Overview

Welcome to the WisdomAI documentation site. These guides provide all the essential information you need to effectively utilize the platform’s features, from querying data using natural language to setting up granular access controls. Whether you are a technical user or a business professional, you will find detailed instructions for integrating, analyzing, and visualizing your data.

Where to start?

WisdomAI caters to diverse user roles. Follow the path that aligns with your responsibilities:

Admins (Data Administrators)

Objective: Set up and configure WisdomAI for your organization.

Start Here:

Connect and Test

Create Context

Key Actions:

• Connect data sources and define Domains.
• Document tables and columns for clarity.
• Add contextual information and reviewed queries.
• Configure access controls and security settings.
• Define table relationships (1:1, 1:M, M:M) to model data associations and enable efficient querying.

Explorers (Business Users)

Objective: Use WisdomAI’s tools and capabilities to extract meaningful insights from your data and effectively communicate them to others.

Start Here:

Ask Better Questions

Turn Answers into Dashboards

Share Dashboards and Set Access

Schedule Dashboard Notifications

Key Actions:

• Pose natural language questions to explore data.
• Create and customize interactive Dashboards.
• Share insights with team members and stakeholders.
• Set up notifications to stay updated on key metrics.

Next steps

Supported Data Sources

Explore the full list of databases and platforms you can connect to the system.

Connect and Test Tutorial

Walk through the initial setup to connect a data source and run your first query.

Advanced Data Modeling

Define relationships and context in your data to enable more powerful analysis.

Provide Feedback

Help improve model accuracy by rating answers and providing corrections.

Turn Answers into Dashboards

Compile key insights and visualizations into a shareable, narrative-driven report.