Getting Started

Welcome to Iara Data! This guide walks you through your first experience on the platform — from creating your account to asking your first data question.

1. Create Your Account

Visit lake.iaradata.com and click Sign Up.

1. Enter your email address and choose a password
2. Click Create Account
3. You'll be automatically logged in and redirected to the Onboarding Wizard

Invited by a teammate? Check your email for an invitation link. Click it, set your password, and you'll join the existing workspace.

2. Onboarding Wizard

The onboarding wizard sets up your workspace in 4 simple steps:

Step 1: Welcome — Name Your Workspace

Give your workspace a name that identifies your business (e.g., "Acme Corp Analytics").

Step 2: Business Profile

Tell us about your business so our AI can provide better insights:

• Industry: Select from 14 options (Retail, E-commerce, SaaS, Fintech, Healthcare, Logistics, etc.)
• Business Goals: Choose your priorities (Revenue Growth, Cost Reduction, Customer Retention, etc.)
• Your Role: CEO, CTO, CFO, Analyst, Manager, Developer, or Data Scientist
• Website (optional): We'll enrich your profile automatically with public business information

Step 3: Upload Your First Data

Upload a CSV or XLSX file with your business data. The platform will:

1. Analyze your file automatically (detect columns, types, PII data)
2. Ingest the data into your secure data warehouse
3. Report the result (file name, table name, row count)

Tip: Start with a sales or transactions file — the AI works best with time-series business data.

Step 4: Ask Your First Question

The AI suggests questions based on your uploaded data. Select one or type your own — for example:

• "What was the total revenue last month?"
• "Show me the top 10 products by sales"
• "What day of the week has the highest sales?"

You'll see the AI:

1. Generate a SQL query
2. Execute it against your data
3. Present the results in a table or chart

🎉 Congratulations! You've completed onboarding and are ready to explore the full platform.

3. The Home Dashboard

After onboarding, you land on the Home Dashboard — your command center.

Key Areas

Section	What It Shows
Quick Ask	Search bar at the top — type any question and press Enter to start an AI conversation
Business Pulse	Your starred KPIs with current values, trends (▲/▼), and sparkline charts
Active Pipelines	Status of your data pipelines (green = healthy, yellow = warning, red = error)
Data Quality	Health check summary — shows critical issues if any
Intelligence & Usage	Recent analysis reports + resource usage meters (LLM tokens, storage)

4. Navigation

The left sidebar gives you access to all platform features:

Menu Item	What It Does
Dashboard	Home command center with KPIs and system health
Chat	AI conversations — ask questions about your data
Data	Upload files, manage pipelines, view data quality
Datasets	Browse and manage your data catalog
Dashboards	Create and view AI-generated dashboards
Intelligence	View automated investigation results
Deep Analysis	Run advanced analytics (clustering, forecasting, etc.)
Content	Content generation workflows (coming soon)
Billing	View your plan, usage, and referral program
Settings	Account settings, API keys, webhooks
Team	Invite members and manage roles

Visibility note: Some items may not appear depending on your role. Admins see all items; Analysts see a subset.

Next Steps

• Upload Data →
• Start a Chat →
• Build a Dashboard →
• Understand Plans →