User guide¶
This section is for people using the portal in a browser. It assumes setup is done — if not, start with Get started.
The rail on the left switches between five modes:
| Rail | What it is for |
|---|---|
| Chat | Ask a question in plain English. Get a checked query, a table, a chart and every step the agent took |
| Boards | Dashboards: questions you want to see again, refreshed with one button |
| Data | The connection, the data model and the model editor |
| Flows | Repeatable work in numbered steps, with a person checking each step |
| Agents | Give other AI tools (Claude Desktop, Claude Code) the same safe, read-only access |
Which North stores drove the change?
✓Total revenue by store, week · last 14 days, 1 filter58 rows · 1.2s ▸
Three stores account for most of North's rise: S014 Leeds Central (+£41k), S007 York (+£22k) and S021 Harrogate (+£18k)…
Ask about your data…↑
The rail on the left switches mode; the column beside it belongs to the mode you are in.
Cmd/Ctrl + K starts a new chat from anywhere.
| Page | ||
|---|---|---|
| Everyday use | Ask questions | Everything a chat shows you, uploads and Python |
| Dashboards | Tiles, layout, refresh, chart types | |
| Run a Flow | Briefs, the run story, review points, re-running | |
| Looking after it | Change the model | Branches, the editor, Save → Validate → Publish → Merge, rebuilding |
| Give tools to other agents | MCP setup |