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Quick start 1 — model your data & ask questions

Goal: connect a database, turn it into a governed business model in the Catalog, and get trustworthy answers in the Conversation section. ~10 minutes.

Connectors: add + scan  →  Catalog: approve entities, wire the model  →  Conversation: ask, teach, save

1. Connect and scan​

Go to Connectors → + Add source, pick your database (or the bundled Northwind demo), and paste a read-only connection string. Then Scan: AgentData profiles every table, classifies columns, and proposes entities (Customer, Order, Product…) with measures and dimensions.

Add a data source

2. Curate the model (Catalog → Entities)​

Open Catalog. The first tab, Entities, lists what discovery proposed — each entity starts as pending_review:

  • Approve all what looks right; only confirmed entities are queryable.
  • Rename entities and attributes to your business language (per-language labels are supported — English and Hebrew queries both work).
  • Merge duplicates by dragging one entity onto another (union / join / add-columns — AgentData proposes the method), or split an over-merged one.
  • Add calculated columns (e.g. unit_price * quantity as line_total) — they behave like real columns everywhere.

Confirmed entities

3. Wire relationships (Catalog → Model)​

Switch to the Model tab — the whole model on one canvas, facts and dimensions as nodes, joins as edges:

  • Missing join? Draw an arrow between two entities and pick the keys — manual relationships win over inferred ones.
  • Multi-select the entities of one subject area and save the layout as a named star-schema model.

The model graph

4. Ask questions (Conversation → Query)​

Open Conversation. In the Query tab, ask in plain language:

top 5 products by revenue

You get the rows, the chart, and the generated SQL — nothing is a black box. Then make it smarter:

  • Follow-ups carry context: "…and only for Germany" refines the previous question.
  • Teach a metric — describe a business term once ("net revenue = revenue minus discounts, excluding cancelled orders") and it becomes a reusable measure.
  • Save good queries. Saved + approved queries become few-shot examples that teach the planner your phrasing — recall improves the more you curate (see Training & feedback).

A query with its SQL

Where this leaves you​

A governed model with your names on it, queryable in plain language from the app, the API, MCP clients, and even Slack. Every other quick start builds on this foundation:

  • Quick start 2 — enrich leads and push them to HubSpot with a flow.
  • Quick start 3 — expose the data as a governed JSON service.
  • Quick start 4 — publish reports to Power BI, Excel, Google Sheets or Metabase.