Welcome to Toucan AI
Your First Steps
First Login Experience
After signing in, you’ll land on your organization’s dashboard. The interface is tailored to your organization and your user role, so you see exactly what matters to you.
UI Overview
The left sidebar gives you quick access to key sections: Library, Chat, Databases, and Settings.
The main area displays your recent visualizations—dashboards and charts at a glance.
Use the “Add a visualization” button to start building a new chart or dashboard.
The search bar at the top lets you describe what you want to create in natural language—let AI do the heavy lifting.
Navigation Basics
Switch between Library, Chat, and Databases using the sidebar.
View and manage your recent visualizations right from the main dashboard.
Access organization and account settings from the lower section of the sidebar.
Where to Start
Connect your data sources in the Databases section.
Use the Library to view, create, and organize charts and dashboards.
Create new visualizations by clicking “Add a visualization” or using the search bar.
Manage organization settings and user roles from the Settings menu.
Summary
On your first login, you’re guided to set up your organization. The UI is designed for easy navigation between data, charts, dashboards, and embedding options. Start by connecting your data, then use AI or manual tools to build and embed analytics features—quickly and efficiently.
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