Documentation update (#23091)
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@@ -197,7 +197,7 @@ export const ChartIcon = ({ icon, size = 20 }) => {
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</svg>
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),
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};
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// TODO: add table icon
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const selectedIcon = icons[icon];
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if (!selectedIcon) {
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@@ -3,10 +3,6 @@ title: AI Agents
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description: Integrate AI capabilities directly into your automation workflows.
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---
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<Note>
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This feature is in development and will be available in beta soon.
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</Note>
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## Overview
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Integrate AI capabilities directly into your automation workflows for intelligent data processing and decision-making.
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@@ -3,10 +3,6 @@ title: AI Chatbot
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description: An intelligent assistant that helps you interact with your CRM data using natural language.
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---
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<Note>
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This feature is in development and will be available in beta soon.
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</Note>
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## Overview
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An intelligent assistant that helps you interact with your CRM data using natural language.
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@@ -3,10 +3,6 @@ title: MCP Server
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description: Connect AI assistants to your Twenty workspace using the Model Context Protocol.
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---
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<Warning>
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MCP is currently in **alpha** and is only available on some workspaces. It may not be enabled for your workspace yet.
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</Warning>
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Twenty exposes an [MCP](https://modelcontextprotocol.io/) server so that AI assistants — Claude Desktop, Claude Code, Cursor, ChatGPT, and others — can read and write your CRM data through natural language.
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Use your **workspace URL** (the URL you use to access Twenty) as the MCP endpoint. On Twenty Cloud, your workspace URL might be `https://{mycompany}.twenty.com` or a custom domain. The server is available at:
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@@ -72,20 +68,20 @@ If your MCP client does not support OAuth, or you prefer static credentials, pas
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Your API key grants access to workspace data. Keep it out of version control and shared dotfiles.
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</Warning>
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To create an API key, go to **Settings > APIs & Webhooks > + Create key**. See [APIs](/developers/extend/api#create-an-api-key) for details.
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To create an API key, go to **Settings → MCP & APIs → API → + Create key**. See [APIs](/developers/extend/api#create-an-api-key) for details.
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## Quick Start
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### 1. Copy the config
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Go to **Settings > AI > More > MCP Server** in Twenty. Choose your authentication method (OAuth or API Key), copy the JSON snippet (it will already use your workspace URL), and paste it into your MCP client's config file.
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Go to **Settings → MCP & APIs → MCP** in Twenty. Choose your authentication method (OAuth or API Key), copy the JSON snippet (it will already use your workspace URL), and paste it into your MCP client's config file.
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| Client | Config file location |
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|--------|---------------------|
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| **Claude Desktop** | `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows) |
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| **Claude Code** | `~/.claude.json` (user) or `.mcp.json` (project) |
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| **Cursor** | `.cursor/mcp.json` in your project, or `~/.cursor/mcp.json` globally |
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| **ChatGPT** | Turn on Developer Mode in **Settings > Apps & Connectors > Advanced settings**, then use **Create** in **Settings > Apps & Connectors** to add the MCP server |
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| **ChatGPT** | Turn on Developer Mode in **Settings → Apps & Connectors → Advanced settings**, then use **Create** in **Settings → Apps & Connectors** to add the MCP server |
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### 2. Connect
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@@ -113,7 +109,7 @@ You don't need to remember tool names. Ask your AI assistant what it can do and
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MCP connections inherit the permissions of the authenticated user (OAuth) or the role assigned to the API key. To restrict what the MCP server can do:
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- **OAuth**: The user's workspace role applies.
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- **API Key**: Assign a role to the API key under **Settings > Roles**. See [Permissions](/user-guide/permissions-access/capabilities/permissions).
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- **API Key**: Assign a role to the API key under **Settings → Members → Roles**. See [Permissions](/user-guide/permissions-access/capabilities/permissions).
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## Self-Hosted Configuration
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@@ -5,27 +5,27 @@ description: Frequently asked questions about AI features in Twenty.
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<AccordionGroup>
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<Accordion title="When will AI features be available?">
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AI features are currently in development and will be released in beta soon. Stay tuned for updates!
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</Accordion>
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<Accordion title="What AI capabilities are planned?">
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We're building two main AI capabilities:
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<Accordion title="What AI capabilities are available?">
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Two main capabilities of AI are:
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1. **AI Chatbot**: A context-aware assistant that can access your Twenty data and help you with queries
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2. **AI Agents in Workflows**: Intelligent automation that can process data, make decisions, and execute tasks within your workflows
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</Accordion>
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<Accordion title="Will AI agents have access to all my data?">
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<Accordion title="Do AI agents have access to all my data?">
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AI agents will operate under the permission system. You can assign specific roles to AI agents under **Settings → Members → Roles**, giving you full control over what data they can access and what actions they can perform.
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</Accordion>
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<Accordion title="How will AI credits work?">
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AI actions will consume workflow credits based on the complexity of the task and the AI model used. More details will be available when the features launch.
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<Accordion title="How do AI credits work?">
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AI actions consume workflow credits based on the complexity of the task and the AI model used.
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</Accordion>
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<Accordion title="Can I use my own AI models?">
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Initially, Twenty will use built-in AI models. Support for custom or external AI models may be added in future releases based on user feedback.
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On cloud, you can use only AI models provided by Twenty. On your self-hosted instance, you can use your own AI models after obtaining an Organization license.
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</Accordion>
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<Accordion title="I don't see a role I assigned to AI agent, where is it?">
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By default, the Roles list is filtered to roles assignable to workspace members. If a role is assignable only to AI agents, you need to change filter to include AI-agent roles.
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</Accordion>
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</AccordionGroup>
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@@ -1,15 +1,15 @@
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---
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title: AI
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description: AI-powered features coming soon to Twenty.
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description: AI-powered features in Twenty.
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---
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<Frame>
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<img src="/images/user-guide/workflows/robot.png" alt="AI" />
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</Frame>
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## What's Coming
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## Features
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Twenty is building AI capabilities to help your team work smarter. We're focusing on two major areas:
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Currently, Twenty offers:
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### 1. AI Chatbot
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@@ -42,7 +42,7 @@ Extend your workflows with AI-powered actions and autonomous agents.
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## Permissions and Access Control
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AI agents will be managed through the existing permissions system:
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AI agents are managed through the existing permissions system:
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1. Go to **Settings → Members → Roles**
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2. Configure which data each AI agent can access
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@@ -50,9 +50,5 @@ AI agents will be managed through the existing permissions system:
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This ensures AI agents respect your data governance policies and only access what they need.
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## Stay Updated
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We'll update this section as AI features become available. In the meantime:
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- Follow our [GitHub](https://github.com/twentyhq/twenty) for development updates
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- Join our [Discord](https://discord.gg/UfGNZJfAG6) to share feedback and feature requests
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@@ -20,6 +20,7 @@ Cost scales with the work. Everyday automation and quick AI messages cost a tiny
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| Send a quick AI chat message or simple AI step | A fraction of a cent | Hundreds per credit |
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| Run a large AI agent task (e.g. "configure 10 workspace objects") | Can run to **~$1 or more** | A few per credit |
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| Run an AI web search | A fixed per-search cost | Hundreds of searches per credit |
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| Trigger app's logic function | A small fraction of a credit | Thousands per credit |
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<Note>
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For most teams, standard automations are effectively free — you'll only make a noticeable dent in your balance when you lean on AI features or run heavy code nodes. That's by design: the included credits are meant to let you build without watching a meter.
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@@ -64,7 +65,7 @@ Reviewing this regularly makes it easy to spot a heavy workflow early and decide
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If you run out — or want a buffer before a big automation push — you can buy additional credit packs at any time:
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1. Go to **Settings → Billing**
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2. Choose to **purchase additional credits**
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3. Select the amount you need
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2. Click **Increase** button
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3. Select the amount you need and accept changes
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Purchased credits are added to your available balance immediately.
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@@ -17,13 +17,13 @@ For teams ready to scale:
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- Standard support
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<Note>
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Premium features (SSO, row-level permissions and AI usage data) are not included in the Pro plan.
|
||||
Premium features (SSO, row-level permissions, AI usage data and more) are not included in the Pro plan.
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</Note>
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### Organization (Cloud)
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For larger teams with advanced needs:
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- Everything in Pro
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- **Premium features**: SSO integration, row-level permissions and AI usage data
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- **Premium features**: SSO integration, row-level permissions, AI usage data and more
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- Priority support
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## Self-Hosted Plans
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@@ -37,7 +37,7 @@ Host Twenty on your own infrastructure at no cost:
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### Organization (Self-Hosted)
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For teams who need premium features while self-hosting:
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- All Pro features
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- **Premium features**: SSO integration, row-level permissions and AI usage data
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- **Premium features**: SSO integration, row-level permissions, AI usage data and more
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- Twenty team support
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- No requirement to publish custom code as open-source before distributing
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@@ -47,24 +47,32 @@ Premium features are only available on the Organization plans (Cloud or Self-Hos
|
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- **SSO integration**: Single Sign-On with your identity provider
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- **Row-level permissions**: Fine-grained access control at the record level
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- **AI usage data**: Track AI consumption across the workspace
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- **Audit logs**: Check what each workspace member has been doing
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- **Email campaigns**: Plan which emails should be sent (available soon)
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||||
- **Unlimited workspaces**: Create as many workspaces as you want (self-hosted only)
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- **Private source code**: No requirement to publish changes to publicly available repository (self-hosted only)
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## Switching Plans
|
||||
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||||
### Upgrade to Organization
|
||||
1. Go to **Settings → Billing**
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||||
1. Go to **Settings → Billing → Plans**
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||||
2. Click **Switch to Organization**
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3. Confirm your upgrade
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||||
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||||
### Downgrade to Pro
|
||||
Contact support to downgrade your plan.
|
||||
1. Go to **Settings → Billing → Plans**
|
||||
2. Click **Switch to Pro**
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||||
3. Confirm your downgrade
|
||||
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||||
### Switch to Yearly Billing
|
||||
1. Go to **Settings → Billing**
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||||
2. Click **Switch to Yearly**
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||||
2. Click **Upgrade to Yearly**
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||||
3. Save with annual billing
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||||
|
||||
### Switch to Monthly Billing
|
||||
Contact support to switch back to monthly billing.
|
||||
1. Go to **Settings → Billing**
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||||
2. Click **Downgrade to Monthly**
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||||
3. Save with monthly billing
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||||
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## Obtain an Enterprise Key for Organization (Self-Hosted)
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@@ -9,7 +9,7 @@ description: Frequently asked questions about Twenty pricing and billing.
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<Accordion title="Can I use Twenty for free while self-hosting?">
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||||
Yes, you can use Twenty for free while self-hosting. You will get access to everything included in the Pro (Cloud) plan, except the support from our core-team. Support is accessible via our Discord community.
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||||
|
||||
If you want to self-host and need the Premium features (SSO and row-level permissions), you can choose the paid Organization (Self-Hosted) license. This also includes support from the Twenty team and removes the requirement to publish custom code as open-source before distributing.
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||||
If you want to self-host and need the Premium features (SSO, row-level permissions and more), you can choose the paid Organization (Self-Hosted) license. This also includes support from the Twenty team and removes the requirement to publish custom code as open-source before distributing.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="What are the Premium features?">
|
||||
@@ -17,6 +17,10 @@ Premium features are only available on the Organization plans (Cloud or Self-Hos
|
||||
- **SSO integration**: Single Sign-On with your identity provider
|
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- **Row-level permissions**: Fine-grained access control at the record level
|
||||
- **AI usage data**: Track AI consumption across the workspace
|
||||
- **Audit logs**: Check what each workspace member has been doing
|
||||
- **Email campaigns**: Plan which emails should be sent (available soon)
|
||||
- **Unlimited workspaces**: Create as many workspaces as you want (self-hosted only)
|
||||
- **Private source code**: No requirement to publish changes to publicly available repository (self-hosted only)
|
||||
</Accordion>
|
||||
|
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<Accordion title="Is Organization plan on cloud and Organization plan on self-hosted the same?">
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@@ -28,19 +32,19 @@ We do not offer free seats. Pricing is per user and each user needs a licence to
|
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</Accordion>
|
||||
|
||||
<Accordion title="Where can I switch my subscription to the Organization plan?">
|
||||
You can do so under `Settings → Billing`. Then click on `Switch to Organization`.
|
||||
You can do so under `Settings → Billing → Plans`. Then click on `Switch to Organization`.
|
||||
</Accordion>
|
||||
|
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<Accordion title="Where can I switch my subscription to the Pro plan?">
|
||||
Please reach out to our team directly via the Support, there is no easy way to do this using the UI at the moment.
|
||||
You can do so under `Settings → Billing → Plans`. Then click on `Switch to Pro`.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="Where can I switch my subscription to Yearly?">
|
||||
You can do so under `Settings → Billing`. Then click on `Switch to Yearly`.
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<Accordion title="Where can I switch my subscription to yearly?">
|
||||
You can do so under `Settings → Billing`. Then click on `Upgrade to yearly`.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="Where can I switch my subscription to Monthly?">
|
||||
Please reach out to our team directly via the Support, there is no easy way to do this using the UI at the moment.
|
||||
<Accordion title="Where can I switch my subscription to monthly?">
|
||||
You can do so under `Settings → Billing`. Then click on `Downgrade to monthly`.
|
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</Accordion>
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|
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<Accordion title="Where can I see my credit usage?">
|
||||
@@ -57,14 +61,19 @@ The number of credits depends on your billing cycle, not your plan:
|
||||
Each workflow action consumes credits based on its complexity:
|
||||
- **Basic internal operations** (such as search, update, create records) consume very few credits
|
||||
- **More complex operations** like code nodes and requests to external services consume more credits
|
||||
- **AI prompts** (coming soon!) will also consume more credits based on usage
|
||||
- **AI prompts** also consume more credits based on usage
|
||||
- **Apps** also consume more credits similarly to Code node
|
||||
|
||||
Credits are deducted in real-time when workflows execute. You can monitor your usage in **Settings → Billing** to track consumption and remaining credits.
|
||||
Credits are deducted in real-time when workflows or apps execute. You can monitor your usage in **Settings → Billing** to track consumption and remaining credits.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="Can I buy more workflow credits?">
|
||||
You can buy additional credits under `Settings → Billing`.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="Can I buy more workflow credits only for 1 month?">
|
||||
Yes, go to `Settings → Billing`, click `Increase` button, choose how many credits you want and confirm, they'll be applied for current billing period. Then click `Increase` button again, change value back to original and confirm, downgrade will be applied starting next billing period.
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
## Billing
|
||||
@@ -85,4 +94,12 @@ You can do so under `Settings → Billing`. Then click on `View billing details`
|
||||
<Accordion title="Where can I access my invoices?">
|
||||
You can do so under `Settings → Billing`. Then click on `View billing details`. You'll see all your invoices at the bottom of the screen.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="Why are my seats different from the number of users in my workspace?">
|
||||
Workspace seat counts are synchronized with the payment system every 6 hours; invoices are adjusted based on the difference.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="Why did I get an invoice for a new workspace member?">
|
||||
When a new workspace member is added to workspace, an invoice is sent to cover the difference. When a workspace member is removed, the change is applied in the next standard monthly/yearly invoice.
|
||||
</Accordion>
|
||||
</AccordionGroup>
|
||||
|
||||
@@ -21,9 +21,9 @@ Twenty offers flexible pricing plans to fit your team's needs. Manage your subsc
|
||||
| Plan | Key Features |
|
||||
|------|--------------|
|
||||
| **Free (Self-Hosted)** | All Pro features, community support |
|
||||
| **Pro (Cloud)** | Everything apart from the Premium features (SSO and row-level permissions), standard support |
|
||||
| **Organization (Cloud)** | All from Pro + the Premium features (SSO and row-level permissions), priority support |
|
||||
| **Organization (Self-Hosted)** |All from Pro + the Premium features (SSO, row-level permissions), Twenty team support, not required to publish your custom code as open-source before distributing |
|
||||
| **Pro (Cloud)** | Everything apart from the Premium features (SSO, row-level permissions and more), standard support |
|
||||
| **Organization (Cloud)** | All from Pro + the Premium features (SSO, row-level permissions and more), priority support |
|
||||
| **Organization (Self-Hosted)** | All from Pro + the Premium features (SSO, row-level permissions and more), Twenty team support, not required to publish your custom code as open-source before distributing |
|
||||
|
||||
## Quick answers
|
||||
|
||||
|
||||
@@ -55,24 +55,28 @@ For reference:
|
||||
- **External Emails**: All emails with contacts outside your organization
|
||||
- **Automatic Linking**: Emails connect to existing People and Company records
|
||||
- **Multiple Addresses**: Emails from any address link to the same contact record
|
||||
- **Updates**: New emails appear within 5 minutes
|
||||
- **Updates**: New emails appear immediately
|
||||
|
||||
### What Doesn't Get Synced
|
||||
- **Internal Emails**: Emails between colleagues (same domain) remain private
|
||||
- **Internal Emails**: By default, emails between colleagues (same domain) remain private (configured in Settings → General → Security)
|
||||
- **Group Emails**: Distribution lists and group emails are excluded
|
||||
- **Excluded Folders**: Folders you've chosen not to sync (configured under Settings → Accounts → Email)
|
||||
|
||||
### Internal emails
|
||||
Choose if internal emails are synchronized in Twenty:
|
||||
1. Go to **Settings → General → Security**
|
||||
2. Toggle **Sync Internal Emails** on/off
|
||||
|
||||
### Selective Folder Sync
|
||||
Control which email folders sync with Twenty:
|
||||
1. Go to **Settings → Accounts** and select your connected email account
|
||||
2. Configure folders under the Email section
|
||||
3. Choose specific folders to include or exclude (Inbox, Sent, Archive, custom folders)
|
||||
|
||||
|
||||
## Troubleshooting Email Sync
|
||||
|
||||
### Common Sync Issues
|
||||
- **Sync Delays**: Emails appear within 5 minutes, but initial imports take longer
|
||||
- **Sync Delays**: Emails appear immediately, but initial imports take longer
|
||||
- **Missing Emails**: Check if:
|
||||
- Folders are excluded in Message Folder settings
|
||||
- Contact auto-creation is disabled (emails need existing Twenty records)
|
||||
|
||||
+11
-14
@@ -5,24 +5,21 @@ description: Information about booking meetings directly from Twenty.
|
||||
|
||||
## Current Status
|
||||
|
||||
**No, Twenty does not currently support booking meetings directly from the platform.**
|
||||
Twenty's calendar integration is designed to **sync and display** your existing calendar events.
|
||||
|
||||
Twenty's calendar integration is designed to **sync and display** your existing calendar events, not to create new ones. All meeting scheduling should be done through your native calendar application (Google Calendar, Microsoft Outlook, etc.).
|
||||
## Scheduling Meetings via Workflows
|
||||
|
||||
While it's not possible to schedule meetings manually, you can do them in Twenty using workflows
|
||||
|
||||
1. Create a new workflow
|
||||
2. Select any trigger depending on your needs
|
||||
3. Add the **Create Calendar Event** node
|
||||
4. Configure all necessary data
|
||||
5. Activate the workflow
|
||||
|
||||
## What You Can Do
|
||||
|
||||
- **View meeting history** on People, Companies, and Opportunities records
|
||||
- **See upcoming meetings** with contacts in your CRM
|
||||
- **Track meeting context** alongside email communications
|
||||
- **Auto-create contacts** from meeting participants
|
||||
|
||||
## How to Schedule Meetings
|
||||
|
||||
1. Use your native calendar app (Google Calendar, Outlook, etc.)
|
||||
2. Create the meeting as you normally would
|
||||
3. The meeting will automatically sync to Twenty within 5 minutes
|
||||
4. View the meeting on the relevant CRM records
|
||||
|
||||
## Future Plans
|
||||
|
||||
Meeting creation from within Twenty is on our roadmap. Join our [GitHub discussions](https://github.com/twentyhq/twenty/discussions) to share your use case and help prioritize this feature.
|
||||
- **Auto-create contacts** from meeting participants
|
||||
+10
-3
@@ -5,9 +5,16 @@ description: Information about sending emails directly from Twenty.
|
||||
|
||||
## Current Status
|
||||
|
||||
Twenty's email integration is designed to **sync and display** your email history. Emails cannot be composed or sent directly from Twenty's interface.
|
||||
Twenty's email integration is designed to **sync and display** your email history as well as compose and send emails.
|
||||
|
||||
When you view an email thread on a record page and click **Reply**, you'll be redirected to the original thread in your mailbox (Gmail, Outlook, etc.). This is where you compose and send your reply.
|
||||
When you view an email thread on a record page and click **Reply**, you're able to directly compose and send an email.
|
||||
|
||||
## How to send a message from Twenty
|
||||
Prerequisite: mail connected account with possibility to send emails
|
||||
1. Open Command menu with **Ctrl+K** or **CMD+K** shortcut
|
||||
2. Click "Compose email" option
|
||||
3. Choose recipients, add subject, body and attachments to your mail
|
||||
4. Click "Send" button to send email
|
||||
|
||||
## What You Can Do Today
|
||||
|
||||
@@ -19,7 +26,7 @@ When you view an email thread on a record page and click **Reply**, you'll be re
|
||||
|
||||
## Sending Emails via Workflows
|
||||
|
||||
While you can't send emails manually from Twenty, you **can send emails automatically using Workflows**. This is useful for:
|
||||
You **can send emails automatically using Workflows**. This is useful for:
|
||||
- Automated follow-ups
|
||||
- Notifications to contacts
|
||||
- Triggered communications based on record changes
|
||||
|
||||
+2
-2
@@ -14,7 +14,7 @@ Twenty supports **unlimited email accounts per user**. This is useful if you man
|
||||
|
||||
1. Go to **Settings → Accounts**
|
||||
2. Click **Add account**
|
||||
3. Connect your additional Google or Microsoft account
|
||||
3. Connect your additional Google, Microsoft account or any other mail provider supporting IMAP/SMTP protocols
|
||||
4. Configure sync settings for this mailbox
|
||||
5. Repeat for each mailbox you want to connect
|
||||
|
||||
@@ -36,4 +36,4 @@ Emails from all your connected mailboxes are synced to Twenty and appear on:
|
||||
|
||||
## Important Notes
|
||||
|
||||
<Warning>Only true mailboxes can be connected. Email aliases that forward to another mailbox cannot be connected separately—they'll sync through the main mailbox.</Warning>
|
||||
<Warning>Only true mailboxes can be connected. Email aliases that forward to another mailbox cannot be connected separately — they'll sync through the main mailbox.</Warning>
|
||||
|
||||
@@ -12,8 +12,8 @@ By default, Twenty syncs all external emails from your connected mailbox. You ca
|
||||
Control which email folders sync with Twenty:
|
||||
|
||||
1. Go to **Settings → Accounts**
|
||||
4. Select your connected email account
|
||||
5. Choose which folders to sync:
|
||||
2. Select your connected email account
|
||||
3. Choose which folders to sync:
|
||||
|
||||
| Folder | Description |
|
||||
|--------|-------------|
|
||||
@@ -22,7 +22,7 @@ Control which email folders sync with Twenty:
|
||||
| **Archive** | Archived messages |
|
||||
| **Custom Folders** | Any specific folders you want |
|
||||
|
||||
6. Exclude folders you don't want synced (Spam, Trash, personal folders)
|
||||
4. Exclude folders you don't want synced (Spam, Trash, personal folders)
|
||||
|
||||
<Note>This gives you precise control over which emails appear in your CRM without syncing everything.</Note>
|
||||
|
||||
@@ -37,14 +37,22 @@ Control when contacts are created from emails:
|
||||
- **Sent & Received**: Create contacts from all external emails
|
||||
- **Sent Only**: Only create contacts from emails you send
|
||||
|
||||
## Internal emails
|
||||
|
||||
Messages between colleagues (same domain) can be synchronized in Twenty:
|
||||
|
||||
1. Go to **Settings → General → Security**
|
||||
2. Toggle **Sync Internal Emails** on/off
|
||||
|
||||
<Note>By default, this option is turned off.</Note>
|
||||
|
||||
## What's Always Excluded
|
||||
|
||||
These emails are never synced, regardless of settings:
|
||||
|
||||
- **Internal emails**: Messages between colleagues (same domain)
|
||||
- **Group emails**: Distribution lists and group messages
|
||||
- **Spam/Trash**: System folders are typically excluded
|
||||
|
||||
## Important Note
|
||||
|
||||
<Note>We don't provide a CC email address for selective syncing. Use the folder selection feature above to achieve the same level of control.</Note>
|
||||
<Note>We don't provide a CC email address for selective syncing yet. Use the folder selection feature above to achieve the same level of control.</Note>
|
||||
|
||||
@@ -88,6 +88,23 @@ Display single key values prominently.
|
||||
### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="frame" />iFrames</span>
|
||||
Embed external tools and content directly in your dashboard.
|
||||
|
||||
<Frame>
|
||||
<img src="/images/user-guide/dashboard/dashboard-widget-table.png" alt="table"/>
|
||||
</Frame>
|
||||
|
||||
**Best for:**
|
||||
- Searching individual items
|
||||
- Checking exact values
|
||||
- Auditing or reference
|
||||
|
||||
**Example uses:**
|
||||
- Deals closing this month
|
||||
- New leads this week
|
||||
- Overdue invoices
|
||||
|
||||
### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="table" />Table</span>
|
||||
See filtered records directly in your dashboard.
|
||||
|
||||
<Frame>
|
||||
<img src="/images/user-guide/dashboard/dashboard-widget-iframe.png" alt="iFrame" />
|
||||
</Frame>
|
||||
@@ -120,7 +137,7 @@ Add formatted text and content directly to your dashboard.
|
||||
- Markdown-style editing
|
||||
|
||||
<Note>
|
||||
**Coming soon**: Gauge charts and tables are not yet available but are on our roadmap.
|
||||
**Coming soon**: Gauge charts are not yet available but are on our roadmap.
|
||||
</Note>
|
||||
|
||||
|
||||
|
||||
@@ -35,8 +35,8 @@ description: Frequently asked questions about dashboards in Twenty.
|
||||
Dashboard-level filters are not available yet, but this feature is on our roadmap. Currently, you need to apply filters to each widget individually.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="Are gauge charts or tables available?">
|
||||
Not yet. Gauge charts and tables are on our roadmap and will be added in a future release.
|
||||
<Accordion title="Are gauge charts available?">
|
||||
Not yet. Gauge charts are on our roadmap and will be added in a future release.
|
||||
</Accordion>
|
||||
|
||||
<Accordion title="How do I duplicate a dashboard?">
|
||||
|
||||
@@ -37,7 +37,7 @@ Widgets are individual visualizations that display specific data. Types include:
|
||||
<Note>
|
||||
**Current limitations**:
|
||||
- Exporting dashboards and sharing with external users (non-Twenty users) are not available at the moment.
|
||||
- Gauge charts and tables are not yet available.
|
||||
- Gauge charts are not yet available.
|
||||
</Note>
|
||||
|
||||
## Getting Started
|
||||
|
||||
@@ -25,7 +25,7 @@ Rows with issues are highlighted in **yellow**. You can:
|
||||
- **Edit the cell directly** to fix the error
|
||||
- **Remove the row** to skip it entirely
|
||||
|
||||
This inline editing saves time—no need to go back to your spreadsheet, fix errors, and re-upload.
|
||||
This inline editing saves time — no need to go back to your spreadsheet, fix errors, and re-upload.
|
||||
|
||||
## Common Error Types
|
||||
|
||||
|
||||
Reference in New Issue
Block a user