Dashboards
What a discussion dashboard shows, how it stays up to date, and how to jump from a card back to the original contribution.
A dashboard is a live, filterable overview of everything said in one or more discussions. Each substantive statement becomes a contribution card, and the AI can group, tag, and rate those cards so you spot patterns without reading transcripts.
What you see
- Cards — every contribution as its own card, with speaker and source discussion.
- Topic view — contributions grouped into main topics and sub-topics once you run Extract themes.
- Sentiment — after you run Analyze sentiment, each card is rated Positive, Neutral, or Negative.
- Tags — define your own categories under Tag categories (for example "Costs" or "Participation"), then run Tag in the AI Actions row to sort contributions into them. If you have changed the categories, Tag asks whether to apply Only new categories or Re-tag all categories.
Use Filters to narrow the cards by discussion, speaker, theme, sentiment, or tag — and Clear filters to start over.
How it updates
New recordings and uploads flow in on their own: fresh contribution cards appear automatically as soon as their analysis finishes. Themes, tags, and sentiment behave differently — they only change when you rerun the matching action in the AI Actions row: Extract themes for topics, Tag for tags, and Analyze sentiment for ratings. Until then, new cards that do not fit the saved structure collect under Awaiting Theme Assignment; rerun Extract themes to sort them in.
Run the same actions from the chat
Everything in the AI Actions row also works as a plain request to the Co-Pilot: ask it to extract the themes, tag the contributions, or analyze sentiment, and it runs the same actions with the same results on the dashboard. You can even create the dashboard itself in the chat — see Ask the Co-Pilot to create a document or dashboard and Ask the Co-Pilot instead of clicking.
Open the original contribution
Click any contribution card. The discussion transcript scrolls to the passage behind that card and highlights it, so you can always check the exact words — who said them, and in what context.
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Last updated: 2026-07-13
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