Quick Start

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Who this is for

• New users who want to see value in minutes
• Teams evaluating SyneHQ for SaaS or enterprise self-hosting
• Stakeholders who want a fast, realistic demo path

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Step 1 — Sign in

1. Go to https://data.synehq.com
2. Create an account or sign in
3. Complete the onboarding tour (optional)

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Step 2 — Connect a data source (2 minutes)

1. Go to Home → Connections
2. Click Add connection
3. Choose your database (e.g., PostgreSQL, MySQL, MongoDB)
4. Enter host, database, user, and password
5. Click Test then Save

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Setp 3 - Ask your first question

1. Go to Chat → Chat Input
2. Select your connection of choice
3. In the ask box, type: “Show me a heatmap of trip density by neighbourhood”

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Step 4 — Ask your first database query

1. Go to Console → Queries
2. In the ask box, type: “Show me total revenue by month”
3. Select your connection, then run
4. Review the generated SQL and results

-- Example SQL the AI may generate
SELECT DATE_TRUNC('month', order_date) AS month,
       SUM(amount) AS total_revenue
FROM orders
GROUP BY month
ORDER BY month;

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Step 4 — Visualize and share

1. Click Visualize and choose a chart type
2. Save as a Dashboard (name it “Revenue Overview”)
3. Share with your team using access controls

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Optional — Self-hosted quick path (enterprise)

• Deploy the app, then repeat Steps 2–4 inside your environment
• Use secure tunneling for local/private databases
• Integrate SSO and enterprise RBAC

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Troubleshooting

• Connection failed: Verify host/port, network/firewall, and credentials
• SSL errors: Ensure correct certificates or disable verify in dev
• No tables found: Check DB permissions for the SyneHQ user
• Slow queries: Start with smaller tables; see performance tips

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Next steps

• Connect more sources (PostgreSQL + MongoDB + ClickHouse)
• Try cross‑database joins (“Compare web and app users”)
• Build a team dashboard and schedule reviews
• Set up SSO and roles for your organization