Research board

How it works

1
A single field — status, stage, pipeline — decides the columns.
2
Every item becomes a card in the column its value names.
3
Dragging a card writes the new value back.

Best for

Anything that moves through stages: leads, orders, applications.

Not the right choice for

Data with no natural stages — you get one very long column.

Who uses this page

Author or writer

Answers readers, handles event enquiries, and keeps your research where you can find it.

Questions

What data does the Research board page use?

It reads note records the agent has collected. Findings by status. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a kanban board the wrong choice?

Data with no natural stages — you get one very long column. It is best for: anything that moves through stages: leads, orders, applications.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.

More in Knowledge & ideas

The most-read article is the one about getting started, which is usually the tell.

Connecting a custom domainSetup
Why is my agent not replying?Troubleshooting
Choosing modules for your agentGetting started
Billing and plan changesAccount

Knowledge base

Reference the agent answers from.

Change an answer here and the agent starts giving the new one.

Do you deliver outside Paris?Yes — anywhere in France, 2–4 working days.
Can I change an order after paying?Until it ships. Message the agent and it will handle it.
Do you do wholesale?From 12 units. Ask for the trade price list.

FAQ

Question/answer pairs.

Packaging turns out to sit between two unrelated plans. That is the map earning its keep.

Trade pricingWholesale enquiriesSubscription boxesCafé partnerships

Trade pricing → Wholesale enquiries

Idea mapping

Ideas linked by relation.

One root, branches beneath. The shape is the argument.

Opening a second siteMoneyLease vs buyStaffing

Opening a second site → —

Mind map

Branching concept map.