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This guide walks you through the core Vizdom workflow end to end. By the end, you’ll have a live dashboard connected to real data that you can share with your team.
1

Sign up and create a workspace

Go to app.vizdom.ai/signup and create your account.After signing in, you’ll be prompted to create a workspace. A workspace is your team’s shared environment — give it a name that reflects your team or project (for example, Acme Analytics).If you’re joining an existing team, ask your admin to invite you instead of creating a new workspace.
2

Connect a data source

From the left sidebar, go to Data Sources and click Add data source.Choose your connection type. For example, to connect a PostgreSQL database:
{
  "type": "postgresql",
  "host": "db.example.com",
  "port": 5432,
  "database": "analytics",
  "username": "readonly_user",
  "password": "••••••••"
}
To upload a CSV file instead, select File upload, drag in your .csv file, and Vizdom will auto-detect the schema.Click Test connection, then Save once the connection succeeds.
3

Create your first visualization

Go to Visualizations in the sidebar and click New visualization.Select the data source you just connected, then choose a dataset or write a query. For example, to chart monthly revenue from a orders table:
SELECT
  DATE_TRUNC('month', created_at) AS month,
  SUM(amount) AS revenue
FROM orders
GROUP BY 1
ORDER BY 1
Choose Bar chart or Line chart from the chart type picker. Vizdom will map your columns automatically — assign month to the X axis and revenue to the Y axis.Click Save and give your visualization a name like Monthly Revenue.
4

Build a dashboard

Go to Dashboards and click New dashboard.Give it a name (for example, Revenue Overview), then click Add visualization and select the chart you just created. Drag it to position it on the canvas and resize as needed.You can add multiple visualizations to a single dashboard and arrange them in any layout.Click Save dashboard when you’re done.
5

Share the dashboard

Open your dashboard and click Share in the top-right corner.Toggle Public link on to generate a shareable URL anyone can view without logging in. To restrict access to your team, use Invite members and set their permission level to Viewer or Editor.Copy the link and share it wherever your team works.
Use the AI assistant (the sparkle icon in the toolbar) to query your data in plain English. Type something like “Show me revenue by region for last quarter” and Vizdom will generate the chart and SQL for you automatically.

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What’s next?

Connect data

Learn how to connect databases, warehouses, and file sources in detail.

Build a dashboard

Explore the full dashboard editor, filters, and layout options.

API reference

Integrate Vizdom into your own tools via the REST API.