Content Card Configuration

What are Content Cards?

Content Cards are little promotional cards that show up in your AI Hub on your website. Think of them like smart, clickable banners. Each one has an image, a headline, a short description, and a button that sends visitors somewhere you choose.

What makes them "smart"? Two things decide who sees which card:

AI recommendations — the system picks cards based on what's likely to be relevant to each visitor.
Page targeting — you can also tell cards exactly which pages they're allowed to appear on.

Content Cards live alongside your AI Forms in the Hub, so visitors see them as part of the same experience.

Getting to your Content Cards

In your left hand navigation menu, open the AI Website Agent section and click on Content Cards. One there, you can get started on creating your first content card.

Who can do what?

There are two permission levels for the content card page:

View access — see the Content Cards page and look at what's there.
Edit access — create new cards, make changes, publish them, and delete them.

If you're not sure what you have, ask your Partner Success Consultant.

What you'll see when you open the page

The Content Cards page has two tabs:

Content Library — this is where your cards live. It's split into two sections:

Published Cards — cards that are live and can be shown to visitors. This section won't appear until you have published your first content card.
Content Card Library — drafts and unpublished cards you're still working on.

Metrics Dashboard — your performance numbers (more on this below).

If you have edit access, you'll see a + New Content Card button in the Content Library tab.

Creating your first card

Click + New Content Card. A new card appears called "Untitled Card" and you'll drop straight into the editor.

The editor has two sides:

Left — where you fill in all the details.
Right — a live preview showing exactly what your card will look like on desktop and mobile.

What to fill in

Field	What it's for	Tip
Name	Just for you — it's how you'll find this card later. Click the pencil icon to rename.	Make it descriptive, like "Spring open house promo".
Recommendation Logic	Plain-English instructions that tell the AI when to show this card.	Example: "Show this to visitors interested in undergraduate programs."
Image	The big visual on your card. Upload your own or pick from the gallery.	High-quality images work best.
Image Alt Text	A short description of the image for screen readers and accessibility.	Keep it descriptive but brief.
Heading	The main headline visitors see.	Aim for around 30 characters.
Sub Heading	A short line of supporting text.	Aim for around 50 characters.
Button Text	What the call-to-action button says.	Keep it punchy — around 25 characters.
Button Hyperlink	Where the button sends people.	Don't worry about typing "https://" — we'll add it for you if you forget.

Controlling when and where your card appears

Setting a date range (optional)

Want a card to only show during a specific window — like a promotion or event? Set a start and end date. Outside that window, the card automatically goes quiet. Leave both dates blank if you want it to run indefinitely.

"Hide after viewing"

Turn this on if you want each visitor to only see the card once. After they've viewed it, it won't show again for that person. Great for one-time announcements.

Adding a "Powered by" logo

If you want a small "Powered by" section at the bottom of the card, toggle it on and upload your logo.

Choosing which pages show your card

Below the preview, you'll find the Target URL settings. You have four options:

All Web Pages — your card can appear anywhere on your site.
AI Form targeted URLs— only on pages that have an AI Form set up.
Manually Configure Pages— only show on the pages you specify. You have two options in this configuration:
- Inclusion — only on specific pages you list.
- Exclusion — everywhere except the pages you list.

If you pick Inclusion or Exclusion, you'll add URLs one by one and tell the system how to match them (exact match, contains, wildcard, etc.).

Publishing your card

When you're happy with your card, head back to the Content Library and hit Publish on the card preview. Only published cards can actually appear to visitors. You can unpublish anytime to take it offline without deleting it.

Other things you can do with a card

Click the three-dot menu on any card preview to:

Preview — open it in a Hub preview in a new tab so you can see how it'll look in context.
Delete — archive the card. Don't worry, this is a soft delete — it's hidden but not gone forever.

Checking how your cards are doing

Switch to the Metrics Dashboard tab to see how your cards are performing:

Impressions — how many times your cards have been shown.
Clicks — how many times visitors clicked them.
CTR (click-through rate) — the percentage of impressions that turned into clicks.
Card Distribution — a chart showing which cards are getting the most attention.

You can also filter the dashboard to a specific date range to zoom in on a particular time period.

Quick tips for great Content Cards

Keep text short. The character recommendations exist for a reason — long text gets cut off.
Be specific in your Recommendation Logic. The clearer you are about who should see the card, the better the AI can match it to the right visitors.
Use Exclusion mode for site-wide cards. If you want a card almost everywhere except a few pages, that's faster than listing every page in Inclusion mode.
Unpublish, don't delete. If you're not sure whether you'll want a card again, unpublish it. You can always republish later.
Check your metrics weekly. If a card has lots of impressions but few clicks, your headline or image might need work.

If you have any questions, reach out to your Partner Success Consultant.