Explorer: How To Create, Name, Save and Share Dashboards

The first section on the Explorer App provides you with tools such as naming your Explorer app, saving the changes, and sharing the app with your team. You can create as many dashboards from scratch or by starting from copying an already designed dashboard.

Name or Create a dashboard

  • Click on the drop down button (e.g. spark1/Untitled in image below)
  • Click on "Edit dashboard name"
  • Type in the desired name
  • Hit "Save changes"
Relevance AI - Select different saved views on the ExplorerRelevance AI - Select different saved views on the Explorer

Relevance AI - Select different saved views on the Explorer

Note 1: Saved dashboards for the selected dataset are accessible via the top menu and through the down arrow.

Relevance AI - Access the saved dashboards Relevance AI - Access the saved dashboards

Relevance AI - Access the saved dashboards

Note 2: View (marked with V in the above image) provides you with a shortcut to the dataset view.

Note 3: Use Duplicate (marked with D in the above image) to create a copy of the current view.

Note 4: Use "Create new dashboard" (marked with C in the above image) to create a new view from scratch.

Delete a dashboard

If there are saved views that you no longer wish to keep, simply select the view from the top menu and click on "Delete dashboard", then confirm delete.

Share the dashboard

When the dashboard is complete and you are ready to share the insights with your team, simply click on the share icon as shown in the image below. Click on "Generate share link" and copy the sharable link.

Relevance AI - Share the Explorer appRelevance AI - Share the Explorer app

Relevance AI - Share the Explorer app

Save the latest changes

Don't forget to hit the "Save Changes" button otherwise, all changes will be lost when closing or switching to another page. This button appears on top, next to "Share", when there are unsaved changes on the page.

Relevance AI - Explorer (beta) -Save the changesRelevance AI - Explorer (beta) -Save the changes

Relevance AI - Explorer -Save the changes

Access to main Relevance AI menu from a dashboard

Using the burger-menu icon on top left side of the page opens/closes the main menu.

Relevance AI - Explorer (beta) - open/close the main menuRelevance AI - Explorer (beta) - open/close the main menu

Relevance AI - Explorer - open/close the main menu


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