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Beginner10 min read

Getting Started with dataTamer

Set up your workspace, create your first topic, and understand the platform basics.

What You'll Learn

How to create your dataTamer account
Understanding workspaces and topics
Setting up your first workspace
Creating your first topic (project)
Navigating the dataTamer interface
1

Create Your Account

Visit app.datatamer.ai and sign up using:

  • •Email and Password: Enter your email and create a secure password
  • •Google OAuth: Sign in with your Google account for quick access
  • •Other OAuth Providers: Connect using supported social auth providers

💡 Tip: Using OAuth providers like Google allows for faster login and better security.

2

Understanding Workspaces

Workspaces in dataTamer are like organizations or teams. Each workspace has:

  • •Team Members: Invite colleagues with different roles (Admin, Member)
  • •Shared Topics: All workspace members can access topics within the workspace
  • •Billing & Credits: Workspace-level credit system for AI usage
  • •Datasources: Connect and manage data sources at the workspace level

✓ Note: When you first sign up, dataTamer automatically creates a default workspace for you.

3

Create Your First Workspace (Optional)

If you want to create additional workspaces for different teams or projects:

  1. 1. Click on the workspace selector in the top navigation
  2. 2. Click "Create New Workspace"
  3. 3. Enter a workspace name (e.g., "Marketing Team", "Product Analytics")
  4. 4. Click "Create"
4

Understanding Topics

Topics are the core organizational unit in dataTamer. Think of them as projects or knowledge bases:

  • •Conversations: Each topic has its own AI chat interface
  • •Data Sources: Associate specific datasources with each topic
  • •Team Access: Control which workspace members can access each topic
  • •Context: The AI uses only the data sources connected to the active topic
5

Create Your First Topic

Let's create your first topic to organize your work:

  1. 1. Navigate to Topics from the left sidebar
  2. 2. Click "Create New Topic"
  3. 3. Enter a topic name (e.g., "Customer Support Knowledge Base")
  4. 4. Add an optional description to help team members
  5. 5. Click "Create Topic"

✓ Success! You've created your first topic. You can now add data sources and start chatting with your data.

6

Navigating the Interface

Familiarize yourself with the main areas of dataTamer:

  • •Left Sidebar: Access Topics, Datasources, Tamed Data, and Settings
  • •Chat Interface: Main area for conversing with AI about your data
  • •Right Panel: Select which data sources to include in your conversation
  • •Conversation History: View and manage previous conversations
  • •Top Bar: Workspace selector, notifications, and user menu
7

Invite Team Members

To collaborate with others on your workspace:

  1. 1. Go to Topics and select your topic
  2. 2. Click on the "Team" or "Users" tab
  3. 3. Click "Invite Member"
  4. 4. Enter their email address
  5. 5. Assign a role (Admin or Member)
  6. 6. Click "Send Invitation"

💡 Role Permissions: Admins can manage workspace settings and billing. Members have limited administrative rights.

Next Steps

Now that you've set up your workspace and created your first topic, you're ready to connect data sources!

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