The onboarding wizard guides you through essential setup steps to get value from clariBI quickly.
Starting the Onboarding
When It Appears
The onboarding wizard appears:
- After first login
- When creating a new organization
- If you haven't completed setup
Onboarding Steps Overview
- Welcome: Introduction and goals
- Data Sources: Connect your first data
- Dashboard: Create initial dashboard
- Sample Data: Try with demo data (optional)
- AI Tour: Learn conversational analytics
- Complete: Ready to explore
Step 1: Connect Data Sources
Connection Options
- File Upload: Drag and drop files
- Database: Enter connection details
- Sample Data: Use demo datasets to explore
File Upload Steps
- Select file type (CSV, Excel, PDF, etc.)
- Drag file to upload area
- Preview data columns
- Confirm column mappings
- Save data source
Database Connection
- Choose database type
- Enter host, port, database name
- Provide credentials
- Test connection
- Select tables to import
Step 2: Create Your Dashboard
Dashboard Setup
- Name your dashboard
- Choose a niche/industry template
- Select data sources to include
- Pick key metrics to track
- Generate initial layout
Template Options
Templates are available for:
- E-commerce analytics
- SaaS metrics
- Marketing performance
- Sales tracking
- Custom (blank canvas)
Step 3: Try Sample Data
Demo Datasets
If you want to explore before connecting real data:
- Sales Performance Demo
- Marketing Analytics Demo
- Customer Service Demo
Benefits of Sample Data
- See full feature capabilities
- Learn without risking real data
- Test dashboard configurations
- Understand AI insights
Step 4: AI Feature Tour
Conversational Analytics Introduction
- Learn to ask natural language questions
- Try example queries
- See AI-generated insights
- Understand credit usage
Example Queries to Try
- "What were my top products last month?"
- "Show sales trend this quarter"
- "Compare revenue by region"
Completing Onboarding
Finish and Explore
After completing all steps:
- Access your new dashboard
- Continue adding data sources
- Invite team members
- Explore advanced features
Skipping Steps
You can skip any step and return later via Settings > Onboarding.