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Homepage

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

DataChat's homepage has four main components:

homepage

  1. Search bar. Search or filter for any DataChat object.

  2. New button. From here you can:

    • Create a session.
    • Create a dataset from a database connection or file upload.
    • Create an Insights Board.
    • Create a folder.

  3. Recent objects. View your recently visited objects.

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

DataChat Objects​

DataChat objects are artifacts that exist outside of sessions. These include:

  • Datasets
  • Database connections
  • Workflows
  • Insights Boards
  • Folders

These objects can be shared, renamed, hidden, and deleted from the homepage.

Share​

To share a DataChat object:

  1. Select the specific DataChat object to share.
  2. Click the Share button in the toolbar or from the right-click menu.
  3. Select the users with whom to share.
  4. Select whether they have "Viewer" or "Editor" permissions.
  5. Click Save.

share object

note

You can also share files using the Skill form within a session with the Share skill.

Rename​

To rename a DataChat object:

  1. Select the object to rename.
  2. Click the Rename button from the toolbar or from the right-click menu.
  3. Enter the new name.
  4. Click Submit.

rename object

Hide​

To hide a DataChat 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.

hide object

Delete​

To delete a DataChat object:

  1. Select the object to delete.
  2. Click the Delete button from the toolbar or from the right-click menu.
  3. Click Confirm.
note

Deleting a shared DataChat object also deletes it for any users it's shared with.

delete object

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:

  1. Click New > Folder.
  2. Enter a name for the new folder.
  3. Click Submit.

new folder

Move Objects into Folders​

To move a saved object to a 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.

move to folder

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