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

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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.

  • 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.

  • No. DataPeak is designed to be no-code friendly. You can build and manage agents without writing code, though technical users can explore advanced configurations.

  • Agentic AI means AI that works like an agent. It can make decisions, take actions, and adapt to your goals without needing constant instructions.

  • DataPeak supports multiple languages across its interface, including English, French, Spanish, German, Portuguese, and Japanese. Users can select their preferred language (between English and French) during onboarding or update it later in their profile settings. Language support also extends to agent outputs, data labeling, and notifications, depending on workspace configuration. Localized templates and workflows can maintain consistency across regions.

  • 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.

  • You can automate many workflows with DataPeak like reporting, data processing, tool integrations, and decision-making tasks. If it’s repetitive or rules-based, DataPeak can handle it.

  • 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

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.

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

  • You can create graphs directly from the Dashboard using your data.

    Graphs can also be created through DataPeak Chat or within Custom Agents and added to your dashboard for easy access and monitoring.

  • 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. Frequently used charts or agents can be pinned to the top of your dashboard for quick access.

  • Yes. You can drag graphs to different positions and resize them to customize how your dashboard is organized.

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

  • Yes. The dashboard updates live as agents run and data changes, ensuring you always see the latest information.

  • Yes. Dashboard graphs can be updated after they are created, depending on the graph and your permissions.

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.

  • DataPeak Chat lets you interact with your data using natural language. You can ask questions about your data, explore information, generate insights and visualizations, and ask follow-up questions to continue your analysis. Chat also provides access to Deep Chat, Agent Chat, and your available agents.

  • Chat helps you work faster by letting you launch workflows, troubleshoot issues, and build agents without clicking through menus.

  • Type or speak your request. You can ask Chat to run an agent, explain a result, create a workflow, or notify you when something happens.

  • Yes. You can ask why something failed, view logs, and get suggestions for how to fix it.

  • Yes. Your conversations are tied to your workspace and follow the same security and access controls as the rest of the platform.

  • Yes. You can ask DataPeak Chat to create graphs and visualizations from your data. These can help you explore trends, comparisons, and other insights within your information.

  • Explore Agents redirects you to the Agentic AI page where you can create and explore agents.

  • Yes. Voice input is supported through the chat, allowing hands-free interaction. You can speak commands like “Generate a report from last week’s data” or “Send a notification to the team,” and the chat will execute them just like typed queries.

  • Deep Chat is designed for more in-depth analysis of your data. It uses additional context from your selected information to provide more detailed and relevant responses, making it useful when you need to explore complex questions or work more deeply with multiple sources of data.

  • Agent Chat lets you create Custom Agents through conversations with DataPeak. Start by describing what you want the agent to accomplish, and Agent Chat will help you define the goal and build the agent based on your requirements.

  • Select New Agent Chat and describe what you want your agent to do. DataPeak will guide you through the setup based on your goal and help build the Custom Agent. You can then view the agent on the canvas to review or make changes to its workflow.

  • Yes. While creating an agent with Agent Chat, you can view the generated workflow on the canvas and switch between the canvas and Agent Chat as you work. This allows you to use the conversational experience while still having access to the visual workflow.

  • No. Agent Chat is designed to help you build an agent by describing your goal in natural language. DataPeak helps translate what you want to accomplish into the agent workflow, so you do not need to build each component manually from the start.

Agentic AI

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.

  • Agentic AI allows you to create and run AI-powered workflows that perform tasks using your data. You can build Custom Agents for your own processes or use available agents for specific tasks.

  • A Custom Agent is a reusable workflow that combines different components to complete a task such as summarization, classification, data extraction, and transformation. You can create them from scratch using the Agentic AI canvas, or by using the Agent Chat in the DataPeak Chat page.

  • You can create a Custom Agent from the Agentic AI page by selecting Create Agent. From there, you can build the workflow manually by adding and connecting components on the canvas, or use the Agent Chat to help build an agent based on what you want to accomplish.

  • No. Custom Agents use a visual, drag-and-drop canvas where you can add, configure, and connect components. The Agent Chat can also help you create an agent by describing what you want it to do.

  • The Agent Checker validates the workflow and checks components for input and output compatibility. Warnings and errors identify components that may need attention before you run the agent.

  • When you run an agent, successfully completed components display a green checkmark. You can select a completed component to view the output from that stage of the workflow.

  • Yes. Agents can be shared with individuals, teams, or made public within your organization.

  • Components are the individual building blocks that make up an agent’s workflow. Different components handle inputs, data processing, text processing, AI models, predictions, visualizations, file creation, notifications, and other actions. You connect components together to determine how data moves through the agent.

  • Yes. You can use Build New Component to create a reusable Custom Component. You define what the component should do, use the AI Assistant to help generate its logic, preview the results, and save it to My Components for use in your agents.

  • Yes. Once a Custom Component is saved, it appears under My Components and can be added to other Custom Agent workflows. This allows you to reuse the same custom logic without rebuilding it each time.

  • Yes. Custom Agents are designed to support multi-step workflows. You can connect multiple components in a sequence or create branches where data is sent through different parts of the workflow.

  • 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. DataPeak provides LLM components from multiple providers that can be used within Custom Agent workflows. The available models can be selected and configured based on the task the agent needs to perform.

  • Yes. Graph components can be added to an agent to turn workflow results into visualizations such as bar, line, pie, scatter, area, and radar graphs.

    These graphs can also be saved to your dashboard.

  • Yes. Once your workflow is ready, you can give the agent a name and description and save it. The saved agent will then be available in your Custom Agents section for future use.

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.

  • Data Connectors let you bring data from different sources into DataPeak so it can be used across the platform. You can upload files and media, connect cloud storage and business applications, use APIs and URLs, and connect to hundreds of supported external data sources.

  • DataPeak supports a wide range of data sources, including files, images, videos, audio, URLs, APIs, 3D model files, cloud storage, databases, and other external platforms. You can browse or search the Data Connectors page to find the source you need.

  • Go to Data Management and select Data Connectors. Choose or search for the connector you want to use, then follow the setup steps for that source.

  • Data added through Data Connectors is used to create a dataset in DataPeak. Once created, the dataset is available under My Datasets, where it can be managed and used with other DataPeak features.

  • An error message appears; you can retry or check logs for troubleshooting.

  • Use the search bar at the top of the Data Connectors page to quickly find a specific connector. You can also scroll through the available connectors to browse the different sources DataPeak supports.

  • Yes. Columns can be filtered or adjusted during setup or post-sync.

  • Yes. Agents can pull and combine data from multiple connectors.

  • Yes. When adding data through Data Connectors, you can clean and prepare your data before saving it as a dataset. This allows you to review and make changes to the data before it is added to My Datasets.

My Data Connectors

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

  • My Data Connectors is where you can view and manage the external data connections you have created in DataPeak. It provides a central place to access your existing connectors and review their connection details.

  • Data Connectors is where you browse available sources and create new connections. My Data Connectors is where you view and manage the external connections you have already set up.

  • My Data Connectors displays information about your existing connections so you can identify the data source and review its connection details.

  • Yes. You can remove external connections you no longer need from My Data Connectors.

Datasets

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

  • A dataset is data that has been added to DataPeak and saved for use across the platform. Datasets can be created from uploaded files, Data Connectors, APIs, and other supported data sources.

  • Go to Data Management and select My Datasets. This is where you can view and manage the datasets available to you.

  • Click the plus (+) icon, add dataset and choose a source, and upload file.

  • DataPeak supports a variety of structured and unstructured file types. The available options depend on the type of data you are adding, and supported files can be uploaded from the Data Connectors page.

  • Yes. Use the AI Data Merge tool in Data Management based on matching columns/keys.

  • Yes. Click the download icon button at the top of the my datasets page and select download format.

  • Yes. Click the dataset and click the restructure table icon.

  • Yes. Click the (x) icon.

  • Yes. When adding your files, DataPeak gives you the option to clean and prepare it before saving it as a dataset. This helps you correct or improve the data before using it elsewhere in the platform.

  • Yes. DataPeak includes data cleaning and preprocessing tools that can be used to prepare datasets for analysis. AI cleaning can be selected in the My Datasets page under the cleaning icon.

  • Data preprocessing helps prepare your dataset for analysis by identifying and handling issues within the data. Depending on the dataset, this can include cleaning, transforming, or preparing values so the data is easier to work with.

  • Yes. You can manage your saved datasets from My Datasets, including updating available dataset information such as its name.

  • If DataPeak can’t process a file or dataset, an error message may be displayed explaining that the upload or processing was unsuccessful. Check that the data uses a supported format and meets the applicable upload requirements before trying again.

AI Data Merge

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

  • Click Data Management, then AI Data Merge.

  • AI Data Merge lets you combine multiple files or datasets into one unified dataset. You can choose between a Consolidation Merge or Contextual Merge depending on how you want the data combined.

  • A Consolidation Merge combines rows and columns from multiple files into one dataset and can optionally use shared columns to link related data.

    A Contextual Merge aligns data based on a column shared by all of the selected files, such as an ID, product number, employee name, or location.

  • Use a Consolidation Merge when you want to bring information from multiple files together into one dataset, especially when the files have a similar structure. Shared columns can also be selected when you want to link related information during the merge.

  • Use a Contextual Merge when your files contain a common column and you want the rows to be aligned based on that shared information. For example, datasets could be matched using a product ID, employee name, or another common identifier.

  • Yes. AI Data Merge supports combining multiple datasets in a single merge, so you are not limited to working with only two at a time.

  • Yes. AI suggestions can be reviewed or modified before finalizing.

  • After reviewing the merge, select Finalize and give the new dataset a name. DataPeak saves the merged result as a new dataset, where it can then be accessed and used throughout the platform.

Data Sheets

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

  • Data Sheets let you create structured, reusable forms for collecting data. Users can complete published Data Sheets, and their entries can be reviewed, validated, tracked, and consolidated into datasets for use across DataPeak.

  • Data Sheets are useful whenever you need to collect information in a consistent format. They can be used for work orders, inspection forms, checklists, incident reports, quality control sheets, intake forms, and other structured data collection processes.

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

  • Admins and Sub Admins can create, edit, and publish Data Sheet templates. Business Users can complete published Data Sheets that are available to them but can’t create or edit the templates themselves unless given the permission to do so.

  • Yes.

  • 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. Required fields, dropdowns, conditional logic, and branching are supported.

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

  • Yes. Data collected through Data Sheets can be consolidated into datasets, which can then be used with other DataPeak features for analysis, dashboards, chat, agents, and other workflows.

  • 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.

Data Quality Monitoring

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

  • A system that checks datasets and sheets for missing values, inconsistencies, and anomalies.

  • AI agents scan data and flag issues like null values, duplicates, or outliers.

  • Yes. Set thresholds and rules for errors or anomalies.

  • Alerts appear in the monitoring tab and can also be surfaced in agents or dashboards.

  • Yes. Jump to affected datasets and apply corrections.

  • Yes. Recurring scans can monitor data health over time.

  • Yes. Download summaries for review or auditing.

Version History

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

  • Tracks changes to datasets and lets you view or restore previous versions.

  • Open a dataset and click the Version History tab.

  • Yes. Restore any previous version as active.

  • Yes. Metadata shows editors and timestamps.

  • Yes. You can link agents or Output APIs to a fixed version.

  • Yes. Differences between versions are viewable for auditing.

  • Yes. Mark a version as final to prevent accidental overwrites.

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.

  • VisionLLM turns unstructured documents into structured, editable data. You can upload files such as PDFs, scanned documents, and images, specify the information you want to extract, review and edit the results, and save the final data as a dataset.

  • Go to Data Management and select VisionLLM. From there, you can create a new extraction task and upload the files you want to process.

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

  • Trends, outliers, summaries, or specific values like “Top 5 categories by revenue.”

  • After uploading your files, enter a prompt describing the information you want VisionLLM to find. For example, you could ask it to extract specific fields, values, or all of the rows from a table. Clear and specific instructions help VisionLLM determine what information should be extracted.

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

  • Yes. It can suggest logic, filters, or transformations based on your data.

  • Yes. It highlights unusual patterns or values.

  • It works best with structured tabular data like Data Sheets and Datasets.

  • Yes. You can reference multiple sheets for combined insights.

  • Yes. DataPeak integrates multiple Large Language Models (LLMs) to improve accuracy and flexibility. Depending on the task, it can invoke different models in parallel and rank their outputs to select the best result. This is especially useful for complex queries, code generation, or nuanced data interpretation.

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.

  • Tokens measure usage of certain AI-powered features in DataPeak. When you use features that rely on AI models, tokens are consumed based on the amount of information being processed and generated.

  • Go to Settings and select Token Use. From there, you can view your organization’s token balance, token history, reset date, organization token limit, and transaction history.

  • The Token Use page provides information about your organization’s usage, including the current token balance, usage history, monthly reset date, organization token limit, and transaction history.

  • Yes. Token usage can be filtered by user, allowing Admins to review how tokens are being used across the organization.

  • Yes. You can select a date range when reviewing token usage, making it easier to monitor usage over a particular period.

  • Yes. Token usage logs can be downloaded using the export option on the Token Use page.

  • Tokens can be scoped to individual users, agents, or system-level integrations. This allows fine-grained control over who or what can access specific resources.

  • Yes. DataPeak supports token limits at the individual user level, allowing organizations to control how AI usage is allocated across users.

  • Absolutely. Tokens can authenticate scheduled tasks, agent triggers, and external API calls, making them essential for building automated, secure workflows.

  • Yes. Admins can purchase tokens at any time. Purchased tokens will only be used after the monthly token allocation has been exhausted.

  • Only account admins on business subscriptions can purchase additional tokens for their workspace.

  • Purchased tokens are added to your account and are automatically used once your monthly token allocation has been fully consumed. This allows uninterrupted usage of Datapeak.

  • If your business account reaches its monthly token limit, Datapeak usage will pause until more tokens are available. An account admin can purchase additional tokens at any time to continue using Datapeak without waiting for the next monthly reset.

  • No. Purchased tokens never expire and will remain in your account until they are used.

  • Your monthly tokens are always used first. Once your monthly token limit is reached, purchased tokens are used automatically.

  • At the start of your next billing cycle, your monthly tokens are refreshed and used first again. Any remaining purchased tokens will stay in your account for future use. At the start of your next billing cycle, your monthly tokens are refreshed and used first again. Any remaining purchased tokens will stay in your account for future use.

  • Yes. Token transaction history can be sorted and reviewed by feature, helping you understand where AI token usage is occurring across DataPeak.

Output APIs

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

  • Output APIs let you turn a DataPeak dataset into a secure API endpoint that external applications and systems can access programmatically. This allows data stored in DataPeak to be used by other applications without manually exporting it.

  • Output APIs can be used when an external application, service, or system needs programmatic access to data stored in DataPeak. Instead of manually downloading and transferring the dataset, the external system can retrieve the data through the API endpoint.

  • Click Create Output API, choose a dataset, and configure endpoint settings.

  • Yes. Tokens can be required and assigned per endpoint.

  • Yes. Preview responses and test endpoints directly.

  • Yes. Pause, edit, or remove APIs anytime.

  • Yes. Apply restrictions to control endpoint access.

  • Yes. Set rate limits to prevent overuse.

API Tokens

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

  • They secure access to Output APIs and other programmatic endpoints.

  • Click Create Token, name it, and set permissions/expiration.

  • Go to Data Management and select API Tokens. From there, you can create and manage the tokens used with your Output APIs.

  • Yes. Usage history and linked endpoints are visible.

  • Yes. Tokens can be manually deleted or expired.

  • Only users with permissions can view/manage tokens.

  • Yes. Logs and reports track token activity.

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.

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

  • 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.

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.

  • Shows all users in your workspace, including roles, teams, and activity status.

  • Admins can manage users across their organization. Sub Admins can manage users within the hierarchy and permissions available to them.

  • Click the plus icon, enter their email, assign a role, and choose their team/group.

  • Users can be assigned a system role such as Admin, Sub Admin, or User. The selected role determines the level of platform access the user receives, while additional permissions can further control what they can access.

  • Admins have the highest level of access for managing DataPeak. Sub Admins have administrative capabilities within their assigned hierarchy and permissions. Users have more limited access based on the permissions assigned to them.

  • Yes. Deactivate to restrict access or remove permanently.

  • Yes. Profiles include logs of actions, edits, and agent usage.

  • Yes. Users can have different roles across teams.

  • Yes. Update roles anytime from their profile.

  • Yes. Use filters at the top of the Users tab.

  • Yes. Admins can manually reset passwords for users when account recovery is 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.

  • Hierarchy & Permissions lets Admins organize access based on the structure of their organization. You can create hierarchy levels for departments, locations, teams, projects, or other groups and use permissions to control what users within those levels can access.

  • A hierarchy is a structured way to organize users and permissions within DataPeak. It can be designed to reflect your real organization, with parent and child levels representing areas such as departments, locations, teams, or projects.

  • Yes. DataPeak supports nested hierarchies, allowing you to create parent and child levels that reflect how your organization is structured.

  • Yes. Permissions created within the hierarchy can be assigned to users so their DataPeak access reflects their role and responsibilities. Permissions can be assigned when setting up a user or updated later.

  • DataPeak supports read-only, read/write, and read/write/delete permissions. This lets you control whether users can only view information, make changes, or also delete information within the access they have been given.

  • Yes. Admins can update permissions within the hierarchy as the organization’s structure or access requirements change.

  • Yes. Graphs can be linked to hierarchy permissions so access can be limited to the appropriate users or areas of the organization. DataPeak also accounts for child hierarchy levels when graph permissions are updated.

  • Yes. Data Sheets can be assigned hierarchy permissions to control which users have access to them. Permission handling also extends to new child levels added within a hierarchy.

  • Yes. Datasets include an Assign Hierarchy option, allowing data to be associated with the appropriate hierarchy within your organization.

  • A system role, such as Admin, Sub Admin, or User, determines a user’s overall level of access within DataPeak. Hierarchy permissions further control what that user can access within the organization’s structure. For example, a Sub Admin’s administrative access can be scoped to their hierarchy.

  • Sub Admins have administrative capabilities similar to Admins, but their access is scoped to the hierarchy available to them. This allows organizations to delegate management responsibilities without providing access across the entire organization.

  • Yes. DataPeak supports setting token limits at the hierarchy level, allowing organizations to manage AI usage across different areas of their organizational structure.

  • Yes. Hierarchy levels and permissions can be updated as your organization changes. DataPeak also supports deleting hierarchy levels when they are no longer needed.

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.

  • DataPeak Microsoft Add-Ons bring DataPeak’s AI capabilities into supported Microsoft applications, allowing you to work with content directly from Microsoft without having to copy and paste it into DataPeak.

  • The Outlook Add-On lets you use DataPeak AI with email content directly from Outlook. You can use available AI actions to work with an email, such as generating or assisting with replies and processing email content without having to manually move it into DataPeak.

  • Open Settings and select Microsoft Add-Ons.

  • You can install the add-ons directly from the Microsoft sections under settings, and follow the steps they provide.

  • The Office add-ons are available on Business Starter and Enterprise plans. Some advanced features like multi-agent chaining or compliance logging may require an Enterprise subscription.

  • Yes. The add-ons are compatible with Office for Windows, Mac, and Office Online, ensuring flexibility across devices and platforms.

  • Yes. AI-generated content should be reviewed before it is sent. When a generated reply is opened in Outlook, you can make any necessary changes before sending the email.

  • Yes. The Outlook Add-On can generate a reply based on the email you are viewing and open the generated content as a reply in Outlook, where you can review and edit it before sending.

  • Absolutely. All data transmitted through Office add-ons is encrypted in transit and governed by your workspace’s access controls and audit policies.

  • Absolutely. The Excel add-on supports natural language queries like “Show me trends for column B” or “Forecast next quarter based on this table.” The Assistant interprets your request and returns insights inline.

  • Yes. You can extract structured data from attachments, summarize documents, or trigger workflows based on file content all from within your inbox.

  • Yes. Workspace admins can configure which agents are available in Outlook and Excel, ensuring users only see relevant tools for their role or department.

  • Yes. The add-ons are designed to work in collaborative environments including shared inboxes, team drives, and co-authoring sessions in Excel.

  • Absolutely. Workspace admins can control which users or groups have access to specific add-ons, agents, or features within Outlook and Excel.

  • Yes. AI-powered requests made through the Microsoft Add-Ons contribute to DataPeak AI token usage. Usage can be reviewed through Token Use in Settings.

  • Go to Settings > Token Use to review AI token activity. Token transactions can be reviewed by feature, helping Admins understand how AI usage is distributed across DataPeak features.

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.

  • DataPeak uses security measures designed to protect data throughout the platform, including encryption and access controls. Organizations can also use roles, hierarchies, and permissions to control which users have access to their data and DataPeak resources.

  • Yes. DataPeak protects data using encryption at rest and in transit to help prevent unauthorized access.

  • Yes. You can assign roles and permissions at the team or individual level, toggle visibility of dashboards and agents, and monitor access through audit logs.

  • DataPeak’s Enterprise offering includes security, privacy, and compliance capabilities for organizations with additional governance requirements, including SOC 2 and GDPR, as well as data domicile and sovereignty support.

  • DataPeak provides dedicated privacy, security, and compliance information on the FactR website, including its Privacy Policy and additional compliance documentation.

Settings

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

  • Settings is where you can manage your account preferences and other DataPeak settings. From here, you can update your profile, manage your password and language, review your subscription, monitor AI token usage, manage notification preferences, and access available Microsoft Add-Ons.

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

  • Select the menu beside your name in the bottom-left corner of DataPeak and choose Settings.

  • 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.

  • Yes. From your profile settings, you can update personal account information such as your first and last name.

  • Yes. You can change your password from your profile settings by selecting Change Password and following the steps provided.

  • Yes. Your profile settings include a language option that allows you to select the display language you want to use in DataPeak.

  • Yes. Notification Preferences lets you control how you receive notifications, including web and email notifications. You can also configure automatic notification deletion and the applicable deletion period.

  • Yes. The Microsoft AI Email Add-On section provides the installation process for connecting the Add-On to Outlook. Once installed, it can be used for supported AI email features such as summarizing emails and generating replies.

  • Yes. The Microsoft AI Calendar Add-On can be set up through Settings. It is designed to assist with calendar scheduling, including reviewing availability and helping create meeting invitations.

Notifications

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

  • 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 manage notifications under the notifications tab in settings.

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

Subscription Settings

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

  • 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.