> 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="/files/h01ICzNe0v0Ms1cZa55s" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/czJyAUmBJdHIC5JkInAH" 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="/files/BTktM2L9NTvQZOdvkuoC" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/rVdw9ZdbPwqMA5sk3nl8" alt=""><figcaption></figcaption></figure>
