Step 1: Create Datamart and Workspace

To utilize chat mode in your embed, you need to first create a datamart assuming you already created a data source.

Navigate to the "Data" section in app. Look for the "Datamarts" option and click on it. Click on "Create New Datamart" which will open a modal.

Provide a name for your datamart and the datasource. Check the box if multi-tenancy is required to enable database tenancy. Click "Next" to proceed.

On the next screen, you'll see a list of available tables. Review the list and select the tables you want to include in your datamart.

Click "Next" to move to the column configuration. For each selected table, you'll see a list of available columns. Choose the specific columns you want to include in your datamart. You may have options to rename columns or set data types if needed. Once you've configured all desired columns, click "Next" to continue.

On the tenancy configuration screen, you'll set up how data is separated for different tenants.

Configure all tenancy-related settings. Review your tenancy configuration to ensure it meets your requirements. Click "Complete" to complete the datamart setup.

Now, go to home page and click on + icon near workspaces.

Enter the name for the workspace, select data connection as Data Mart and chose the datamart in the select datamart dropdown that you created and provide description if you want.

Click on "Save" to create the workspace.