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What is an Application?

An Application is a container for dashboard templates that you deploy to your customers. It includes:
  • Chart Templates - Reusable chart configurations
  • Dashboard Templates - Layouts combining multiple charts
  • Spaces - Customer-specific instances of your templates
  • Default Settings - Language, timezone, export options
Application with templates and spaces

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How Applications and Spaces Work

Each space receives its own private copies of your published templates. When you publish a template:
  1. It becomes available to all spaces
  2. Each space gets its own private copy
  3. Users can customize their copies without affecting others

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Creating an Application

  1. Navigate to your project’s Applications tab
  2. Click Create Application
  3. Enter a name
  4. Select a data model
  5. Click Create
Create application dialog

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Building Templates

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Creating a Chart Template

  1. Open your application
  2. Click Add Chart
  3. Choose a chart type
  4. Configure the data and visualization
  5. Click Save
Chart builder interface

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Creating a Dashboard Template

  1. Open your application
  2. Click Add Dashboard
  3. Drag and drop charts onto the canvas
  4. Arrange the layout
  5. Add filters if needed
  6. Click Save
Dashboard builder interface

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Viewing as a User

While building templates, you see them as an admin. To see what users will see:
  1. Select a project user from the dropdown
  2. The view switches to their perspective
  3. Data is filtered by their RLS rules
  4. Check that the template works for different users
User impersonation dropdown

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Publishing Templates

Templates start in “draft” mode. To make them available to users:
  1. Open the template
  2. Click Publish
  3. The template propagates to all spaces
Publish button on template

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What Happens When You Publish

  1. Template status changes to “published”
  2. Each space gets a copy of the dashboard
  3. Users can now see and interact with it
  4. Future updates require re-publishing

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Understanding Spaces

Each project organization automatically gets a Space for each application.

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What’s in a Space?

  • Template Copies - Private instances of published templates
  • User Dashboards - Dashboards users create themselves
  • User Charts - Charts users create themselves

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Viewing Spaces

  1. Open your application
  2. Go to the Spaces tab in the sidebar
  3. See all spaces (one per organization)
  4. Click to preview any space
List of spaces in application

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Default Views

You can set which dashboard users see first when they open their space.

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Setting an Application Default

  1. Open your application
  2. Go to the Templates tab
  3. Click the star icon next to a template
  4. This becomes the default for all users
Setting default template

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User-Specific Defaults

Users can change their own default:
  1. Open any dashboard in their space
  2. Click Set as Default
  3. This overrides the application default for them only

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Application Settings

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Default Language

Set the default language for your application:
  1. Go to application settings
  2. Select default language
  3. Users can override in their preferences

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Default Timezone

Configure how dates are displayed:
  1. Go to application settings
  2. Set the default timezone offset
  3. Enable “Use Local Timezone” for auto-detection

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Export Settings

Control whether users can export data:
  1. Go to application settings
  2. Toggle “Allow Exports”
Application settings panel

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Production Status

Like data models and agents, applications can be set to production.

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Requirements

  1. Application must have a linked data model
  2. That data model version must be production
  3. All template schemas must fit within the data model

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Setting Production

  1. Open your application
  2. Go to the Versions tab
  3. Click Set as Production
  4. Validation runs automatically

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Connecting Agents and Applications

If an agent and application share the same data model version:
  • The agent can generate charts compatible with the application
  • Users can save agent-generated charts to their space
  • Charts flow seamlessly between AI and dashboards

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Best Practices

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1. Test with Multiple Users

Always preview templates as different users to ensure RLS works correctly.

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2. Start with Core Dashboards

Create 2-3 essential dashboards before adding more.

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3. Use Consistent Naming

Name templates clearly so users understand what they show.

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4. Document in Descriptions

Add descriptions to dashboards explaining what they display.

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Next Steps