Boards Introduction

Boards in Pockla are individual contact workspaces—a dedicated view for each contact where you can see their profile, take notes, chat with AI, run research, and manage all your interactions in one place.

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What Is a Board?

Each contact in Pockla has their own board. Think of it as a CRM record on steroids:

• Draggable, resizable panels arranged in a grid layout
• Profile information at a glance
• Notes for tracking interactions
• AI Chat for asking questions about the contact
• Enrichment panels showing AI-generated research
• Email integration for viewing and sending messages

Your panel layout is saved automatically—arrange panels however works best for you.

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Accessing a Board

There are several ways to open a contact’s board:

1. From Contacts: Click a contact row, then click “View Board” from the actions menu
2. After creating a contact: When you add a contact from anywhere except the contacts page, you’re taken directly to their board
3. Direct URL: Navigate to /board/{contactId}

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Default Panels

Every board starts with these core panels:

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Profile Panel

Shows essential contact information at a glance:

• Avatar (generated from email)
• Name and title
• Company
• Status badge (Lead, Prospect, Customer, Churned)
• Quick actions: Email button, Website link
• Contact details: Email, phone

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AI Chat Panel

Chat with an AI assistant that knows about this contact. Ask questions, get suggestions for outreach, or brainstorm talking points. The chat history is saved per-contact, so you can continue conversations across sessions.

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Notes Panel

Keep track of your interactions:

• Add notes with title and rich text content
• View all notes in a list format
• Click to expand any note to see full details
• Edit notes inline
• Copy content with one click

Notes support Markdown formatting and are timestamped automatically.

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Adding Panels

Click the ”+ Add Panel” button in the board header to add more panels.

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Available Panel Types

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Creating an Enrichment Panel

Enrichment panels are powered by the Research Agent. When adding one:

1. Click ”+ Add Panel”
2. Select “New Research”
3. Configure the research:
   • Title: What to call this panel (e.g., “Funding News”)
   • Objective: What you want to learn (e.g., “Find recent funding announcements for ”)
   • Output format: How to structure results (e.g., “Bullet points with sources”)
   • Iterations: How deep to research (1-10)
4. Click Create

The new panel appears on your board and automatically runs the research.

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Panel Interactions

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Drag & Drop

Rearrange panels by dragging their header bar:

• Panels snap to a 12-column grid
• Other panels automatically move to make room
• Layout saves automatically

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Resize

Drag panel edges or corners to resize:

• Minimum size is enforced per panel type
• Grid-based sizing ensures clean layouts

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Minimize / Maximize

Use the panel header controls:

• Minimize (−): Collapse to just the header bar
• Maximize (⤢): Expand to fill the board
• Close (×): Remove the panel from your board

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Edit Enrichment Panels

For enrichment/research panels:

1. Click the pencil icon in the panel header
2. Modify the research configuration
3. Choose to Save or Save & Re-run

Re-running regenerates the research with new parameters.

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Panel Types in Detail

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Emails Panel

View email history with this contact:

• See sent and received emails
• Compose new emails directly
• Track opens and clicks

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Enrichment Panel

Shows AI-generated research about the contact or their company: Click the refresh icon to re-run research at any time.

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Board Architecture

Under the hood, boards use:

• react-grid-layout: For the draggable/resizable grid
• Per-user layouts: Your arrangement is saved and synced
• Per-contact data: Notes, chat history, and enrichments are stored per contact
• Real-time updates: Changes sync across tabs/devices

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Tips & Best Practices

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Next Steps