UPDATE: 2024-12-10
Please see the updates to the Home page
Left Nav: the concept of Templates is being renamed to “Tasks” The top button bar should be slightly smaller (just a bit less vertical and horizontal padding The border radius should be 3xl for button and cards. The main cards should have arrow nav (see html file inspiration) The cards should have: Title, color sweep, icon, Category, {usage in platform}
{} references something that will only be available after connecting full to LocalClarity platform. The task cards will be be the way we will be encouraging users to use highly detailed prompts to make certain they are getting solid results.
Task Dialog Box
Clicking on the tasks (from Home page or Task page) opens the details of the prompt to be used. Action is to “Run task’ which sends the prompt to the chat.
The initial set of Task case be the sample cases already provided. Ideally, we can update them as a flat file or other very simple structure to power this phase of the platform.
REQUEST/QUESTION: How to we provide a file that can be used to populate tasks in the UI?
Sample json format:
Task Result/Chat Style
Tables should be minimalistic. Ideally tables have a copy icon in the upper right Result sets should be easy to copy (see icon) The flow is “Here is the data”, Data, “That was the data” Right panel is controlled (open close) Right panel contains the Source details
Create Tasks
Ok, this one is tricky to handle in this stage. In the future, we will have default templates and ones that can be created by users. (And ones that the support team can create for specific users). For right now, can we write these to a very rudimentary process (even a flat/config file would work) so that I can add ideas to the platform as I work with the team.
UPDATE 2024-12-13
Video showing some aspects of design and usability.
Left Navigation open/close
You’ll see from the beginning of the video that we want the new standard icon design for opening and closing the sidebar.
Centering
When the sidebar closes, the main content area centers.
Hover Over Tasks
The should highlight slightly as in the video.
Tasks Expand
The tasks expand to a work area over the page. Clicking on ‘run task’ sends the details to the prompt.
Prompt Initial Delay
They are using the subtle element that blocks out the space and highlights. I think we can use this prior to any delay related ‘we’re working on it messages.
Right Navigation open/close
Similar to the left navigation in terms of actions to slide open and slide close.
UPDATE 2024-12-29
Inspiration
The inspiration we are using for the platform is from sona.ai.
Conversation Right Panel
When we go into a conversation (directly or from a chat) we might want to offer to show the sources in an right-hand slide out. It can be default closed but with the same icon (but reversed) for the tab. Here is a video with the tab open where the user gets to see the data sources used. While that might be simple now (just one at a time). In the future it will be interesting when multiple data sets are combined.
Code Presentation
I understand the value of showing the logic steps. I think there are a bit much to present all of them and then to keep them in the conversation. Claude does a good job of showing and then collapsing the code parts. I could go with either showing some steps but not all or showing we are showing now and collapsing. In all scenarios, we would want the code to be presented as code (font, coloring, black background, etc)
Here is an example from inspiration.
Task Page
The Task page design should follow the sona inspiration (screenshot below)
Center lists all the Task cards (medium style for the cards here and large style on the home page).
See the notes for styling and content of the header section (bold and the subheading). Use the current style from the homepage.
Right panel are the Category selections to filter the cards. We only have:
Create task (see spacing and design treatment) with hover over tool-tip “Coming soon”
Is “search” is super easy (since it’s only searching this page) great. If hard, pause.
Home Page
On the current design of the Task page. The icons for left right were not intended to be in-line with the cards. Please see prior designs that have the icons for paging through the card selection on the upper right. This is mean for the home page only with the large versions of the cards and only the 6-7 tasks we want to highlight as the most common.
See the large cards. For the large ones, we can use the Title and the Description from the Tasks. I still like the coloring effect we have some I’m not certain how this is going to work.
Example of Too Much Logic / Combined Results
If you zoom into the questions you’ll see a simple presentation with a very/very long step process for an answer. The final presentation is ok but it is presenting for two files and the format isn’t structured into lists that make it easier to read.