Board Composer Documentation

Board ComposerDocumentation
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Features
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Grid View
Board View
Plan View
Present View
Client Mode
Studio Catalogue
Studio Settings
Storage & limits
AI Assistant
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Getting started

Board Composer is a browser-based workspace for interior designers. No installation required — open a tab, create an account, and your first project is ready in under a minute.

Sign up with your email — no credit card required for the Free plan
Create your first project and add spaces (rooms or areas)
Add products from the web or upload your own images
Build a board or grid view, then export or share with clients
Start with the Free plan: 1 project, 2 spaces, and PDF export. No credit card required.
Grid View

Organize your products

Grid View organises all your products in a structured, room-by-room layout. Every item carries specs, pricing, and supplier info — all in one place, always in sync.

grid-view, pc view
Group products by space: Living Room, Kitchen, Master Bedroom, etc.
Add dimensions, finish, pricing, and supplier details per product
Create multiple versions of a space to compare alternative product selections
Drag products between rooms without losing any data
Filter by room using the space tabs at the top, or by category (Furniture, Lighting, Plumbing, etc.) using the category pills
Search across all products instantly with the search field in the left sidebar
Set each item's status (Approved / Rejected / Pending) from its detail panel — and once your client reviews a shared link, each card shows a colored border: green approved, amber comment or question, red rejected
Budget tracker updates automatically as you add or remove products
The ⚙ Client View Settings icon (top right) controls which fields and views clients see in a share link; it appears only in Client mode
Step by step
01
Create a space

Click "+ Add Space" at the bottom of the left sidebar. Type the room name — Living Room, Kitchen, Master Bedroom — and press Enter. Repeat for each room in the project.

02
Add a product

Click "+ Add Product" at the bottom of the left sidebar. Upload an image from your computer, paste one straight from your clipboard, drop it onto the card, or drag a saved item from the Catalogue panel on the left.

03
Fill in product details

Click any product card to open its detail panel. Add supplier, dimensions, finish, price, model number, and notes, then click "Save Changes".

04
Set a product status

Click a card to open its detail panel and choose Approved, Rejected, or Pending under Status. Use it to track decisions without removing any product. In Studio mode, once your client reviews a shared link, each card also shows a colored border — green approved, amber comment or question, red rejected — so you can see where everything stands at a glance.

05
Create a version of a space

Click "+ version" next to any room name. This creates a parallel selection for that room — for example, "Option A" and "Option B" with different products. Show your client both versions and let them choose.

06
Move a product to another room

Open the product's detail panel and change the room from the dropdown. The product moves instantly without losing any of its specs or images.

07
Track the project budget

The Budget panel at the bottom of the left sidebar shows a running total per room and for the whole project, updated automatically as you add or remove products.

* The Studio / Client toggle and the ⚙ Client View Settings live at the top right. Flip to Client to preview exactly what your client sees and to reveal the ⚙ icon. The toggle is not available in Plan or Catalogue view.

Board View

Design your canvas

Board View is an open canvas where you arrange products exactly as you'd present them to a client. Pan, zoom, group by space, and switch to presentation mode with one click.

board-view, pc view
Infinite canvas — no page size or product count constraints
Pan and zoom with mouse wheel or trackpad gestures
Group products into labelled spaces with transparent overlays
Add sticky notes and freehand drawings directly on the canvas
Auto-arrange the whole project by space with "Add all & arrange", or tidy what is on the board with "Arrange"
Right-click any card to duplicate it, save it to your Catalogue, move it to another space, or remove it
After your client reviews a shared link, each card shows a colored border in Studio mode: green approved, amber comment or question, red rejected
Products with no space yet appear dimmed and marked "Unassigned"; drag one onto a space to assign it
Step by step
01
Navigate the canvas

Scroll to zoom in and out. Click and drag on empty space to pan. Use "Fit all" at the bottom toolbar to reset the view and see all products at once.

02
Group products by space

Hold Shift and drag across multiple product cards to select them. A labelled transparent overlay marks the group. Drag the whole group to reposition it anywhere on the canvas.

03
Add a sticky note

Click the sticky note icon (second icon in the top toolbar). A note appears on the canvas — click it and type directly. Use it for client instructions, mood notes, or reminders.

04
Draw on the canvas

Click the pencil icon (third icon in the toolbar) to activate freehand mode. A color palette appears — pick a color and draw annotations, arrows, or highlights on the board.

05
Auto-arrange by space

"Add all & arrange" drops every product onto the board grouped into a labeled frame per space. "Arrange" tidies what is already placed. Drag a space frame to move the whole cluster at once.

Plan View

Place products on the plan

Upload a floor plan and position your room markers on it. Each marker shows the room name and product count. Tap to enter that room's board directly from the plan.

plan-view, pc view
Upload any floor plan as PDF or image (JPEG, PNG, WebP, up to 20MB)
Place a space on the plan by dragging it from the left sidebar, or with "+ Add Marker"
Drag any marker to reposition it exactly over its room
Tap a marker to preview the room's products or jump into its board
Add freehand annotations and notes directly on the plan
Manage multiple floors with separate plans per story
Step by step
01
Upload your floor plan

Click "Replace plan" in the top right of the Plan tab. Select your file — PDF, JPEG, PNG, or WebP up to 20MB. The plan renders on the canvas immediately.

02
Place your spaces on the plan

Drag any space from the left sidebar onto its spot on the floor plan, or click "+ Add Marker" and pick a space that is not on the plan yet. A labeled marker appears showing the space name and its product count. Repeat for each space.

03
Position each marker

Drag each marker to its exact location on the floor plan. Click a marker once to preview the room's products. Double-click to enter the room's board directly.

04
Add another floor

Click "+ Add Story" next to the "Floor 1" tab at the top. Each floor has its own plan and its own set of room markers. Switch between floors using the tabs.

05
Annotate the plan

Click the pencil icon in the toolbar and pick a color. Draw notes, arrows, or highlights directly on the floor plan. Annotations are saved with the plan.

Plan View is a Pro-only feature.
Present View

Present your work

The Present tab turns your board into a client-ready presentation. Choose how your products appear, preview before sending, save revisions, and collect client feedback — all from one place.

Auto Layout — structured grid organised by room, automatically generated from your Grid View data
Freeform — your exact canvas composition preserved exactly as designed in Board View
Preview mode — see the exact client view in a new tab before sending anything
Revision History — every round of feedback stored permanently, with approved and rejected counts
Toggle visibility — control which products appear per presentation without touching the live project
Auto Layout

Structured presentation grid

Auto Layout organises your products into a clean, room-by-room grid automatically. No manual positioning — the layout is generated from your Grid View data and updates whenever you add or remove products.

pv-auto-layout, pc view
Products grouped by room — each room gets its own labeled section with name, count, and subtotal budget
Uniform card size for every item, adjustable for the whole layout with the size slider (bottom right)
Product and space order stays in sync with Grid View and the Technical Schedule; reorder from any of them
Best for formal handoffs where structure and clarity matter most
How to use Auto Layout
01
Open the Present tab

Click "Present" in the top navigation bar of your project. The Present tab opens showing your products in the current layout mode.

02
Select Auto Layout

At the top of the Present panel, click the "Auto Layout" toggle. The layout generates automatically — products appear grouped by room in a clean structured grid.

03
Review room sections

Scroll through the presentation. Each room appears as a labeled block with the room name, product count, and subtotal budget. Confirm all rooms and products appear correctly.

04
Control visibility from the Spaces & Versions sidebar

The left sidebar lists all your spaces and their products. Click any product row to toggle it on or off — a filled gold dot means visible, an empty dot means hidden. For space versions (Option A, Option B), use the pill switch to show or hide the entire version at once. Hidden items disappear from Auto Layout immediately but remain in the project.

05
Reorder spaces and products

Drag spaces and products in the left sidebar to reorder them, or use the ‹ › arrows on each card. The order stays in sync with Grid View and the Technical Schedule, so a change in one updates the others.

06
Preview before sharing

Click "Preview" in the top right to open the client view in a new tab. Confirm the layout, product images, and room sections look correct before sending the share link.

Freeform

Present your canvas as designed

Freeform shows your presentation exactly as you arranged it in Board View — card positions, groupings, sticky notes, and freehand drawings all preserved. Use it when the visual composition is part of the design story.

pv-freeform, pc view
Canvas arrangement preserved exactly — positions, groups, and spacing identical to Board View
"Add all & arrange" and "Arrange" lay the canvas out by space, the same as on the Board, for a quick starting composition
Create groups directly in Freeform: hold Shift and drag on the canvas to draw a group area — the cursor turns to a crosshair and products within the selection are grouped
Sticky notes and freehand drawings remain visible in the presentation
Content outside the canvas frame is clipped — all products must be within bounds before sharing
Ideal when the visual layout communicates the design intent, not just the product list
How to use Freeform
01
Finalise your Board View layout

Before switching to Present, go to Board View and finalize your arrangement. Freeform mirrors the canvas exactly — card positions, groupings, sticky notes, and drawings all carry over.

02
Check canvas boundaries

In Board View, make sure all products and annotations are within the visible canvas frame. In Freeform, any content outside the frame edge is clipped and will not appear in the presentation.

03
Open Present and select Freeform

Click "Present" in the top navigation, then toggle to "Freeform" in the mode selector. Your canvas composition appears exactly as arranged in Board View.

04
Create or adjust groups directly in Freeform

Hold Shift and drag on the canvas to draw a group area — the cursor changes to a crosshair. Release when the area covers the products you want to group. The group label appears over the selection. You can reposition, resize, or delete groups without affecting the Board View.

05
Review sticky notes and drawings

Freehand drawings and sticky notes placed in Board View are visible to the client in Freeform. If you want to hide any annotations, remove them in Board View before presenting.

06
Preview before sharing

Click "Preview" to open the client view in a new tab. Scroll to every part of the canvas to confirm nothing is clipped and the layout reads as intended.

Revision History

Track every round of feedback

Each time you share, a revision is saved. Revision History stores every round permanently — approved, rejected, and pending counts at a glance, with client comments attached per product.

pv-revision, pc view
Each revision is a permanent snapshot that cannot be modified after saving
Each revision has its own unique share link — every round of feedback has its own URL
Feedback summary at a glance: approved, rejected, and pending product counts per revision
Client comments are stored per product on each revision — viewable at any time
Each revision shows four quick-access buttons: PDF download, Auto Layout view, Freeform view, and Schedule view — all open in a new tab
Lock a revision to archive it and prevent any further changes to that record
Delete a revision you no longer need — its link stops working and the photos only it was keeping free up your storage
How to use Revision History
01
How revisions are created

A new revision is saved automatically every time you export or share from the Export & Share dialog — clicking "Download PDF ↓", "Auto Layout ↗", "Freeform ↗", or "Technical Schedule ↗" each creates a new entry. Revisions are numbered automatically ("Revision 1", "Revision 2"). To rename one, click the revision name directly in Revision History.

02
Open Revision History

Click the "Revision History" tab inside the Present panel. All saved revisions appear in reverse chronological order — newest first.

03
Access a revision's views

Each revision card shows four buttons: PDF ↓ downloads the presentation as a PDF. Auto ↗ opens the Auto Layout view in a new tab. Freeform ↗ opens the freeform canvas view. Schedule ↗ opens the product schedule. Use these to review exactly what the client received for that revision.

04
Remove a client link

Each revision is a link you sent. Click "Remove link" to stop your client from opening it — the revision itself stays in your history, exactly as it was. To share it again, open it from PDF, Auto, Freeform or Schedule and a new link is created; the old one stays dead.

05
Lock a revision

Click the lock icon on any revision to archive it. Locked revisions display a padlock badge and cannot be modified. Use this to mark an agreed-upon selection as final for the record.

06
Delete a revision

Click the bin icon on a revision to delete it. You will be asked to confirm first: its link stops working for your client, it disappears from your history, and it cannot be undone. Photos that only that revision was keeping are freed from your storage. If you only want to stop your client from opening it, use "Remove link" instead.

Revision History and client share links are Pro-only features.
Preview mode

See what your client sees

Preview opens the exact client view in a new tab — before you send anything. Review layout, product order, and visible items, and switch between Auto Layout and Freeform to decide which to share.

Opens in a new browser tab without interrupting your current session
Shows the exact layout, product images, specs, and status badges the client will see
Switch between Auto Layout and Freeform inside the preview to compare both before deciding
Nothing is sent and nothing is tracked — it is a private review only visible to you
How to use Preview mode
01
Set up your presentation first

In the Present tab, choose your layout mode (Auto Layout or Freeform) and adjust visibility toggles to show the products you want. This is the state Preview will reflect.

02
Click "Preview"

The Preview button is in the top right corner of the Present tab. Click it — a new browser tab opens immediately showing the client view.

03
Review the full presentation

Scroll through the entire preview. Check product order, image quality, room sections, and all visible items. Look for anything that needs adjustment before sharing with the client.

04
Switch layout modes in preview

Inside the preview tab, use the mode toggle to switch between Auto Layout and Freeform. Compare both without returning to the editor — decide which layout to send.

05
Close and adjust if needed

If you spot something to fix, close the preview tab and make changes in the Present or Grid tabs. Preview does not affect the live board — open it as many times as you need.

Toggle visibility

Control what appears in the presentation

Each product has an on/off toggle in Present View. Use it to build targeted presentations — show only one room, only approved items, or a curated selection for a specific meeting — without touching the live project.

The sidebar is titled "Spaces & Versions" — it lists all your spaces and their products
Click any product row to toggle it — a filled gold dot means visible, an empty dot means hidden
Each space has a master switch to show or hide the whole space and all its products at once
Space versions (Option A, Option B) have a pill switch to show or hide the entire version at once
Hidden products disappear from the presentation immediately without being removed from the project
Visibility settings do not affect Grid View or Board View — only the current presentation
How to use Toggle visibility
01
Open the Present tab

Click "Present" in the top navigation bar. The "Spaces & Versions" sidebar appears on the left, listing all your spaces and their products with a dot indicator next to each one.

02
Toggle individual products

Click any product row to toggle its visibility. A filled gold dot means the product is visible in the presentation. An empty outlined dot means it is hidden. The product card disappears from the presentation immediately.

03
Toggle entire space versions

If a space has versions (Option A, Option B), each version has a pill switch on the left. Toggle the switch off to hide the entire version — all products in that version disappear at once. Toggle it back on to restore them.

04
Build a room-specific presentation

Click to hide all products except one space to focus the presentation on a single room. This is useful for room-by-room client walkthroughs without creating separate projects.

05
Restore visibility

Click any hidden product row again to make it visible. Changes to individual product visibility are saved — they persist between sessions until you toggle them back on.

Client Mode

Export, share, and collect feedback

The "Share ↗" button in the top right opens the Export & Share dialog. From there you control which product fields clients see, download a PDF, or open a share link. On Pro, each action also saves a revision to Revision History.

client-mode, pc view
VIEW PRESET: "Client" shows essential fields only; "Studio" shows all fields you have configured
VISIBLE FIELDS: choose exactly which product specs appear on each card — Status, Dimensions, Finish/Color, Price, Vendor, and more
"Download PDF ↓" exports the board as a PDF with the fields and layout you selected
"Auto Layout ↗", "Freeform ↗", and "Technical Schedule ↗" each open a share link in a new tab — copy the URL and send it to your client
On Pro, each export or share action automatically creates a new entry in Revision History
"Rotate link" regenerates a new share URL — all previous share links stop working immediately
Clients can approve, reject, or comment on each product — no account or app required
Step by step
01
Open Export & Share

Click "Share ↗" in the top right corner of any project. The Export & Share dialog opens, showing the project name and the number of products and spaces that will be included.

02
Configure visible fields

Select a VIEW PRESET — "Client" loads a minimal set of fields (Status, Finish/Color, Dimensions); "Studio" loads all fields you have configured. Then use the checkboxes under VISIBLE FIELDS to fine-tune exactly which product specs appear on each card and in the PDF.

03
Export or share

Click "Download PDF ↓" to export the board as a formatted PDF. Or click "Auto Layout ↗", "Freeform ↗", or "Technical Schedule ↗" to open that view in a new browser tab — copy the URL from the address bar and send it to your client.

04
A revision is saved automatically (Pro)

On Pro, every time you click Download PDF or a share link, a new revision is added to Revision History with a badge showing what triggered it (PDF, LINK, or SCHEDULE). The revision is labeled "Revision N" by default — click the name in Revision History to rename it.

05
Collect client feedback

When clients open the share link, they see the product cards and can mark each one Approved (✓), Rejected (✗), or Pending (?), and leave a written comment. Their feedback is attached to that revision and visible in Revision History — it does not affect your live board.

06
Rotate the link if needed

Click "Rotate link" in the Export & Share dialog to invalidate all current share URLs and generate a new one. Use this if you want to revoke client access or reset after a wrong link was shared.

Client share links and feedback are Pro-only features.

* If revisions do not appear immediately after sharing, refresh the browser — they sync in real time but may require a page reload.

Studio Catalogue

Build your product library

The Studio Catalogue is your cross-project product library. Save any product once and reuse it across every project — no re-entering specs, no re-uploading images. Browse it full-screen from the Catalogue tab, or drag items straight onto a board from the Catalogue panel.

catalogue, pc view
The Catalogue tab (Grid · Board · Plan · Catalogue · Present) opens your whole library full-screen — every saved product shown large
Filter by category: Furniture, Lighting, Plumbing, Tile & Stone, Flooring, Drapery, Wallcovering, Cabinetry, Hardware, Appliances, Accessories, Mirrors
Search by title, vendor, or SKU, and resize the cards with the slider at the bottom right
Right-click a product (long-press on iPad) to act on it: add it to a space, send it to another project, or remove it from the catalogue
"Add to a space" drops the item into a room of the project you have open; "No space — assign later" adds it unassigned so you can place it afterwards
"Send to another project" places the item directly into a different project — useful when a piece fits a job you are not currently in
The Catalogue panel in the left sidebar stays available too — drag items straight onto the Grid or Board
Import and export as ZIP to back up your library or move it between accounts
Free plan: 20 catalogue items / Pro plan: 1,000 items — usage counter shown in Settings
Connect an AI assistant to fill your catalogue automatically — see the AI Assistant section below
Step by step
01
Save a product to the catalogue

In Grid or Board View, right-click any product card and select "Add to Catalogue". The product is saved to your studio library with its image and all specs intact.

02
Open the Catalogue tab

Click "Catalogue" in the top navigation bar. Your entire library opens full-screen. Filter by category from the top bar, search by title, vendor, or SKU, and use the size slider at the bottom right to browse tighter or larger.

03
Add an item to a space or send it to another project

Right-click a product (long-press on iPad) to open its menu:

a."Add to a space" — drops the item into a room of the project you have open.
b."No space — assign later" — adds it to the project unassigned; it appears in the Grid "Unassigned" section and on the Board (dimmed, marked "Unassigned") until you drag it onto a space.
c."Send to another project" — places the item directly into a different project of yours.
d."Delete from catalogue" — removes it from your library (projects that already use it are not affected).
04
Drag from the Catalogue panel

The Catalogue panel in the left sidebar of Grid and Board View lists your items by category. Drag any item straight onto the canvas or into a space — supplier info, dimensions, price, and image already filled in.

05
Export and import as ZIP

In Grid View, click "Export ↑" in the left sidebar to download a ZIP with all your catalogue items and their images. Click "Import ↓" and select a ZIP to restore them — specs and images included. This also works across different accounts.

Studio Settings

Manage your studio

Studio Settings controls how your firm appears on all exports and client-facing documents. Access it from the user menu in the top-right corner of the dashboard.

settings, pc view
Studio Logo: PNG or WebP under 200KB — appears on PDF exports and share links
Studio Name and Contact Email — shown in PDF footers and client-facing documents
Accent Color — choose from 5 presets or enter a custom hex; applied across canvas, exports, and client documents
Change Password — update your account password from within Settings
Catalogue counter — shows how many catalogue items are in use (e.g. "1 / 20 items used")
Storage bar — shows at a glance how much room your images still have; see Storage & limits below
Data Export — download all your projects, spaces, products, and catalogue as a single JSON file
AI agent: your connection token lives here (revoke it at any time), plus AI Agent Memory, where the agent learns how you work
Step by step
01
Upload your studio logo

In Studio Settings, click the logo area and select a PNG or WebP file under 200KB. Your logo immediately replaces the Board Composer mark on all PDF exports and client share links. Recommended: square image.

02
Set studio name, contact email, and accent color

Enter your studio name and the email you want shown in PDF footers and client-facing documents. Under Accent Color, choose one of the 5 preset swatches or type a custom hex code — this color is used across the canvas and all exported documents.

03
Export your data

Scroll to Data Export and click "Export my data ↓". A JSON file downloads with all your projects, spaces, products, and catalogue items. Use this as a backup or for migration.

04
Manage your AI agent

Scroll to the AI agent section to copy your setup prompt or your connection details. Click "Revoke token" to disconnect all AI clients immediately; a new token is generated automatically, which you use to reconnect. AI Agent Memory, in the same section, records how you like to work so the agent applies it next time.

Studio Settings and custom branding are Pro-only features.
Storage & limits

How space and limits work

Every account has room for a generous amount of work, and Board Composer looks after it for you: images are compressed the moment you upload them, and a bar in Studio Settings shows how much room you have left at a glance. This section explains what you will see and what to do about it.

Every image you upload is compressed automatically — quality stays where it needs to be for print, without the weight of the original file
Each product photo is stored twice: a light version for browsing on screen, and a high-quality version for PDF export and printing. The right one is used in each place, without you doing anything
The Storage bar in Studio Settings fills up as you work. The word beside it tells you how much room is left: green while you have plenty, amber as it fills, red when it is nearly gone
The bar itself is split by colour to show where the space goes — projects, floor plans, catalogue and revision history. Click the ? next to it to see what each colour means
If an upload is refused, Board Composer tells you which of the two reasons it was: too many images at once, or no room left in the account
Both plans work the same way. A Pro account simply holds considerably more of everything: more projects, more spaces, more products per space, more catalogue items, and far more room for images
What to do
01
Keep an eye on the Storage bar

Open Studio Settings from the user menu in the top-right corner. The Storage bar covers everything you have uploaded: product photos, project covers, floor plans and catalogue images. While it reads "Plenty of space" there is nothing to do.

02
When it turns amber or red

The bar is telling you to tidy up before it becomes urgent. Its colours show where the room is going. Deleting a finished project, removing catalogue items you no longer use, or deleting old revisions you no longer need (the History colour) frees the room those images were taking. There is no need to delete anything you still need — the bar is a heads-up, not a deadline.

03
If uploads pause for a moment

Adding a great many images in one go can pause uploads briefly. Nothing is lost: wait a short while and try again, and the images you already added stay exactly where they were.

04
If your storage is full

This one does not clear on its own — waiting will not help. Free up room by deleting projects or catalogue items you no longer need, and then upload again. Board Composer says which of the two it is, so you never have to guess.

05
If an image is refused

Very large files, and files that are not really images, are turned away with an explanation of what to do instead. Exporting the file again at a lower resolution, or saving a floor plan as a PDF, is usually all it takes — plans keep their full detail either way.

06
If your catalogue is full

Your catalogue holds a fixed number of items on each plan, and Studio Settings shows the counter. Remove items you no longer use to make room for new ones. Deleting a catalogue item never affects the projects that already use it.

Limits are per account, not per project. Deleting a project frees the room its images were using.
AI Assistant

Let AI work for you

Connect the AI agent you already use to your workspace. It can create projects, add products, fill in specs, download product images from a URL, and prepare client presentations. You describe the outcome, and the agent does the work.

Works with any AI client that supports MCP (the Model Context Protocol); use whichever one you already work with
Requires a paid plan on your AI client, and a Board Composer Pro plan to connect your token
Give instructions in English, Spanish, or any language; the agent understands context
AI Agent Memory: the agent learns how you work and applies your preferences automatically over time
One-time setup of about 5 minutes; after that, just open your AI client and talk
How to set it up
01
Open the AI agent settings

Open Studio Settings (click your name or avatar in the top-right corner) and scroll to the "AI agent" section. Your connection token is already there. Use "Copy connection details" to get the server URL and token that any MCP client needs. If you happen to use Claude Desktop, there is also a one-click "Copy setup prompt" that configures it for you.

02
Choose your AI client

Use whichever AI client you prefer; any one that supports MCP can connect to Board Composer. There is no required client. A paid plan is needed on the client you choose.

03
Connect your AI client

How you connect depends on your client:

a.Any MCP client: open its MCP settings and paste the server URL and token from "Copy connection details" in Studio Settings.
b.Claude Desktop (optional shortcut): paste the setup prompt from step 1 into a new chat and it configures itself. If it asks for permission to run a command, click Allow.
04
Confirm the connection is active

How to check depends on your client:

a.Most clients: look for Board Composer listed as an active integration or MCP tool in the same settings screen where you added it.
b.Claude Desktop: close it completely and reopen it; a small tools icon appears at the bottom of the chat input, which confirms it is connected.
c.Test it: in any client, type "List my Board Composer projects." The agent should respond with your actual project list.
05
Start working

Open a new chat and describe what you need. Your AI agent now has full access to your Board Composer workspace: it can create projects, add rooms, fill in product specs, download product images from any URL, and generate client share links. You just describe the outcome you want.

Try this as your first instruction: "Create a project for the Johnson residence. Add living room, kitchen, and master bedroom. Add these products [paste a list of product names and URLs] and generate a share link for the client." Your agent handles everything.
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Guides

How to Get Client Approvals on Interior Design SelectionsHow to Keep a Record of Every Design RevisionHow to Build an FF&E Schedule Clients and Contractors Can Follow