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DataXpert

Quickstart

Follow these steps to start analyzing your data with DataXpert.

1. Create your account

Section titled “1. Create your account”

Go to app.dataxpert.ai and sign up with your email and password.

Every login is verified by a 6-digit code emailed to you. Enter the code on the verification screen to finish signing in.

Open DataXpert →

2. Connect a data source

Section titled “2. Connect a data source”
  1. In the sidebar, click Data.
  2. Click Add New Data Source at the top right.
  3. On the New Datastore screen, pick how to bring in your data:
    • Single Table — one CSV, TXT, or Excel file.
    • Multi Table — multiple files together, or a multi-sheet Excel workbook (at least 2 tables).
    • Select Files — documents (PDF, DOC, DOCX, PPT, PPTX, TXT).
    • Connect Data Source panel — click a database card (PostgreSQL, MySQL, SQL Server, MongoDB, Snowflake, BigQuery, Cassandra) or business-app card (HubSpot, Zoho, SAP, NetSuite).

DataXpert reads your data so you can start asking questions about it right away.

3. Ask a question

Section titled “3. Ask a question”
  1. Click New Chat in the sidebar.
  2. Pick the data source (or sources) you want to ask about.
  3. For a database, click Tables to focus your question on specific tables.
  4. Use the Chat / Dashboard toggle to choose Chat or Dashboard mode.
  5. Type a question in everyday language:

“What were the total sales by region last quarter?”

DataXpert returns the answer along with the right visualization.

4. Build a dashboard

Section titled “4. Build a dashboard”
  1. Click Dashboards in the sidebar.
  2. Click New Dashboard.
  3. Pick a data type (Spreadsheet or Database), pick the source, name the dashboard, and optionally add instructions.
  4. Click Next.

DataXpert builds the dashboard for you in the background. Open it once it’s ready, and use Add Chart or KPI to add more.

5. Invite your team

Section titled “5. Invite your team”

On a Team plan, go to Account → Team Members to invite teammates by email. Only an organization owner or admin can manage members.

Next steps

Section titled “Next steps”