Configure Board Settings

Configure a Board to keep it accurate, organized, and aligned to your reporting needs. You can rename, publish, or delete Boards, manage visibility and sorting, and customize layouts by resizing or rearranging cards. Update card fields, titles, and chart settings as needed, and use Refresh Cards to auto-update insights—status indicators will flag any refresh failures so you can address outdated or mismatched results.

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Rename Board

To rename a board, click on the title, make the necessary edits, and then save.

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Layout Customization

After clicking Edit in the top-right, you can reassign and rearrange cards to design boards that match your workflow and reporting needs.

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Scheduling Refresh Rates

Schedule boards to refresh and deliver at set intervals so insights are always current without manual effort.

A status symbol will indicate if a card failed to refresh. Hovering over the symbol will show how outdated the last successful state is. Refresh failures typically occur due to changes in the knowledge base. If done accidentally, the knowledge base can be adjusted back. If the change is permanent, the card must be removed and regenerated in chat or directly on the board.

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Pinning Board to Favorites

Click the star icon to add the Board to your Favorites for quicker filtering later.

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Publishing Your Board

To publish a Board, click the Publish icon in the top-right. This allows other users in your workspace to view the Board.

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Delete Board

To delete a board, click on the 3 dots on the top right hand side of interface.