Insights

Part ofEmbedded Banking↗

Shows onboarding-style insights derived from the organization's embedded and external bank accounts, in Active and Dismissed tabs. Users can dismiss insights, and the widget remembers dismissals per organization.

Quick Start

import { useState } from 'react';
import { InsightsWidget } from '@tesouro/embedded-components-react';

export function DashboardInsights() {
  const [routingEnabled, setRoutingEnabled] = useState(false);

  return (
    <InsightsWidget
      baseUrl="https://api.example.com"
      widgetToken="wt_live_abc123"
      organizationId="org_xyz"
      routingEnabled={routingEnabled}
      onRoutingToggleChange={setRoutingEnabled}
      onLinkExternalAccountClick={() => openLinkExternalAccountModal()}
    />
  );
}

All widget props are optional. Pass the callbacks to wire the routing switch and the Link account CTA into your app.

Behaviour

• The payment-routing onboarding insight appears only when the widget token grants user:write:org. There is no visibility prop.
• Dismissals are saved per organization and don't carry over to other orgs. Without an organization id, dismiss has no effect.
• Dismiss is optimistic. If saving fails, the insight returns to the Active tab.
• If every account read fails, the widget shows an error with Retry. If only one of the two reads fails, it silently shows the insights it could build and offers no retry.
• Insights that need an account list the token can't read aren't shown.

Props

Widget props

Examples

Custom labels (i18n)

<InsightsWidget
  labels={{ activeTab: 'Activas', dismissedTab: 'Descartadas' }}
  featureLabels={{
    createAccountText: 'Cree una cuenta para comenzar.',
    verifyExternalAccountText: (nickname) => `Verifique ${nickname}.`,
  }}
/>

See the exported InsightsWidgetLabels, SingleInsightLabels and InsightsFeatureLabels types for every key.

TypeScript

import type {
  InsightsWidgetProps,
  InsightsWidgetLabels,
  SingleInsightLabels,
  InsightsFeatureLabels,
} from '@tesouro/embedded-components-react';