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What is DataFact?
DataFact workflow overview
Get your first answer in 5 minutes
Connect a database and analyze data
Import and analyze an Excel document
Build a document knowledge experience
Sign in and navigate the workspace
Choose your next workflow

Workspaces and resource scope
The DataFact data-to-answer lifecycle
Connections, MemoryLake, and knowledge
MemoryLake resource types
Datasets vs. Analysis Models
Agents, Sessions, and messages
How an answer is produced
Knowledge and answer accuracy
Evidence and citations
Evaluation lifecycle
Feature availability

Ask and analyze

Find and open an Agent
Start a Session
Manage Session history
Read an answer
Respond to clarification requests
Trace citations to source content
View PDF highlights
Work with charts and generated files
Use suggested follow-up questions
Understand queued requests
Cancel or resume a request
Ask better questions

Connect data and documents

Browse files and folders
Create folders
Upload files
Manage files and folders
Track upload progress
Recover from upload failures
Add a database connection
Enter connection information
Test a database connection
Edit or remove a database connection
Browse schemas and tables
Resolve connection failures

Build with MemoryLake

Create a SQL dataset
Browse datasets
View dataset details
Understand dataset tables and fields
Manage dataset knowledge
Understand data access behavior
Bind or unbind an analysis model
Edit or delete a dataset
Create Documents (Lite)
Add files from the Document Library
Select a chunking method
View parsing and indexing status
Inspect chunks and source content
Update or remove documents
Resolve indexing failures
Create Documents (Excel)
Add Excel, CSV, or supported tabular files
View document metadata
Browse worksheets
Inspect parsing results
Configure worksheet metadata
Use Excel data in reports and analysis
Resolve tabular parsing failures

Model knowledge

Manage business entities
Manage entity relationships
Add business knowledge
Add general knowledge
Add optimization examples
Understand analysis model types
Create an analysis model
Configure knowledge sources
Manage drill-down entities
Explore the topology graph
Build a knowledge version
View version details
Switch the active version
Build again after a failure
Delete an eligible version
Understand editable and read-only states

Build AI applications

Create an agent
Choose an agent type
Configure the model and instructions
Connect datasets and knowledge
Configure a greeting
Configure recommended questions
Edit, lock, or delete an agent
Control access to an agent
AI Reports overview
Create a report template
Edit or delete a report template
Generate a report
Track report status
Download a completed report
Retry a failed report
Find report records
Create a channel
Connect an Agent to a channel
Configure a messaging channel
Edit or delete a channel
Review channel configuration

Evaluate and improve

Send product feedback
Rate an answer
Add feedback details
Update or withdraw feedback
Understand the visible feedback lifecycle
Browse questions
Search and filter questions
Review feedback records
Understand handling and optimization status
Filter by Agent or user
Review unavailable question content
Create a test set
Add and edit test questions
Run a test set
Track execution progress
Review execution results
Run a test again

DataFact glossary
Chinese-English terminology
Product navigation map
Supported document formats
Supported tabular formats
Supported databases
Chunking method comparison
Analysis model type comparison
Dataset and indexing statuses
Analysis model version statuses
Session and queue statuses
Report generation statuses
Feature availability labels
Accessibility and keyboard behavior

Troubleshooting & FAQ

I cannot see a feature
An action is unavailable
Database connection test failed
File upload failed
Document parsing failed
Excel worksheets are missing
Indexing is stuck or failed
An answer has no citation
A citation cannot be opened
The wrong table or Dataset was used
A Session request is queued
A streamed answer was interrupted
An Analysis Model build failed
A report generation task failed
A feature is read-only
What to include in a support request

New features
Improvements
Behavior changes
Deprecated features

Product documentation

DataFact documentation

English is the default and source language for DataFact documentation.

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Concepts
Guides
Reference
Troubleshooting & FAQ
What's new

Last verified: 2026-08-18Initial draft complete

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