What "live" means
When you build an interactive dashboard in Chat, it can be wired directly to the client's actual data rather than filled with pasted-in numbers. Dashboards wired that way are eligible to go live: you'll see a lightning-bolt LIVE indicator on the artifact in chat. That badge is earned, not decorative — it only appears when the dashboard's numbers are genuinely bound to real data sources. A mockup with typed-in figures can't go live, and if you try, Omega tells you why it isn't eligible instead of quietly faking it.
Making a dashboard live
In Chat, ask for the dashboard you want — a KPI overview, a pacing view, a channel breakdown.
On the artifact, look for the lightning bolt. Click it to promote the dashboard to the Workbench.
It now lives in the Workbench as a live document, with a Live badge on its card.
How refresh works
Opening an unfrozen dashboard requests a refresh when its one-hour open-refresh throttle permits:
The toolbar data status shows exactly how fresh the numbers are, so nobody presents stale figures unknowingly.
While a refresh runs you keep seeing the current version — the page never goes blank waiting on data.
If the numbers actually moved, the dashboard re-renders and saves as a new version; earlier versions stay in history. If nothing changed, nothing churns.
Open the data status and choose Refresh to force a pull. Manual refresh bypasses the open-refresh throttle and freeze.
If a refresh fails, the last good version keeps rendering — a data hiccup never costs you the dashboard.
Freezing for a meeting
Sometimes you want a snapshot — you've rehearsed a client call against specific numbers and don't want them shifting as you present. Use More → Refresh settings → Freeze on the dashboard to pin the current version; it stops refreshing until you unfreeze it. Freeze before the call, unfreeze after.
Tip: Live dashboards shine for anything you open repeatedly — a weekly pacing check, a channel health view you glance at before standup. Build it once in Chat, promote it, and stop regenerating the same report every week.
Note: Live dashboards are for the internal team. For client-facing HTML work, publish through the Artifact Portal instead — see "Client-ready deliverables."
Reading and editing
Dashboards open in View. Choose Edit for text, tile settings and layout controls; each applied edit saves individually. Done editing exits the mode. Open Assistant to ask a grounded question in the side panel. The ⓘ on a KPI shows its definition, source, window and unrounded value when available.
Use Dates and filters for calendar dates, rolling presets and comparison choices. These are saved report settings shared by readers. They update compatible bound report sources; independently scoped series, static charts and manual narratives do not automatically recalculate. Presets use completed UTC days and exclude today. More holds versions, exports, presentation and refresh settings.