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Getting started as an Admin

Get your first AI Analyst up and running in Actian AI Analyst Studio.

Studio is where data teams build and configure AI Analysts. This guide walks you through setting up your first AI Analyst from scratch.

Setup flow

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Step 1: Sign in

Go to wobby.ai and sign in with your account. If you don't have one yet, click Get started for free to create an organisation.

Step 2: Connect your data

AI Analysts need access to your data before they can answer questions.

  1. In Studio, open Connections in the left sidebar

  2. Click Add connection and select your data source (PostgreSQL, Snowflake, BigQuery, etc.)

  3. Enter your connection credentials and save

See Connect a data source for detailed instructions per database type.

Step 3: Build your semantic layer

The semantic layer is what keeps your AI Analyst accurate — it maps your raw tables and columns to business concepts your team actually uses.

  1. Go to Semantic Layer in the sidebar

  2. Create your first Model by selecting a table from your connected data source

  3. Add Dimensions (descriptive attributes like region or customer_tier) and Measures (numeric calculations like total_revenue)

  4. Optionally add Metrics for your most important KPIs

See Models and Metrics to go deeper.

Step 4: Create an AI Analyst

  1. Go to AI Analysts in the sidebar and click New AI Analyst

  2. Give it a name and description that reflects its purpose (e.g. "Sales Performance Analyst")

  3. Under Models, link the models you built in Step 3

  4. Under Instructions, write a brief description of what the AI Analyst should focus on and how it should behave

See Instructions for guidance on writing effective instructions.

Step 5: Test your AI Analyst

Open your AI Analyst and switch to Explorer view to test it. Ask a few questions that you'd expect a real user to ask. If results are off, go back to your semantic layer and refine your models, dimensions, or measures.

Step 6: Invite users and deploy

  1. Under Access Management, invite users or share the AI Analyst with your team

  2. Optionally connect to Slack or Microsoft Teams so users can query data directly from those tools

Next: explore Suggestions and Saved Prompts to give your users a great first experience.

PreviousWelcome to Actian AI AnalystNextGetting started as a User

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