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Dashboard

A dashboard (a board) is a page of tiles — charts and metrics produced by your workflows or by Chat AI, live Studio pages, live feeds and embedded apps — that you can filter, discuss with the assistant and share with colleagues. Boards live under Apps → Dashboards.

Boards

  • Create dashboard (from the Apps hub New → Dashboard, or on the Dashboards page) gives it a name; Edit dashboard renames it.
  • Search dashboards and pick one to open; the page remembers the last one.
  • Duplicate copies a board with its tiles; Delete removes the board (its charts stay in the workflows that produced them).
  • Share Dashboard — add people from your organisation (Shared With lists them). Shared boards are read-only for recipients.

The empty state says it best: Select or create a dashboard to begin — explore your charts, connect workflows, and let AI handle the insights for you.

Adding tiles

Press Add (widget) and pick a source:

SourceWhat you get
WorkflowsCharts and metrics your workflows generated. Pick several charts to combine them into one tile with tabs
Chat AICharts and metrics generated in Chat AI conversations
StudioLive pages built in Studio — a dashboard, a report, a tracker. It keeps itself up to date
AppsA deployed app embedded on the board
Live feedsA live data or camera feed you configured in My Data

Filter the picker by Charts / Metrics, Already on this board / Not on this board, and sort by recent, name or type. Charts can also be sent here from the other direction: Save to dashboard on a chart in Chat AI or in a workflow's output creates a tile (Chart saved to …; a chart already on a board tells you where).

Working with a chart tile

Each chart tile has a toolbar:

  • Expand to full size; Show values / Hide values on the chart.
  • Filters — narrow the chart by the fields in its data. Filters are re-applied by the assistant, so the chart is regenerated for the selection (Filter is applied and your chat will be affected). Mark up to 4 favourite filters for one-click access. Filters are available on the workflow's default output version.
  • Insights — an AI summary of what the chart shows.
  • Chat with this chart — ask questions about the data behind it; the answers use the applied filters.
  • Chart history — every version of the chart (each workflow run can produce a new one). Open a version, Make default, or Delete this version.
  • Add Chart to Card — aggregate other nodes' charts into the same tile as tabs; Remove this tab / Remove entire chart to take them off again. Removing a tile does not delete the data: the same data is also shown on n other charts, which this won't remove.
  • Source Workflow opens the workflow that produced the chart.

Metric tiles show a single number and a trend; Remove takes them off.

Studio page tiles

A Studio page on a board is live. Its toolbar has Refresh, an Auto refresh picker (Page default, Every interval, or Off — only when you press Refresh), Present (fullscreen), Ask about this dashboard (questions only — changes are made in Studio) and Edit in Studio.

Ask the assistant

Super Agent on the board opens the assistant with the board as context — "why did revenue drop in March?", "compare the two regions". The Analytics Data Assistant does the same for one chart's underlying data frame (Chat with your own dataframe, View Dataframe to see the rows). Conversations are saved per board and can be revisited (Stored analytics chats).

Do it with the API

Boards, tiles, chart documents, filters, insights, history and favourites are in Apps & dashboards — for example GET /dashboard/category/ lists your boards and POST /dashboard/chart/ pins a chart.

Finblade documentation