# Toucan AI ## Toucan.ai - [Toucan AI Documentation](https://docs.toucanai.cloud/readme.md) - [Getting started](https://docs.toucanai.cloud/getting-started.md) - [What Is Toucan AI?](https://docs.toucanai.cloud/getting-started/what-is-toucan-ai.md) - [Glossary](https://docs.toucanai.cloud/getting-started/core-concepts-and-mental-models.md) - [Credits & Usage](https://docs.toucanai.cloud/getting-started/credits-and-usage.md) - [Welcome to Toucan AI](https://docs.toucanai.cloud/getting-started/welcome-to-toucan-ai.md) - [Quick start](https://docs.toucanai.cloud/getting-started/quick-start.md) - [Subscribe to Toucan AI](https://docs.toucanai.cloud/getting-started/quick-start/subscribe-to-toucan.md) - [Embed a chat](https://docs.toucanai.cloud/getting-started/quick-start/embed-a-chat.md) - [Embed a dashboard](https://docs.toucanai.cloud/getting-started/quick-start/embed-a-dashboard.md) - [Embed a self-service dashboard editor](https://docs.toucanai.cloud/getting-started/quick-start/embed-a-dashboard-1.md) - [Build](https://docs.toucanai.cloud/build.md): Goal: Explain how users model data and create analytics content. - [Data connections](https://docs.toucanai.cloud/build/data-connections.md) - [Data Readiness requirements](https://docs.toucanai.cloud/build/data-connections/data-readiness-requirements.md) - [Supported databases](https://docs.toucanai.cloud/build/data-connections/supported-databases.md) - [Connection concepts and credentials security](https://docs.toucanai.cloud/build/data-connections/connection-concepts.md) - [How-to](https://docs.toucanai.cloud/build/data-connections/how-to.md) - [Add a database](https://docs.toucanai.cloud/build/data-connections/how-to/add-a-database.md) - [Connect a Snowflake database](https://docs.toucanai.cloud/build/data-connections/how-to/connect-a-snowflake-database.md) - [Metadata](https://docs.toucanai.cloud/build/analyze-your-database-with-ai.md) - [AI analysis overview](https://docs.toucanai.cloud/build/analyze-your-database-with-ai/ai-analysis-overview.md) - [How-to](https://docs.toucanai.cloud/build/analyze-your-database-with-ai/how-to.md) - [Analyze your database with AI](https://docs.toucanai.cloud/build/analyze-your-database-with-ai/how-to/analyze-your-database-with-ai.md) - [Copy of Analyze your database with AI](https://docs.toucanai.cloud/build/analyze-your-database-with-ai/how-to/analyze-your-database-with-ai-1.md): Analyzing your data with AI is a core part of how Toucan AI helps you move from raw data to actionable insights, faster. - [Semantic Layer](https://docs.toucanai.cloud/build/semantic-layer.md) - [What the Semantic Layer is?](https://docs.toucanai.cloud/build/semantic-layer/what-the-semantic-layer-is.md) - [Metrics, dimensions and relationships](https://docs.toucanai.cloud/build/semantic-layer/metrics-dimensions-and-relationships.md) - [Why does metadata matter?](https://docs.toucanai.cloud/build/semantic-layer/why-does-metadata-matter.md) - [Reference](https://docs.toucanai.cloud/build/semantic-layer/reference.md) - [How-to](https://docs.toucanai.cloud/build/semantic-layer/how-to.md) - [Complete metadata information](https://docs.toucanai.cloud/build/semantic-layer/how-to/complete-metadata-information.md) - [Variable management](https://docs.toucanai.cloud/build/variable-management.md) - [Security & Governance](https://docs.toucanai.cloud/build/security-and-governance.md) - [Row-Level Security (RLS) operators](https://docs.toucanai.cloud/build/security-and-governance/row-level-security-rls-operators.md) - [Charts](https://docs.toucanai.cloud/build/charts.md) - [Chart concepts](https://docs.toucanai.cloud/build/charts/chart-concepts.md) - [Supported chart types](https://docs.toucanai.cloud/build/charts/supported-chart-types.md) - [AI-generated VS manual editing](https://docs.toucanai.cloud/build/charts/ai-generated-vs-manual-editing.md) - [How-to](https://docs.toucanai.cloud/build/charts/how-to.md) - [Create a chart](https://docs.toucanai.cloud/build/charts/how-to/create-a-chart.md) - [Create a chart with AI](https://docs.toucanai.cloud/build/charts/how-to/create-a-chart-with-ai.md): Creating charts with AI in Toucan AI lets you move from data to insight in seconds—no manual setup required. - [Customize a chart manually](https://docs.toucanai.cloud/build/charts/how-to/customize-a-chart-manually.md) - [Configure a chart with dimensions and metrics](https://docs.toucanai.cloud/build/charts/how-to/configure-a-chart-with-dimensions-and-metrics.md): Configure charts with dimensions and metric expressions in the semantic manual editor. - [Dashboards & Layouts](https://docs.toucanai.cloud/build/dashboards-and-layouts.md) - [Dashboard structure](https://docs.toucanai.cloud/build/dashboards-and-layouts/dashboard-structure.md) - [Layout rules](https://docs.toucanai.cloud/build/dashboards-and-layouts/layout-rules.md) - [Filters and interactions](https://docs.toucanai.cloud/build/dashboards-and-layouts/filters-and-interactions.md) - [How-to](https://docs.toucanai.cloud/build/dashboards-and-layouts/how-to.md) - [Create a dashboard with AI](https://docs.toucanai.cloud/build/dashboards-and-layouts/how-to/create-a-dashboard-with-ai.md) - [Add filters to a dashboard](https://docs.toucanai.cloud/build/dashboards-and-layouts/how-to/add-filters-to-a-dashboard.md) - [AI capabilities](https://docs.toucanai.cloud/build/ai-assisted-creation.md) - [Where is AI used in Toucan?](https://docs.toucanai.cloud/build/ai-assisted-creation/where-is-ai-used-in-toucan.md) - [What can and cannot AI do?](https://docs.toucanai.cloud/build/ai-assisted-creation/what-can-and-cannot-ai-do.md) - [When should I switch to manual editing?](https://docs.toucanai.cloud/build/ai-assisted-creation/when-should-i-switch-to-manual-editing.md) - [Embed](https://docs.toucanai.cloud/embed.md): Goal: Enable customer-facing analytics and self-service embedding. - [Embedding overview](https://docs.toucanai.cloud/embed/embedding-overview.md) - [Embedded analytics concepts](https://docs.toucanai.cloud/embed/embedding-overview/embedded-analytics-concepts.md) - [Typical architectures](https://docs.toucanai.cloud/embed/embedding-overview/typical-architectures.md) - [Security boundaries](https://docs.toucanai.cloud/embed/embedding-overview/security-boundaries.md) - [How-to](https://docs.toucanai.cloud/embed/embedding-overview/how-to.md) - [Embed a dashboard](https://docs.toucanai.cloud/embed/embedding-overview/how-to/embed-a-dashboard.md) - [Embed an AI Chat](https://docs.toucanai.cloud/embed/embedding-overview/how-to/embed-an-ai-chat.md) - [Integrate Toucan into your own AI chat](https://docs.toucanai.cloud/embed/embedding-overview/how-to/integrate-into-your-ai-chat.md) - [Authentication](https://docs.toucanai.cloud/embed/authentication.md) - [Authentication models](https://docs.toucanai.cloud/embed/authentication/authentication-models.md) - [Copy of Authentication models](https://docs.toucanai.cloud/embed/authentication/authentication-models-1.md) - [Token-based access](https://docs.toucanai.cloud/embed/authentication/token-based-access.md) - [User identity propagation](https://docs.toucanai.cloud/embed/authentication/user-identity-propagation.md) - [How-to](https://docs.toucanai.cloud/embed/authentication/how-to.md) - [Generate an API key](https://docs.toucanai.cloud/embed/authentication/how-to/generate-an-api-key.md) - [Generate a token](https://docs.toucanai.cloud/embed/authentication/how-to/authentication-and-tokens.md) - [Generate a sandbox token](https://docs.toucanai.cloud/embed/authentication/how-to/generate-a-sandbox-token.md): Sandbox tokens in Toucan AI let you test and validate your embedded analytics in a safe, controlled environment—before rolling out to production. - [Generate a token via API](https://docs.toucanai.cloud/embed/authentication/how-to/generate-a-token-via-api.md) - [Introspect a token](https://docs.toucanai.cloud/embed/authentication/how-to/token-introspection.md) - [Permissions & Row-Level Security](https://docs.toucanai.cloud/embed/permissions-and-row-level-security.md) - [Permission level overview](https://docs.toucanai.cloud/embed/permissions-and-row-level-security/permission-level-overview.md) - [Dataset-Level VS Row-Level Security](https://docs.toucanai.cloud/embed/permissions-and-row-level-security/dataset-level-vs-row-level-security.md) - [How-to](https://docs.toucanai.cloud/embed/permissions-and-row-level-security/how-to.md) - [Apply RLS to your database](https://docs.toucanai.cloud/embed/permissions-and-row-level-security/how-to/apply-rls-to-your-database.md) - [Embedding methods](https://docs.toucanai.cloud/embed/embedding-methods.md) - [Web Component embedding](https://docs.toucanai.cloud/embed/embedding-methods/web-component-embedding.md) - [SDK-based embedding](https://docs.toucanai.cloud/embed/embedding-methods/sdk-based-embedding.md) - [API-driven analytics integration](https://docs.toucanai.cloud/embed/embedding-methods/api-based-embedding.md) - [White-Labelling & Branding](https://docs.toucanai.cloud/embed/white-labelling-and-branding.md) - [What can be customized?](https://docs.toucanai.cloud/embed/white-labelling-and-branding/what-can-be-customized.md) - [Branding scope and limits](https://docs.toucanai.cloud/embed/white-labelling-and-branding/branding-scope-and-limits.md) - [Self-Service configuration](https://docs.toucanai.cloud/embed/self-service-configuration.md) - [End-user filters](https://docs.toucanai.cloud/embed/self-service-configuration/end-user-filters.md) - [Runtime parameters](https://docs.toucanai.cloud/embed/self-service-configuration/runtime-parameters.md) - [Feature exposure control](https://docs.toucanai.cloud/embed/self-service-configuration/feature-exposure-control.md) - [Copy of Embed an AI Chat](https://docs.toucanai.cloud/embed/copy-of-embed-an-ai-chat.md) - [Operate](https://docs.toucanai.cloud/operate.md): Goal: Help teams run Toucan AI in production. - [Performance & Scaling](https://docs.toucanai.cloud/operate/performance-and-scaling.md) - [Query execution model](https://docs.toucanai.cloud/operate/performance-and-scaling/query-execution-model.md) - [Catching concepts](https://docs.toucanai.cloud/operate/performance-and-scaling/catching-concepts.md) - [Performance best practices](https://docs.toucanai.cloud/operate/performance-and-scaling/performance-best-practices.md) - [Environments](https://docs.toucanai.cloud/operate/environments.md) - [Dev / Staging / Prod concepts](https://docs.toucanai.cloud/operate/environments/dev-staging-prod-concepts.md) - [Environment isolation](https://docs.toucanai.cloud/operate/environments/environment-isolation.md) - [Promotion workflows](https://docs.toucanai.cloud/operate/environments/promotion-workflows.md) - [Monitoring & Reliability](https://docs.toucanai.cloud/operate/monitoring-and-reliability.md) - [Observability basics](https://docs.toucanai.cloud/operate/monitoring-and-reliability/observability-basics.md) - [Error visibility](https://docs.toucanai.cloud/operate/monitoring-and-reliability/error-visibility.md) - [Known failure modes](https://docs.toucanai.cloud/operate/monitoring-and-reliability/known-failure-modes.md) - [Govern](https://docs.toucanai.cloud/govern.md): Goal: Ensure security, compliance, and controlled access. - [Roles & Permissions](https://docs.toucanai.cloud/govern/roles-and-permissions.md) - [Organization roles](https://docs.toucanai.cloud/govern/roles-and-permissions/organization-roles.md) - [User capabilities](https://docs.toucanai.cloud/govern/roles-and-permissions/user-capabilities.md) - [How-to](https://docs.toucanai.cloud/govern/roles-and-permissions/how-to.md) - [Manage organization and users](https://docs.toucanai.cloud/govern/roles-and-permissions/how-to/manage-organization-and-users.md) - [Security model](https://docs.toucanai.cloud/govern/security-model.md) - [Data access boundaries](https://docs.toucanai.cloud/govern/security-model/data-access-boundaries.md) - [Token security](https://docs.toucanai.cloud/govern/security-model/token-security.md) - [API security](https://docs.toucanai.cloud/govern/security-model/api-security.md) - [Data storage & retention](https://docs.toucanai.cloud/govern/security-model/data-storage-and-retention.md) - [PII & personal data](https://docs.toucanai.cloud/govern/security-model/pii-and-personal-data.md) - [Secrets & encryption](https://docs.toucanai.cloud/govern/security-model/secrets-and-encryption.md) - [AI assistant data handling](https://docs.toucanai.cloud/govern/security-model/ai-assistant-data-handling.md) - [Third-party subprocessors](https://docs.toucanai.cloud/govern/security-model/third-party-subprocessors.md) - [Compliance & Data Isolation](https://docs.toucanai.cloud/govern/compliance-and-data-isolation.md) - [Data isolation guarantees](https://docs.toucanai.cloud/govern/compliance-and-data-isolation/data-isolation-guarantees.md) - [Compliance posture (high-level)](https://docs.toucanai.cloud/govern/compliance-and-data-isolation/compliance-posture-high-level.md) - [Customer responsabilities](https://docs.toucanai.cloud/govern/compliance-and-data-isolation/customer-responsabilities.md) - [Table Visibility Governance](https://docs.toucanai.cloud/govern/table-visibility-governance.md) - [Self-Hosting (Optional / Advanced)](https://docs.toucanai.cloud/self-hosting-optional-advanced.md): Goal: Support customers running Toucan AI on their own infrastructure. - [Overview](https://docs.toucanai.cloud/self-hosting-optional-advanced/overview.md) - [When to Self-Host?](https://docs.toucanai.cloud/self-hosting-optional-advanced/overview/when-to-self-host.md) - [Trade-offs VS SaaS](https://docs.toucanai.cloud/self-hosting-optional-advanced/overview/trade-offs-vs-saas.md) - [Architecture](https://docs.toucanai.cloud/self-hosting-optional-advanced/architecture.md): Overview of the components of Toucan AI - [High-level system architecture](https://docs.toucanai.cloud/self-hosting-optional-advanced/architecture/high-level-system-architecture.md) - [Required components](https://docs.toucanai.cloud/self-hosting-optional-advanced/architecture/required-components.md) - [Deployment](https://docs.toucanai.cloud/self-hosting-optional-advanced/deployment.md) - [Deployment steps](https://docs.toucanai.cloud/self-hosting-optional-advanced/deployment/deployment-steps.md) - [Upgrade strategy](https://docs.toucanai.cloud/self-hosting-optional-advanced/deployment/upgrade-strategy.md) - [Authentication & Networking](https://docs.toucanai.cloud/self-hosting-optional-advanced/authentication-and-networking.md) - [Network requirements](https://docs.toucanai.cloud/self-hosting-optional-advanced/authentication-and-networking/network-requirements.md) - [Identity integration](https://docs.toucanai.cloud/self-hosting-optional-advanced/authentication-and-networking/identity-integration.md) - [Scaling & Performance (Advanced)](https://docs.toucanai.cloud/scaling-and-performance-advanced.md): Goal: Support large-scale and high-traffic use cases. - [Performance Optimization](https://docs.toucanai.cloud/scaling-and-performance-advanced/performance-optimization.md) - [Dataset modeling tips](https://docs.toucanai.cloud/scaling-and-performance-advanced/performance-optimization/dataset-modeling-tips.md) - [Dashboard design best practices](https://docs.toucanai.cloud/scaling-and-performance-advanced/performance-optimization/dashboard-design-best-practices.md) - [Upgrades & Maintenance](https://docs.toucanai.cloud/scaling-and-performance-advanced/upgrades-and-maintenance.md) - [Versioning strategy](https://docs.toucanai.cloud/scaling-and-performance-advanced/upgrades-and-maintenance/versioning-strategy.md) - [Backward compatibility](https://docs.toucanai.cloud/scaling-and-performance-advanced/upgrades-and-maintenance/backward-compatibility.md) - [Security & Compliance at Scale](https://docs.toucanai.cloud/scaling-and-performance-advanced/security-and-compliance-at-scale.md) - [Multi-tenant considerations](https://docs.toucanai.cloud/scaling-and-performance-advanced/security-and-compliance-at-scale/multi-tenant-considerations.md) - [Auditability](https://docs.toucanai.cloud/scaling-and-performance-advanced/security-and-compliance-at-scale/auditability.md) - [How-To guides library](https://docs.toucanai.cloud/how-to-guides-task-oriented.md) - [References](https://docs.toucanai.cloud/references.md): Goal: Precise, exhaustive technical reference. - [APIs](https://docs.toucanai.cloud/references/apis.md) - [Authentication API](https://docs.toucanai.cloud/references/apis/authentication-api.md) - [Embedding API](https://docs.toucanai.cloud/references/apis/embedding-api.md) - [Management API](https://docs.toucanai.cloud/references/apis/management-api.md) - [Data steps](https://docs.toucanai.cloud/references/apis/data-steps.md) - [Configuration Options](https://docs.toucanai.cloud/references/configuration-options.md) - [Environment varaibles](https://docs.toucanai.cloud/references/configuration-options/environment-varaibles.md) - [Feature flags](https://docs.toucanai.cloud/references/configuration-options/feature-flags.md) - [Embedding options](https://docs.toucanai.cloud/references/configuration-options/embedding-options.md) - [Limits & Constraints](https://docs.toucanai.cloud/references/limits-and-constraints.md) - [Dataset limits](https://docs.toucanai.cloud/references/limits-and-constraints/dataset-limits.md) - [Query limits](https://docs.toucanai.cloud/references/limits-and-constraints/query-limits.md) - [Token expiration](https://docs.toucanai.cloud/references/limits-and-constraints/token-expiration.md) - [Error Codes](https://docs.toucanai.cloud/references/error-codes.md) - [Authentication errors](https://docs.toucanai.cloud/references/error-codes/authentication-errors.md) - [Data errors](https://docs.toucanai.cloud/references/error-codes/data-errors.md) - [Embedding errors](https://docs.toucanai.cloud/references/error-codes/embedding-errors.md) - [Troubleshooting](https://docs.toucanai.cloud/troubleshooting.md) - [Data not appearing](https://docs.toucanai.cloud/troubleshooting/data-not-appearing.md) - [Permission issues](https://docs.toucanai.cloud/troubleshooting/permission-issues.md) - [Token errors](https://docs.toucanai.cloud/troubleshooting/token-errors.md) - [Performance issues](https://docs.toucanai.cloud/troubleshooting/performance-issues.md) - [FAQ](https://docs.toucanai.cloud/faq-and-troubleshooting.md): Goal: Reduce support load and unblock users. - [AI](https://docs.toucanai.cloud/faq-and-troubleshooting/ai.md): Common questions about AI - [FAQ](https://docs.toucanai.cloud/faq-and-troubleshooting/faq.md) - [Common onboarding questions](https://docs.toucanai.cloud/faq-and-troubleshooting/faq/common-onboarding-questions.md) - [Security questions](https://docs.toucanai.cloud/faq-and-troubleshooting/faq/security-questions.md) - [Billing-related questions](https://docs.toucanai.cloud/faq-and-troubleshooting/faq/billing-related-questions.md) --- # Agent Instructions This documentation is published with GitBook. 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