Boards, Dashboards & Faster syncs

Boards and dashboards

You can now save your chat outputs as “Insight” into Boards and the charts into “Dashboards”.

Think of board as a space to work and collaborate on projects or areas of interest. Each board has:

Insights

For the chat outputs you’ve captured — so you can:

• Export it to PDF or PNG

• Add comments

• Create presentations directly from your board

• Reference it in chats (just as memories)

• Inspect queries with AI explanation

Referencing insights in the chat is a great way to start conversations with context from previous chats and getting consistent results. For example - you can just ask Attive to “re-run” an analysis you’ve stored.

Present your findings directly from the board. Present all or just a few selected insights in full-screen mode with keyboard shortcuts. Great for meetings.

Dashboards

Capture charts and metrics you’d like to visit and see it freshly updated.

While insights are a snapshot of your data - dashboards will be refresh every time you visit it.

Insights are always locked-in, so your numbers won’t change while the charts in the dashboards are refreshed every time you visit it.

Pin your boards and dashboards

You can pin boards and dashboards for easy access in your workspace sidebar:

Faster data syncs, smooth experience

Sync times have improved dramatically — now up to 90% faster than before. Thanks to recent backend upgrades, the average sync duration has dropped from hours to just minutes in most cases.

This means:

• Less waiting for your data

• Faster updates across the board

• A much smoother and more responsive experience

We’ll continue working on further improvements to keep things running fast and reliably.

Attive 0.2 introduces Agents and Library for memories and prompts, with files coming soon.

Agents

Agents enable you to create specialized assistants in Attive. An agent is defined by a set of memories, prompts and custom instruction that defines the agent personality and goal.

Your agents become easily accessible in the chat:

You can switch agents in the chat at any time, using the agents selector in the composer. For example, start by doing a pipeline health analysis with one agent and then dive deeper into deals with another specialized agent. Agents are also a great way to expose Attive to co-workers that are only interested in certain types of analysis.

Library

We’ve split what was just memories into 2 different elements: memories and prompts.

The memories still serve the same purpose of adding bits of context to your conversations (and also agents).

While prompts are more rich in formatting, can reference memories and ready to be executed in the chat.

Working with memories and chat context

We’ve reimagined how working with memories and context should be. Now you can create and modify memories without leaving the chat.

That makes it easier to ensure your memories are working as they should.

With this you can configure a functional and tested agent by:

• Setting up a few memories

• Testing your prompt - retry as many times with the updated context

• Adjusting memories

Once confident on your results, click on ‘Create agent from chat context’ and Attive will use AI to analyze the conversation and the memories to create a specialized agent for you. With this you can get the same analysis much quicker.

Report (experimental)

Generate beautiful reports directly from the chat and export it to PDF of copy to Google Docs. Reports let you generate professional, shareable outputs. You can download them as PDFs or copy them in a docs-friendly format.When you switch the chat mode from Ask to Report, the agent will generate a new report. You can switch to Report mode at any time—for example, after refining your prompt, just switch and say “generate a report for me.”

Switch from ‘ask’ to ‘report’ and type your message. It can be simple as ‘generate a report for my pipeline’ or use it to compile a report after a good conversation in the chat.