> For the complete documentation index, see [llms.txt](https://docs.lumi-ai.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.lumi-ai.com/product-features/boards.md).

# Boards

## Overview <a href="#overview" id="overview"></a>

**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.

{% embed url="<https://youtu.be/pRTk_ziV_8g>" %}

## When to use Boards <a href="#create-board" id="create-board"></a>

* <mark style="color:$success;">**Monitor recurring questions**</mark> over time without rerunning the same prompts manually
* <mark style="color:$success;">**Track key insights at a glance**</mark> before diving into detailed chat analysis
* <mark style="color:$success;">**Create a consistent reporting view**</mark> based on one Knowledge Base
* <mark style="color:$success;">**Share a high-level snapshot**</mark> with stakeholders, then drill down as needed

## Create Board <a href="#create-board" id="create-board"></a>

There are multiple ways to create a board:

* <mark style="color:yellow;">**Option 1 - From a Chat**</mark><mark style="color:yellow;">:</mark> Use "**Add to Board"** to save a chart to an existing Board or create a new one.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2F93J15tQbbKtgNBnbwoFC%2FAddBoard_01.jpg?alt=media&amp;token=f75b9af8-d13e-4b92-852f-43a6707cb412" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2F9bCniZzs3JG9Mmm5Ftz7%2Fimage.png?alt=media&amp;token=1388c655-bb0e-4c3a-97b3-d870832022a6" alt=""><figcaption></figcaption></figure>

* <mark style="color:yellow;">**Option 2 - From the Boards Page**</mark><mark style="color:yellow;">:</mark> 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.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2Fekg9Kotn6nSapLt5Lcgw%2FCB_01.jpg?alt=media&amp;token=e278ce40-f3b6-49f7-b2ff-a1bb137172fc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FyHd0n3rJBLK3RIs2ZdW2%2Fimage.png?alt=media&amp;token=7a9c1713-a41e-4d80-a776-fc1a7fe9eeaf" alt=""><figcaption></figcaption></figure>