Quickstart

Get up and running with Sheeta AI in under 5 minutes. This guide walks you through connecting your first database, setting up tables with existing data, and generating insights.

Open a Project

1. Open the Sheeta AI application.
2. Click Open folder.
3. Create a new empty folder. Let's name it sample-ecommerce. Select it to open as a Sheeta project.
4. When you enter a project, you must connect to a database to get started. Click Create Local DB to create and connect to a local database (powered by SQLite). This is the quickest way to work with a database project in Sheeta AI.

A project is a folder that group database connections, files, visualizations, version control, and AI chat history in one place. At scale, you usually work with multiple databases and files. Sheeta AI facilitates organizing essential components in a single window for a better context structuring and collaboration.

Click here to learn more about project.

Import Data

Now let's import the sample data into your database.

1. Download the sample dataset from this link.
2. Right-click and press Save As... Save the file as purchases.csv anywhere you want.
   
3. In Sheeta AI app, click Import Data and select purchases.csv.
4. Data import wizard will be shown. In this wizard, you can change table name, configure column names, types, primary keys, foreign keys, and other options. Data preview is shown in the second table below.
   For now, we use all default settings for simplicity. Click Import to proceed to data importing.
   
5. Data importing will take some time depending on the size of data.
6. Once complete, the new table appears in the database panel. Click on it to preview the data.

Explore Your Data

Let's find the oldest purchases for book products using the built-in sorting and filtering tools.

1. In the data preview for the purchases table, scroll to the purchase_date column.
2. Click the sort toggle once to sort by purchase_date in ascending order.
3. Scroll to the product_category column and click the filter icon.
4. Check Books to filter the results.

You now see a list of book product purchases sorted by oldest order date—no SQL required.

Generate Insights with AI

Let's use the AI assistant to analyze monthly sales trends forbook products—without exposing sensitive customer information to the AI.

1. Click the infinity icon at the top right corner (or press Cmd+I) to open the AI agent panel.
2. Tip: Hide the left panel by clicking the toggle at the top left (or press Cmd+B) for more space.
3. If you haven't logged in yet, click Login and complete the sign-up process.
4. Send this message: What is the trend of monthly book product sales?
5. When prompted for column permissions, select only: purchase_date, product_category, and total_purcahse_amount. Check Save Settings to remember these preferences.
6. The AI generates a query to analyze book sales trends. Notice that while the AI recorrects itself to find the extact Books category in the product_category field. The AI can't access any customer information in the table. It explains sales trend based on data.
7. SQL queries generated by the AI agent can be viewed by clicking at. The app shows the full query and you can run it to see the full result.

Note: AI query limits depend on your account tier. To increase your limit, upgrade to Plus or Pro.