How-To guides library

Comprehensive overview

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

Embed a dashboard

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The Golden Path

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

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1. Initial setup and data connection

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

Subscribe to Toucan AIAdd a databaseAnalyze your database with AI

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2. Content creation and visualization

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

Create a chartCustomize a chart manuallyCreate a dashboard with AIAdd filters to a dashboard

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3. Security and authentication

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

Generate an API keyApply RLS to your databaseGenerate a tokenGenerate a token via APIIntrospect a token

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4. Integration and testing

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

Embed a dashboardEmbed an AI Chat

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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.