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Highlights and Pages

Updated: June 29, 2026

Highlights and pages turn useful analysis outputs into saved items you can share.

  • Highlights are saved insights from an analysis response, chart, or table. They appear in the Highlights tab and can be shared through a /highlight/... link.
  • Pages are public, standalone pages created from an analysis response. They appear in the Pages tab and can be shared through a /page/... link.

To reach these tabs, open Home in the sidebar, select a Perspective with conversations, and use the Results tabs.

Highlights and pages open in a viewer in the Session Resources sidebar, where you can read them, leave comments to request AI edits, edit them directly, browse and restore versions, and export them to Google Docs, Notion, or Confluence. Each save keeps the prior version, so nothing is lost when you revise.

Anyone with the link can open a shared highlight or page. Only share content that is cleared for the audience receiving it.

Create a Highlight

In an Analysis Session:

  1. Ask a question and wait for the assistant response.
  2. Select Highlight under the response.
  3. Review the saved highlight in the Session Resources sidebar or the Highlights tab in Results.
  4. Use Share to copy the highlight link or send it to a list by email.

You can also save chart and table assets as highlights from the Session Resources sidebar.

Create a Page

In an analysis session:

  1. Ask Perspective for the report, summary, case study, or stakeholder page you want.
  2. Select Create Page under the response.
  3. If the session already has pages, choose Create New Page or update an existing page.
  4. Open the Session Resources sidebar or the Pages tab in Results to review it.
  5. Use Share to copy the page link or send it by email.

Updating an existing page replaces its content with the selected analysis response. Use this when you want the same page link to reflect a revised answer.

Open a Highlight or Page

Highlights, pages, charts, and tables open in the viewer in the Session Resources sidebar. The actions below - editing, comments, versions, block tools, and export - all happen there.

  • From the chat - select the output card in the conversation, or use Edit Highlight or Edit Page on a published one, to open it in the sidebar.
  • From Session Resources - open the sidebar and select any saved highlight, page, chart, or table.
  • From Results - open the Highlights or Pages tab and select an item to review or edit it.

Edit a Highlight or Page

Open a saved highlight or page and select Edit (the pencil) to edit it in place. The editor keeps everything on one screen - there are no separate tabs:

  • Title and description - edit inline above the content.
  • OG image - the preview image used when a published page is shared. Use Upload your own to replace it.
  • Content - edit prose blocks in a rich-text (WYSIWYG) editor with a formatting toolbar. Reorder blocks by dragging the handle, and remove a block with its delete control.

Chart and table blocks are not edited by typing. To change a chart's data or a table's contents, comment on the block and submit it as a change request, and the assistant updates it.

Select Save to write a new version, or Revert to discard your edits. Use the preview (eye) control to check the read view without leaving edit mode.

Request AI Edits with Comments

You can ask the assistant to revise a highlight or page instead of rewriting it yourself:

  1. Open the highlight or page and select text, or use a block's comment control.
  2. Type what you want changed and add the comment.
  3. Repeat for as many spots as you need - comments collect in the margin.
  4. Select Submit change request to send them all to the assistant as one edit.

The assistant applies the requested changes and streams in a new version, which you can review, keep, or roll back.

Version History

Every save - whether you edit directly or the assistant applies a change request - creates a new version. In the header:

  • The version control shows the current version (for example, v4 · Latest). Open it to browse earlier versions.
  • Selecting an earlier version shows that snapshot with a Restore this version action that brings it back as a new version.
  • While the assistant is writing a new version, the viewer shows an updating indicator and refreshes the content when it finishes.

Chart and Table Tools

Each chart and table in a highlight or page has its own toolbar on hover:

  • Copy copies the block as a PNG image (charts), CSV (tables), or Markdown.
  • Share (the share icon) opens a menu to Download the block (PNG / CSV / Markdown) or Export to Google Docs, Notion, or Confluence.
  • Fullscreen opens the block at full size.
  • The star saves the block as its own highlight - Highlight this chart or Highlight this table.

For a chart, Export to appears only after you save it as a highlight; tables can be exported as they are.

Export to Google Docs, Notion, and Confluence

You can export a whole highlight or page - or a single chart or table - to an external document.

  1. Choose Export to from the Publish or Share menu, or from a chart or table toolbar, then pick Google Docs, Notion, or Confluence.
  2. If the provider is not connected yet, Perspective prompts you to connect it. Confluence also asks for your site subdomain. See Integrations.
  3. Perspective creates the document and shows Open in {provider} with a link to it.

Exporting again reuses the same document instead of creating duplicates. A Google Docs export is kept in sync as you edit the highlight or page, so the menu then shows Open in Google Docs. You can also ask the assistant in chat to export a highlight or page to a target, for example "export this page to Notion."

Share Options

The share dialog supports:

  • Link - copy the public link.
  • Send to list - send the link by email to selected contacts.

Other sharing methods are not exposed in the active share dialog.

Where Saved Items Live

Saved items appear in several places:

  • Session Resources - highlights, pages, charts, tables, and sources for the current analysis session.
  • Highlights in Results - saved highlights for the Perspective.
  • Pages in Results - public pages created for the Perspective.
  • Overview - the most recent highlights, when available.

From highlight and page cards you can share, edit, review the source session, expand metadata, or remove the item.

What Public Pages Include

Public pages render as standalone pages with:

  • A research category label and the published date
  • Optional hero image
  • Title and description
  • Table of contents generated from second-level headings
  • Markdown content, including tables and charts
  • Research context card
  • Perspective branding

Creating a page creates the public page. Removing the page deletes the shared item.

Best Practices

  • Write the analysis response in the format you want before creating the page.
  • Use clear H2 headings so the public page table of contents is useful.
  • Add a concise title and description before sharing.
  • Upload a hero image for reports or externally shared pages.
  • Review citations and source conversations before sending externally.
  • Remove participant-identifying details that should not be public.

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