Custom Components (Beta)

Custom Components let admins and managers extend ShiftUp with their own AI-researched content blocks. Instead of being limited to ShiftUp’s built-in sections, you describe what you want researched, what the output should be, and where it should appear — and ShiftUp generates a tailored component that renders inside the right Account Plans and Strategies.

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How it works

A custom component is a saved template made up of three pieces:

• Research — The research topic or question ShiftUp investigates each time the component runs.
• Intent — What the output is for and how it should be presented.
• Schema — The structured shape of the result. ShiftUp generates a schema from your research and intent, which you can then edit.

Each time an associated Account Plan or Strategy is generated or refreshed, ShiftUp runs the research, extracts the result against the schema, and renders the component inline.

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Component types

When ShiftUp generates the schema, it picks the rendering type that best fits the output. You can change it during editing. A single card layout is supported by using Cards with a one-item view.

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Building a component

Custom components are built in a guided two-pane editor: a chat-driven shaping assistant on one side and a phase editor on the other.

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Visibility

You control which Account Plans and Strategies a component appears on through the component’s Visibility section.

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Seller profile association

Each component must be associated with at least one seller profile before visibility rules can be configured. The associated profiles also define which records can be used for value suggestions and the visibility impact preview. Use Associate on a component to manage its profiles.

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Visibility modes

Per surface (Account Plans, Strategies, or both), pick how the component is targeted:

• Always show — Show on every record on this surface. Filters are ignored.
• All filters match — Show only when every advanced filter matches.
• Any filter matches — Show when at least one advanced filter matches.
• Only selected records — Show only on records you pick by name.

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Advanced filters

Build filters on target-record fields. Operators are constrained to the field’s supported set. Single-value operators use a typeahead; multi-value operators (In, Not In) use removable chips. Value suggestions come from records on the associated seller profiles.

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Record overrides

Independently of the mode and filters, you can:

• Show records — Force-include specific records that wouldn’t otherwise match.
• Hide records — Exclude specific records that would otherwise match.

A record can only appear in one list at a time.

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Previewing visibility impact

Click Preview impact to evaluate the current (unsaved) visibility configuration against records associated with the component’s seller profiles. The preview shows Account Plan and Strategy impact separately with included and excluded counts and a capped list of affected records.

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Managing components

The Components page lists every component definition with filters for Owned by me and Show inactive only, plus search by name. From the row actions on any component:

• Edit — Reopen the editor.
• Activate / Deactivate — Toggle whether the component renders on its target records. Inactive components stay on the page but are not rendered.
• Manage visibility — Change which surfaces the component appears on (Account Plan, Strategy, or both). Switching surfaces may delete existing rendered instances on the removed surface; the dialog reports the impact before you confirm.
• Manage profiles — Associate or remove seller profiles.
• Delete — Permanently remove the component and any rendered instances. If profiles are associated, the dialog warns how many associations will be removed.

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How components render

Inside an Account Plan or Strategy, custom components appear in a Components tab. Each rendered instance shows:

• The component output, rendered using the type’s renderer (Cards, Table, or Insight view).
• An extraction status — Success, Partial, or Failed.
• A confidence indicator (High, Medium, Low) for the underlying extraction.
• A Sources section that lists the citations ShiftUp used to generate the result.
• A Researching badge while a refresh is in progress; the component appears with its content on the next refresh.

If a component can’t be rendered, ShiftUp shows a clear failure message and surfaces any partial issues so you know what to fix in the definition.

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Permissions

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Related

• Account Plan — Where Account Plan custom components render.
• Sales Strategy — Where Strategy custom components render.
• Seller Profile — Profiles that scope which records a component applies to.