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 Workspace

After onboarding, you land on Home. It acts as a workspace launcher that shows the current business pulse and points you to the next useful area.

What Home Is For

Section	What It Helps You Do
Business Pulse	Check the KPIs already being tracked and see what looks healthy or unstable
Operational Health	Review pipeline and data quality signals without leaving the home view
Workspace Actions	Jump into Ask, Performance, Reports, or usage review
Recent Activity	Reopen recent reports and understand what changed recently

4. Navigation

The platform is now organized around workspaces rather than a flatter feature list.

Main Workspaces

Workspace	What It Does
Home	Starting point for business pulse, operational health, and workspace shortcuts
Ask	Conversational analysis in business language
Data Studio	Upload files, manage pipelines, review datasets, and monitor data quality
Performance	Manage business context, KPIs, dashboards, and alerts
Intelligence	Review investigations that explain what changed and why
Reports	Create, review, save, and rerun recurring business reports

Manage Area

Area	What It Does
Plan	Subscription, limits, billing details, and referral program
Team	Members, roles, invitations, and seat management
Usage	Detailed consumption and workspace activity

Important Navigation Notes

• Advanced Analysis still exists, but it is better understood as a deeper workflow rather than a primary day-to-day workspace.
• Datasets and Data Quality are still available, but they live under Data Studio rather than acting like separate top-level destinations.
• Settings is no longer the main user entry point for account and billing navigation. Most user-facing management flows now live under Plan, Team, or the direct developer-tool pages.

Visibility note: Some items may not appear depending on your role or scopes. Admins and managers see more management and developer tools than analysts or billing-only users.

Next Steps

• Open Data Studio ->
• Start with Ask ->
• Review Performance ->
• Create a Report ->
• Understand Plan & Usage ->