Product documentation
Choose your next workflow
| Starting material | Intended outcome | Start here |
|---|---|---|
| A database | Ask analytical questions | Connect a database and analyze data |
| Excel or CSV tables | Analyze files or generate a Preview report | Import and analyze an Excel document |
| PDFs or other supported documents | Retrieve passages and cite sources | Build a document knowledge experience |
| Existing MemoryLake resources | Configure an Agent | Create an Agent |
| Existing answers and bad cases | Collect feedback or run repeatable questions | Evaluate and improve |
Decide by evidence need
- Choose Documents (Lite) when source passages and citations are central.
- Choose Documents (Excel) for parsed worksheets and tabular-file analysis.
- Choose SQL Datasets when the source is a connected database.
- Add an Analysis Model when reusable, versioned semantic knowledge is needed across compatible Datasets.
These are product paths, not accuracy guarantees. Verify source compatibility and important results.