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Onboarding

Onboarding overview

The guided first-run flow that takes you from a new account to your first answer.

Updated May 27, 2026

When you create an account, Queringo walks you through a short guided setup. Each step is optional to perfect later, but following them in order gets you to a working first answer fastest. This page maps the whole flow so you know what to expect.

Welcome screen after sign-up

The steps

  1. Welcome

    Confirms your workspace is ready and offers your next action: connect a database, load sample data, invite your team, or read the docs. See Welcome.

  2. Select workspace

    Only shown if you belong to more than one workspace. Pick which one to open. See Select a workspace.

  3. Profile

    Tells the AI about you and your company so it can recommend the right metrics. See Set up your profile.

  4. Connect a data source

    Wire up a database or load the sample warehouse. See Connect a data source.

  5. Schema discovery

    Review the tables Queringo found, with PII flagged and masked by default. See Schema discovery.

  6. First query

    Ask your first question and see the SQL, results, and a short takeaway. See Run your first query.

Invited teammates skip the company and data-setup steps, since the workspace already has data. They go straight from profile to the app.

What's next

Start with Welcome, or jump to the Quickstart for the condensed version.