Tour of DataChat

In this section, we'll cover how to get oriented with DataChat's homepage.

Navigate the Homepage

DataChat's homepage has four main components:

1. Search bar. Search or filter for any DataChat object – session, recipe, Insights Board, snapshot, database, folder, or file.

2. New button. Open a new session, database, Insights Board, or folder.

3. Recent objects. View your recently visited objects.

4. Sidebar. Choose a collection of your DataChat objects.

   

Folders

Folders group sessions and saved objects together so you can better navigate and organize your work. You can find your folders on the homepage in My Work.

Create a Folder

To create a new folder, click New > Folder from the homepage.

The Create New Folder form opens.

Enter a name for the new folder and click Submit.

Move Objects into Folders

To move a saved object to another folder:

1. Select the object to move.

2. Click the Move button from the toolbar or from the right-click menu.

3. Select the folder to move the object to.

4. Click Move.

   

Rename a Folder

To rename a folder:

1. Select the folder to rename.

2. Click the Rename Folder button from the toolbar or from the right-click menu.

   

3. Enter a new name, and click Submit.

Delete a Folder

To delete a folder:

1. Select the folder to delete.

2. Click the Delete Folder button from the toolbar or from the right-click menu.

   

3. Click Confirm.

Hide Objects

You can hide DataChat objects such as folders, recipes, Insights Boards, and snapshots. To hide an object:

1. Select the object to hide.

2. Click the Hide button from the toolbar or from the right-click menu.

   

To unhide an object:

1. Click the Show Hidden button.

2. Select the object to unhide.

3. Click the Unhide button from the toolbar or from the right-click menu.