What it does
An artifact is something the Assistant builds for you from your data: a self-contained, interactive page you can keep, share, refresh, and let other people click through. Rather than an answer that scrolls away in a conversation, it is a finished piece of work, with the query behind every figure attached. Each artifact is one file with everything it needs baked in, so you can also download it and open it anywhere, even offline.The four kinds
Artifacts come in four kinds, and each has its own page in the sidebar:
The Assistant decides which kind it is building based on what you ask for, and files it on the matching page. All four work the same way once they exist, so everything below applies to each of them.
Artifacts created before the four kinds were introduced were filed under Canvas, so look there for your older work.
Creating an artifact
Artifacts are built by the Assistant, and asking for one directly is what triggers it. The easiest starting points are the buttons on the Assistant’s home screen, Create a dashboard, Create a report, and Create a presentation, or Create with AI on any of the four pages.1
Ask for what you want
Describe it plainly, for example “Build an interactive dashboard of Q1 spend by department” or “Create a board presentation of our Q3 results.”
2
It gets built and saved
The Assistant queries the data it needs, builds the artifact, and saves it. It opens in a panel beside your conversation, and it is filed on the right page in the sidebar.
3
Open it on its own
Use Full page from the panel, or find it later on its page in the sidebar.
Checking the numbers
Artifacts carry their provenance with them, so you can interrogate any figure without leaving the page. Figures traced back to a query appear with a dotted underline. Click one to see its value, what it measures, the source it came from, the period, how it was calculated, and when the data was last synced. Expand View query to see the exact query that produced it. Tables and charts get their own button underneath, such as SQL query behind this table.Keeping the numbers current
An artifact holds the figures from when it was built or last refreshed, and it does not change on its own. When you need current numbers, choose Refresh data. Refreshing re-runs the queries behind the artifact and updates the figures, along with the wording around them so the two still agree. It takes a few minutes, and the previous version stays on screen until it succeeds, so a failed refresh never leaves you with a half-updated page. Anything you supplied yourself, or that was stated as an assumption, carries over untouched. Each refresh creates a new version, so you can always see what changed.Refreshing needs connected data to draw from. If your organization has no data connected, Pluvo tells you why the refresh could not run.
Editing an artifact
You edit an artifact by asking the Assistant, and you can point at exactly the part you mean. Edit on the artifact takes you to the Assistant with the artifact attached, so you can describe the change there. In the artifact panel beside your conversation, Edit a section lets you click the specific part you want changed and say what to change, and the Assistant rewrites just that section. You can also ask in the conversation, for example “change the Q3 column to show margin instead.” The Assistant knows which artifact you are working on and edits it rather than building another. To ask about an artifact rather than change it, choose Ask Assistant. It opens a conversation with the artifact attached, and anyone who can view the artifact can use it.Version history
Every build, edit, refresh, and restore is kept.1
Open History
Choose History on the artifact. Each version shows what changed, such as Created, Edited, Section edited, Refreshed, or Restored, along with when it happened.
2
Preview an earlier version
Choose Preview to load it read-only. A banner tells you which version you are viewing, and Back to latest returns you.
3
Restore it if you want it back
Choose Restore and confirm. Restoring does not erase anything, it adds a new version recording what you restored from.
Templates
When you have built something worth reusing, such as a monthly dashboard layout or a board deck structure, save it as a template so anyone in your organization can start from it. Choose Save as template from an artifact’s menu. A copy becomes a template, including the numbers it shows today, and it appears on the Templates tab of that kind’s page. To start from one, open it and choose Use template, which makes a fresh copy for you to work on.Sharing an artifact
Choose Share, add people from your organization, and pick whether each can view or edit. They get a notification and an email with a link. People with edit access can change the artifact, refresh it, and restore earlier versions. Viewers can read it and ask the Assistant about it.Finding and managing artifacts
Each of the four pages has a tab for your own work, such as Your dashboards, alongside Templates. The list shows each artifact’s name, status, who created it, who it is shared with, and when it was last updated. Status tells you where an artifact stands: Ready, Refreshing while a refresh is running, or Failed. You can search by name, filter by status or by who created it, and sort by name or last updated. From an artifact, or its menu in the list, you can:- Share it with colleagues
- Edit it with the Assistant
- Rename it
- Save as template, or start something new with Use template
- Download HTML to save it as a single file you can open outside Pluvo
- Delete it