View library

In short: The view library is where all views of your organisation are collected: ticket views (an extra tab next to the ticket with data from a connected system) and action cards (how a plugin action is displayed). Here you switch a view on or off, change its name and description, archive views, restore earlier versions and lock a view. You do not design or edit views here, but together with Claude through the aishaa MCP connection.

Where to find this

Go to Organisation > View library. The subtitle of the page reads: Choose one shared view for your organisation. Only views that match your connected plugins are shown by default.

Who: from the Organisation admin role upwards. You switch a view on per organisation. In an account with multiple organisations, an Account admin can switch a view on for the whole account.

The Organisation > View library page with the Show archived views switch, the filters Type, Created by, Plugin and Capability, and a grid of view cards with preview image, version and status chips.

Designing happens through Claude

The view library has no button to create or edit a view. You design ticket views and action cards together with Claude through the aishaa MCP connection; a saved view or card then appears in this library by itself. On the detail page of a view, where you might expect an edit button, you see the chip Edited through MCP: ask Claude for a new version there.

See Have Claude build a ticket view, Have Claude build an action card and Connect aishaa to Claude or ChatGPT (MCP).

The two types of views

Filtering

At the top there is a switch and four filters:

If the combination returns nothing, you see: No compatible view is available yet. Orders remain available without a custom detail view.

The view card

Each view appears as a card with:

• the preview image, or an empty space if there is none yet;
• the title and the version number (v1, v2 and so on);
• the status chip (see below);
• the description;
• a chip with the type (Ticket view or Action card), a chip that shows whether the view was supplied by aishaa or created on your own account, and for a view with actions the names of those actions;
• Works with: followed by the plugins the view needs.

Click Open to go to the detail page of the view.

The menu per view

Click the three-dot menu (More actions) on a card. Which options you see depends on the type, the status and your role.

The More actions menu of a view card, with Change name and description, Show as ticket tab, Delete draft and Archive view.

Changing the name, description and preview image

Choose Change name and description. The Name and description dialog has the explanation Change the name, description and optional preview image. The design and active version remain unchanged.

1. Change the Name (at most 160 characters) and the Description (at most 1000 characters).
2. Under Preview image, click Upload image or Replace image to choose your own image, or Remove image to remove the current one. After choosing, it says Selected: with the file name; after removing, it says The current preview image will be removed when you save.
3. Click Save. Notification: The view details have been saved.

Requirements for the image: PNG, JPEG or WebP, up to 5 MB. A 16:10 image works best. Images are safely normalized before storage. A larger file gives the notification The preview image cannot exceed 5 MB. Note the warning in the dialog: Do not upload screenshots containing real customer data or other confidential information.

Switching on for the whole account

In an account with multiple organisations, an Account admin can switch a view on for all organisations at once: Use as ticket tab for the whole account, Activate for the whole account or Use for this action in the whole account. The view then gets the chip Active for the whole account.

A published view of your own account is read-only for an Organisation admin: the detail page then shows the chip Account-wide, and only an Account admin can change, archive or replace it.

Archiving and restoring

Choose Archive view. You confirm first: Archive “(name)”? The view will disappear from the library. Organisations using it will automatically switch to their configured fallback. After confirming, you see The view has been archived.

An archived view is no longer active and cannot be switched on. Switch on Show archived views to see it, with the chip Archived. Choose Restore from archive to bring it back. Notification: The view has been restored from the archive. Activate it when you want to use it again. So after restoring, the view is not automatically active again.

Archiving and restoring only work with views of your own account. You cannot archive views supplied by aishaa; switch on a different view instead.

The detail page

Click Open on a view card. At the top you find the title with status chips, the description, and the lines Version, Created by and Works with. Click Back to the view library to go back.

Buttons and menu options on the detail page:

• Use this view: switches this version on. Only if the view is not active yet and the required plugins are connected.
• Activate for the whole account: only for an Account admin in an account with multiple organisations.
• Restore this version: for an earlier version from the version history.
• Restore from archive: for an archived view.
• Change name and description and Archive view, in the menu at the top right.
• The chip Edited through MCP: you ask Claude for a new version.

Under Explore this view there is a working preview with sample data. With the buttons for Desktop, Tablet and Mobile you view the view at different screen widths. For an action card, there are chips above it to view the card per status: New action, Pending, Executed, Failed and Rejected. If the view has no preview, you see the preview image or the notification No live example is available yet.

Viewing and restoring earlier versions

Every publication is a new version; earlier versions are kept. If a view has more than one version, the detail page shows the Version history section with the explanation Explore earlier versions of this view or use one as the basis for a new version. Each version is listed with its version number and publication date. The newest version has the badge Current version; the version currently in use has the badge Active.

1. Click an earlier version to open the page of that version, including the preview.
2. Click Restore this version.

aishaa then creates a new version with the content of the old one and switches it on. Notification: A new active version has been created with the contents of this version. The versions in between remain in the history. Restore this version is available to an Account admin.

The detail page of a view with Version, Created by and Works with, the Lock button, the Edited through MCP chip, the Version history section with the badges Current version and Active, and the preview with Desktop, Tablet and Mobile.

Locking a view

Once a view has been checked and is right, you can lock it with the Lock button on the detail page. After that, nobody can change the view any more, not even aishaa or the assistant. Only an Account admin can Unlock it again, and only in aishaa itself, not through the Claude connection. See Lock configuration.

Good to know

• You never change a published view; every adjustment becomes a new version and the old one stays in the version history.
• A view only works if the plugins under Works with are connected in the organisation. If a plugin is missing, you cannot switch the view on.
• A ticket view only shows data that aishaa has fetched for the ticket. If Customer records of the integration is set to Off, the view stays empty. See Plugin settings: customer data, catalogues and actions.
• You can switch on several ticket views as tabs at the same time. There is at most one active action card per action.
• If the library cannot load, you see The view library could not be loaded. Try again; if it persists, contact the aishaa team via the aishaa support chat in aishaa (menu Chat, conversation aishaa support) or via support@aishaa.nl.

Related

• Have Claude build a ticket view
• Have Claude build an action card
• Connect aishaa to Claude or ChatGPT (MCP)
• Set up an integration
• Plugin settings: customer data, catalogues and actions
• Lock configuration
• Customer context next to the ticket