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Concepts and Definitions

TermDefinition
TrueState AI AssistantThe chatbot that guides you through the platform and assists with analysing and understanding data.
DatasetA single source of data representing many rows of a fixed column schema. Examples: one spreadsheet, one CSV file, or one SQL table.
ReportA long-form document used to capture analyses, insights and recommendations, that can be produced by a bot.
DashboardAn interactive page of visualisations and tables built from a data source, allowing users to explore, filter, and drill into their data in real time.
PipelineA recipe of ordered steps on the data (ingestion, cleaning, model training, model application).
Custom AssistantsChatbots that accept custom instructions to perform specific tasks on your data.
OrganisationThe shared workspace for users on a single team.

Account setup

1

Create your account

Head over to the Platform and follow the prompts to create an account. You’ll be allocated US$10 worth of initial credits and your account will be pre-loaded with some sample data.
2

Invite your team

Once you’ve created your account, head to the Team page and invite your team. They’ll receive an email explaining how to get started.

Tutorial

The tutorial is driven by the AI chatbot. It guides you through an example use case involving the Titanic dataset (a classic machine-learning demo) and walks you through adding data to context, running queries, creating visualisations and dashboards, and building machine-learning pipelines.
1

Start the tutorial

On first login, select ‘Meet your AI data analyst’. Alternatively, click ‘Start tutorial conversation’ from the home page.The TrueState home page
2

Add the Titanic dataset to context

Use the + icon above the chat box to add the Titanic dataset to the chat context.Add dataset to chat context
3

Review the first query results

The chatbot executes a query showing survival rates across passenger groups. Click the ‘Query executed’ card to expand and view details.First query results showing survival ratesExpand the tool result for more detail
4

Inspect the survival rate chart

Continue and the bot will present a survival rate chart. Click the result to expand and see the figure.Generated visualisation of survival rates
5

Build a dashboard from the results

The bot offers to create a dashboard of survival rates. Continue to the dashboard to explore an interactive presentation of the data.Generate dashboard from analysis results
6

Create a pipeline

Finally, accept the bot’s offer to create a pipeline, then proceed to the Pipelines page to see how a pipeline works.Generate pipeline from tutorial flow
You’ve now completed the tutorial and seen a brief overview of TrueState’s functionality. For deeper dives, ask the bot for details on any feature, or continue with the guides in the sidebar.
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