Getting Familiar with the UI
Introduction
This guide provides an overview of Codd AI's user interface and its main components. Understanding the navigation and key features will help you effectively utilize the platform's capabilities.
Tip: Start with the demo environment to familiarize yourself with the interface before creating your own workspace.
Onboarding & Demo
When you first access Codd AI, you'll see the onboarding page with helpful resources to get started:
Welcome Screen Features
- Introduction Video: Watch a quick overview of Codd AI's capabilities
- Try Demo Button: Instantly access a pre-configured retail sales environment
- Demo Data: Explore real data with 25+ pre-built metrics
- Navigation Options: Quick links to explore the demo workspace and its knowledge
Recommended: Click "Try Demo" to immediately start exploring Codd AI with sample data.
Brain Selector
How to access: Click on the brain name (e.g., "Codd Demo") in the top right corner next to your profile icon to open the brain selector dropdown.
The Brain is your workspace in Codd AI. You can switch between different brains to organize specific domains or business areas:
Your Brain
Your personal workspace for creating and managing data models and metrics. You can rename it in settings.
- Create data models
- Upload your own knowledge
- Connect your databases
Codd Demo Brain
Pre-configured demo environment with retail sales data for learning and exploration.
- Retail sales data model
- Sample business knowledge
- 25+ ready-to-use metrics
Database Integrations
How to access: Click the backstage icon () in the top right → Integrations, or click "Add Integration" when creating technical knowledge.
Connect your databases to create technical knowledge:
Supported Databases
Azure SQL
BigQuery
Databricks
Dremio
PostgreSQL
Amazon Redshift
Snowflake
SQL Analytics Endpoint
Teradata
Trino
Creating an Integration:
- Navigate to Integrations or click "Add Integration" when creating technical knowledge
- Select your database type
- Enter connection details (host, port, credentials)
- Test the connection
- Save for use in technical knowledge
Knowledge Management
How to access: Click "Knowledge" in the top navigation bar. Then click "Add Knowledge Cell" button to create new business or technical knowledge.
Knowledge is the foundation for building your data model and generating metrics. There are two types you need to create:
Business Knowledge
Upload documents or connect to REST APIs containing business context:
- Business glossaries
- KPI definitions
- Synonym references
- Business rules
- REST API integration for pulling knowledge from external systems (e.g., data catalogs, documentation sites)
Technical Knowledge
Connect to databases and select tables:
- Database connections
- Table selection
- Facts & dimensions
- Schema metadata
Corpus Board
How to access: Click "Corpus" in the top navigation bar to see the Corpus Board. You can also use the "Switch Corpus" option to view other corpus boards.
The Corpus Board is your control center for managing data models and knowledge:
Board Features
Knowledge Cells
View all knowledge cells (business and technical) that power your workspace.
- Document summaries
- Database connections
- Knowledge relationships
Data Model
Review AI-generated relationships between your data entities.
- Primary/Foreign keys
- Cardinality
- Confidence scores
Metrics
Browse and execute pre-generated business metrics.
- 25+ auto-generated KPIs
- Dimensions & measures
- SQL definitions
Actions
Manage your workspace with these actions:
- Update knowledge
- Lock/unlock data model
- Regenerate metrics
Data Model
How to access: From the Corpus Board, the Data Model section is displayed in the middle card. Click on the table entities or "Edit" button to interact with the data model.
After creating knowledge, Codd AI automatically generates a data model showing relationships between your entities:
Data Model Features
Visual Representation
Interactive graph showing all entities and their relationships:
- Entity nodes with table names
- Relationship lines showing connections
- Cardinality indicators (1:1, 1:N, N:N)
- Click entities to view details
AI-Generated Relationships
The AI analyzes your knowledge to identify:
- Primary keys for each table
- Foreign key relationships
- Confidence scores for each relationship
- Fact and dimension classifications
Review and Refinement
- Review: Examine AI-identified relationships
- Provide Feedback: Correct any misidentified relationships
- Lock Model: Finalize when satisfied to enable metric generation
- Regenerate: Request AI to refine based on feedback
Important: The data model must be locked before metrics can be generated. This ensures consistent relationships across all analytics.
Metrics View
How to access: From the Corpus Board, the Metrics section is displayed in the right card. Click "Review" button to see all metrics in detail.
The Metrics view shows all AI-generated KPIs for your workspace:
Metrics Interface
Metric List
View all 25+ auto-generated metrics with:
- Metric name and description
- Dimensions (grouping fields)
- Measures (calculations)
- Database entities used
Metric Actions
- View SQL: See the generated SQL query
- Execute: Run the metric to see results
- Modify: Edit SQL or ask AI to adjust
- Export: Download results for analysis
Canvas Interface
How to access: Click "Canvas" in the top navigation bar, or click "Start Conversation" button from the Corpus Board.
Canvas is where you interact with your data through natural language conversations:
Canvas Components
Query Input
Type questions in natural language like "Show me gross margin by product" or "What's the average sales by category?"
Results Display
View data results in tables and charts with AI-generated insights about your query.
SQL Viewer
Click to see the generated SQL query. You can modify it directly or ask AI to help adjust it.
Follow-up Questions
AI suggests relevant follow-up questions to continue your analysis journey.
Settings & Profile
How to access: Click on your profile icon (initials) in the top right corner, then select Settings from the dropdown menu.
Access settings and support options from the profile menu:
Settings Options
- Profile: Your account information
- Organization: Team settings
- Brain: Rename your workspace
- Config: Platform preferences
- Agent Config: AI settings