Skip to content

( 01 )

Docs
English
English✓简体中文日本語
Open demo↗
Get started
  • 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
Concepts
  • 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
Guides
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
Reference
  • 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
Latest updates
  • New features
  • Improvements
  • Behavior changes
  • Deprecated features

Product documentation

Concepts

Learn how connections, MemoryLake, knowledge, agents, evidence, and evaluation fit together.

  • 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
Last verified: 2026-08-18Initial draft complete