Configure a Predict agent widget

Configure a Predict agent widget to show prediction scores, explanations, and recommended next steps directly in your CRM or another supported business application. After you configure the widget, your users can view Predict insights without leaving the application they're already using.

Requirements

Before you begin, make sure you have:

• A Predict account with admin access.
• At least one active Predict analysis with automation enabled.

Important: Before end users can view the Predict agent widget, your organization must install and configure the Pendo Launcher. See IT guide to deploying the Pendo Launcher for setup instructions.

Step 1. Create a widget

1. Go to Settings from your user menu.

   

2. Open the Agent widget tab.

3. Select Add new.

   

4. Enter the widget details:
   • Name (required)
   • Description (optional)

5. Choose how the widget identifies the record from the page URL. Select one of the following methods:

   1. Regular expression (regex) – Enter a regular expression that extracts the record ID from the full page URL.

   2. Record Prefix – Enter the text that appears immediately before the record ID in the URL.

      Example: For the following Salesforce URL:

      https://salesforce.com/lightning/r/Account/0015b0000211NxbAAE/view

      Enter Account as the record prefix.

Step 2. Associate an analysis

Under Analyses, select the analysis the widget should display.

In the Record Field (optional) dropdown, select the field used to match records between Predict and your business application. The available fields come from the analysis base; date fields aren't supported. If you don't select a field, the widget uses the analysis's primary key by default.

To display predictions from more than one analysis, combine analyses using OR and AND groups:

• Within a group, select + OR to add another analysis. If a record appears in more than one analysis in the group, the widget displays the result with the most recent score.
• Select + AND group to add a separate group. The widget displays results only for records that appear in every group.

Note: If you deactivate an associated analysis, it remains listed in the widget configuration. The analysis name appears dimmed, and the widget displays a warning.

Step 3. Configure widget content

Under Widget content, use the Visible toggle to control which features end users see, such as the Score bar and Context fields. All features are visible by default.

Note: These settings affect only the widget embedded in third-party applications. The widget shown within Predict always displays every feature.

Step 4. Preview the widget

Use the preview panel to see how the widget will appear to end users. The preview updates automatically as you change the configuration.

If the widget includes multiple associated analyses, use Analysis name to preview each one. If only one analysis is associated, this field is read-only.

Step 5. Export the widget configuration

1. Select Preview JSON.
2. In the Widget JSON dialog, copy the configuration. It contains the widget's widgetId and token.
3. Select Close.

Step 6. Provide the configuration to your Customer Engineer

Send the copied configuration to your Pendo Customer Engineer. They add it to a Pendo guide to surface predictions for this widget in your connected application.

Deactivate or reactivate a widget

Deactivate a widget to hide it from end users without deleting its configuration. You can reactivate it at any time.

To deactivate a widget:

1. Open the widget from the Agent widget tab.
2. Set the widget status to Inactive.

To reactivate the widget, change the status back to Active.