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Pages holds the reports, dashboards, and plans Parker built for you, and pages shared with you.

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Before you begin

Pages are made in chat. To create one, ask Parker for a designed page or report, or select New page with Parker on the Pages list. See Reports and documents.

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What’s on the Pages list?

Go to Pages in the sidebar. Filter the list under Where from (All pages, Mine, Shared with me) and Stays fresh (Auto-updating, From a routine, From chat). Use Search page titles to find one by name, and Group by Date or Source. Each row shows where the page came from, its version, and when it last changed. Select a row to see a preview, with Open, Share, and More (…).
Pages list with filters for where pages came from, four pages grouped by date, and a preview panel with Open and Share.

The Pages list, with a preview of the selected page.

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Open a page

Select Open. The page opens with its title, who made it, its version, and when it was published. It has three tabs:
  • Page: the designed page itself.
  • Data: connected Salesforce data. Select Connect record to connect a Salesforce record “to review and update it from this Page.”
  • Recipe: What this page shows, in words. “Refresh re-runs this on live data, as you, and publishes the result as a new version.” Select Edit to change it.
To go back to the chat the page was made in, select Open conversation.
Open page titled Open pipeline by stage, with Refresh and Share, Page, Data, and Recipe tabs, and Keep updated in the side panel.

An open page, with Refresh, Share, and Keep updated.

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Refresh a page with live data

Each refresh publishes a new version.
  • To refresh it now, select Refresh.
  • To refresh it on a schedule, select Keep updated. Choose Daily or Weekly, set the day and time, and select Save. To stop, choose Off.
As the dialog says, people the page is shared with are told in-app.
Keep this page updated dialog with Off, Daily, and Weekly, a day and time, and Cancel and Save.

Keep a page updated on a schedule.

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Share a page

Open the page and select Share. In Share this Page, search by name or email for teammates. They’ll see every version, including ones you publish later. Nothing runs as you.

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Download or delete a page

Open the More actions (…) menu:
  • Download HTML downloads the page as an HTML file.
  • Full screen shows the page full screen.
  • Delete deletes the page.

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Example prompts

A one-page pipeline overview

Reports and documents

Ask Parker for a designed page or report.

Files

Find files you uploaded and exports Parker made.

Routines

Get a fresh report on a schedule.
Last modified on October 12, 2026