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Qubit Documentation

Step-by-step guides for every feature, connector setup instructions, and answers to common questions.

Getting Started

What is Qubit?
Sign in and first steps
Create or join a workspace
Navigating the platform
Key concepts glossary

Features

What the Assistant does
Starting a conversation
Writing effective prompts
Understanding AI responses
Context-aware assistant
Creating a dashboard
Creating a report
Creating a metric
Managing insights
Creating a scheduled task
Managing data sources
Capability toggles

Home

What dashboards are
Browsing dashboards
Creating a dashboard
Widget types
Editing a dashboard
Filters and date ranges
Sharing a dashboard

What are reports?
Creating a report
Report templates and branding
Exporting to PowerPoint and Excel
Sharing a report

What metrics are
Browsing the library
Metric definitions
Using metrics

What the semantic layer is
Viewing the data model
Editing fields
How it shapes AI answers

What Insights does
Reading an insight card
Acting on an insight
Monitoring and alerts

What scheduled tasks are
Browsing and running scheduled tasks
Building a scheduled task
Setting a schedule
Execution history

What is the Data Catalog?
Browsing connections
Documents and files
Adding new data

What Location Intelligence does
Reading the map
Catchment area analysis
Comparing locations
Exporting results

Connecting Data

Settings

Workspace AI agent
Organization context
Agent instructions

Personal info
Security & Privacy
Preferences
Personal agent settings

General settings
Members and roles
Billing and subscription
Brand Studio
Slack integration
Embed guide
Workspace security
Audit Logs
Access Control

Reference

Notifications

How Qubit protects your data
Data residency
What the AI can and cannot access
Model governance
Compliance FAQ

I can't sign in
My dashboard isn't loading
A data connection is failing
The AI gave an unexpected answer
A scheduled task didn't run
Contacting support