Boards

Boards let you save the charts you care about into a single, refreshable dashboard. Pin the answers the AI Co-Pilot generates, arrange them in one place, and come back to a live view of your process whenever you need it.

What is a Board?

A Board is your project's dashboard—a collection of pinned charts that you return to again and again. Instead of re-asking the same questions every week, you pin the chart once and refresh it whenever you want the latest numbers.

Each project has its own board. Anything the Co-Pilot or a query produces—a duration histogram, a volume timeline, an attribute breakdown—can be pinned to it.

Why Use Boards?

Without a Board, every analysis is one-off:

• You ask the Co-Pilot a question, get a chart, and it scrolls away
• Next week you ask the same question again from scratch
• There's no single place that shows "how is my process doing right now?"

With a Board, your key metrics live in one place:

• Pin the charts that matter once
• Refresh them on demand to see current data
• Build a recurring monitoring view for your process

Pinning a Chart

Whenever the AI Co-Pilot generates a chart, a pin button appears on it.

1. Ask the Co-Pilot a question that produces a chart—for example, "Show me the distribution of loan durations"
2. Click the pin icon on the chart
3. The chart is added to your project's board

That's it. The chart—and the query behind it—are saved. The pin button shows whether a chart is already pinned, so you won't create duplicates.

Viewing and Refreshing Your Board

Open the Board page from the project sidebar to see all your pinned charts together.

Refreshing

Data changes as you add more events or adjust your project. To bring a board up to date:

• Refresh a single chart: click the refresh icon on that chart
• Refresh everything: use the refresh-all action to re-run every pinned chart at once

Each chart re-runs its saved query and redraws with the latest numbers.

Boards Respect Your Filters

When you have active filters applied in the project, your board reflects them—so you can pin a set of charts and then slice the whole board to a cohort (for example, "high-value loans") to see how those metrics look for just that group.

Removing a Chart

To take a chart off your board, click the unpin action on the board item. It's removed immediately. The original conversation and the chart there are untouched—unpinning only removes it from the board.

Example: A Loan Operations Board

A typical board for a loan-approval project might collect:

• Headline volume: loans completed per week (volume timeline)
• Cycle time: distribution of end-to-end loan durations (histogram)
• Bottleneck watch: average time on the Risk Assessment → Manager Approval transition
• Mix: approvals vs rejections by risk level (attribute breakdown)

Each Monday, hit refresh all and you have a current snapshot of how the process performed last week—no re-querying required. Apply a date filter and the same board shows any period you want.

Best Practices

Keep It Focused

A board is most useful when it answers a few important questions well. Pin the 4–8 charts that represent your key metrics rather than everything you've ever asked.

Pair Boards with Filters

Build your board on the full process, then use filters to view it for specific cohorts or time periods. One board can serve many comparisons.

Refresh Before Reviews

Refresh the board right before a team meeting so everyone is looking at current data.

Next Steps

• AI Co-Pilot - Generate the charts you'll pin to your board
• Filters & Exploration - Slice your board to specific cohorts
• Saved Filters & Views - Save and pin the filters themselves