Dashboards & sites
Ask your agent to build a live dashboard, report or web page, and share it privately or publicly.
Updated 11 October 2026
Your agent can build dashboards, reports and simple web pages for you. Find them under Dashboards & sites in the menu.
Build one
Ask your agent, for example:
- "Build me a sales dashboard from our CRM and share it with the board."
- "Make a page showing this month's mileage claims by person."
The agent builds the page, can pull live data from your connected apps and custom API connections, and refreshes it on a schedule.
Who can see it
Each page has one of three settings:
- Private: only you, signed in.
- Secure: shared with named people. They enter their email and get a one-time code before it opens.
- Public: anyone with the link.
Ask the agent to change who can see it, rename it, or update it at any time.
Switching it on
Admins can switch Dashboards & sites on or off for each person in Settings › Team.
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