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Feature · Upsolve BI Canvases

Turn agent answers into dashboards your team shares.

Favourite any chart your agent makes, drop it on a drag-and-drop canvas and share it with your org. Teammates can fork the conversation behind any chart and keep digging, with live views that respect each viewer's permissions.

FavouritesDrag-and-dropForkable chats
Feature 05 of 14 · The Complete Agent Stack →
CANVAS · TRENDSSHARED
Bar chart of total spend over the last 12 months, created by the Upsolve agent and saved to an end user's favourites
01 / The problem

Great chart. Gone by tomorrow.

01

Chat answers get buried in history and can't be revisited or reused.

02

Screenshots of charts lose the question and the context behind them.

03

Teams can't build on each other's analysis without starting over.

02 / How it works

From setup to production in three steps

01

Favourite

Save any chart. It keeps the full conversation, so you can reopen it and continue.

02

Arrange

Drag favourites onto a canvas, resize and position them, and save versions.

03

Share and fork

Share with your organisation or publish a read-only snapshot. Teammates fork the chat behind any chart.

03 / What changes

What changes with Upsolve BI Canvases

Without Upsolve BI Canvases

Great charts get buried in chat history, and screenshots lose the question behind them.

With Upsolve BI Canvases

Charts are saved with their conversation, arranged on canvases, shared, and forked by teammates.

04 / What you get

Everything that ships with BI Canvases

SAVE

Favourites with history

Every saved chart links back to the conversation that made it.

ARRANGE

Drag-and-drop canvases

Build a board from charts created over weeks of analysis.

FORK

Forkable conversations

Pick up a teammate's analysis and drill further in your own thread.

PERMISSIONS

Snapshot or live

Snapshots show what the creator saw. Live views re-run under each viewer's permissions.

05 / Where it fits

One layer of a closed learning loop

Upsolve builds the whole stack for data agents that stay accurate in production. Every conversation feeds the next improvement.

01
Ontology
Your data described clearly. Permissions enforced deterministically, not delegated to the agent.
02
Agent harness
Snappy, reliable, accurate. Learns from real interactions and updates its skills and memory.
03
Distribution
Your product, your Slack channels, Claude. Go where your users already are.
This feature
04
Improvement loop
Live evals on real usage find the gaps, then you harden the context to close them.
06 / The Complete Agent Stack

One of fourteen features in The Complete Agent Stack

See all fourteen features →
07 / FAQ

Common questions

Yes. Canvases work inside the embedded iframe, so your end users can save and share their own dashboards.

A read-only snapshot of the data at the time it was created. It never queries your database live.

Anyone who turns on the live view, filtered to the data their own permissions allow.

Can't find your answer? Get in touch.

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