DataPeak FAQ

Get answers to the most common questions about DataPeak’s no-code Agentic AI platform

Got questions? We’ve got answers.
Whether you’re exploring Agentic AI for the first time or already knee-deep in spreadsheets and data silos, this page covers the most common questions we get about DataPeak, no-code automation, and what it’s really like to build with us.

Getting Started (General Access Pages)

  • These pages include Registration, Login, Welcome, Terms, and Privacy Policy. They help users access the platform and understand basic usage.

  • DataPeak is a no-code automation platform powered by agentic AI. It helps teams orchestrate workflows, manage data, and deploy intelligent agents that automate tasks such as forecasting, summarization, and analytics. You can interact with the platform through dashboards, chat, and modular agents.

  • Click Sign Up at the top right of the homepage. Enter your name and email, then confirm your registration through the link sent to your inbox. Once verified, you can log in and set your password. Enterprise users will be contacted by the DataPeak team to finalize their plan.

  • New admins receive a one-week free trial under the Business Starter plan. When it expires, you’ll be redirected to the Subscription page to upgrade or continue with a paid plan. Enterprise trials require direct setup with the DataPeak team.

  • Yes. Unregistered users can view public pages such as the Welcome Page, Registration, Login, Privacy Policy, and Terms and Conditions. Features that require authentication are available only after signing in.

  • Yes. DataPeak Chat allows you to type commands like “Run the weekly report” or “Show top customers by revenue.” It supports follow-up questions and maintains context so you can explore data conversationally without writing code.

Dashboard

  • It displays your key charts, metrics, and workflow summaries in one place.

  • The dashboard helps you monitor performance, track data trends, and access visual reports quickly.

  • You can rearrange widgets, apply filters, rename charts, and download visuals in multiple formats. Admins can assign dashboards to teams or individuals.

  • From your Dashboard, you can rearrange or resize charts, rename them, and adjust filters. Admins can download charts in formats like CSV, XLSX, PDF, JPEG, or PNG, or assign them to specific groups using Assign to Group.

  • Click the download icon on any dashboard chart. Choose your preferred format such as CSV, Excel, PDF, JPEG, or PNG, then save the file for reports or further analysis.

  • Yes. You can filter by condition (equals, contains, greater than) or by value (selecting from column options). Columns can be hidden, renamed, or rearranged for clearer analysis.

  • Yes. You can add multiple vertical axes when comparing datasets and include reference or target lines to track goals or thresholds.

AI Agents

  • It’s where you create, manage, and deploy intelligent agents that automate tasks.

  • Use this page to build agents for summarization, classification, forecasting, and more—without writing code.

  • Click “Create Agent,” choose a task type, define inputs and outputs, and save. Agents can be reused across workflows or triggered by chat.

  • AI Agents are modular tools that perform tasks such as summarization, classification, data extraction, and transformation. You can create them from scratch or use predefined templates.

  • Go to AI Agents → Create Agent. Choose a task type, define inputs and outputs, and add prompt instructions. Agents can be reused, chained together, or triggered by workflows and chat commands.

  • Yes. You can set triggers such as “When new data is added” or “When a workflow reaches a specific step.” Agents can also respond to chat commands in real time.

  • Common use cases include document summarization, text classification, data extraction, natural language generation, and conversational responses.

  • Yes. You can view execution logs, success rates, and input/output previews. Admins can audit performance and refine agent logic for better accuracy.

  • Yes. You can edit prompts, adjust mappings, add fallback logic, and combine agents for multi-step automation.

  • Workflow Automation tools such as Zapier, UiPath, and Blue Prism are integrated to automate repetitive tasks and connect systems efficiently.

  • Learning Agents improve with experience, while Utility Based Agents evaluate possible actions to achieve optimal outcomes. Both are used for optimization, decision making, and predictive analytics.

Workflows

  • It lets you build multi-step automations using agents, data sheets, and triggers.

  • Workflows help streamline repetitive tasks like reporting, data transformation, and notifications.

  • Use the drag-and-drop interface to link components. You can set conditions, schedule runs, and monitor execution logs.

Data Sheets

  • It displays all your uploaded or generated datasets in table format.

  • This page is used to clean, filter, and prepare data for analysis or automation.

  • Upload a file or connect a source, then use filters, column tools, and versioning to manage your data.

  • Uploaded files become Data Sheets, structured tables that you can filter, edit, and connect to workflows or agents. You can preview rows, rename columns, and apply conditions before using them in automation.

  • You can upload CSV, Excel, JSON, or Google Sheets. These are converted into Data Sheets that support filtering, editing, and automation.

  • Yes. You can modify cells, add or delete rows, rename columns, and apply filters. All changes are saved in real time.

  • Once your data is connected, you can transform it, analyze it, chat with it using DataPeak Chat, or build custom workflows with Agentic AI-powered Custom Agents.

  • AI Data Merge combines multiple datasets into a unified table. It aligns columns, fills gaps, and adds context automatically. You can preview the result before finalizing.

  • Yes. Finalized Data Sheets can be linked to workflows or agents, shared with team members, or exported for external use.

  • Yes. You can view version history, set active versions, and create API endpoints for specific versions.

  • AI Agents continuously monitor for missing values, inconsistencies, and errors to maintain reliable datasets.

Forecasting & Analytics

  • It allows users to generate predictive models and visualize future trends using historical data.

  • Use it to forecast sales, inventory, support tickets, or other time series data using machine learning.

  • Select a dataset, choose a target column, configure model settings, and generate forecasts. You can visualize results and trigger automation based on predictions.

  • ML Forecasting uses machine learning to predict future values based on historical data. It is ideal for time series datasets such as sales, inventory, or support tickets.

  • Select a Data Sheet, choose the target column, define the time window, and configure model settings. The system trains a model and generates predictions automatically.

  • DataPeak uses ARIMA, Prophet, and LSTM-based neural networks. Model selection is automated but can be customized by advanced users.

  • Yes. You’ll see line charts, confidence intervals, and interactive filters. These visuals can be added to dashboards or exported.

  • Yes. You can define conditions such as “If forecasted demand exceeds a threshold, notify the team” or “Trigger a restock workflow if inventory falls below a set level.”

  • Yes. DataPeak provides backtesting, error metrics (MAE, RMSE, MAPE), and side-by-side comparisons of predicted and actual data.

  • Yes. You can group data by categories such as region or product type and generate forecasts for each segment.

Users & Permissions

  • It allows admins to manage user accounts, roles, and access levels.

  • Use this page to invite team members, assign roles, and control who can view or edit specific data and workflows.

  • Click the “+” icon to add users, select their role, and adjust permissions. You can also create teams and set feature access.

  • Roles define user access across the platform:

    • Site Admin: Full control over users, subscriptions, and platform settings

    • Admin/Sub Admin: Manage users, data, and dashboards

    • Business User: View and interact with assigned datasets and dashboards

    • Viewer: Read-only access to reports and logs

  • Yes. You can group users into teams with scoped access to workflows, agents, and data. A user can belong to multiple teams with different roles in each.

  • Go to Users and Permissions. Select the + icon to add a new user, assign a role, and set permission levels. Enterprise accounts can also create Sub Admins. Permissions can be adjusted at any time.

  • Through the user management hierarchy, you can assign groups to users along with individual permission access for those groups. This lets you control who has access to which data and how much access they have.

  • Yes. The Site Admin can toggle features such as SSO, OCR, or Dashboards on or off for the entire site. This ensures that only relevant modules are visible to users.

  • Yes. DataPeak logs actions such as workflow edits, agent deployments, and permission updates. This provides visibility and accountability across the system.

  • Workflows and agents can be scoped as global, team-specific, or private. This ensures that sensitive processes are only accessible to authorized users.

Settings

  • It centralizes your account preferences, integrations, and platform configurations.

  • Use it to manage notifications, API tokens, add-ons, and feature toggles.

  • Navigate through tabs to adjust settings. You can enable or disable modules, download Office add-ons, and update your profile.

  • You can find it in the Settings page under either “Office365 AI Calendar Add-On” or “Office365 AI Email Add-On.” These add-ons allow you to connect your Outlook calendar and inbox to DataPeak for intelligent scheduling, reminders, and workflow triggers.

API Management

  • It allows you to create, test, and manage APIs for external data access.

  • Use it to connect DataPeak datasets to other platforms securely using tokens and endpoints.

  • Go to Output APIs to create an endpoint. Assign a token, test the connection, and activate or deactivate as needed.

  • Go to Data and Users → Output APIs. You can create APIs from datasets, assign tokens, and test requests. APIs can be activated or deactivated as needed.

  • Go to Data and Users → API Tokens. Click Generate New Token, then copy and assign it to an API for secure authorization.

  • Once a token is assigned, select Test API from the Output API tab to view the JSON response and verify the request.

Notifications

  • It shows alerts, reminders, and scheduled messages across your account.

  • Use it to stay informed about workflow activity, data changes, and system updates.

  • Create new notifications from the Chat or dropdown menu. You can filter by status, edit schedules, or delete old alerts.

  • You can create or view notifications through the Chat (+ icon → Notifications) or your user dropdown menu. Notifications can be scheduled, edited, or deleted.

  • Yes. You can filter notifications by read, unread, or scheduled status, and sort by columns for quick management.

VisionLLM

  • It extracts structured data from PDFs and images and converts it into editable tables.

  • Use it to transform unstructured files into usable datasets for analysis or automation.

  • Upload a file, run the extraction, and review the output. You can edit cells before saving the final Data Sheet.

  • VisionLLM extracts structured data from PDFs or images and converts it into editable tables. You can clean, modify, and interact with the data directly in DataPeak.

  • Yes. After running OCR or VisionLLM extraction, you can review and adjust the data before saving. Modified cells are highlighted for visibility.

Chat

  • It provides a conversational interface to interact with your data and agents.

  • Use it to ask questions, trigger workflows, or explore datasets using natural language.

  • Type a command or question. The system will respond with data, charts, or actions based on your input. You can pin agents or create notifications directly from chat.

  • Yes. DataPeak Chat allows you to type commands like “Run the weekly report” or “Show top customers by revenue.” It supports follow-up questions and maintains context so you can explore data conversationally without writing code.

Subscription Settings

  • It shows your current plan, usage limits, and upgrade options.

  • Use it to manage billing, view token usage, and switch between Business Starter and Enterprise plans.

  • Go to Settings → Subscription. You can view plan details, upgrade, or contact support for enterprise setup.

  • New admins receive a one-week free trial under the Business Starter plan. When it expires, you’ll be redirected to the Subscription page to upgrade or continue with a paid plan. Enterprise trials require direct setup with the DataPeak team.

  • DataPeak offers two main subscription options:

    • Business Starter: Includes core AI tools, limited tokens, and essential data integrations

    • Enterprise: Unlocks unlimited usage, advanced security compliance (SOC2, ISO28001, GDPR), and dedicated support for teams

    You can view or upgrade your plan anytime under Subscription Settings.

Support

  • It provides access to help resources and direct contact with the DataPeak support team.

  • Use it to report issues, ask questions, or request onboarding assistance.

  • Go to Settings → Help → Contact Support. Fill out the form describing your issue, and the team will respond via email.

  • Go to Settings → Help → Contact Support. Fill out the form describing your issue, and the DataPeak team will respond via email.