NeuraBoard Documentation

Overview

NeuraBoard is an AI-powered business intelligence platform that centralizes data from multiple sources and enables analysis, reporting, and planning within a single system.

Users connect their accounts, aggregate performance data, and use built-in AI tools to analyze results, track KPIs, simulate growth scenarios, and develop strategies.

Getting Started

Setting Up Your Account

To begin using NeuraBoard:

• Create an account
• Connect at least one integration
• Access the Command Center to view aggregated data
• Configure dashboards, KPIs, or reports based on your needs

Once a connection is established, data is automatically pulled and refreshed daily.

Core Concepts

Platform Structure

NeuraBoard is organized into three main areas:

Integrations

NeuraBoard supports the following integrations:

Each integration can support multiple connections. Once connected, data is automatically pulled and refreshed daily.

Data Handling

• Data is synced automatically on a daily basis
• Historical data is available for up to 365 days
• All features (dashboards, reports, AI tools, simulations) operate within this 365-day data window
• Data availability may vary depending on the source platform and its reporting behavior

Command Center

Dashboard

The Dashboard provides a centralized view of performance across all connected accounts. It aggregates data from selected connections into a single interface.

Users can fully customize each dashboard by:

• Renaming dashboards and connections
• Selecting which integrations to include
• Choosing which data sections are displayed

Data is refreshed daily and includes up to 365 days of historical performance.

Daily Briefing

Daily Briefing presents a summary of the health metrics from the previous day across all connected accounts.

The metrics included are predefined and standardized to provide a consistent view of account health. This feature is not customizable.

Performance Reports

Performance Reports are AI-generated summaries of performance over a selected period.

Reports are:

• Generated on demand by the user
• Available in weekly or monthly formats
• Based on data within the 365-day historical window

Users can:

• Filter by date range, platform, and generation status (ready, processing, queued, failed, not generated)
• View reports grouped by time period or in table format
• Export reports as PDF

Neura AI Assistant

The Neura AI Assistant is a conversational interface that allows users to query and analyze their data.

Users can:

• Ask performance-related questions
• Compare different accounts or platforms
• Retrieve insights across connected data sources

A reset option is available to clear selected platforms or accounts and start a new query context.

NeuraOS

KPI Tracker

The KPI Tracker allows users to define and monitor key performance indicators.

Each KPI includes:

• Selected metric
• Target value
• Timeframe

Once created, KPI cards are updated daily using the latest available data.

Users can optionally generate AI analysis for each KPI, providing additional context and interpretation of performance against the defined target.

Growth Simulator

The Growth Simulator enables users to model how changes in performance inputs may impact outcomes.

Users define a scenario by selecting:

• Platform
• Impacted metric
• Adjusted metric
• Adjustment value
• Timeframe

Simulations are generated using historical data (up to 365 days) and produce:

• Projected performance outcomes
• AI-generated strategic analysis

Recent simulations are stored for reference.

Strategy Planner

The Strategy Planner is a workspace-based tool for building and managing strategic plans using a conversational AI interface.

Each workspace includes:

• Name
• Objective
• Linked metrics
• Tags
• Time horizon (up to 365 days)
• Owner
• Status (draft, active, on hold, completed, closed)

Users can interact with AI to develop strategies iteratively.

When generating a strategic summary, the output includes:

• Key assumptions
• Decisions made
• Open questions

Workspaces support exporting both chat history and AI-generated summaries as a PDF file.

Management

Integrations

Users can manage all connected platforms and accounts from the Integrations section.

• 13 integrations are supported
• Multiple connections per integration are allowed
• Data syncing is automatic once connected

Team Members

NeuraBoard supports role-based access control.

Available roles:

• Admin
• Team Member (with AI access)
• Team Member (without AI access)

The account owner can invite team members and assign roles based on subscription limits.

Account Settings

Users can manage:

• Personal information
• Password updates
• A “Danger Zone” section accessible only by Admins

Billing

Billing access is restricted to account Admins.

Users with access can:

• Manage subscriptions
• Purchase add-ons
• View billing history
• Review plan features

Miscellaneous

AI Usage

AI functionality is integrated across multiple features, including:

• Assistant queries
• Report generation
• KPI analysis
• Growth simulations
• Strategy planning

Usage is measured in tokens. Token consumption depends on the complexity and size of the input and generated output.

Permissions & Access

Access is controlled through predefined roles:

Permissions are enforced at the feature level.

Errors & Troubleshooting

Security & Privacy

• Data access is limited to authorized connections
• Permissions are enforced through role-based access control
• Integration access is granted through user authorization during connection

FAQ