How-to
Task-oriented walkthroughs. Each page is a single procedure with prereqs, numbered steps, a verification check, and troubleshooting — written to be followed once and never re-read.
Looking for the bigger picture? See the feature reference for the platform tour, or the use cases for end-to-end workflows that string several how-tos together.
Get started
| Procedure | What it does | Persona |
|---|---|---|
| Sign in | Authenticate to ConverSight via SSO or password. | Everyone |
Set up your data foundation
| Procedure | What it does | Persona |
|---|---|---|
| Connect Sage Intacct | Wire up Sage Intacct as a data source through Data Connectors. | Data Analyst |
| Configure a subject area | Shape connected tables into a business-meaningful dataset Athena can query. | Data Analyst |
| Configure row-level security (RLS) | Define per-role data boundaries so each user sees only their slice. | Data Analyst |
Use the platform
| Procedure | What it does | Persona |
|---|---|---|
| Ask Athena a question | Pose a plain-language question against a subject area and refine the answer. | Business Analyst · everyone |
| Create a Storyboard | Build a narrative-driven decision board from saved analyses and Athena commentary. | Business Analyst |
Extend the platform
| Procedure | What it does | Persona |
|---|---|---|
| Author a skill | Build a custom analytical skill that Athena can apply against your data. | Data Engineer |