How everything fits together
Workspace
A workspace contains your team’s connections and work. You can belong to more than one workspace. Switch from the workspace menu; what you can see and change depends on your access in that workspace.Data sources
A data source connects Supaboard to data stored elsewhere. Administrators manage connections in Settings → Connections. Data sources lets you browse and explore connected data.Agents and the Analyst
An agent defines what data an assistant can use and how it understands your business. The Analyst is where you talk to that agent. Choose the agent and a mode—Flash, Pro, or Max—in the message box. Older documentation calls this experience Ask Stella, Ask Agents, or Ask Analysts. Start from Home in the current app.Artifacts and widgets
An artifact is something you can return to, edit, and use beyond an individual answer:- Dashboard: pages of charts, tables, metrics, and other widgets. A dashboard group holds related dashboard pages.
- Datasite: an interactive site built around your data, with its own layout and publishing controls.
- Automation: a workflow that runs on a schedule or when an alert condition is met.
- File: a generated output, such as a report or presentation.
Projects
A project brings related chats, artifacts, saved queries, and agents together. For example, a “Monthly business review” project can hold the analysis chat, dashboard, presentation, and queries for that review. Projects organize work across features. Dashboard groups organize pages within a dashboard.Other things worth knowing
- Use All chats and Pinned to return to conversations.
- Workspace permissions and each resource’s sharing settings determine access. Check project membership before adding work to a project.
- MCP tools let agents use connected services. Slack and Claude are other places you can ask Supaboard questions.
- White labeling provides a branded Supaboard experience. Dashboard embeds place a dashboard inside another website or product.