User onboarding experience

Starting in May 2022, ThoughtSpot rebranded pinboards as Liveboards. For backward compatibility, we currently support internal processes and external methods that use the older naming convention.

ThoughtSpot’s onboarding is quick and intuitive; you can learn to use the application very quickly and efficiently.

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 log in for the first time.

  1. Get Started

    The initial welcome screen provides an overview of the onboarding process, and offers a quick video.

    Watch the video, and select Continue.

    Alternatively, you can select Exit to homepage at the upper-right corner of the screen, and end the onboarding process.

    This option appears at this and every subsequent step.

  2. Recommended data source

    This screen introduces the primary data source for onboarding. The administrator selects this source before you begin.

    Select Continue.

  3. Select a Liveboard

    Consider which of the initial Liveboards to explore first, and select it.

  4. View your insights

    Examine the Liveboard you selected, and learn what insights it provides.

    Select Follow to receive periodic emails about this Liveboard.

Repeating the onboarding process

[Optional] Any user can repeat their onboarding experience at any time. Simply select Profile from the user icon on the upper-right corner of the page, and under Experience, 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 the Getting started.