How To Use the Welcome Page

Your guided starting point inside DataPeak.

After you create your account and sign in for the first time, the Welcome Page is the first place you’ll land. Think of it as your home base: it gives you quick access to onboarding steps, templates, and DataPeak’s most powerful features.

This guide walks you through everything on the page so you know exactly where to start.

1. Overview

The Welcome Page is designed to help you get comfortable with DataPeak quickly, whether you're automating workflows, uploading data, or exploring insights with AI.

It includes:

• A searchable help bar (“How can I assist you today?”)

• Your onboarding progress

• Your first four recommended steps

• Pre-built templates

• Key features you can explore right away

• A quick sidebar overview for easy navigation

2. Search Bar / AI Assistant

At the top of the page, you’ll see the question:

“How can I assist you today?”

You can type anything here, from questions, simple commands or specific tasks:

• “How to I upload a dataset?”

• “I’d like to chat with the data”

• “Let’s create a Hierarchy”

This search/assistant bar is a fast way to move around the platform or get help without digging through menus.

3. Get started with DataPeak (Onboarding Progress)

Below the search bar, you’ll see:

Get started with DataPeak (XX%)

This percentage reflects your progress through the four core onboarding steps most new users complete:

1. Upload Dataset

2. Use Auto Analytics

3. Create an AI Agent

4. Chat with Your Data

When you complete any of these actions, your progress updates automatically.

This helps new users understand where they are in the setup process, and what to try next.

When these four actions are completed, these blocks disappear from the Welcome Page. You may continue to these features by choosing them from the Explore Key Features section at the bottom of the Welcome Page.

4. Your First Four Steps

These four cards guide you through the typical first actions inside DataPeak.

1. Upload Dataset

Add your first dataset to start exploring insights or building AI-driven workflows.
Click Upload to import files (CSV, Excel, PDF, images, etc.).

Recommended first use: Upload a simple CSV or Excel file, something familiar, to see how DataPeak works with your data.

2. Use Auto Analytics

Auto Analytics instantly analyzes your uploaded data and generates insights, visualizations, and summaries.

Click View to run quick analytics without setting anything up.

Recommended first use: Run Auto Analytics on the dataset you just uploaded to see immediate, AI-generated insights.

3. Create an AI Agent

Agents automate tasks, manage workflows, and handle multi-step operations with your data.

Click Create to open the Agent Builder.

Recommended first use: Try creating a simple agent using one of the starter templates or recommended agent types.

4. Chat with Your Data

Ask questions, analyze tables, or generate charts, all in natural language.

Click Start to chat directly with your uploaded datasets.

Recommended first use: Ask a simple question like “What were my top performing categories last month?”

5. Jumpstart with Pre-built Templates

This section includes templates that showcase DataPeak’s features with minimal setup.

For example:
Inventory Forecast Agent — uses historical data to generate forecasts, reorder points, and stock level insights.

Click Use Template to instantly load a template and explore how it works.

Note: The template list may change over time as new templates are added.

Recommended first use: Open any template to get a feel for how DataPeak builds agents and workflows behind the scenes.

6. Explore Key Features

This section gives you faster access to DataPeak’s core capabilities. Each card leads to a key feature area inside the platform.

Below is a short description of each feature plus when to use it first.

Chat with LLM

Use natural language to explore data, debug issues, ask questions, or get help.

First Use: Try asking about your dataset or workflow idea.

AI Agents

Manage all your custom agents in one place, view their status, edit workflows, or run them on demand.

First Use: Open the Agents page to see recommended agents or create your own.

Automated Forecasting

Predict trends using built-in machine learning models.

First Use: Run a quick forecast using a dataset with dates and numeric values (e.g., sales, demand, or production data).

Data Connectors

Connect DataPeak to external systems — ERPs, CRMs, databases, cloud apps, and more.

First Use: Browse connectors to see what systems your team can integrate automatically.

Output APIs

Turn your AI agents into secure APIs that other apps or systems can call.

First Use: Explore how to send agent output to external tools such as dashboards, CRMs, or automation platforms.

Auto Analytics

A shortcut to instant insights on any dataset.

First Use: Run Auto Analytics from here as an alternative to using the onboarding tile.

Data Sheets

Create smart forms for collecting structured inputs from team members or customers.

First Use: Try creating a simple survey or input form to see how DataPeak turns form responses into datasets.

OCR (Optical Character Recognition)

Extract data from PDFs, images, and scanned documents.

First Use: Upload a document to see how quickly DataPeak turns it into usable data.

AI Data Merge

Combine multiple files or datasets into a single structured dataset using AI.

First Use: Merge two similar spreadsheets (e.g., monthly reports) to see automatic alignment.

Users & Permissions

Manage user accounts, roles, and access controls.

First Use: If you’re an admin, review your role settings and invite team members.

7. Left Sidebar Navigation (Quick Overview)

The left sidebar gives you consistent access to all major areas of the platform:

• Welcome — Home base and onboarding hub

• Dashboard — High-level overview of your data and agents

• DataPeak Chat — Conversational interface for natural language exploration

• Agentic AI — Build, manage, and customize AI agents

• Data Management — Upload, organize, and configure datasets

• User Management — Invite users, set permissions and build your organizational hierarchy

• Help — Direct access to the FAQ and support materials

This sidebar is the fastest way to move around DataPeak as you get familiar with the platform.

8. What to Do Next

Most users follow this sequence:

1. Upload a Dataset

2. Run Auto Analytics

3. Create Their First Agent

4. Chat with Their Data

5. Explore a Template

6. Connect external data sources

7. Build workflows or APIs

Each of these actions is covered in its own dedicated How-To page.

You're now ready to use the Welcome Page as your launchpad for everything DataPeak can do.