Tables, charts and sources

For: Anyone who uses the assistant inside a product they work withRequires: The assistant open in your provider's productScreenshots show sample data

When an answer involves numbers, the assistant can show them as a table or a chart instead of a paragraph, and it can hand you a whole file, such as a CSV export of your invoices. Small badges in the text show where the information came from: one of your provider’s systems, your provider’s knowledge base, or a web page. This page explains how to read each of these, how to download tables, charts and files, and how to open a chart full size. You do not switch these on; the assistant chooses a table or chart when it suits the answer, and you can always ask for one (“show that as a chart”).

What you can do here

See where an answer comes from. Badges in the text name the service, document set or web page an answer used. See where an answer comes from.
Read and download a table. Any table in an answer can be saved as a CSV file for a spreadsheet. Read and download a table.
Read a chart. Line, bar and stacked bar charts appear right in the answer, with a legend you can show and a download as an image. Read a chart.
Open a chart full size. The detailed view shows the chart over the whole page. Open a chart full size.
Copy or download a file. Files in an answer, such as a CSV export, have their own Copy and Download buttons. Copy or download a file.

The screen at a glance

An answer about September invoices. In the first sentence a grey badge with a database icon, "List invoices", shows that the figures came from one of your provider's systems. Further down, after the explanation of the UK reverse charge, a green badge with a book icon, "Verified", is highlighted: it means the sentence is based on your provider's own documents; hovering over it shows which ones. Between them is a table of three invoices with a download icon. — Badges show where an answer comes from; "Verified" marks your provider's documents.

Region	What it shows	What you do there
Answer text	The assistant’s reply, with badges where it used a source	Read; hover over a badge to see more
Data badge (database icon)	The name of the service the assistant used, such as “List invoices”	Hover to see the source
Table	Rows and columns, with a download icon above at the right	Read, or download as CSV
Knowledge base badge (book icon)	The word Verified	Hover to see which documents were used
Under the answer	The time, and copy and rating icons if your provider has switched rating on	Copy or rate the answer

See where an answer comes from

The assistant marks its sources with small badges inside the answer text. The badge texts are in English, whatever your language.

Badge	Looks like	Means	Hover or click
Data from a service	A database icon and the service’s name, such as “List invoices”	The facts came from one of your provider’s systems, fetched for this answer	Hover: “Information from: …” with the service’s name
Verified	A green badge with a book icon and the word Verified	The answer used your provider’s knowledge base	Hover: the names of the documents used; one badge covers several documents
Web page	A green badge with a globe icon and the page’s title or address	The answer used that web page	Click: opens the page in a new tab

The badge reads Verified in your language unless your provider chose its own wording, such as “From our help centre”. A source from a website shows the page title instead.

Document names show only on hover; there is no link to open a document. When you copy an answer with the copy icon, the badges become plain text.

Read and download a table

The same answer with its table of three September invoices, with the columns Invoice, Issued, Net amount and VAT; INV-2026-0418 shows 19%, the others 0%. Above the table, at the right, the download icon "Download table as CSV" is highlighted. Selecting it saves the table as a CSV file you can open in a spreadsheet. — Download any table in an answer as a CSV file.

Tables appear in two ways:

A table inside the text, as in the screenshot, is always open. The download icon above it at the right, Download table as CSV, saves it as table.csv.
A table card has a title bar and starts collapsed. Select the arrow (Expand table) to see the rows, and again (Collapse table) to fold it away. Its Download table as CSV button is always visible, and the file is named after the table’s title.

The CSV file opens in any spreadsheet. Every value is quoted, so commas and line breaks inside a cell are safe, and values are exported as they are shown in the table.

In table cards, empty cells show ”-”, numbers and dates follow your browser’s format, and long text is shortened with the full text on hover. Amount columns in table cards are always shown with a dollar sign ($) in US format, whatever the actual currency, and the CSV file carries the same. If the currency matters, ask the assistant which currency the amounts are in. An empty table is not shown at all.

Read a chart

An answer to "Can you show me our API usage for the last 30 days, broken down by week?". The text says you have used 41,280 of 50,000 API calls and that staging is about 15% of the total. Below it is a chart card titled "API calls per week" with a stacked bar chart of four weeks. Its header holds icons to collapse the chart, show the legend, "View detailed chart", highlighted, and download the chart as an image. — Charts appear right in the answer; open the detailed view to see them full size.

Charts appear as a card under the answer text, already open. The assistant uses line charts, bar charts and stacked bar charts. A chart without a title is called Line Chart or Bar Chart.

The card’s header holds four controls, from left to right: the arrow that folds the chart away (Collapse chart), Show Legend (the legend is hidden at first), View detailed chart and Download chart. In a narrow window only their icons show.

Download saves the chart as a PNG image named after its title, on a white background and at three times screen resolution, so it stays sharp in a presentation. A bar chart without any values is not drawn; you then see only the answer text.

Open a chart full size

Select View detailed chart in the chart’s header. The chart opens over the whole page, above the product and the assistant.
Read the values and the legend. Select Download at the top right to save the image from here too.
Close the view with the X (Close), by pressing Esc, or by clicking outside it.

The chart opened full screen over the provider's product. The overlay is titled "API calls per week" and shows four stacked bars, one per week from 17 August to 7 September, with production calls (blue) and staging calls (yellow) and their numbers, plus the legend "Production" and "Staging". At the top right are a "Download" button and the X button "Close", highlighted. Press Esc or click outside the overlay to close it too. This view needs the assistant to be opened inside the provider's product. — The detailed view shows the chart over the whole page; close it with X or Esc.

The detailed view needs the assistant to be open inside your provider’s product. If you use the assistant on a page of its own, for example after creating your account from a sign-up link, the button does nothing.

Copy or download a file

A past chat titled "Download all invoices for 2025". The answer contains a file card "data.csv" with a preview of the rows (invoice number, issue date, net and VAT in GBP, status "Paid") and two buttons, "Copy" and "Download", the latter highlighted. "Download" saves the whole file; "Copy" puts its text on the clipboard and briefly changes to "Copied!". — Files in an answer can be copied or downloaded in full.

When the assistant hands you a file, it appears as a card named data.csv or data.txt with a preview of its contents and two buttons:

Button	What it does
“Copy”	Puts the whole text of the file on your clipboard; the button shows “Copied!” for a moment
“Download”	Saves the whole file to your device

“Copy” puts the whole file’s text on your clipboard and briefly shows “Copied!”; “Download” saves the file.

Why

Some files go straight into another tool; others need to be kept or sent on.

What you need to know

Topic	Fact
Chart types	Line, bar and stacked bar
Defaults	Charts start open with the legend hidden; table cards start collapsed
Chart download	PNG, white background, named after the chart’s title
Table download	CSV, every value quoted, values as shown
Currency in table cards	Always shown with $ in US format, whatever the actual currency
Full-size view	Only when the assistant is open inside your provider’s product
Source badges	In English; documents named on hover only; web pages open in a new tab
File preview	Splits CSV at every comma; the download is correct

Frequently asked questions

Tables

How do I get a table from an answer into Excel?

Select the download icon above the table, or the Download table as CSV button on a table card. The assistant saves the table as a CSV file, which opens in Excel and any other spreadsheet. Values are exported as they are shown in the answer.

Why can’t I see the rows of a table?

Table cards start collapsed so they do not push the rest of the answer away. Select the arrow at the left of the table card’s title bar to show the rows, and select it again to hide them.

Why are amounts in a table shown in dollars?

Amount columns in table cards are always shown with a dollar sign ($) in US format, whatever the actual currency, and the CSV download carries the same. Ask the assistant which currency the amounts are in if it matters for you.

Can I ask for a table or a chart?

Yes. Ask in your own words, for example “show that as a table” or “make a chart of the last four weeks”. The assistant decides the exact form, and uses line, bar or stacked bar charts.

Charts

How do I download a chart?

Select Download chart in the chart’s header, or Download in the detailed view. The assistant saves a PNG image on a white background, named after the chart’s title, at a resolution that stays sharp in presentations.

Can I see a chart bigger?

Yes. Select View detailed chart in the chart’s header, and the chart opens over the whole page. Close it with the X, by pressing Esc, or by clicking outside it.

The detailed chart button does nothing. Why?

The detailed view opens over your provider’s page, so it only works when the assistant is open inside your provider’s product. On a page where the assistant runs on its own, such as straight after signing up from a link, the button has no effect.

Why don’t I see the chart’s legend?

The legend starts hidden to keep the chart compact. Select Show Legend in the chart’s header; in a narrow window it is the small arrow icon next to the detailed-view icon.

Sources

What does the Verified badge mean?

It means the answer used your provider’s knowledge base. Hover over the badge to see the names of the documents the assistant used; one badge can cover several documents.

Can I open the document behind a Verified badge?

No. The badge shows the document names when you hover over it, but it has no link to the documents. Web page badges with a globe icon are different: click them to open the page in a new tab.

What does the grey badge with a database icon mean?

It names the service the assistant used to fetch the facts in that sentence from your provider’s systems, such as “List invoices”. Hover over it to see “Information from:” followed by the service’s name.

Files

Why does the preview of a CSV file look misaligned?

The preview splits columns at every comma, so a value containing a comma, such as a company name, shifts the columns after it. The file you download with “Download” is correct; only the preview is affected.

Troubleshooting

Symptom	What to check
A download saves nothing	Your browser may block downloads from the product. Allow downloads for the site and try again.
View detailed chart has no effect	The assistant is not open inside your provider’s product. Open it from the product’s page.
A table card shows only a title	It is collapsed. Select the arrow at the left of the title bar.
Amounts show $ although you pay in another currency	Table cards always show amounts in US dollar format. Ask the assistant for the currency.
The CSV preview shows shifted columns	A value contains a comma. Download the file; the download is correct.
A source badge shows no document names	Hover over it rather than clicking; document names appear in a tooltip.
“Copy” does not copy	Your browser may block clipboard access for the product. Allow it in the site settings, or use “Download”.