Boards

Overview

Boards provide a centralized dashboard for tracking your most important prompts and their latest insights. Pin recurring questions, auto-refresh results, and use Boards as a high-level starting point before drilling into chats for deeper investigation.

When to use Boards

• Monitor recurring questions over time without rerunning the same prompts manually

• Track key insights at a glance before diving into detailed chat analysis

• Create a consistent reporting view based on one Knowledge Base

• Share a high-level snapshot with stakeholders, then drill down as needed

Create Board

There are multiple ways to create a board:

• Option 1 - From a Chat: Use "Add to Board" to save a chart to an existing Board or create a new one.

• Option 2 - From the Boards Page: Click + New Board, then select the Knowledge Base you want to use. This ensures all insights on the Board are generated from a consistent data source.