> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Alpha dashboards and cards

> What this does Alpha can show answers as charts and tables right in the chat. It can also save a live dashboard that refreshes on its own. Inside the chat,…

## What this does

Alpha can show answers as charts and tables right in the chat. It can also save a live **dashboard** that refreshes on its own. Inside the chat, Alpha uses **cards** to collect details from you: forms to fill in, questions to answer, and messages you can edit before they go out.

This article covers both, because dashboards are built from the same charts and tables you see in the chat.

## Before you start

* Alpha must be turned on for your company. Any role can use dashboards and cards.
* Only the creator or an admin can archive a dashboard or change how often it refreshes.
* Automatic refresh only runs while **Run scheduled reports and dashboards** is on (admins: **Alpha** > **Settings** > **Reports**).

## Charts and tables in the chat

Ask a question like "Show open tickets by client this month as a chart". Alpha replies with a bar, stacked bar, line, area or pie chart, or a table.

1. Click **Show as table** to see the numbers behind a chart. Click **Show as chart** to switch back.
2. For long tables, click **Show all N**. Until then you'll see *"Showing the first N rows"*.
3. Click **Download CSV** to save the data as a spreadsheet file.

## Create a dashboard

1. Click **Ask Alpha** and ask for a dashboard, for example "Build a dashboard of open tickets by priority and by technician".
2. Or open a saved report and click **Turn into a dashboard**. You'll see *"Dashboard created."*
3. Go to **AI Service Desk** > **Reports**.
4. Click the **Dashboards** tab.
5. Click the dashboard's title to open it.

## Refresh a dashboard

1. Open the dashboard.
2. Click **Refresh now** to update it straight away. You'll see *Updating…*, then the new *Updated …* time.
3. To refresh it automatically, open the **Refresh** list.
4. Choose **Every 15 minutes**, **Every 30 minutes**, **Every hour**, **Every 4 hours** or **Every day**.
5. You'll see *"This dashboard now refreshes …"*.

If a dashboard's automatic refresh has stopped, click **Resume refreshing**. You'll see *"Automatic refresh resumed."* If you choose no interval, it shows *Not refreshed automatically*.

## Share or archive a dashboard

* Click **Deliveries** to send it out through **Workflows**, the same way as a report. See "Reports".
* Click **Archive** to remove it from the list. Archived items are deleted after 30 days.

## Cards in the chat

### Form cards

When Alpha needs several details, for example to create a ticket, it shows a form. It says *"Alpha filled in what it knew. Check each step."*

1. Check each field. Changed fields are marked *Changed*, empty ones *Not set*.
2. Click **Edit** to change a value.
3. Use **Next** and **Back** to move between steps (*Step X of Y*).
4. Click **Review** to check everything.
5. Click **Submit** (some forms name this button after the action) to finish. Click **Cancel** to stop.

### Question cards

When Alpha needs an answer from you, it shows a question card. It reminds you: *"Alpha never asks for passwords or codes."*

1. Fill in your answers.
2. Click **Send answers**, or **Skip** to let Alpha carry on without them.

### Editable previews

When Alpha drafts a message, for example a note to a customer, it shows a preview you can edit. The card says *"Alpha will re-check this before sending"*.

1. Edit the text.
2. Click **Send edited message** or **Save changes**.
3. Click **Reset** to go back to Alpha's version, or **Cancel** to stop.

## Troubleshooting

| Message | What to do |
| - | - |
| No dashboards yet. Ask Alpha for a dashboard in the chat. | Ask Alpha to build one. |
| No rows to show. / No data to chart. | Alpha found no matching data. Try a wider date range. |
| Scroll for more columns | The table is wider than the panel. Scroll sideways. |
| Couldn't send your answers to Alpha. Check your connection, then try again. | Check your connection and click Send answers again. |
| Couldn't send the form to Alpha. Check your connection, then try again. | Check your connection and submit again. |
| Couldn't send this to Alpha. Check your connection, then try again. | Check your connection and click Confirm again. |
| Couldn't skip the question. Try again. | Click Skip again. |
| Nothing to fill in here. | This step has no fields. Click Next. |

## FAQ

### Who can see my dashboard?

Check the **Visible to** column on the Dashboards tab: *Everyone using Alpha*, *Admins only* or *You and admins*.

### Can I download a chart?

In the chat, click **Download CSV** to get the data. Saved reports also have **Download PDF**.


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