Skip to main content

Quick Start (Interface)

At a glance​

This guide walks you through your first steps with Ontologie via the graphical interface. In 5 steps, you will create a workspace, model your first entity, connect a data source, ask the AI agent a question, and create a simple workflow.

Estimated time: 15 minutes.

What you'll do​

  • Create a workspace and find your way around the interface
  • Create your first entity in the Modeler
  • Connect an external data source
  • Ask the AI agent a question
  • Create a simple workflow

Step 1: Create your workspace​

  1. Log in to Ontologie.
  2. Click Create a workspace.
  3. Give your workspace a name (e.g. My Project).
  4. Select your time zone.
  5. Click Create.

Your workspace is ready. The sidebar displays the available modules: Ontologie, Live Data, Agent Studio, Workflow Builder, etc.

Step 2: Create an entity in the Modeler​

  1. Click Ontologie in the sidebar.
  2. The Modeler opens with an empty canvas.
  3. Click + New entity or double-click on the canvas.
  4. Fill in the form:
    • Name: Client
    • Type: Concept
  5. Click Create.

The entity appears on the canvas. Repeat to create a second entity (e.g. Order), then connect them by dragging a link from one entity to the other.

Learn more: Ontologie.

Step 3: Connect a data source​

  1. Click Live Data in the sidebar.
  2. Click + New source.
  3. Choose a connector (e.g. Google Sheets).
  4. Follow the OAuth authorization steps.
  5. Select the data to synchronize.
  6. Click Connect.

The data is imported into a synchronized spreadsheet. You can view it in the Synchronized data tab of Spreadsheets.

Learn more: Live Data.

Step 4: Ask the AI agent a question​

  1. Click Agent Studio in the sidebar.
  2. Select the default agent or create a new one.
  3. In the chat, ask a question about your data, for example:
    • How many entities have I created?
    • What are the connected sources?
  4. The agent analyzes your data and responds.

Learn more: Agent Studio.

Step 5: Create a simple workflow​

  1. Click Workflow Builder in the sidebar.
  2. Click + New workflow.
  3. A canvas opens with a Start block.
  4. Add a Condition block: drag a link from the Start block.
  5. Configure the condition (e.g. If an entity is created...).
  6. Add an Email block to send a notification.
  7. Click Test to verify the workflow.

Learn more: Workflow Builder.

Expected outcome​

You now have a functional workspace with an ontology, a connected data source, an AI agent, and an automated workflow. You can now dive deeper into each module.

Next steps​

Modeler

Enrich your ontology with properties and relations.

Spreadsheets

Organize and edit your data in spreadsheets.

Knowledge Base

Import documents to enrich the agent's responses.

Dashboard

Monitor your workspace activity in real time.

Need help?​

Contact us: Support and contact.