Onboarding Guide

Welcome to Codd AI! Our onboarding experience is designed to get you productive in minutes, not hours. Start with our pre-configured demo corpus to understand the platform's capabilities before creating your own.

Quick Start: Click "Try Demo" on the welcome screen to instantly access a fully configured retail sales corpus with real data, metrics, and AI-powered insights.

How Codd AI Organizes Information: Tenant → Brain → Corpus

Understanding Codd AI's information hierarchy is crucial for effectively organizing and managing your analytics infrastructure. Information flows from raw to enriched, powering metrics, insights, and LLM-driven intelligence across your business.

Tenant / Organization

  • Represents your company
  • Contains multiple Brains (workspaces)
  • Manages access and user roles

Brain (Workspace)

  • A workspace for a specific business domain (e.g., Sales, Marketing, Support)
  • Holds raw technical (e.g., db schemas) and business knowledge (e.g., documents)
  • Hosts multiple Corpus that convert knowledge into structured intelligence

Corpus (Enriched Knowledge Agent)

  • Built inside a Brain
  • Merges technical + business knowledge
  • Outputs: Data Models & Business Metrics
  • Domain-specific (e.g., Marketing analytics)
  • Acts like an intelligent agent for that unit

Welcome Screen

What You'll See

Introduction Video

A quick overview video explaining Codd AI's core concepts and demonstrating how the platform works.

Watch Demo Video

Try Demo Button

One-click access to a pre-configured retail sales corpus with sample data, ready for exploration.

Navigation Options

Quick links to explore the demo corpus, view knowledge cells, and understand the data model.

Demo Corpus Experience

What's Included in the Demo

Retail Sales Data

  • Product catalog
  • Sales transactions
  • Customer data
  • Multiple dimensions & facts

Business Knowledge

  • Business rules document
  • KPI definitions
  • Synonym references
  • Domain terminology

AI-Generated Model

  • Automated relationships
  • Primary/foreign keys
  • Cardinality definitions
  • Confidence scores

25+ Metrics

  • Gross margin analysis
  • Sales performance
  • Product analytics
  • Customer insights

Your First Steps

After Clicking "Try Demo"

  1. 1

    Land in Canvas

    You'll arrive at the Canvas interface where you can immediately start asking questions about the data.

  2. 2

    Try Sample Questions

    Start with these predefined queries:

    • "Show me gross margin by product"
    • "What's the average sales by product category?"
    • "Display top 10 customers by revenue"
  3. 3

    Explore the Corpus

    Navigate to the corpus dashboard to see knowledge cells, data model, and metrics.

  4. 4

    View Metrics and Insights

    Explore pre-generated metrics, view detailed insights, and follow AI-suggested questions to dive deeper into the data.

After the Demo: You're Ready to Create Your Own Corpus

Now that you've experienced the power of Codd AI with the demo, you're ready to create your own Corpus tailored to your business needs.

Switch to Your Brain

Use the brain selector to switch from the demo brain to your personal workspace.

Create your first corpus

Add Your Knowledge

Upload business documents and connect your databases to create custom knowledge.

Learn about knowledge creation

Keep the Demo for Reference

The demo corpus remains available in the "Codd Demo" brain. You can switch back anytime to:

  • Reference the data model structure
  • Compare metric definitions
  • Test new query ideas
  • Show colleagues how Codd AI works

Tips for Success

Start Small

Begin with simple questions in Canvas before attempting complex analyses. The AI learns from your usage patterns.

Business Knowledge First

Always create business knowledge before technical knowledge. This helps the AI understand your domain better.

Review Confidence Scores

When reviewing your data model, pay attention to relationships with confidence scores below 80%.

Use Predefined Metrics

Leverage the 25+ auto-generated metrics before creating custom ones. They're optimized and validated.

Natural Language Works Best

Ask questions as you would to a colleague. The AI understands business context better than SQL syntax.

Need Help?

If you have questions during onboarding, use the contact support option from the profile menu.

Contact Support