DataPeak FAQ

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

For in-depth step-by-step guides to help you learn, build, and automate with confidence, check out the DataPeak How-To Library

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)

Welcome to DataPeak! This section helps you understand what DataPeak is, who it’s for, and how to get started. You’ll learn the basics of signing up, navigating the platform, and interacting with AI agents.

Dashboard

The Dashboard provides a central view of your key metrics, charts, and workflow summaries. It’s your hub for monitoring performance and accessing reports quickly.

Chat

Chat allows you to interact with DataPeak agents and workflows using natural language, enabling faster operations without navigating multiple menus. It supports both typing and voice commands for flexibility.

AI Agents

AI Agents are modular tools that perform specific tasks such as summarization, classification, and data transformation. They can be automated or triggered on-demand to enhance efficiency.

Data Connectors

Data Connectors link external data sources like spreadsheets, databases, or APIs to your workspace. They make it easy to bring in and refresh data automatically.

My Data Connectors

This tab shows the connectors you own or have access to, letting you manage and share them efficiently.

Datasets

Datasets are structured collections of data built from connectors, uploads, or merges. They serve as the foundation for analysis and automation.

AI Data Merge

AI Data Merge intelligently combines multiple datasets, identifying matching columns and resolving conflicts to produce clean, unified data.

Data Extraction

Data Extraction uses AI and OCR to pull structured data from PDFs, images, or scanned documents, converting them into usable datasets.

Data Sheets

Templates provide reusable forms for structured data entry, including validation rules, logic, and branching for consistency and accuracy.

Data Quality Monitoring

Data Quality Monitoring ensures your datasets are accurate and complete by flagging anomalies, missing values, and duplicates automatically.

Version History

Version History tracks dataset changes over time, allowing you to review, restore, or lock previous versions as needed.

VisionLLM

VisionLLM analyzes your datasets and provides AI-driven insights, summaries, and suggestions. It supports structured tabular data and can handle multiple sheets for combined analysis.

Token Management

Tokens in DataPeak provide secure, flexible access for APIs, agents, and automations. They act as digital keys that let you integrate systems, control permissions, and monitor usage while keeping your credentials safe and your workflows running smoothly.

Output APIs

Output APIs expose your datasets as secure endpoints, allowing external systems to access your data programmatically.

API Tokens

API Tokens secure access to Output APIs and other endpoints, giving you control over permissions and usage tracking.

Forecasting & Analytics

Forecasting & Analytics tools help you identify trends, predict outcomes, and detect anomalies. You can schedule reports and update forecasts in real-time to support decision-making.

User Management: Users

The Users tab lists everyone in your workspace, showing roles, teams, and activity. You can invite, manage, or deactivate users as needed.

User Management: Hierarchy & Permissions

This section manages roles, access levels, and permissions for teams and features. Custom roles, scoped access, and audit logs ensure secure, organized collaboration.

Office Add-Ons

DataPeak’s Office add-ons bring AI and automation directly into Microsoft Outlook and Excel. They let you connect, analyze, and act on data without leaving your inbox or spreadsheets, streamlining everyday tasks and enhancing productivity across your organization.

Privacy & Security

DataPeak is designed with privacy and protection in every layer. Advanced encryption, access controls, and detailed audit logs ensure your data remains secure, confidential, and fully within your organization’s control.

Settings

Settings allow you to configure workspace preferences, profile information, integrations, and security options such as SSO, language, and notifications.

Notifications

Notifications alert you to important events triggered by agents, workflows, or dashboards. You can customize what triggers notifications and who receives them.

Subscription Settings

This section helps you manage your subscription settings, update your plan preferences, and control renewal options for your account.

Support

Support provides documentation, FAQs, tutorials, and ticket submission for technical or billing assistance. Step-by-step guides help users get started and troubleshoot issues.