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Quick Start

Get up and running with AnalytAI in just 5 minutes.

Step 1: Sign Up

Section titled “Step 1: Sign Up”
  1. Go to AnalytAI app
  2. Click “Sign Up”
  3. Enter your email and password
  4. Verify your email
  5. Access your workspace (a personal organization is created automatically)

Step 2: Create a Project

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  1. Click “New Project”
  2. Enter a project name (e.g., “Sales Analysis”)
  3. Click “Create”

Step 3: Connect Your Data

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  1. Click “Add Data Source”
  2. Select your data source type:
    • SQL Databases: PostgreSQL, MySQL, Supabase
    • Business Apps: Tally
    • File Uploads: CSV, Excel, JSON
  3. Enter your connection details
  4. Click “Test Connection”
  5. Click “Connect”

AnalytAI discovers your schema automatically. This usually takes a few moments.

Step 4: Ask Your First Question

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  1. Click on the “Chat” tab
  2. Type a question about your data:
    • “Show me sales by region”
    • “What are my top 5 products?”
    • “Compare this month to last month”
  3. Press Enter

AnalytAI will:

  • Generate a SQL query
  • Execute it on your database
  • Create a visualization
  • Provide insights

Step 5: Build a Dashboard

Section titled “Step 5: Build a Dashboard”
  1. Ask a question in Chat that returns a chart or table
  2. On the result, click “Add to Dashboard”
  3. Review the component title
  4. Select one or more dashboards, or create an empty dashboard first from “Dashboards” > “Create Dashboard”
  5. Open “Dashboards” from the main sidebar
  6. Rearrange and resize the saved components on desktop
  7. Click “Save Layout”

You’re Ready!

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You’ve just:

  • Connected your database
  • Asked your first AI question
  • Created a dashboard

Next: Explore More

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Need Help?

Section titled “Need Help?”

Happy exploring!