# 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.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.toucanai.cloud/how-to-guides-task-oriented.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.