# Zenlytic Docs

## Zenlytic Docs

- [Zenlytic Documentation](https://docs.zenlytic.com/getting-started/intro.md): Browse the key docs paths for setup, modeling, analysis, administration, and advanced workflows.
- [Start Here](https://docs.zenlytic.com/getting-started/start_here.md): Connect your warehouse, import tables, and ask your first Zoë question in a new workspace.
- [How Zoë Works](https://docs.zenlytic.com/core-concepts/how-zoe-works.md): How Zoë answers data questions end to end — the agentic loop, the tools she uses, and how every query stays governed and auditable.
- [Context Surfaces](https://docs.zenlytic.com/core-concepts/context-surfaces.md): Choose the right place for Zoë instructions based on when the context appears and how visible it is.
- [Progressive Enrichment](https://docs.zenlytic.com/core-concepts/progressive-enrichment.md): Start with raw tables, then add the smallest modeling changes that fix real mistakes and improve Zoë over time.
- [Fixing Zoë's Mistakes](https://docs.zenlytic.com/core-concepts/fixing-zoes-mistakes.md): Diagnose wrong answers by error type, then add the smallest context or modeling change that fixes the issue.
- [How to Steer Zoë's Answers](https://docs.zenlytic.com/tips-and-tricks/zoe_context_ingestion.md): Quickly choose between prompts, skills, descriptions, synonyms, and searchable fields to guide Zoë.
- [Naming Conventions](https://docs.zenlytic.com/tips-and-tricks/naming-conventions.md): Name measures and dimensions clearly so Zoë can distinguish similar fields and choose the right one.
- [Descriptions and Synonyms](https://docs.zenlytic.com/tips-and-tricks/descriptions-and-synonyms.md): Use descriptions and synonyms to improve field discoverability and help Zoë pick the right fields.
- [Entity Drills](https://docs.zenlytic.com/tips-and-tricks/entity-drills.md): Define drillable entities so Zoë can recognize key business objects and include the right detail fields.
- [Time Metrics](https://docs.zenlytic.com/tips-and-tricks/time-metrics.md): Use \`default\_date\` and \`canon\_date\` so Zoë trends each metric against the correct time dimension.
- [Voice Commands](https://docs.zenlytic.com/tips-and-tricks/voice-commands.md): Ask Zoë questions by voice with the microphone or the \`cmd + i\` keyboard shortcut.
- [Data Indexing](https://docs.zenlytic.com/tips-and-tricks/data-indexing.md): Enable searchable dimensions so Zoë can index category values and apply the right filters.
- [Plot Configuration](https://docs.zenlytic.com/tips-and-tricks/plot_configuration_tips_and_tricks_with_zoe.md): Configure charts with natural-language prompts for colors, axes, labels, series, and annotations.
- [Using Zenlytic](https://docs.zenlytic.com/using-zenlytic/using_zenlytic.md): Get answers with Zoë, Explore your data directly, and use dashboards to revisit and investigate saved views.
- [Zoë](https://docs.zenlytic.com/using-zenlytic/zoe.md): Ask questions in natural language, inspect queries and tool calls, and use Zoë to build charts, artifacts, and follow-up analysis.
- [Clarity Engine](https://docs.zenlytic.com/using-zenlytic/clarity_engine.md): See how the Clarity Engine validates Zoë’s SQL, enforces governance, and turns ad hoc questions into secure, reusable analysis.
- [AI Model Selection Guide](https://docs.zenlytic.com/using-zenlytic/ai-model-selection-guide.md): Choose the right Zoë model based on your data complexity, speed needs, and preference for autonomy versus transparency.
- [Skills](https://docs.zenlytic.com/using-zenlytic/skills.md): Give Zoë persistent, on-demand instructions and reference material for complex workflows, style guides, and domain context.
- [Attachments](https://docs.zenlytic.com/using-zenlytic/attachments.md): Attach files and live queries in chat so Zoë can analyze external data and use structured results as context.
- [Web Search](https://docs.zenlytic.com/using-zenlytic/web-search.md): Enable Zoë to search the web for real-time context and cite external sources alongside your internal data.
- [Patterns](https://docs.zenlytic.com/using-zenlytic/patterns.md): Index past analytical queries so Zoë can reuse proven SQL patterns when the semantic model alone is not enough.
- [Artifacts](https://docs.zenlytic.com/using-zenlytic/artifacts.md): Create, organize, share, and refresh the artifacts Zoë builds across your conversations.
- [Artifact Folders](https://docs.zenlytic.com/using-zenlytic/artifacts/artifact-folders.md): Organize shared artifacts into team folders and manage access through folder-level permissions.
- [Artifact Folder Permissions](https://docs.zenlytic.com/using-zenlytic/artifacts/artifact-folder-permissions.md): Control who can view and manage foldered artifacts with shared access levels for users and groups.
- [Exploring](https://docs.zenlytic.com/using-zenlytic/exploring.md): Use Explore to slice, filter, and analyze governed metrics and dimensions without starting from a new question.
- [Follow Ups](https://docs.zenlytic.com/using-zenlytic/follow_ups.md): Drill deeper from charts and tables with follow-up actions like filtering, drilling by dimension, and drilling into detail.
- [Installing Zenlytic in Microsoft Teams](https://docs.zenlytic.com/using-zenlytic/microsoft_teams_bot.md): Install the Zenlytic bot in Microsoft Teams so users can ask Zoë questions and explore data without leaving Teams.
- [User Roles](https://docs.zenlytic.com/administration/user_roles.md): Compare roles, permissions, and ad-hoc SQL access so each user gets the right scope.
- [User Attributes](https://docs.zenlytic.com/administration/user_attributes.md): Assign user attributes for access control, connection overrides, and default-deny security patterns.
- [Workspace Groups And Permissions](https://docs.zenlytic.com/administration/workspace_groups_and_permissions.md): Create workspace groups and use them to manage dashboard sharing and access.
- [Workspace Manager](https://docs.zenlytic.com/administration/workspace-manager.md): Manage workspaces across your organization, reuse connections, and control SSO provisioning from one place.
- [Data Modeling Overview](https://docs.zenlytic.com/data-modeling/data_modeling.md): Learn how models, views, fields, and relationships work together to give Zoë reliable context.
- [Ask Zoë for Data Model Recommendations](https://docs.zenlytic.com/data-modeling/asking-zoe-for-recommendations.md): Use Zoë to recommend, draft, and save the smallest modeling changes that improve answers.
- [Context Manager](https://docs.zenlytic.com/data-modeling/context_manager.md): Manage model files, validate changes, compare branches, and deploy updates to production.
- [Model](https://docs.zenlytic.com/data-modeling/model.md): Define warehouse connections, global settings, access grants, mappings, and relationships in a model file.
- [Relationships](https://docs.zenlytic.com/data-modeling/relationships.md): Define non-obvious joins, cardinality, and join types so Zoë generates correct cross-table SQL.
- [Views](https://docs.zenlytic.com/data-modeling/view.md): Define tables, default dates, descriptions, filters, and fields in reusable view files.
- [Fields](https://docs.zenlytic.com/data-modeling/field.md): Understand the three field types that power dimensions, dimension groups, and measures.
- [Dimensions](https://docs.zenlytic.com/data-modeling/dimension.md): Define reusable columns with labels, search behavior, access controls, and Zoë-specific guidance.
- [Dimension Groups](https://docs.zenlytic.com/data-modeling/dimension_group.md): Create time and duration fields with reusable timeframes, intervals, and timezone behavior.
- [Measures](https://docs.zenlytic.com/data-modeling/measure.md): Define metrics, valid aggregation patterns, filters, and non-additive logic for accurate analysis.
- [Sets](https://docs.zenlytic.com/data-modeling/set.md): Group reusable fields into named sets so you can reference them consistently.
- [Field Filters](https://docs.zenlytic.com/data-modeling/field_filter.md): Use filter syntax for fields and dashboards across strings, numbers, booleans, and dates.
- [Formatting](https://docs.zenlytic.com/data-modeling/formatting.md): Format numbers, currencies, percentages, and images with supported value format names.
- [Symmetric Aggregates](https://docs.zenlytic.com/data-modeling/symmetric_aggregates.md): Use distinct-key aggregates to avoid double counting when joins duplicate metric values.
- [Table Calculation Syntax](https://docs.zenlytic.com/data-modeling/table_calculation_syntax.md): Reference supported table calculation functions and arithmetic for post-query analysis.
- [Referenceable Attributes](https://docs.zenlytic.com/data-modeling/referenceable_attributes.md): Use user and query attributes inside SQL for dynamic filtering and query behavior.
- [Access Grants](https://docs.zenlytic.com/data-modeling/access_grants.md): Apply user-attribute-based column and row access controls with access grants and access filters.
- [dbt MetricFlow Integration](https://docs.zenlytic.com/data-modeling/dbt_metricflow.md): Connect dbt Semantic Layer projects to Zenlytic and extend them with Zenlytic metadata.
- [Adding a New Table](https://docs.zenlytic.com/data-modeling/adding_a_new_table.md): Add a warehouse table or CSV, configure metadata, and attach it to your model.
- [Cache Refresh](https://docs.zenlytic.com/data-modeling/cache-refresh.md): Force-refresh the model cache after direct git changes so Zoë uses the latest context.
- [Migrating from Memories and Topics](https://docs.zenlytic.com/migrations/migrating-from-memories-and-topics.md): Move from legacy memories and topics to skills and relationships without breaking existing behavior.
- [Proactive Getting Started](https://docs.zenlytic.com/proactive-agents/getting-started.md): Build reusable Zoë conversations, run them on demand, and share them across your workspace.
- [Publish](https://docs.zenlytic.com/proactive-agents/publish.md): Publish proactive agents so teammates can discover, run, and re-use approved workflows.
- [Schedule Delivery](https://docs.zenlytic.com/proactive-agents/schedule-delivery.md): Run proactive agents on a schedule and deliver the results to users automatically.
- [Run History](https://docs.zenlytic.com/proactive-agents/run-history.md): Inspect past proactive agent runs, review outputs, and troubleshoot failures or unexpected results.
- [Embedding Overview](https://docs.zenlytic.com/embedding/embedding_overview.md): Embed Zenlytic content with private or signed access, depending on your users and authentication model.
- [Private Embedding](https://docs.zenlytic.com/embedding/private_embedding.md): Embed Zenlytic for internal users who authenticate with their own Zenlytic accounts inside the iframe.
- [Signed Embedding](https://docs.zenlytic.com/embedding/signed_embedding.md): Generate signed embed URLs for external users and apply row and column access controls.
- [Permissions in Embedding](https://docs.zenlytic.com/embedding/permissions_in_embedding.md): Control embedded access with user attributes, access grants, and signed URL permissions.
- [Embedding Styles](https://docs.zenlytic.com/embedding/embedding_styles.md): Customize the embedded experience with layout, navigation, and style options that match your product.
- [Proactive Agents in Embedding](https://docs.zenlytic.com/embedding/workflows_in_embedding.md): Run proactive agents inside embedded Zenlytic experiences and pass users into reusable workflows.
- [MCP Overview (Experimental)](https://docs.zenlytic.com/mcp/overview.md): Connect Zoë to remote MCP servers so she can call external tools directly from chat.
- [Tableau](https://docs.zenlytic.com/mcp/tableau.md): Connect Zoë to Tableau's MCP server to browse workbooks, data sources, and metadata from chat.
- [Power BI](https://docs.zenlytic.com/mcp/powerbi.md): Connect Zoë to a Power BI MCP server to explore workspaces, datasets, and reports from chat.
- [Google](https://docs.zenlytic.com/mcp/google.md): Connect Zoë to Google's BigQuery MCP server to inspect schemas and run SQL from chat.
- [Looker](https://docs.zenlytic.com/mcp/looker.md): Connect Zoë to Looker's MCP server to query semantic models, dashboards, and metadata from chat.
- [dbt](https://docs.zenlytic.com/mcp/dbt.md): Connect Zoë to dbt's MCP server to explore models, metrics, exposures, and lineage from chat.
- [Atlan](https://docs.zenlytic.com/mcp/atlan.md): Connect Zoë to Atlan's MCP server to search data assets, glossaries, and lineage from chat.
- [Snowflake](https://docs.zenlytic.com/mcp/snowflake.md): Connect Zoë to Snowflake's MCP server to query Cortex tools, SQL, and custom functions from chat.
- [Reltio](https://docs.zenlytic.com/mcp/reltio.md): Connect Zoë to Reltio's MCP server to search entities, relationships, and AgentFlow tools from chat.
- [Github](https://docs.zenlytic.com/mcp/github.md): Connect Zoë to GitHub's MCP server to browse repos, issues, pull requests, and Actions from chat.
- [Jira](https://docs.zenlytic.com/mcp/jira.md): Connect Zoë to Jira's MCP server to search issues, run JQL, and work with Atlassian content.
- [Integrations Overview](https://docs.zenlytic.com/data-sources/integrations.md): Compare supported warehouse connections and choose the right setup guide for your data source.
- [Bigquery Setup](https://docs.zenlytic.com/data-sources/bigquery_setup.md): Create a BigQuery service account, connect it in Zenlytic, and verify warehouse access.
- [Snowflake Setup](https://docs.zenlytic.com/data-sources/snowflake_setup.md): Connect Snowflake to Zenlytic with the right role, warehouse, database, and authentication settings.
- [Redshift Setup](https://docs.zenlytic.com/data-sources/redshift_setup.md): Connect Amazon Redshift to Zenlytic, configure credentials, and test query access.
- [Postgres Setup](https://docs.zenlytic.com/data-sources/postgres_setup.md): Connect PostgreSQL to Zenlytic, supply database credentials, and verify schema access.
- [Mysql Setup](https://docs.zenlytic.com/data-sources/mysql_setup.md): Connect MySQL to Zenlytic, configure credentials, and confirm table access for modeling.
- [Sql Server Setup](https://docs.zenlytic.com/data-sources/sql_server_setup.md): Connect SQL Server to Zenlytic, configure connection details, and validate warehouse access.
- [Azure Synapse Setup](https://docs.zenlytic.com/data-sources/azure_synapse_setup.md): Connect Azure Synapse to Zenlytic, authenticate securely, and test query access.
- [Databricks Setup](https://docs.zenlytic.com/data-sources/databricks_setup.md): Connect a Databricks SQL warehouse to Zenlytic and verify access to your catalogs and tables.
- [Druid Setup](https://docs.zenlytic.com/data-sources/druid_setup.md): Connect Apache Druid to Zenlytic, configure the connection, and validate query access.
- [Trino Onboarding](https://docs.zenlytic.com/data-sources/trino_onboarding.md): Connect Trino to Zenlytic, configure credentials, and confirm access to your catalogs and schemas.
- [Motherduck Setup](https://docs.zenlytic.com/data-sources/motherduck_setup.md): Connect MotherDuck to Zenlytic, provide credentials, and verify access to DuckDB data.
- [Microsoft Entra Zenlytic](https://docs.zenlytic.com/authentication-and-security/microsoft_entra_zenlytic.md): Set up Microsoft Entra SSO for Zenlytic and map the claims users need to sign in.
- [Snowflake with Microsoft Entra](https://docs.zenlytic.com/authentication-and-security/microsoft_entra_snowflake.md): Configure Snowflake authentication with Microsoft Entra so Zenlytic users can sign in through SSO.
- [Snowflake with Entra - What to Send](https://docs.zenlytic.com/authentication-and-security/microsoft_entra_snowflake/entra-snowflake-what-to-send.md): Send the required Snowflake and Entra details so Zenlytic can finish your SSO setup.
- [Okta Zenlytic](https://docs.zenlytic.com/authentication-and-security/okta_zenlytic.md): Set up Okta SSO for Zenlytic and map the claims users need to authenticate correctly.
- [Google Workload Identity Federation](https://docs.zenlytic.com/authentication-and-security/google_workload_identity_federation.md): Use workload identity federation to connect BigQuery without storing long-lived service account keys.
- [Enforce SSO-Only Login](https://docs.zenlytic.com/authentication-and-security/enforce-sso-only.md): Restrict workspace login to SSO so users cannot authenticate with passwords or magic links.
- [IP Whitelisting](https://docs.zenlytic.com/authentication-and-security/ip_whitelisting.md): Limit Zenlytic access by source IP to enforce network-level controls for your workspace.
- [Login Troubleshooting](https://docs.zenlytic.com/authentication-and-security/login_troubleshooting.md): Diagnose common Zenlytic login failures across SSO, credentials, permissions, and workspace configuration.
- [Connecting To Github With A Deploy Key](https://docs.zenlytic.com/authentication-and-security/connecting_to_github_with_a_deploy_key.md): Connect Zenlytic to GitHub with a deploy key so it can read your model repository.
- [SSO Custom Claims Reference](https://docs.zenlytic.com/authentication-and-security/sso-custom-claims-reference.md): Detailed information on SSO JWT claims.
- [Working with Zoë](https://docs.zenlytic.com/legacy/zoe_tips_and_tricks.md): Legacy overview page that points to the current guides for steering Zoë and fixing mistakes.
- [Dashboards (legacy)](https://docs.zenlytic.com/legacy/dashboard.md): Reference the legacy dashboard file format and related concepts still supported in existing projects.
- [Follow Ups From a Dashboard](https://docs.zenlytic.com/legacy/dashboard/following_up_from_a_dashboard.md): Use legacy dashboard follow-ups to drill deeper from a saved visualization into new analysis.
- [Dashboard Scheduled Delivery](https://docs.zenlytic.com/legacy/dashboard/dashboard-scheduled-delivery.md): Schedule legacy dashboards for recurring delivery to users by email or other supported channels.
- [Topics (legacy)](https://docs.zenlytic.com/legacy/topic.md): Reference the legacy topic layer that organized business concepts before relationships and skills.
- [Joins (legacy)](https://docs.zenlytic.com/legacy/join.md): Reference the legacy join file format previously used to define cross-view query behavior.
- [Memories (legacy)](https://docs.zenlytic.com/legacy/memories.md): Reference the legacy memory system that stored reusable context before skills replaced it.
- [Unsupported Chats](https://docs.zenlytic.com/legacy/legacy.md): Migrate older conversations into the latest supported format so you can continue analyzing with Zoë.
- [Legal](https://docs.zenlytic.com/legal-and-support/legal.md): Access Zenlytic's legal agreements, data processing terms, and current subprocessors in one place.
- [Terms of Service Agreement](https://docs.zenlytic.com/legal-and-support/legal/terms-of-service-agreement.md): Last Updated: February 26, 2026
- [Data Processing Addendum](https://docs.zenlytic.com/legal-and-support/legal/data-processing-addendum.md): Last Updated: February 26, 2026
- [Subprocessors](https://docs.zenlytic.com/legal-and-support/legal/subprocessors.md): Review the third-party subprocessors Zenlytic uses to deliver and support the product.
- [Customer Support Policy](https://docs.zenlytic.com/legal-and-support/customer-support-policy.md): Learn about Zenlytic's support channels, including email support and AI agent assistance. Find self-service resources and understand what's included in technical support.
- [License](https://docs.zenlytic.com/legal-and-support/license-doc.md): See Zenlytic's commercial licensing model and the open-source license for its metrics layer.


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