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Card Manager

Manage and build custom workflows through Agentic AI Cards for Document Search and Image Search using the Card Manager. Create, edit, and automate cards to streamline your search and generation tasks.

Access the Card Manager

To access Document Search Card Manager:

  1. Open the sidebar and select Document Search.
  2. Click Card Manager in the sidebar to the manager.

Simaily to access the Image Search Card Manager:

  1. Open the sidebar and select Image Search.
  2. Click Card Manager in the sidebar to the manager.

Creating a New Card

To get started, select New Card+, this will open the card creation interface.

New Card

Card Manager Settings

Card Information

  • Image: Upload an image or select one from existing options.
  • Category: Choose from predefined categories or create your own.
  • Title & Description: Provide a name and a short summary for your card.

Building Your Agentic AI Cards

Each card is built by adding tools. Each tool represents a step in your search or generation process and comes with its own settings.

Available Tools

  • Get User Input
    Captures user queries and parameters to guide the workflow.

  • Search Vector DB
    Retrieves relevant document chunks from your vector database.

  • Generate LLM Response
    Generates AI responses based on user input or document context.

  • Write File
    Saves outputs to .txt, .pdf, or .docx files.

  • Search Google
    Performs a Google search based on a query.

  • Search YouTube
    Finds relevant YouTube videos.

  • Combine Steps
    Merges multiple tool outputs into one.

  • Pick File
    Selects key sections from uploaded documents.

  • Pick Integration
    Chooses which database (local/cloud) to search.

  • Fetch YouTube Transcript
    Retrieves a video's transcript.

  • Search Website
    Extracts searchable text from a webpage.

  • Get User Input
    Captures prompts or keywords for image generation.

  • Generate Image
    Creates AI-generated images based on the input.

  • Write Image
    Saves the image in .png, .jpg, or .jpeg formats.

Finalize Your Card

After adding your tools and building your card, click Save to store your card.

Card Manager Features

  • Search for Cards

    Use the search bar to find cards by name.

  • Filter Cards

    Click the filter icon to filter by:

    • Category
    • Widget Type

  • Edit or Delete Cards

    • Edit: Modify an existing card.
    • Delete: Remove a card permanently.

  • Export Selected Cards

    Select one or multiple cards, then click Export to download them as a .zip file.

Import New Cards

  1. Export your cards as a .zip file.

  2. Place the .zip file in:

  3. Click the Sync button in Card Manager.

A confirmation message will appear: 

Workflow cards sync success

Autoplay Feature

You can enable Autoplay to automatically run all steps when a card is triggered or opened.

During Card Creation or Editing

Enable Autoplay using the toggle at the top right.

Example

Autoplay Toggle

Autoplay from the Home Page

After saving your card, go to the Home tab where cards are displayed.
Hover over a card to reveal the Play icon and instantly autoplay it.

Example

Autoplay Icon Hover

Autoplay After Opening the Card

When you open a card directly, you can also click the Autoplay button.

Example

Autoplay After Opening Card

Use Cases

  • Research Assistant

    Summarize research from multiple sources.

    1. Get User Input
    2. Search Google
    3. Generate LLM Response

    Result: A well-structured research summary.

  • Video Content Extraction

    Turn YouTube videos into searchable summaries.

    1. Search YouTube
    2. Fetch YouTube Transcript
    3. Generate LLM Response

    Result: A text-based summary of video content.

  • Efficiently find and consolidate key document information.

    1. Pick Integration
    2. Search Vector DB
    3. Combine Steps

    Result: A comprehensive search output.

  • AI Art Generator

    Create AI-generated images from prompts.

    1. Get User Input
    2. Generate Image
    3. Write Image

    Result: A high-quality AI image ready for use.

  • Visual Concept Prototyping

    Generate visual designs for creative projects.

    1. Get User Input
    2. Generate Image
    3. Write Image

    Result: An image prototype for design exploration.

You can mix and match tools to create fully customized Agentic AI Cards for document or image searches!