Platform Documentation

A comprehensive guide to securely connecting, analyzing, and conversing with your data without compromising governance.

1. Getting Started

Welcome to dataface.ai. Follow these steps to set up your account and begin analyzing data.

Sign Up & Login

Navigate to the Registration page to create an account. You can sign up using your email and password, or use Google OAuth for single sign-on (SSO). Once registered, you can Log In at any time from the top right of the landing page.

Subscription & Pricing

dataface.ai is packaged for enterprise evaluation and rollout. Upon signing up, you can request an evaluation workspace for sandbox validation and scoped datasource testing.
To upgrade your limits or access advanced features:

  • Navigate to the Settings or Credits page from your Dashboard sidebar.
  • Review the available packages: Evaluation for sandbox validation, Business for governed team rollouts, and Enterprise for custom security, infrastructure, and support requirements. See full details on our Pricing Page.
  • Contact sales to scope contract terms, deployment architecture, credit allocation, support needs, and procurement requirements.

2. Managing Connections

dataface.ai supports zero-data-movement analytics by connecting directly to your existing databases and APIs.

Connecting a Database

From the Dashboard, click Connect Datasource. You will need standard read-only credentials:

  • Host/URL: The server address
  • Port: (e.g., 5432 for Postgres)
  • Database Name
  • Username & Password
Security Best Practice: We highly recommend creating a dedicated database user with READ ONLY permissions strictly limited to the tables you wish to analyze.

Connecting an API

You can also connect REST APIs to converse with external data streams.

  • Select API Source during creation.
  • Provide the base URL and necessary authentication headers (Bearer tokens, API keys).
  • Define the endpoints you wish the agent to access.

Connection Status & Deletion

Your connected sources appear as cards on the Dashboard.

  • Status Indicators: A green dot indicates a healthy connection. If credentials expire or the host becomes unreachable, the status will turn red.
  • Delete Database: Click the trash/delete icon on any datasource card to instantly remove it. This deletes all cached metadata, schema information, and connection credentials from our systems permanently.

3. Metadata & Schema

When you connect a datasource, dataface.ai runs an automated background extraction to read your Schema (table names, column names, data types). It does not extract the underlying row data.

Viewing Extracted Metadata

You can review what the AI "knows" about your database to ensure accuracy:

  1. Locate the datasource card on your Dashboard.
  2. Click the Metadata / Schema button (often represented by an info or table icon).
  3. A popover or modal will display the synchronized tables and columns.

If you add new tables to your database, simply click the Refresh Metadata button on the card to sync the latest structure to the AI agent.

4. Conversational Chat Interface

The Chat interface is the core of dataface.ai. You can access it by clicking the floating chat button on the bottom right of the screen, or by directly entering the /chat route.

Global Chat vs. Specific Chat

Global Chat

If you open the chat without selecting a datasource, the AI acts globally. You can ask "What databases do I have?" or perform platform operations. If you ask an analytical question, the AI will try to determine which of your databases contains the relevant data.

Datasource-Specific Chat

Clicking "Chat" directly on a datasource card instantly opens a conversation specifically targeted at that database. The AI will only query the selected schema.

Context Locking

In the chat input box, you will notice a Database Icon. Clicking this opens the Context Linker.

  • Locking Context: When the lock icon is engaged (amber/locked state), the AI is strictly confined to querying the selected databases. It will not hallucinate or attempt to query external sources.
  • Adding Context: You can link multiple databases into a single chat session by clicking "Link More" in the context menu.

5. Data Privacy vs. AI Analysis Toggling

You have granular control over how your data interacts with Large Language Models (LLMs). Next to the send button in the chat input, you will find the Analysis Toggle.

Strict Privacy Mode

Default

Indicated by a grey shield icon. Designed for highly sensitive financial, healthcare, or proprietary data.

  • Only the catalog (schema plus a few example values per column) is shared with the LLM to generate the SQL query.
  • Query results are not sent to the AI. They are shown to the person who asked.

AI Analysis Mode

Opt-In

Indicated by a purple sparkles icon. Designed for deep insights and strategic recommendations.

  • A summarized sample of the result set is securely sent to the LLM.
  • AI generates a written executive summary and smart follow-up suggestions.

Execution Trace Transparency

To maintain complete transparency, you can view exactly what operations the AI performed on your database. Under any data response, click the </> SQL Query button to reveal the exact native query that was executed on your system.

6. The Request Path

What actually runs between a question and an answer. Six stages, each one a place the system is allowed to refuse, which is why it can be pointed at production data. Every guarantee below is enforced in code, not policy.

  1. 01classify

    Intent is resolved against the schema graph before anything is generated.

    guarantee Ambiguous intent stops here and asks, rather than guessing a column.

  2. 02plan

    An engine is selected per question: a single source, or a federated plan across several.

    guarantee A cross-source answer never guesses at a join. It uses a mapping you confirmed.

  3. 03generate

    SQL is written from the catalog: table names, column names, types, and a few example values per column.

    guarantee Your tables are never in the prompt. Query results reach the model only if a user turns on AI analysis.

  4. 04validate

    Every table and column is checked against the live schema before execution.

    guarantee SELECT only. DDL and DML are rejected, not sanitised and run.

  5. 05execute

    The query runs on your source, under credentials you issued and can revoke.

    guarantee Read-only, on your infrastructure. Nothing is staged or copied.

  6. 06answer

    The result set is shaped into prose and a chart, with the SQL kept alongside it.

    guarantee The query is always visible. Nothing is asserted that you cannot re-run.

API Documentation (Coming Soon)

dataface.ai is built on a highly extensible, API-first architecture. In the near future, we will release comprehensive Developer Documentation detailing how to programmatically interact with our semantic routing engine, manage connections via CI/CD, and embed conversational analytics directly into your own applications.

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