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Version: 0.18.3

Tour of DataChat

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

DataChat's homepage has four main components:

  1. The search bar. This is where you can search for a specific name of any session, workflow, Insights Board, or snapshot.
  2. Tabs to switch between featured, sessions, workflows, Insights Boards, and snapshots.
  3. Pages for where your saved objects are listed:
    • Featured
    • Sessions
    • Workflows
    • Insights Boards
    • Snapshots
    • Connections
    • My Work (folders)
  4. The + New button to create a new session, management Session, Insights Board, or folder.

the homescreen

note

By default, the homepage opens under the Featured tab. To view all sessions, workflows, Insights Boards, or snapshots, use the tabs to switch between pages.

Folders

Folders help you to group saved objects together to better navigate and organize your work. Folders are available under the My Work page on the homescreen.

folders page

Create a Folder

To create a new folder:

  1. Click the + New button.
  2. Select Folder.

the new folder button

  1. Enter a name for the new folder.
  2. Click Submit.

name a folder

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.

move button

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.

rename button

  1. 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.

delete button

  1. Click Confirm.