# Getting Started Guide

This article outlines the access requirements, deployment scope, interface structure, workspace configuration, dataset management, analysis execution processes, AI enrichment workflows, sharing capabilities, monitoring features, usage tracking, system limits, and troubleshooting procedures for the askEdgi platform across Public, SaaS, and On-Prem environments.

askEdgi enables natural language-based interaction with datasets, supporting metadata discovery, analytical execution, reusable workflows, and workspace-driven analytics without requiring coding.

## askEdgi Platform Capabilities

askEdgi supports the following functional areas

* Natural language-driven analytics
* Workspace-based dataset organization
* Metadata discovery and profiling
* Analytical query execution
* Chat-based conversation tracking
* Recipe creation for reusable workflows
* AI-powered data enrichment
* Usage monitoring and workspace health tracking

## Deployment Editions and Feature Scope

### Supported Deployment Variants

<table><thead><tr><th width="105.25933837890625">Edition</th><th width="242.888916015625">Access Method</th><th width="337.70361328125">Core Capabilities</th><th width="207.0740966796875">Limitations</th></tr></thead><tbody><tr><td>Public Edition</td><td>Public askEdgi URL with self-service signup</td><td>Discovery and Analysis modes on public datasets and uploaded files. Analysis Mode is the default primary mode.</td><td>Subscription and plan limits</td></tr><tr><td>SaaS Data Analytics</td><td>OvalEdge environment with SSO or enterprise login</td><td>Full workspace analytics on catalog tables, connectors, and uploaded files</td><td>Tenant configuration dependent</td></tr><tr><td>SaaS Metadata Analytics</td><td>OvalEdge environment with SSO</td><td>Metadata analytics via OvalEdge-1 connector</td><td>No file uploads or raw data analysis</td></tr><tr><td>On-Prem</td><td>Hosted in internal infrastructure</td><td>Catalog search, profiling, metadata recipes, lineage</td><td>No file upload analysis or cloud AI enrichment</td></tr></tbody></table>

## Access Requirements and Prerequisites

### Public Edition Requirements

* Active account with a valid subscription
* Browser access to askEdgi
* Log in through the public askEdgi URL with a trial or personal plan
* Support for Discovery and Analysis modes on public and uploaded datasets. Analysis Mode is the default interaction mode.

<figure><img src="/files/0yKdyFL3JvrKZRitI47l" alt=""><figcaption></figcaption></figure>

### SaaS Edition Requirements

* Access through the organizational OvalEdge tenant
* Authentication using SSO or enterprise credentials
* Full analysis in the Data Analytics tenants
* Metadata-only insights in Metadata Analytics tenants

### On-Prem Requirements

* Hosted within internal infrastructure
* Limited to metadata analytics such as
  * Catalog search
  * Profiling
  * Metadata recipes
* File-based analysis and cloud AI enrichment are unavailable

## Initial Login and Landing Experience

### Landing Screen Options

<table><thead><tr><th width="150.4815673828125">Option</th><th width="436.51849365234375">Purpose</th><th>Mode</th></tr></thead><tbody><tr><td>Watch a Demo</td><td>Embedded demonstration of workspace and analysis</td><td>Read only</td></tr><tr><td>Take a Tour</td><td>Interactive walkthrough of UI elements</td><td>Read only</td></tr><tr><td>Skip Guidance</td><td>Direct entry into the workspace</td><td>Interactive</td></tr></tbody></table>

<figure><img src="/files/5kQkys5HPowObUEFsGrr" alt=""><figcaption></figcaption></figure>

### AI Assistant Interface Structure

The primary interface contains

* Chat input panel
* Mode selector for Analysis and Discovery
* Response panel displaying summaries, tables, and charts
* Side panel listing My Chats, Recipes, Workspace objects, and sharing tools in Public Edition.

<figure><img src="/files/M5lFy5LHS4t15J4YG6AU" alt=""><figcaption></figcaption></figure>

## Interface Layout and Functional Areas

<table><thead><tr><th width="200.85186767578125">Area</th><th width="189.29632568359375">Function</th><th width="422.9259033203125">Description</th></tr></thead><tbody><tr><td>Chats Panel</td><td>Conversation tracking</td><td>Stores prompts, responses, filters, and artifacts</td></tr><tr><td>Query Panel</td><td>Query execution</td><td>Displays text, tables, and charts</td></tr><tr><td>My Workspace Panel</td><td>Dataset management</td><td>Stores uploaded files and catalog datasets</td></tr><tr><td>Profile and Settings Bar</td><td>Account controls</td><td>Provides access to My Usage, Manage Subscription, and Workspace Status</td></tr></tbody></table>

## Query Interpretation Modes

### Discovery Mode

* Retrieves metadata such as tables, columns, glossary terms, governance information, and profiling summaries
* Supports structured catalog exploration and asset validation
* Does not execute data analysis
* Does not use Retrieval Augmented Generation
* Insights are metadata-based only
* Available across all editions, with scope dependent on deployment configuration

### Analysis Mode

* Default and primary mode
* Uses Retrieval Augmented Generation to retrieve enterprise context before execution
* Validates dataset relationships and required attributes
* Executes analytical queries on workspace datasets
* Produces tables, summaries, and visualizations
* Available in Public and SaaS Data Analytics editions
* Not supported in Metadata Analytics and On-Prem editions

<figure><img src="/files/NDgrNAdHg46GSa7qSdBK" alt=""><figcaption></figcaption></figure>

## Asking Questions and Chat Context Handling

### Mode-Based Example Queries

<table><thead><tr><th width="105.59259033203125">Mode</th><th>Example</th></tr></thead><tbody><tr><td>Discovery</td><td>Find the sales orders table and show its description, owner, and data quality score</td></tr><tr><td>Analysis</td><td>Show total orders and average order value by month</td></tr></tbody></table>

Analysis Mode operates within a workspace-first execution boundary. Execution occurs only on pinned or eligible workspace datasets unless additional governed assets are required for validation.

### Chat Context Behavior

* Each interaction runs inside a chat
* Chat stores
  * Dataset selection
  * Filters
  * Pinned objects
  * Previous responses
* Follow-up queries reuse existing context
* Context resets when a new chat starts

{% hint style="warning" %}
Chat persistence enables progressive refinement without repeating dataset selection.
{% endhint %}

## Adding Data to My Workspace

askEdgi requires datasets to exist in My Workspace before analysis. Data can be added through file upload or by selecting datasets from the Data Catalog, and it becomes immediately available for search, preview, and AI analysis.

### Workspace Availability by Edition

* Public Edition supports uploaded files and public datasets
* SaaS Data Analytics supports uploaded files and catalog tables
* SaaS Metadata Analytics supports catalog metadata only
* On-Prem supports metadata only and does not allow file upload analysis

## Uploading Files to Workspace

### Supported Editions

* Public Edition
* SaaS Data Analytics

### File Upload Steps

1. Navigate to My Workspace
2. Select Files to open the upload modal
3. Drag and drop or browse a local file

<figure><img src="/files/tGDPUNYqZAAWjtdyRLTY" alt=""><figcaption></figcaption></figure>

4. Wait for automatic validation
5. Confirm the file appears in the workspace object list

### Upload Constraints

| Constraint        | Value                            |
| ----------------- | -------------------------------- |
| Supported Formats | CSV, PQT Parquet, XLSX, JSON     |
| Maximum File Size | Up to 1 GB                       |
| Validation        | Automatic format and size checks |

{% hint style="warning" %}
Unsupported formats or oversized files must be converted or reduced before upload.
{% endhint %}

### Using Uploaded Files

* Files can be referenced in Analysis mode
* Queries can reference file names directly

## Adding Catalog Objects to Workspace

### Supported Editions

* SaaS Data Analytics
* SaaS Metadata Analytics

### Steps

1. Open **My Workspace**
2. Click **Catalog**

<figure><img src="/files/85mV3ccDiZRBvjW1GceV" alt=""><figcaption></figcaption></figure>

3. Search or filter available objects
4. Browse using **Explore Resources** if required
5. Select **objects** using checkboxes
6. Click **Add**

<figure><img src="/files/NSkqjBIEBwJGa6l9mzxr" alt=""><figcaption></figcaption></figure>

### Access and Validation Rules

| Rule                 | Behavior                      |
| -------------------- | ----------------------------- |
| Minimum Permission   | Data Read required            |
| Unauthorized Objects | Hidden                        |
| Duplicate Objects    | Blocked                       |
| Workspace Limits     | Partial addition with warning |

## Live Query Execution

Live Query Execution allows askEdgi to run queries directly on supported source systems instead of ingesting data into the workspace. This improves performance and supports near real-time analysis.

### Execution Behavior

* askEdgi selects the execution environment automatically based on data location and efficiency.
  * Workspace Execution - runs inside the workspace when data is ingested.
  * Source Execution - runs directly on the source system when live connections are configured.

### Constraints

* Live and imported datasets cannot be analyzed together.
* Mixed execution is blocked until datasets are moved to the same environment.
* AI enrichment and transformations require workspace ingestion.

## Organizing Workspace Content

### Folder Management

1. Navigate to **askEdgi** > **Workspace**.
2. Click the **three-dot menu** beside **Imported Objects**.
3. Select **Create a Folder**.

<figure><img src="/files/afnz2f3uantYJwdeAVD2" alt=""><figcaption></figcaption></figure>

4. Enter the desired folder name.
5. Click the **tick mark** icon to save and create the folder.

<figure><img src="/files/eOnOQ6wHK7XwmM4LRhbJ" alt=""><figcaption></figcaption></figure>

6. Folder names must
   1. Be unique
   2. Contain 1 to 256 characters
   3. Use allowed characters only

### Moving Objects

**Steps to Move Objects**

1. Select one or more objects in the workspace.
2. Drag and drop them into the desired folder.
3. Objects are automatically sorted alphabetically within the folder.

<figure><img src="/files/KdYejmnpyyzDOD39fxao" alt=""><figcaption></figcaption></figure>

4. Move Objects modal for bulk moves

**Removing All Objects from Workspace**

1. Click **Remove All from Workspace**.
2. Confirm the action in the pop-up window.
3. All folders and objects will be removed from the workspace.

<figure><img src="/files/VmNKf0hdU5U3DwlJOkeM" alt=""><figcaption></figcaption></figure>

**Pinning Behaviour**

* When an object inside a folder is pinned, only that object is moved to the top of the folder.
* The entire folder does not move to the top of the workspace.

{% hint style="info" %}
Pinned objects move to the top within their folder only.
{% endhint %}

**Initiate Analysis Focus**

* Locate the pin icon labeled "**Pin to focus your analysis**" adjacent to each file or data catalog object within the workspace.
* Select the pin icon for each relevant item to focus analysis on that specific dataset.

<figure><img src="/files/YFaTCUYfbncqZxKog8ZT" alt=""><figcaption></figcaption></figure>

## Pinning Datasets for Focused Analysis

### Pin Function

* Each dataset has a Pin icon
* Pinning ensures correct dataset selection

### Pin Behavior

* Analysis restricted to pinned datasets
* Cross-dataset analysis is allowed only among pinned objects
* Unpinning restores automatic dataset selection

{% hint style="warning" %}
Pinning is recommended when incorrect dataset selection occurs.
{% endhint %}

## Chats and Conversation Management

### Chat Storage

Chats preserve

* Prompts
* Responses
* Filters
* Dataset selection
* Analysis results

### Chat Navigation

The interface displays a chronological list of all previous user interactions with the AI assistant.

* Access the conversation history panel to view past chats.
* Chats are organized with the most recent interaction at the top.

### Chat Reactivation

Users can reopen any prior conversation in chat to continue their analysis from a previous point.

* Select a specific Chat from the history list.
* The chat interface reloads the complete conversation context, allowing for new follow-up questions.

### Chat-to-Recipe Conversion

This function allows for the transformation of an existing conversation Chat into a reusable Recipe.

* Select the conversion option from the menu of a saved Chat.
* The system automatically preserves the analytical logic, queries, and configuration from the conversation.
* Open the Chats panel and select the desired conversation Chat.
* Click the '**Save as Recipe**' option for the selected Chat to configure the Recipe.
* Share recipes with internal teams or publish to the Marketplace.

<figure><img src="/files/wTjNnaUcggPNMZV19sHT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/l7zduYMAUP1rGvI4agz2" alt=""><figcaption></figcaption></figure>

* Chats are displayed in reverse chronological order
* Selecting a chat reloads the prior context
* Context persists until a new chat starts

{% hint style="warning" %}
Recipe execution follows deterministic behavior. Execution stops immediately when an error occurs and displays the exact error. Automatic retries or runtime corrections are not applied. If required inputs are missing, the system presents a controlled discovery step before execution.
{% endhint %}

### Recipe Publishing

* Public Edition supports Marketplace publishing
* Enterprise SaaS supports internal sharing

## Running an Initial Analysis

### Standard Workflow

1. Add at least one dataset
2. Pin dataset
3. Analysis Mode is selected by default. Users may switch to Discovery Mode when metadata exploration is required.
4. Enter analysis query
5. Review generated tables and charts
6. Refine using follow-up questions

### Sample Refinements

* Filter to the last six months
* Show only the top five product categories by revenue

### Exporting Results

* Tabular results downloadable as CSV
* Export subject to format and size limits

{% hint style="warning" %}
On-Prem and Metadata Analytics editions restrict insights to metadata only.
{% endhint %}

## AI-Based Dataset Enrichment

### Supported Editions

* Public Edition
* SaaS Data Analytics

### Supported Enrichment Types

| Category           | Examples                       |
| ------------------ | ------------------------------ |
| Calculated Columns | Return rate, profit margin     |
| Classification     | High, Medium, Low segmentation |
| Text Analytics     | Sentiment, intent, emotion     |

### Example Enrichment Flow

* Create a return rate column using returns divided by orders multiplied by one hundred
* Classify products into High, Medium, and Low based on thresholds

## Sharing Results Public Edition Only

### Sharing Steps

1. Open an AskEdgi conversation Chat.
2. Click the **Share Chat** button located in the Chat header.
3. A pop-up modal will appear.
4. Select one of the following options:
   1. **Copy Link**: Copies the shareable URL to the clipboard.
   2. **Post on LinkedIn**: Opens a pre-filled LinkedIn post with the link.
   3. **Post on Reddit**: Opens a pre-filled Reddit draft with the link.

<figure><img src="/files/E6IXGt71FuiKX0l8Tjhr" alt=""><figcaption></figcaption></figure>

5. Upon generating the link, a confirmation toast appears:\
   “Link copied successfully.”

### Sharing Behavior

* Shared chats display in read-only mode
* Charts and tables appear as static visuals
* Original chat remains editable

## Monitoring Workspace Health

### Workspace Status Indicators

| Status       | Description           |
| ------------ | --------------------- |
| Connected    | Workspace active      |
| Restarting   | Reload in progress    |
| Disconnected | Workspace unavailable |

### Workspace Control Actions

| Action            | Function                                 |
| ----------------- | ---------------------------------------- |
| View Logs         | Displays recent activity and errors      |
| Reload or Restart | Restarts DuckDB session and clears cache |
| Upgrade           | Increases memory, CPU, and table limits  |

{% hint style="info" %}
Uploaded files remain intact after a restart.
{% endhint %}

## Workspace and Subscription Limits

### Workspace Object Limits

* Partial dataset addition when limits are reached
* Warning messages displayed

### Plan and Spend Limits

<table><thead><tr><th width="228.5555419921875">Limit Type</th><th>Behavior</th></tr></thead><tbody><tr><td>Public Plan</td><td>AI or compute tasks are paused when thresholds are reached</td></tr><tr><td>Enterprise Quotas</td><td>Organization-level usage tracking</td></tr></tbody></table>

{% hint style="warning" %}
Corrective actions include removing objects, reducing workload size, or adjusting subscription plans.
{% endhint %}

## Tracking Usage and Costs

### Public Edition Usage

1. Click the **Profile** icon on the top navigation bar.
2. Select **My Usage** from the profile options.

The My Usage feature in askEdgi provides a comprehensive summary of module consumption and associated costs. It enables organizations to monitor and analyze resource utilization across four key components:

* **Recipes**: Tracks the usage and associated costs of executed recipes.
* **AI Tokens**: Track AI processing usage.
* **AI Enrichment:** Monitor system enrichment usage.
* **Compute**: Infrastructure usage and associated compute costs.

<figure><img src="/files/2KShZnzJBWmwvy81hKBX" alt=""><figcaption></figcaption></figure>

3. Hover to view historical monthly usage

### Subscription Management

1. Click the **Profile** icon on the top navigation bar.
2. Select **Manage Subscription** from the profile options.

<figure><img src="/files/BDrbjmCzgV00bqS7cVEO" alt=""><figcaption></figcaption></figure>

3. Review **Plans**, **Usage**, **Earnings**, **Billing**.

### Enterprise Usage

1. Open **Profile** icon
2. Select **My Usage**
3. Review aggregated organization usage

{% hint style="info" %}
Detailed reports require administrator access.
{% endhint %}

## Troubleshooting Common Issues

<table><thead><tr><th width="217.88885498046875">Issue</th><th width="428.592529296875">Resolution</th><th width="253.888916015625">Cause</th></tr></thead><tbody><tr><td>Dataset not found</td><td>Add a dataset or request permission</td><td>Missing dataset or no access</td></tr><tr><td>Workspace limit reached</td><td>Remove objects or upgrade</td><td>Maximum objects exceeded</td></tr><tr><td>Empty results</td><td>Verify pinned dataset and column names</td><td>Incorrect dataset or missing fields</td></tr><tr><td>Slow workspace</td><td>Reload workspace or check logs</td><td>Performance issues</td></tr><tr><td>Recipe failure</td><td>Verify dataset availability, permissions, and inputs. Execution stops immediately when validation fails. Correct the issue and rerun.</td><td>Missing datasets or permission issues</td></tr></tbody></table>

{% hint style="warning" %}
Execution logs should be reviewed before applying corrective actions.
{% endhint %}

***

Copyright © 2026, OvalEdge LLC, Peachtree Corners, GA USA


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