Visual Data Widgets in Chat
Rich Data Cards Instead of Plain Text:
When the AI Assistant looks up your business data, it now displays the results as visual cards directly in the chat — not just text descriptions.
Schedule Widget
When you ask about your schedule, you'll see a compact timeline showing: • Appointment times and client names • Status indicators (confirmed, pending, scheduled) • Group class names where applicable • A "View schedule" link to jump straight to your calendar • Inline action icons next to each client name: - Dumbbell — View today's exercises directly in chat - Chart — Jump to the client's session history - Clock — Reschedule the appointment via AI - Block — Mark the client as no-show
Engagement Widget
When you ask about at-risk clients or engagement insights, you'll see: • Client names with color-coded engagement scores • Days inactive for each client • A send icon next to each client — tap to send them a personalized check-in email • A "Check in all" button to send outreach to all at-risk clients at once • A link to your engagement dashboard
Client List Widget
When you ask to list clients, you'll see: • Client names and emails in a compact list • Total count with "+N more" if the list is long
Revenue Widget
When you ask about revenue ("What's my revenue this month?"), you'll see: • Total revenue formatted in your currency (e.g., $4,250.00) • Number of transactions for the period • Date range covered • A link to your billing report for deeper analysis
Exercise Widget
When you ask about a client's session ("What's next for Sarah?"), you'll see: • Session header with day name, week number, and a status badge (Ready / In Progress / Done) • Client name chip and session date • Exercise list with check/circle icons showing logged vs. pending • Sets × reps @ RPE targets for each exercise in a compact layout • Completed exercises shown with strikethrough for easy scanning • A "Progression" button to ask the AI for progression suggestions • A link to the client's program page
Assign Program Widget
When you ask to assign a program ("Assign a plan to Sarah"), you'll see: • Current active program warning (if the client already has one) • Template list as tappable cards — tap one to assign instantly • Smart date chips: "Start today" and "Next Monday" for quick selection • After assignment: a confirmation card showing the client, template, start date, and status • A link to the client's programs page
Other Tools Data lookups without a dedicated widget (reports, exercise progression, etc.) show: • Quick navigation links to the relevant page in BuildStability • Suggested next actions you can take
How It Works:
These widgets appear automatically when the AI Assistant queries your data. You don't need to do anything different — just ask your questions as usual, and the results will be displayed visually instead of as plain text.
Navigation Links:
Each widget includes clickable links that take you directly to the relevant page (schedule, engagement dashboard, client profile, etc.) so you can take action immediately.
Client Name Chips:
Client names displayed in widgets (schedule, engagement, client list) are now tappable chips: • Tap a client name to navigate directly to their profile • Hover (on desktop) to see a quick info card showing their engagement score, days inactive, and last session date • Chips are color-coded with your brand color for easy identification • Only clients returned by tool lookups appear as chips — the assistant never guesses names from plain text