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This tutorial is intended for Admin users, responsible for configuring data sources and setting up the chatbot.

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Learning Objectives

By the end of this tutorial, you will be able to:
  • Connect to your Database.
  • Start experimenting with your WisdomAI chatbot to test it.
  • Provide feedback so the system can create context by itself.
Once you have completed this tutorial, you will have a working chatbot connected to your data and ready to improve through real-time interaction and feedback.

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Before you Begin

To follow this tutorial, you should:
  • Have Admin access to your WisdomAI account.
  • Know the credentials to access your data source.

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Connect to Data Sources

To get started, you first need to connect your existing data source to WisdomAI so the system can access and prepare your data for use and create reports:
  1. Go to the left sidebar, click on Connections, and click on the Add Connection button to start.
    This action lets you link your existing data sources to WisdomAI. Doing so enables the system to scan metadata. For data warehouse connections, it also allows WisdomAI to fetch data when users ask questions in natural language.
Add a Connection
  1. Add a Connection name. Make it representative so it is easy to identify among other connections.
  2. Select the Data Source type.
    Access Supported Data Sources to see the complete list of supported data sources by WisdomAI.
  3. Once selected, add your data source credentials, including:
    • Account
    • Warehouse
    • User
    • Role
    • Private Key
    • Database Filters
  4. After you have added your credentials, click on the Save and Sync metadata button.
Add a Connection

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Select the Data

After you have added your data source, you will need to select what data you want to use in your project. For this, you will need to create a Domain.
  1. Go to Domains in the left sidebar.
    A Domain represents a logical business area or function, such as Sales, Marketing, or Finance. Creating well-defined domains makes data more accessible and relevant to business users.
  2. Click on the Add Domain button. A new window will open.
Create a Domain
  1. Enter the Domain name and a Description for it.
  2. Select the database from the dropdown menu. Once selected, the list of tables will be displayed.
  3. Choose the tables you would like to use, then drag and drop them into the working area.
  4. Click on Save and continue. Now you are ready to start testing the WisdomAI chatbot to retrieve information and generate reports about your business.
Create a Domain

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Upload CSV files

In addition to database connections, Admins can add data directly to a Domain using CSV, TSV, or Excel files. When an Admin adds a file this way, the data becomes a permanent part of the Domain and is available to all users (Admins and Explorers) with access to that Domain.
  1. Navigate to Domains in the left sidebar and select your Domain.
  2. Go to the Data Sources tab.
  3. Click Add Table and select Create from CSV.
Domain screen showing the Upload a CSV file option
  1. Upload your file and configure the column types.
Configure tables modal
Replace an Existing tableYou can also replace an existing CSV table instead of uploading a new one. This allows you to update the underlying data while preserving all existing column descriptions, settings, and domain configurations. To learn how to do it, see our Work with CSV Files guide.
  1. Click Create Table.
Create Table From Csv Domain02
Use CSVs as an ExplorerWisdomAI also allows non-admin users to create private domains or attach CSVs directly to a chat for quick analysis. For a full breakdown of these features and detailed configuration steps, see our Work with CSV Files guide.

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Start Testing

Once your data is set up and selected, you can begin experimenting with your WisdomAI chatbot to see it in action and test its data analysis capabilities. Here are some example questions you may ask:
  • “What was our revenue by region last quarter?”
  • “Show me customer retention by month.”
  • “Which products had the highest growth rate compared to last year?”
While experimenting with your chatbot, you can train it by providing feedback. There are three main ways to do so:
  • Using the thumbs up/down icons. If your feedback was thumbs down, a new window opens to let you adjust the query accordingly. The more thumbs up/down you provide, the more you will be training the tool to get a high-quality, correct answer.
  • By changing the SQL Code.
  • By Fine-tuning the Context.
Think about the following scenario: you are telling the system that the Report it has created is not correct, so you provide the accurate data within the chat. If this additional context has not been added through the database tables, you will be able to add it directly through the chat.
In all these cases, the system will use the provided data to adjust the context of your database further, enabling it to provide better answers in future searches, as shown in the example images below. Thumb Down Feedback Revenue By Region

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Next Steps

Supported Data Sources

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

Advanced Data Modeling

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

Provide Feedback to the System

Learn how to rate answers and provide corrections to improve the system’s accuracy.