From 9f271d205ecfee05210101ca975ed31ea7c3fd7f Mon Sep 17 00:00:00 2001 From: "posthog[bot]" <206114724+posthog[bot]@users.noreply.github.com> Date: Thu, 27 Aug 2026 11:23:49 +0000 Subject: [PATCH] fix(max): tell users chat charts have no export button Max renders every chat visualization as an embedded, read-only query, so the toolbar below the chart has only the open-as-insight and show/hide controls. It has no download button and no export menu. The three prompt templates that tell the model what sits below a chart named only the open-insight icon, so the model filled the gap with generic dashboard-UI priors and pointed users at controls that do not exist. Add one export sentence to each of the three prompt sites. Each now states that a chat chart cannot be exported directly and tells the model to route the user to open the chart as a new insight, then export from the insight page. Generated-By: PostHog Desktop Task-Id: f41a8c3a-6781-439a-ad4a-c7311806d88a --- ee/hogai/context/insight/prompts.py | 2 +- ee/hogai/tools/create_insight.py | 2 +- ee/hogai/tools/task.py | 2 +- 3 files changed, 3 insertions(+), 3 deletions(-) diff --git a/ee/hogai/context/insight/prompts.py b/ee/hogai/context/insight/prompts.py index 08c07180e67d..72d6de212dcb 100644 --- a/ee/hogai/context/insight/prompts.py +++ b/ee/hogai/context/insight/prompts.py @@ -10,7 +10,7 @@ Insight URL: {{{insight_url}}} {{/insight_url}} {{^insight_url}} -This insight is not saved in the project, so it cannot be accessed via a URL. Any `Artifact ID` above is scoped to this conversation, not an insight short ID, so an `/insights/...` link built from it would 404. If the user wants a saved insight, tell them to open the chart as a new insight from the icon below it and save it from there. +This insight is not saved in the project, so it cannot be accessed via a URL. Any `Artifact ID` above is scoped to this conversation, not an insight short ID, so an `/insights/...` link built from it would 404. If the user wants a saved insight, tell them to open the chart as a new insight from the icon below it and save it from there. You cannot export a chart directly from the conversation, because the chart has no download button and no export menu. To export the data, tell the user to open the chart as a new insight from the icon below it, then export it from the insight page. {{/insight_url}} {{#query_schema}} diff --git a/ee/hogai/tools/create_insight.py b/ee/hogai/tools/create_insight.py index 8aee6b446e4d..9e744003ed66 100644 --- a/ee/hogai/tools/create_insight.py +++ b/ee/hogai/tools/create_insight.py @@ -16,7 +16,7 @@ from ee.hogai.utils.types.base import AssistantNodeName, AssistantState, NodePath INSIGHT_TOOL_PROMPT = """ -Use this tool to generate an insight from a structured plan. It will return a visualization that the user can analyze and a textual representation for your analysis. These visualizations are transient and only exist within the current conversation—they are not saved to the project. To save an insight permanently, users should click the open insight icon below the chart in the conversation. +Use this tool to generate an insight from a structured plan. It will return a visualization that the user can analyze and a textual representation for your analysis. These visualizations are transient and only exist within the current conversation—they are not saved to the project. To save an insight permanently, users should click the open insight icon below the chart in the conversation. You cannot export a chart directly from the conversation, because the chart has no download button and no export menu. To export the data, tell the user to open the chart as a new insight from the icon below it, then export it from the insight page. This tool can also be used to edit the visualization the user is currently viewing on the insight page. In that case, you need to generate a new plan based on the schema of the existing insight. diff --git a/ee/hogai/tools/task.py b/ee/hogai/tools/task.py index e463f252c2cc..41e8daaf4861 100644 --- a/ee/hogai/tools/task.py +++ b/ee/hogai/tools/task.py @@ -99,7 +99,7 @@ {{{artifacts_list}}} {{#has_transient_artifacts}} -Any `Artifact ID` above is scoped to this conversation, not an insight short ID, so an `/insights/...` link built from it would 404. If the user wants a saved insight, tell them to open the chart as a new insight from the icon below it and save it from there. Any `Insight ID` above is a saved insight, and its insight URL is a real link you can give the user. +Any `Artifact ID` above is scoped to this conversation, not an insight short ID, so an `/insights/...` link built from it would 404. If the user wants a saved insight, tell them to open the chart as a new insight from the icon below it and save it from there. You cannot export a chart directly from the conversation, because the chart has no download button and no export menu. To export the data, tell the user to open the chart as a new insight from the icon below it, then export it from the insight page. Any `Insight ID` above is a saved insight, and its insight URL is a real link you can give the user. {{/has_transient_artifacts}} """