Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.genloop.ai/llms.txt

Use this file to discover all available pages before exploring further.

A Liveboard is a collection of answers you have saved from Chat. Each tile on a Liveboard is a pinned question — a KPI number, a chart, or a table — that stays connected to your live data and updates automatically. You can have multiple Liveboards, each organized around a different topic, team, or business area. Within each Liveboard, you can group multiple tiles together to build a full picture. [Screenshot: Liveboard index showing Personal tab with multiple Liveboards]

​
Creating a Liveboard

Go to Liveboard in the sidebar. You will see your existing Liveboards organized across four tabs: Starred, Personal, Team, and Shared. Click Create New Liveboard to start a blank one, or save directly from Chat to add a new tile to an existing Liveboard.

​
Saving from Chat

When an answer comes back in Chat, click Save to Liveboard on the answer. You can toggle between chart and table view before saving. The tile gets pinned to the Liveboard you choose and will refresh automatically as your data updates. [Screenshot: Save to Liveboard tooltip in Chat]

​
Inside a Liveboard

Each Liveboard opens to a full view of its tiles. At the top, Genloop surfaces a Highlight — an AI-generated summary of what is notable across the board, with suggested follow-up questions you can click directly into Chat. Each tile has:
  • A chart or table view toggle
  • A … menu for editing or removing the tile
  • An Ask button to open a chat thread scoped to that specific metric
You can apply Filters at the Liveboard level to slice all tiles at once.

​
Creating a report

From inside any Liveboard, click Create Report to generate a report from the current data. A panel opens on the right where you configure:
  • Report name and format: Presentation or Document
  • Template (optional): apply a saved template to match your company’s report style
  • Delivery: generate immediately or schedule for a recurring cadence
  • Data filters: set a date range and other filters to scope what the report covers
  • Recipients: enter email addresses to send the report to on delivery
[Screenshot: Create Report panel] Once generated, the report is accessible directly from the Liveboard under Report View. You will also receive an email with a link to view it on the platform. Reports are delivered as a full document or presentation with an executive summary, key metric insights, charts from your Liveboard tiles, and AI-generated highlights. All scheduled reports are listed and managed in Automations. [Screenshot: Report View showing presentation format with executive summary and charts]
Team and Shared Liveboards are locked on the Free plan. You can view them but cannot edit or create new ones until you upgrade.

​
Next steps

Automations

View and manage all your scheduled Liveboard reports.

Chat

Ask questions and save answers as Liveboard tiles.