setup

First-time configuration of the AI Analyst workspace is automated through a guided 4-phase interview that collects your role, data connections, business context, and output preferences, completing the setup in about 5 minutes.

Yes, the setup process is fully resumable. If you exit the configuration interview midway, the system saves your setup state and picks up exactly where you left off without requiring a restart from scratch.

The 4-phase onboarding covers role definition, data connection setup, business context input, and output preference configuration. It structures questions to avoid overwhelming you while gathering all required analytical environment settings.

Yes, auto-workspace creation automatically generates the required directory structure for storing datasets, analyses, user profiles, and setup state files. This eliminates the need for manual file creation during your initial configuration.

Data path validation occurs automatically during the data connection phase of the setup interview. The guided process ensures your specified data connections are correctly configured before completing your workspace setup.

To prepare for AI Analyst onboarding, gather your core business metrics, ensure your data connections are accessible, and know your preferred analysis output formats. The guided setup handles workspace creation and configuration automatically.