> ## Documentation Index
> Fetch the complete documentation index at: https://docs.definite.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction to Docs

> Docs are where you explore and visualize your data, build reports, and share insights with your team.

<Note>
  Users need the **Admin** [role](/workspace) to create and edit Docs. Analysts have read-only access.
</Note>

Docs are interactive dashboards where you explore data and share insights. Ask Fi questions in plain English, or write SQL and Python yourself. Either way, you're working in the same environment, so anyone on your team can contribute.

## Doc principles

1. **Fi does the heavy lifting**: Describe what you want in plain English, and Fi builds it for you. You don't need to write SQL or configure visualizations unless you want to.

2. **Docs are built from [tiles](/analyze-build/docs/tiles)**: Each tile displays a piece of data: a KPI, chart, table, or markdown. Combine tiles to tell a complete story.

3. **Everything saves automatically**: Your Doc saves as you work. No manual save required.

## The Docs interface

When you open a Doc, you'll see four main areas:

<Frame>
  <img src="https://mintcdn.com/definite-a33bcb82/BON9adOuUOV-gxEQ/images/analyze-build/docs-interface.png?fit=max&auto=format&n=BON9adOuUOV-gxEQ&q=85&s=dfee8badeda59b2ad0cd6a38ee2b3543" alt="Docs interface" width="4260" height="2358" data-path="images/analyze-build/docs-interface.png" />
</Frame>

### Left panel

The left panel helps you navigate and manage your Doc:

* **Tiles**: Browse all tiles in your Doc, see their types (chart, kpi, markdown), and click to jump to any tile
* **Schema**: Explore your connected data sources, schemas, tables, models, etc.

### Main canvas

The main canvas is where your report lives. This is where you view and arrange your tiles.

<Note>
  When you open a new Doc, it starts empty. Fi is ready to help you add your first tile.
</Note>

### Right panel

Fi, Definite's AI assistant, lives in the right panel. Fi helps you build and maintain your Doc using natural language:

* **Ask questions**: "How much revenue did we collect last month?"
* **Create tiles**: "Add a bar chart showing sales by region"
* **Edit and debug**: "Change this chart to show the last 12 months" or "Why is this query failing?"

Whether you're technical or non-technical, Fi accelerates your workflow. [Learn more about AI in Docs](/analyze-build/ai-in-docs).

### Top toolbar

| Control            | Description                                                                                                     |
| ------------------ | --------------------------------------------------------------------------------------------------------------- |
| 📅 **Period**      | Set the time range for your entire Doc (e.g., last 90 days)                                                     |
| 📏 **Granularity** | Define how data is grouped (daily, weekly, monthly)                                                             |
| 🔍 **Filters**     | Apply global filters that affect all compatible tiles. [Learn more about filters](/analyze-build/docs/filters). |
| 🔄 **Refresh**     | Pull the latest data from your connected sources                                                                |
| ✏️ **Edit**        | Rearrange and resize tiles in your Doc                                                                          |
| ⋯ **More options** | Settings, Share, Clear Cache, View YAML, Archive                                                                |

***

## Creating a Doc

<Steps>
  <Step>
    From the Definite home page, click **New Doc** or use the **+** button.
  </Step>

  <Step>
    Give your Doc a name that describes its purpose (e.g., "Executive Revenue Dashboard", "Sales Pipeline Overview").
  </Step>

  <Step>
    You'll see a blank Doc with Fi available in the right panel, ready to help you build.
  </Step>
</Steps>

## Adding tiles

You can add tiles in two ways: using Fi or manually.

### Using Fi

The fastest way to get started is to ask Fi for what you want:

1. In the Fi panel, type a request like "Show me total revenue collected in the last 90 days as a KPI"
2. Fi creates the tile with the appropriate query and visualization
3. The tile appears in your Doc, ready to customize

<Frame>
  <img src="https://mintcdn.com/definite-a33bcb82/BON9adOuUOV-gxEQ/images/analyze-build/fi-to-dashboard.png?fit=max&auto=format&n=BON9adOuUOV-gxEQ&q=85&s=14a6cd6c66ba231070f8f5451c1d84e0" alt="Fi creating a dashboard" width="12524" height="3784" data-path="images/analyze-build/fi-to-dashboard.png" />
</Frame>

### Manually adding a tile

1. Click the **+** button in the Tiles panel on the left sidebar
2. Choose the tile type (KPI, Chart, Table, or Markdown)
3. Write your SQL or Python query
4. Configure the visualization settings

## Building your dashboard

Continue adding tiles to create a complete dashboard:

* **Start with KPIs**: Add high-level metrics at the top for quick insights
* **Add charts**: Visualize trends and comparisons in the middle section
* **Include tables**: Show detailed data for users who want to dig deeper
* **Use markdown**: Add headers and descriptions to organize your Doc

<Tip>
  Tiles are arranged on a grid system. Drag tiles to reposition them, resize by dragging edges, and group related tiles together for better readability.
</Tip>

***

## Working with data

Docs connect to your existing data sources:

* **Query your warehouse**: Write SQL against Snowflake, Postgres, BigQuery, or other connected databases
* **Use Python**: Run Python code for complex transformations
* **Upload files**: Drag a CSV onto your Doc to analyze local data alongside your warehouse. [Learn more about uploading files](/analyze-build/uploading-files).

<Tip>
  You don't need to know which approach to use. Just ask Fi what you want to see, and it picks the right method.
</Tip>

***

## Version history

Definite automatically tracks changes to your Doc. To access previous versions:

1. Click the ⋯ **More options** menu in the top toolbar
2. Select **Settings** and then **Versions**
3. View your version history and restore any previous version

<Frame>
  <img src="https://mintcdn.com/definite-a33bcb82/BON9adOuUOV-gxEQ/images/analyze-build/version-history.png?fit=max&auto=format&n=BON9adOuUOV-gxEQ&q=85&s=dda0939f2e9554eea503e0d1b5d9b9a7" alt="Version history" width="3008" height="1626" data-path="images/analyze-build/version-history.png" />
</Frame>

***

## Next steps

<CardGroup cols={2}>
  <Card title="Creating and Managing Docs" icon="plus" href="/analyze-build/docs/creating-and-managing-docs">
    Organize, share, and manage your Docs
  </Card>

  <Card title="Introduction to Tiles" icon="grid-2" href="/analyze-build/docs/tiles">
    Learn about tile types and how to configure them
  </Card>
</CardGroup>