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Live updates

What updates live, and what does not

Workspaces, comments and sharing are described on the team workspaces page. This page covers one narrower question: which parts of clariBI update in the app as they happen.

Working as a team
  • Workspaces
    Group dashboards, reports and goals by team
  • Comments
    Threads on dashboards, reports, questions and goals
  • Notifications
    In the app as they happen, and by email
  • Public links
    Read-only links you can switch off at any time
01  Live

Sent to the app as it happens

  • Notifications: comments, invitations, finished reports, scheduled runs, usage and billing events. They appear in the notification bell and as a message on screen.
  • Data source status: when a sync starts, finishes or fails, the source updates in the app without a reload.
  • Progress of file processing (OCR, transcription) and of longer analysis jobs.
  • These travel over a WebSocket connection. If it drops, the app reconnects, and notifications are also fetched the normal way.
02  Not live

On a schedule or on request

  • Data from your tools. Sources sync on their cadence (daily by default) or when a dashboard refresh or a question needs fresh data. How refresh works.
  • Comments. New comments appear when the page loads or refreshes, with a notification to the people concerned.
  • There is no live cursor, typing indicator or co-editing in the app.

See it with your own data

Notifications and sync status are live on every plan. Workspaces and comments are part of Professional and Enterprise.