane beside either item’s title. That item goes back to the tab row, and the other one fills the canvas.

Your layout is saved in this browser only. The items themselves come back on any device.

If something doesn’t work

• If saving a note says “Document changed. Reopen it before saving.”, Mesy AI rewrote the document while you were saving. The message can also start “Document version changed”. Close the New note window and click Save as note again.
• If saving a note says “This document was already saved with different content or links.”, you saved it before. Open that note on the Notes page and change it there.
• If Pin to dashboard says “Couldn’t pin to dashboard”, you may have picked a dashboard someone else made. Pick one of your own, or ask an admin.
• If Pin to dashboard says “No dashboards yet. Create one on the Dashboard page first.”, nobody in your business has saved a dashboard yet. The starting dashboard doesn’t count until someone changes it and saves it. Make or save one (see Customise your dashboard), then pin again.