# Card Configuration and Utilization

Within each Board, you can edit cards to match your reporting needs. Update chart fields, display settings, titles, and descriptions, then drill into chats for deeper investigation.

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## Update Title

Cards can be customized to clearly communicate the insights you want to share with stakeholders.

<figure><img src="/files/dabruF3ytP6mWiH7NR50" alt=""><figcaption></figcaption></figure>

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## Update Card Contents <a href="#organize-boards" id="organize-boards"></a>

Chart fields, axis, and sort dimensions can be modified. Click the pencil icon to begin edits.

<figure><img src="/files/IMo6UKPleUJvdXKoFVcv" alt=""><figcaption></figcaption></figure>

User will be provided a variety of options in order to modify the contents of the chart. Click the :white\_check\_mark: icon to ensure changes are saved.

<figure><img src="/files/uq20yp847JKeYGB28XNB" alt=""><figcaption></figcaption></figure>

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## Setting Alerts

User can create alerts to notify stakeholders of changes when certain criteria are met

<figure><img src="/files/1LLan33FDcE4A7NiReS3" alt=""><figcaption></figcaption></figure>

Click Add Alert to create rules that notify selected users when key metrics change. For example, you can set an alert to notify you when On-Time Shipment drops below 75%.

<figure><img src="/files/xDhFdgCNKJdJuiEFi1XX" alt=""><figcaption></figcaption></figure>

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## Sharing Charts

Click **Share** to copy a link that gives users direct access to the chart.

<figure><img src="/files/bhwonovXpsoDFo70LNVi" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/uW4DnLD4UP7QC8k6eB4w" alt=""><figcaption></figcaption></figure>

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## Drilldown Analysis

To dive deeper, click **Drilldown** to open Lumi and explore the data further with follow-up questions.

<figure><img src="/files/FOyjjihgi1wl1IH0917F" alt=""><figcaption></figcaption></figure>

This will open a new chat where you can continue investigating the data. Lumi will suggest follow-up prompts, and you can refine the analysis by asking additional questions, attaching files for more context, or enabling multi-threading to explore multiple lines of reasoning at once.

<figure><img src="/files/J7cBCrwAOsbysiigWGQN" 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/card-configuration-and-utilization.md?ask=<question>
```

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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.
