Docs
GuidesBrowsing Agents
Navigate to Agents in the sidebar to see every agent in your workspace.Display modes
Toggle between two views using the switcher in the top-right:Creating an Agent
Click New Agent. This opens a full creation page — “Let’s create your new agent” — with a live preview of the agent card beside the form.There is no Description field here. The description is filled in for you if you use Tune with AI, and you can edit it later from Who am I.Then choose how to continue:
Agent Home
Opening an agent lands you on its home page — a dashboard of how well the agent is doing and what to fix next.Header
Cards
The Slack and Teams tiles are placeholders. Clicking either just shows a “coming soon” message — there is no integration to connect yet.
Fine Tuning Setup
A grid of seven tiles that doubles as the agent’s navigation and its to-do list. Tiles carrying open issues are flagged.
Below that, the latest evaluation run is summarised.
Navigating an Agent
There is no tab bar. Use the breadcrumb dropdown in the topbar to move between sections, or the Fine Tuning Setup tiles on the home page.If you used Supaboard before mid-2026: Setup is now Who am I, Master Ruleset is now Rules, and Fine Tuning is now Verified Queries.
Sharing an agent
A share icon in the topbar opens Share{agent}, where you invite workspace members to this agent’s access list. Collaborators appear as a stack of avatars beside it. There is no public link — agent sharing is workspace-members-only.
Who am I
Information
Data source access
Controls exactly which data the agent can see.- Multi-select dropdown — add or remove data source connections
- Table-level scope — expand any connected source to pick specific tables. All tables are included by default.
- A count badge shows sources and tables at a glance
Handling missing schema
If a table’s schema hasn’t been generated, a banner reads “Some tables have missing schema” with a Go to Table Configuration link. Fix it there with Regenerate Schema.A missing schema means the agent doesn’t know what the columns in that table mean. Resolve schema warnings before expecting accurate answers.
Overview
The agent’s core instruction set — a freeform text block that tells it:- What this data represents
- The business domain it operates in
- How to interpret ambiguous questions
- Any context about data quirks or conventions
The overview is the single most impactful thing you can write for an agent. A detailed, precise overview produces dramatically better answers than a vague one.
Access and controls
Enable Data Access
When on, the agent can drill into the actual data behind charts for deeper analysis and follow-up insights. When off, responses stay at the aggregated level. On by default. Mirrored on Agent Home as AI Insights.Enable Self-Improvement
When on, the agent updates table descriptions, creates new metrics and dimensions from conversation patterns, and refines its understanding over time. On by default. Mirrored on Agent Home as Self Improve.User Access
Controls which workspace members can chat with this agent.- All users (default) — every workspace member with Ask Analysts access
- Specific users — only the selected people. The workspace Owner is always included and cannot be removed.
Danger Zone
Remap Data Source repoints the agent at a different data source. It warns that “This will delete all the changes done before in the data source” — table configuration, schema context, and anything else tied to the old source is discarded. Confirmation is required.Knowledge Base
The knowledge base gives the agent context beyond the database — data dictionaries, business definitions, policy documents, or any reference material.Uploading files
Click Upload or drag files onto the page. Supported formats include PDF, CSV, Excel (.xlsx / .xls), Word, plain text, and images. Multiple files can be selected at once.
Each file is split into chunks — the fragments the agent actually retrieves when answering.
Browsing what’s stored
Files are listed as rows showing{n} chunks · {TYPE}. Expand a row to read the chunks inline, or open the file for the full chunk-by-chunk view. Each chunk is labelled so you can see exactly what the agent will retrieve.
Use Search knowledge chunks to search across the contents of every chunk, not just file names — useful for checking whether a specific definition actually made it in.
Delete a file from its row menu (Delete file); the change takes effect immediately.
Memory
Memory is what the agent has retained from real conversations. Unlike the knowledge base, you don’t write it — it accumulates on its own, primarily from feedback on answers.
Click any row to open Memory Details, showing the Extracted Memory in full with Copy and Delete.
Memory is captured in the background — there is nothing to run or schedule. Review it periodically and delete anything wrong: a bad memory is worse than no memory, because the agent will keep applying it.
Rules
Hard rules that govern how the agent interprets and answers every query. These are not suggestions. Use rules to:- Enforce terminology — “always call this field ‘Net Revenue’, not ‘Revenue’”
- Define business logic — “always filter to the current fiscal year unless the user specifies otherwise”
- Set formatting standards — “always express percentages to 2 decimal places”
- Prevent certain response types
Managing rules
Create a rule manually: click New Rule, enter a Title (short label) and Description (the rule in plain language), and save. Import rules from a file: click Browse File and upload a document —.txt, .md, .doc, .docx, .pdf, .csv, .xlsx, .xls, .json, or an image. Supaboard extracts rules from it automatically.
Edit or delete: use the row’s Edit and Delete actions.
Search rules using the search bar above the table.
Table Configuration
Teach the agent what each table means — context a SQL schema alone cannot convey.Navigating
The left sidebar is a tree of your data sources and their tables. Tables outside the agent’s scope appear dimmed. Select any table to edit its context.Editing
Context is written as Markdown in a single editor with Edit and Preview modes. Cover, at minimum:
Regenerate Schema re-scans the selected table and refreshes its column metadata. Use it after a schema change upstream, or to clear a missing-schema warning.
Table Configuration is the second most impactful investment after the Overview. Granularity and Gotchas in particular prevent the most common categories of wrong answer.
Verified Queries
Pre-written, validated SQL the agent reuses for known questions. When someone asks something that closely matches a verified query, the agent uses it directly instead of writing a new one. That guarantees:- Correctness for high-stakes metrics
- Consistent answers across everyone who asks
- Faster responses — no generation step
Adding one
Click New Query (or Create Query on the empty state). The editor has a Title and a SQL pane; click Save & Run Query to validate it against your data and save.Managing them
Select a row to open it in the editor. The row menu offers Delete.Automatic promotion
When someone gives an answer a thumbs up in Ask Analysts, the query behind it is promoted into this list automatically. Promoted entries link back to the conversation they came from, so you can see the question that produced them.Review promoted queries periodically. They’re a good source of coverage, but a thumbs up means “this looked right to one person”, not “this is the canonical definition”.
Evaluation
Evaluation is how you find out whether your configuration actually works, and it drives the Confidence Score on Agent Home.
Results stream in live — a banner tracks Running evaluation through to Evaluation complete. Open any run for a per-change detail panel.
Issues carry forward
Issues the last run found and you haven’t marked as fixed are re-verified in the next run. You don’t have to remember what was outstanding — fix something, re-run, and the run tells you whether it’s actually resolved.Skills
Skills are packaged instructions that shape how an agent handles a particular kind of task — a reporting convention, a recurring analysis, a house style for a specific question.Creating a skill
New Skill offers three routes:Upload requirements
Accepted extensions are.md, .zip, and .skill.
- A
.mdfile must contain the skill name and description formatted in YAML - A
.zipor.skillfile must include aSKILL.md
Triggers
Managing skills
Row actions: Try in Chat, Edit, Edit with AI, Delete. Open a skill to see its full markdown in a detail panel, where a switch enables or disables it.
Search with Search skills, narrow with Filter (Status, Source, Trigger), and reorder with Sort (Last updated or Name).
Agents managing their own skills
While chatting with an agent you can ask it to list, create, edit, or delete its own skills — “add a skill that always reports revenue net of refunds”. Changes are attributed so you can see what the agent changed versus what a person did.Building With AI
The setup questionnaire
Choosing Tune with AI when creating an agent opens a guided questionnaire. Supaboard analyses your connected data, then walks you through category-grouped questions — “Question 3 of 8”, each tagged with the area it improves. For each question, pick an option, type your own answer, or Skip. When you finish, your answers are applied and the agent’s description is written for you.One option in each question is prefixed with (Recommended) in its text. There’s no badge or highlight — read the option text.
The tuning assistant
Tune with AI on Agent Home opens a chat panel beside your work. Describe how the agent should behave — “Tell the agent how it should behave…” — and it reads and updates the agent’s configuration for you, showing its reasoning as it goes. It accepts file attachments, and past tuning sessions are kept under Recent in the session picker.Undoing a change
Every change the assistant makes is captured beforehand, and it hands you an undo token in the chat. To roll back, ask it to — “undo that last change”. There is no undo button; the rollback is conversational.Managing Agents
Duplicate
Open the action menu (three dots) on any agent and select Duplicate. You’ll be asked for a new name. The duplicate copies the full configuration: data scope, overview, knowledge, rules, table config, verified queries, and skills.Delete
Action menu → Delete, with confirmation. Deletion is permanent. Existing conversations that used the agent are preserved but can no longer produce new responses from it.Unsaved changes
Draft edits are held in your browser for the current tab and restored if you navigate back within the session. They are not shareable by link and do not survive opening the agent in a new tab, so save before you close it. Closing or reloading the browser with unsaved edits prompts you first.The default agent
Every workspace gets an agent named Stella automatically, created the first time a data source finishes syncing. It’s scoped to General and is pre-selected in Ask Analysts until you build your own.Permissions
Access to the Agents section is also controlled by the Agents feature flag on each user’s workspace membership — see Workspace — Feature Access.
Agent-level access is separate from workspace role: even an Admin can be excluded from a specific agent if it has a restricted User Access list — see Access and controls.
Deleting an agent is not gated above Editor. Anyone who can reach the Agents section can delete an agent, so scope the Agents feature flag accordingly.
Agent Setup Checklist
To get a new agent to production quality:- Connect the right data sources and scope down to relevant tables only
- Write a detailed Overview — business domain, data conventions, known ambiguities
- Fill in Table Configuration for every table, especially Granularity and Gotchas
- Upload a Knowledge Base of data dictionaries and reference documents
- Define Rules for business-critical terminology and logic
- Add Verified Queries for your 5–10 most frequently asked questions
- Add Skills for recurring tasks that need a consistent approach
- Set User Access to the right people
- Run an Evaluation, fix what it finds, and re-run until the Confidence Score holds
- Check Memory periodically and delete anything the agent got wrong