User Onboarding Experience

When you begin using ThoughtSpot, the onboarding process starts automatically and guides you through a few basic scenarios.

Usually, you receive an email welcoming you to the onboarding process at ThoughtSpot.

To repeat user onboarding, see Revisit onboarding.

How onboarding works for the user

Your onboarding experience begins when you login for the first time.

  1. Step 1: Get Started
    The initial welcome screen provides an overview of the onboarding process, and offers a quick video.

    Watch the video, and click Continue.

    Alternatively, you can click Exit to homepage at the top right corner of the screen, and end the onboarding process. This option appears at this and every subsequent step.

    onboard user experience 1

  2. Step 2: Recommended data source
    This screen introduces the primary data source for onboarding.

    The administrator selects this source before you begin.

    Click Continue.

    onboard user experience 2

  3. Step 3: Select a Liveboard
    Consider which of the initial Liveboards to explore first, and click on it.

    onboard user experience 3

  4. Step 4: View your insights
    Examine the Liveboard you selected, and learn what insights it provides.

    Click Follow to receive periodic emails about this Liveboard.

    onboard user experience 4

Repeating the onboarding process

[Optional] Any user can repeat their onboarding experience at any time. Simply select Profile from the user icon on the top right corner of the page, and under Preferences  New user onboarding, click Revisit Onboarding. See Revisit onboarding.

If you are a new user and you did not experience onboarding, please contact your administrator and request that they configure it for you and other new users.

You can always get additional help. As you start to use ThoughtSpot, we recommend that you review More help and support.