# 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&#x26;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%2FbH2t0HDVryrkPMJq2Eua%2Fimage.png?alt=media&#x26;token=3caaf8e0-e64c-4dcd-9f1d-6d32cd85a94a" 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&#x26;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&#x26;token=7a9c1713-a41e-4d80-a776-fc1a7fe9eeaf" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.lumi-ai.com/product-features/boards.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.