> For the complete documentation index, see [llms.txt](https://docs.toucanai.cloud/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.toucanai.cloud/how-to-guides-task-oriented.md).

# How-To guides library

### Comprehensive overview

For users who prefer a single-page walkthrough of the entire integration cycle, start here:

{% content-ref url="/pages/Yfnlk9RGEsQR7c6RzAg9" %}
[Embed a dashboard](/getting-started/quick-start/embed-a-dashboard.md)
{% endcontent-ref %}

***

### The Golden Path

Follow these guides in order to implement a production-ready analytics integration.

***

### 1. Initial setup and data connection

Establish your environment and connect your primary data sources to the platform.

{% content-ref url="/pages/C5JsbeefV0q25A0TOFw6" %}
[Subscribe to Toucan AI](/getting-started/quick-start/subscribe-to-toucan.md)
{% endcontent-ref %}

{% content-ref url="/pages/BxscS6gmAMpfvLMH5SiG" %}
[Add a database](/build/data-connections/how-to/add-a-database.md)
{% endcontent-ref %}

{% content-ref url="/pages/dDV7jT9aFpJwzwapYzaG" %}
[Analyze your database with AI](/build/analyze-your-database-with-ai/how-to/analyze-your-database-with-ai.md)
{% endcontent-ref %}

***

### 2. Content creation and visualization

Design the charts and dashboards that will be displayed within your application.

{% content-ref url="/pages/h9cOu4mtz5kVFZYnDMuK" %}
[Create a chart](/build/charts/how-to/create-a-chart.md)
{% endcontent-ref %}

{% content-ref url="/pages/bluSjUwzgfYtSbBosvD2" %}
[Customize a chart manually](/build/charts/how-to/customize-a-chart-manually.md)
{% endcontent-ref %}

{% content-ref url="/pages/gzB9aNKQ9gswmSX1Vy1B" %}
[Create a dashboard with AI](/build/dashboards-and-layouts/how-to/create-a-dashboard-with-ai.md)
{% endcontent-ref %}

{% content-ref url="/pages/89YMMXGIpvFzLbgq4c4n" %}
[Add filters to a dashboard](/build/dashboards-and-layouts/how-to/add-filters-to-a-dashboard.md)
{% endcontent-ref %}

***

### 3. Security and authentication

Configure the security layer required for authorized access and data isolation.

{% content-ref url="/pages/lsQKZL10F3ohb86kvXFG" %}
[Generate an API key](/embed/authentication/how-to/generate-an-api-key.md)
{% endcontent-ref %}

{% content-ref url="/pages/2fzfWP9LNBYs9CK80ixN" %}
[Apply RLS to your database](/embed/permissions-and-row-level-security/how-to/apply-rls-to-your-database.md)
{% endcontent-ref %}

{% content-ref url="/pages/IRGDBEspNeXk99J0fWqt" %}
[Generate a token](/embed/authentication/how-to/authentication-and-tokens.md)
{% endcontent-ref %}

{% content-ref url="/pages/FyGSNPw2rauRZGPiZxKs" %}
[Generate a token via API](/embed/authentication/how-to/generate-a-token-via-api.md)
{% endcontent-ref %}

{% content-ref url="/pages/zHuAMUNxgoH6As1SEFOY" %}
[Introspect a token](/embed/authentication/how-to/token-introspection.md)
{% endcontent-ref %}

***

### 4. Integration and testing

Embed the components into your host application and verify the end-to-end flow.

{% content-ref url="/pages/P8UwyI07qNthDNO68caR" %}
[Embed a dashboard](/embed/embedding-overview/how-to/embed-a-dashboard.md)
{% endcontent-ref %}

{% content-ref url="/pages/Hr1YNRsGaApwrOrj208X" %}
[Embed an AI Chat](/embed/embedding-overview/how-to/embed-an-ai-chat.md)
{% endcontent-ref %}

***

### Conclusion

This library provides the necessary technical steps to deliver a secure, white-labeled analytics experience. By following the Golden Path, you ensure that your integration respects security boundaries while providing high-value data insights to your users.