Quick Start Guide

Get up and running with the platform in just a few minutes.

Step 1: Access the Dashboard

After logging in, you'll be taken to the Dashboard. This is your central hub for accessing all features and viewing quick statistics about your data connections.

Step 2: Create Your First Connection

  1. Navigate to Connectors → Connect from the sidebar
  2. Click the Add Connection button
  3. Select your connection type:
    • Native Databases: MySQL, PostgreSQL, MSSQL, Oracle
    • Cloud Storage: AWS S3, Azure Blob, Google Cloud
    • File Servers: SFTP, FTP
    • Data Sets: CSV, JSON, Parquet files
  4. Enter your connection credentials
  5. Test the connection to verify it works
  6. Save your connection

Step 3: Explore Your Data

  1. Go to Data Catalog → Explorer
  2. Select your newly created connection from the list
  3. Browse through tables, schemas, or files depending on your connection type
  4. Click on any table or file to preview its contents

Step 4: Use AI Assistance

  1. Navigate to AI Lab → AI
  2. Type your question or request in natural language, such as:
    • "Show me the top 10 customers by revenue"
    • "What are the columns in the users table?"
    • "Generate a summary of the sales data"
  3. The AI will process your request and provide relevant results

Step 5: Create a Workflow (Optional)

  1. Go to Workflows from the sidebar
  2. Click Create Workflow
  3. Define your workflow steps to automate data movement or transformation tasks
  4. Save and run your workflow

Congratulations!

You've successfully set up your first data connection in the platform. Explore the detailed documentation for each feature to learn more about advanced capabilities.