Your Analytics Platform Navigation Guide
Welcome to Zenlytic. This overview introduces you to the workspace layout and shows you where to find every feature.
What You'll Learn
Navigate the main workspace areas
Understand each feature's purpose
Find the tools you need quickly
Access help and support resources
Customize your workspace settings
Main Navigation Panel
Chat with Zoë
Location: Top of the left panel (default landing page)
When you open Zenlytic, you'll start on the chat page. This is where you interact with Zoë, our AI data analyst, to begin analyzing data through natural conversation.
Quick Action: Start typing a question to begin your analysis immediately.
Search Functionality
Location: Search bar in the left panel
Find any content across your workspace:
Type keywords to locate dashboards, topics, or data
Example: Search "products" to find all product-related dashboards and subject areas
Results show dashboards, saved analyses, and data topics
Core Analytics Features
Explore Page
Location: Left panel navigation
The Explore section provides manual analysis building:
Two-Step Process:
Topics Page - Choose your subject area first
Explore Interface - Build analyses with:
Dimensions (grouping fields)
Measures (metrics to calculate)
Filters (data constraints)
Chart options (visualization types)
Use Case: When you need precise control over your analysis structure beyond conversational queries.
Dashboards
Location: Dashboard tab in left panel
Access all dashboard content:
Your Dashboards - Created by you
Shared Dashboards - Created by teammates and made available
Organization Dashboards - Company-wide resources
Features:
View, edit, and share dashboards
Schedule automatic updates
Export to various formats
Workflows
Location: Workflows tab in left panel
Workflows store sets of instructions that generate consistent results:
Similar to saved conversations with Zoë
Run the same analysis with updated data
Schedule automated execution
Share standardized processes with your team
Example: A monthly sales report workflow that runs automatically and sends results to stakeholders.
Developer Tools
Data Model Editor
Access: Available to users with developer permissions
View and edit the semantic layer that powers Zenlytic:
Two Views Available:
Table Format - Visual interface for model management
Raw YAML - Direct code editing for advanced users
Capabilities:
Define metrics and dimensions
Set up data relationships
Configure business logic
Manage data sources
Support and Settings
Help Portal
Location: Help button in left panel
Comprehensive support system:
Interactive Chat Support
Ask questions directly to our help agent
Example: "How do I start a chat?" returns relevant instructions
Get immediate answers to common questions
Resources Available:
Zenlytic documentation library
Create support tickets
View existing ticket status
Access training materials
Settings
Location: Settings tab (admin access required)
Customize your workspace:
User management
Security settings
Integration configurations
Workspace preferences
Data source connections
Navigation Tips
Keyboard Shortcuts
Cmd/Ctrl + K - Quick search
Cmd/Ctrl + / - Keyboard shortcuts list
Esc - Close current modal
Best Practices
Start with Chat - Let Zoë guide your initial exploration
Save Frequently - Bookmark useful dashboards and analyses
Use Search - Faster than browsing when you know what you need
Check Help First - Many answers available instantly
Common Workflows
For Business Users
Start in Chat for quick questions
Move to Dashboards for regular reporting
Use Explore for detailed custom analysis
for Developers
Review in Data Model Editor
Test changes in Chat
Validate with Explore
Deploy via Settings