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Strategy Agent Docs

Native Dashboards

10 November 2026

  • + Dashboard below a Card puts a copy of it on a new Native Dashboard in Dashboards/ of your Personal Drive, and opens it. See Dashboards.
  • Dashboards above your Conversations lists every Dashboard file you can see.
  • A Card on a Dashboard shows the time of its result, and queries its Data Source again when you refresh it or the whole Dashboard. Its result is kept for everyone with access to its Data Source.
  • A Card whose Data Source you can’t access is locked, a Card whose Data Source was deleted says so, and a Dashboard file that can’t be read says what is wrong with it.