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Creating an Experience starts with a single click and gives you two clear paths forward: describe what you want to the AI Builder and let it generate a starting layout, or pick from a library of pre-built templates and customize from there. Either way, you’ll have something on the canvas in under a minute.

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Starting a New Experience

From the Experience dashboard, click + New Experience in the top right corner.
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You’re immediately taken into the Experience Builder with an empty canvas. The Experience is created in Draft state and titled Untitled Experience by default.

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Naming Your Experience

Click directly on Untitled Experience in the top bar to rename it. The title becomes an editable text field — type your name and press Enter or click away to save.
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Name your Experience after the audience and purpose, not just the data. “Freight Ops Review Board” is more useful to teammates than “Freight Dashboard v2”.

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Choosing How to Build

A new Experience opens with the AI Builder panel active on the left. You have two starting options:
The AI Builder lets you describe what you want in plain language and generates a starter layout for you. Mention a data table using @ to give the AI context about your data, then describe the dashboard or tool you want to create.For example:
Build a HITL review dashboard with KPI cards for pending and resolved tasks, a donut chart by status, and a task list grouped by workflow.
The AI generates widgets, lays them out on the canvas, and connects them to the table you referenced. You can then refine from there — edit any widget, add new ones, or restructure the layout.Best for:
  • Quickly scaffolding a layout when you have a clear idea of what you need
  • Exploring what’s possible with a particular dataset
  • Getting 80% of the way there fast, then fine-tuning manually

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Managing Pages

Every Experience can have multiple pages — each page is a separate view accessible from the left nav in the published Experience. Pages appear as tabs along the top of the builder canvas.
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Adding a Page

Click + Add Page at the end of the page tab row to create a new blank page. Give it a name — this becomes the label shown in the Experience’s left nav when published.

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Setting a Page Icon

Each page tab has an icon type dropdown to the left of the page name. Click the dropdown to choose the icon that appears next to the page name in the published nav. Icon types map to common page purposes — dashboard layouts, task views, activity feeds, and more.

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Reordering and Removing Pages

Drag page tabs left or right to reorder them. To remove a page, click the × on its tab. The first page in the tab order becomes the default landing page when someone opens the Experience.
Removing a page deletes all the widgets and data queries on that page. This action cannot be undone — make sure you don’t need any of that content before removing.

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What’s Next

With your Experience named and your starting layout chosen, you’re ready to build. The left panel gives you everything you need — components to drag onto the canvas, data connections to hook up, and the AI Builder standing by for anything you want to describe rather than drag.

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Next Steps

  1. Explore the Experience Builder to understand every panel and control
  2. Add components to your pages
  3. Connect your pipeline data to power the widgets