Quickstart

Prerequisites

Before you begin, make sure you have:

An active Stackless user account.
Your organization's Stackless URL, usually a customer-specific Stackless subdomain.
Access to the dashboards, sources, and schemas your role is allowed to view.
A modern browser such as Chrome, Edge, Safari, or Firefox.

If you cannot sign in or a dashboard is missing, ask a Stackless administrator to confirm your invite, role, and dashboard access.

Open your Stackless URL and sign in with the account from your invitation. Some organizations use a first-time password flow, while others use a configured identity provider.

After sign-in, the left navigation shows the product areas available to your role. Common entries include Agent, Dashboards, Monitor, Data, and Settings.

[picture 1. Stackless signed-in navigation with Agent and Data sections]

Step 2: Open the Agent

Go to Agent. The Agent page has three main areas:

Conversation history on the left, where previous conversations and shared conversations appear.
Chat in the center, where you ask questions and review responses.
Artifact workspace on the right, where generated tables, charts, briefs, findings, and dashboards appear.

[picture 2. Agent page showing conversation history, chat input, and artifact workspace]

Try one of these first prompts:

"What data do we have available? Show me the key tables and metrics."
"Show me all metric definitions and what they measure."
"Build me a dashboard to track our key performance metrics."
"Query our data warehouse to analyze recent trends."

Step 3: Ask a precise first question

For the first question, include a metric, a time period, and the breakdown you want. For example:

"Show weekly net revenue for the last 90 days."
"Create a table of orders by channel for this month."
"Which locations had the largest revenue increase versus the prior month?"
"Explain how the active customers metric is calculated."

The Agent may search the Catalog, inspect metric definitions, run a read-only warehouse query, or create an artifact. It will respect your role's data access.

Step 4: Save the useful output

When the Agent produces a result you want to keep, ask it to save the result as the right artifact:

"Save this as a table artifact."
"Turn this trend into a chart card."
"Create a brief with the main findings and supporting evidence."
"Add this chart to a new dashboard."

Artifacts stay linked to the conversation that created them. You can also attach existing artifacts to a new conversation when you want the Agent to continue from prior work.

[picture 3. Artifact workspace with a table artifact and chart artifact]

Step 5: Move from artifact to dashboard

If a result should become recurring reporting, ask the Agent to build a dashboard:

"Create a dashboard with this KPI, the weekly trend, and a table by channel."
"Add filters for date range and location."
"Publish this dashboard after I review it."

Draft dashboards are private while you work. Publishing is an explicit action and may require review or confirmation, depending on the change.

Step 6: Check freshness and operations

For recurring reporting, use:

Dashboards to view published and private dashboards.
Data > Transformation Models to inspect managed datasets and refresh status.
Data > Semantic Models to inspect business-facing measures and dimensions.
Data > Catalog to search assets and trace lineage.
Monitor to review jobs, runs, and operational failures.

Next steps

Core Concepts explains the main objects in Stackless.
Using the Agent covers conversation workflow in more detail.
Artifacts explains tables, charts, briefs, findings, and dashboards.
Transformations explains managed Transformation Models.