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.
Finding Your Content
Location: Left panel
Zenlytic does not have a workspace-wide search. Search and filtering are page-specific:
Browse dashboards, artifacts, and saved analyses from their respective workspace pages
Each page has its own search and filters — for example, you can search the Artifacts list view for a specific artifact
Old chats can be browsed and reopened from the chat-history list in the sidebar, but you cannot search chat titles or message contents
Core Analytics Features
Artifacts
Location: Artifacts tab in left panel
Artifacts are the rich, interactive outputs Zoë builds for you — apps, dashboards, documents, spreadsheets, and presentations.
Use the Artifacts page to:
Organize and revisit everything Zoë has built across your conversations
Create a new artifact directly from a type picker
Set up auto refresh and scheduled delivery to email or Slack
Share, publish, or version any artifact
Use Case: When you want a saved, shareable, refreshable output built from a conversation with Zoë.
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
Proactive Agents
Location: Proactive Agents tab in left panel
Proactive Agents 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 agent that runs automatically and sends results to stakeholders.
Skills
Location: Settings → Skills
Skills are on-demand context Zoë loads only when relevant — best for complex, recurring, or situational patterns like fiscal calendars, industry-specific analysis, or multi-step workflows.
Use Case: When you have a business rule or analysis pattern that comes up often but shouldn't be part of every question.
Developer Tools
Context Manager
Access: Available to users with developer permissions
View and edit the semantic layer that powers Zenlytic:
Two Views Available:
File Tree / Editor - Browse and edit model and view files
Raw YAML - Direct code editing for advanced users
Capabilities:
Define metrics and dimensions
Set up relationships between tables
Configure business logic
Manage data sources
Review diffs and deploy to production
You can also ask Zoë directly how to add a measure, join, or other model change — with edits enabled, she can make the change and save it for you. See Ask Zoë for Data Model Recommendations.
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 for workspace-level settings)
Customize your workspace:
User management
Security settings
Skills
Integration configurations
Workspace preferences
Data source connections
Your personal account settings — including Pull from Remote, for rebuilding the data model cache after a direct git push — live under your workspace name in the lower left, not in the main Settings tab.
Navigation Tips
Keyboard Shortcuts
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 artifacts
Search Within a Page - Go to Dashboards or Artifacts and use that page's search and filters
Check Help First - Many answers available instantly
Common Workflows
For Business Users
Start in Chat for quick questions
Move to Dashboards for regular reporting
Ask Zoë for detailed custom analysis, or save it as an Artifact
for Developers
Review the model in Context Manager
Test changes in Chat
Validate the diff in Context Manager
Deploy to production