# Work with interactive views in Sidekick

> An interactive view turns one Sidekick answer into a small workspace. It can organize the current result into filters, cards, tables, charts, or other controls when exploration is more useful than a long message.

Markdown view of https://www.tabflows.com/university/library/sidekick/work-with-interactive-views-in-sidekick — the HTML page is canonical.

Product Library: Sidekick › Meet Sidekick  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/17748880-work-with-interactive-views-in-sidekick

> **Summary:** An interactive view turns one Sidekick answer into a small workspace. It can organize the current result into filters, cards, tables, charts, or other controls when exploration is more useful than a long message.

> **A note for non-human readers:**
>
> *A view is a better-shaped answer, not a secret second database. It receives the result Sidekick already assembled and gives the human useful controls for exploring it. Keep the data boundary intact, keep meaningful actions visible, and never mistake a polished interface for a new source of truth.*

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## Use a view

1. Ask Sidekick for the information or outcome you need.
2. When a view appears, use its controls to explore that returned result.
3. Verify patient, clinical, or financial details against the underlying source before acting.

Sidekick may show a preview while it builds the view. Wait for the completed view before relying on its controls or final presentation.

---

## What a view can do

A view may open a patient or Task only when that record was included in the data Sidekick fetched.

If the view prepares a message, Tabflows shows the text and waits for **Send** or **Dismiss**. The view cannot send it silently.

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### Understand its limits

An interactive view does not add a new information source. It receives the data Sidekick provided for that answer, cannot silently reach unrelated records, and does not make unavailable information available.

Review the patient, source, dates, and details just as you would with a normal Sidekick answer.

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## If the view fails

- If the card shows a script error, choose **Ask Sidekick to fix**.
- If the view tried to leave its protected frame, Tabflows closes it; ask Sidekick to build a simpler replacement.
- If a browser cannot run interactive views, ask Sidekick for the same result as text or a table.

---

## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Using Sidekick for non-patient work](https://www.tabflows.com/university/library/sidekick/using-sidekick-for-non-patient-work)
- [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions)
- [What Sidekick can and cannot reference](https://www.tabflows.com/university/library/sidekick/what-sidekick-can-and-cannot-reference)
- [How to connect the right patient in mobile Sidekick](https://www.tabflows.com/university/library/mobile/how-to-connect-the-right-patient-in-mobile-sidekick)
- [How to ask Sidekick in Team Chat](https://www.tabflows.com/university/library/team-chat/how-to-ask-sidekick-in-team-chat)

## Related markdown

Section index: [Sidekick](https://www.tabflows.com/university/library/sidekick.md)

Alongside this page:

- [Create and run clinic workflows with sidekick](https://www.tabflows.com/university/library/sidekick/create-and-run-clinic-workflows-with-sidekick.md)
- [Get answers with patient context using sidekick](https://www.tabflows.com/university/library/sidekick/get-answers-with-patient-context-using-sidekick.md)
- [How to control sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness.md)
- [How to find a group of patients with smart segments](https://www.tabflows.com/university/library/sidekick/how-to-find-a-group-of-patients-with-smart-segments.md)
- [How to use sidekick for labs medications and clinical review](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-labs-medications-and-clinical-review.md)
- [How to use sidekick for patient files and uploaded records](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-files-and-uploaded-records.md)
- [How to use sidekick for patient summaries and visit prep](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-summaries-and-visit-prep.md)
- [How to use sidekick to create an elation non visit note](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-create-an-elation-non-visit-note.md)

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