DataIQ

DataIQ is used to analyze structured data and generate insights from it. It works with data that is already in a structured format, such as records stored in a data board or a connected database, and provides tools to explore, filter, and visualize that data and to build reports and dashboards.

Use DataIQ when your data is already structured. If your information is still inside documents (for example, invoices or business cards), process it through DocIQ first. The extracted records are stored in Document Boards, which can then be analyzed in DataIQ.

Viewing Data Boards

1. From Knowledge, select DataIQ.

1. Data Boards are displayed as individual cards. Each board card shows:

• Board name (for example, Sales Leads, Invoice Records or Customer Contacts).

• RECORDS, the number of records the board contains (for example, 120 RECORDS).

1. Click ⋮ on a card for further actions, including editing the board information and deleting the board.

Opening a Board

1. Click a board card to open it.

2. Records are displayed in a table, with one column for each field in the data source (for example, Name, Company, Region, Amount, Status, Created Date and Owner).

1. Click a column header's sort arrows to sort by that column.

Managing Records

• View a record: Hover over a row and click the record details icon in the No. column.

• Edit a record: Hover over a row and click the edit (pencil) icon to correct or update values.

• Click the Delete icon (red bin) at the top right of the record. Confirm the deletion of the record.

• Click the Save icon (blue disk) at the top right, or click the SAVE button at the bottom of the form.

• Hover over the Record ID, and click Record ID at the top right of the record. The record's unique ID is copied to your clipboard. Paste the ID wherever you need it (for example, in a support ticket or search field).

• Add a record: Click + at the top right, enter the values for each field and save the record.

• Search records: Use the Search field to find a record by keyword.

Board Toolbar

The icons at the top right of an open board provide the following actions:

Icon	Description
Settings	Open the board menu: Edit Model, Model Automation, Export, Import and Delete.
Filter	Display only the records that match the selected field values.
Segmentation (Groups of Contact)	Group records with similar traits so the right messages can be sent to the right people.
Ontology	View and create relations between this board and other boards.
Search	Find a record by keyword.
+	Create a new record.

Board Settings

1. Click the Settings (gear) icon.

1. Select one of the option from the dropdown.

A. Edit Board

Open the data board to review or update board's details and fields.

1. Open the board you want to edit and select the Edit Board icon. The edit window opens the Board Profile tab.

Update the Board Profile

1. In Board Name, update the name of the board if needed. This field is required.

2. In Board Objective, describe the purpose of the board. You can enter up to 1,000 characters.

3. From the Category dropdown, select a category for the board.

4. From the Deployment Access dropdown, choose who can access the board (for example, All Teams). This field is required.

Update the Fields

1. Select the Fields tab to view and manage the data fields the board extracts.

2. For each field, you can update:

   • Attribute Name: the name of the field (for example, Name, Type, Description).

   • AI Logic: the type of data the field captures (for example, Short Text).

   • Extraction Prompt: instructions telling the AI what to extract for this field. Select the expand icon to open a larger editing area.

   • Role Access: the role that can view this field (for example, Officer).

3. To add a new field, select + Add Field and complete its details.

4. To reorder fields, drag the handle (⋮⋮) on the left of a field to a new position.

5. To manage an individual field (such as removing it), select the More options menu (⋮) on the right of that field.

Note: The Record ID (System Default) field is created automatically and can't be edited or removed. It assigns a unique ID to each record.

Save your changes

1. Select Save. The Save button becomes active once you've made a change.

B. Model Automation:

1. Configure automations for the linked model.

1. Click New Automation. Provide the required automation information, including

• Automation Name: Enter a clear and recognizable name for the workflow.

• Automation Description: Add internal notes or describe the purpose of the automation.

• Triggered Condition: Select the event that will activate the automation. Available options include:

• Triggered Workflow: After choosing the trigger, select the workflow that should execute when conditions are met. Click the Triggered Workflow dropdown and choose or create a workflow.

• You can edit the workflow to get your desired trigger. To do so, select the workflow from the list of triggered workflow and click on Edit Workflow.

This opens the workflow builder. The workflow builder allows users to visually design automation processes. Users can set the below parameters of the workflow:

• Workflow Name

• Category

• Trigger source

• Actions and steps

• Integrations

• Logic conditions

The builder uses a drag-and-drop interface for easy workflow creation. For complete instructions on creating and managing workflows, sPublish the Workflow & Create Automation

• Once configuration is complete, click Publish. Users can add more automation as desired, following the same steps.

C. Export

Click on the export icon to download the board's records. Mention the data range and type of data. Add the email address, and click on Export CSV to download the data.

D. Import

Click on the import icon to upload records into the board. You can upload csv file, and also upload from the URL if you have online data available.

E. Delete

Click on delete icon to delete the board.

Deleting a board removes it and its records. Export the records first if you need to keep a copy.

Filter Records on Board

1. Open the board and select the Filter icon (funnel) in the top-right toolbar. The Filter panel opens above the records table.

1. In the Where dropdown, select the field you want to filter by (for example, Payment Status).

2. In the condition dropdown, select how the field should be matched (for example, Is).

3. In the value box, enter the value you want to filter for.

4. To add another condition, select + Add Filter and repeat steps 2 to 4.

5. Select Apply. The table updates to show only the records that match your filter. You can filter a board to show only the records that match specific conditions.

6. To remove a single condition, select the Delete icon (bin) on the right of that condition.

7. To remove all conditions, select Clear All.

8. To close the Filter panel, select the X in the top-right corner of the panel.

Creating a Segmentation

1. Open the required board. Click the Segmentation (Groups of Contact) icon.

1. To use an existing segmentation, select it from the drop-down and click APPLY.

2. To create a new segmentation, click + New Segmentation.

1. Enter the Segmentation Name (required) and a Description.

2. Under Conditions, define the rule by selecting a field, selecting an operator and entering a value (for example, Where Name Is Receipt).

3. Click + Add Condition to add more rules, or click the delete (trash) icon to remove a rule.

4. Click APPLY to save and apply the segmentation, or click BACK to return without saving.

5. Once the segmentation is applied, only the records where the condition is true will be displayed.

Ontology

Relations connect a board to other boards so that related records can be linked. For example, you can link a business card record to an invoice record.

1. Open the required board. Click the Ontology icon.

1. The Relations window opens and shows the existing relations for the board, along with the number of models and relations.

1. Review the relations in either tab:

• Preview: A visual view of the connected models.

• List Connection: A table of each relation's Source, Type, Target and Via Field. If no relations exist, No relations to show. is displayed.

1. To add a relation, click + ADD RELATION.

2. In Link to Existing Board, enter the Field Name and select the Target Board. Both fields are required.

1. Click CREATE. The new relation appears in the List Connection tab.