Quickstart

Audience: Tenant administrators
Goal: Get your team asking questions in under 30 minutes.

This checklist covers the minimum path from sign-in to the first governed Explore query.

Prerequisites

• PrismBI Admin Portal URL and sign-in credentials (Cognito SSO or IT-provisioned access)
• Network permission to deploy an Edge Agent in your environment (outbound HTTPS to BI Core)
• Database connection details for at least one datasource (read-only credentials recommended)

Checklist

1. Sign in and select a tenant

1. Open the Admin Portal and sign in.
2. Select your organization from the Tenant switcher in the header.

Figure: After sign-in, open Explore from the sidebar.

2. Review the admin overview

From the sidebar, open Overview (/) to see setup cards for agents, datasources, and Explore.

Figure: Overview links to the main setup surfaces.

3. Register an Edge Agent

1. Go to Agents (/agents).
2. Create a registration token (one-time secret).
3. Deploy the Edge Agent in your network with VOICEBI_AGENT_TOKEN set to the issued token.
4. Confirm the agent shows ONLINE.

See Edge agents for detail.

4. Connect a datasource

1. Go to Datasources (/datasources).
2. Create a connection with credentials that stay in your network.
3. Assign the datasource to your Edge Agent.
4. Run Test connection and Discover schema.

See Datasources.

5. Invite a business user

1. Go to Team members (/team-members).
2. Invite a colleague with the MEMBER role for Explore-only access.

See Team and roles.

6. Run the first Explore question

1. Open Explore (/explore).
2. Select the datasource you configured.
3. Ask a concrete question (for example, “How many rows are in the orders table?”).
4. Confirm results appear in the session thread.

See the Business user guide.

What’s next

Task	Guide
Tune business definitions	Semantic catalog
Add document context	Knowledge spaces
Share results externally	Sharing and governance
Monitor agent health	Operations

Troubleshooting

Issue	What to try
No tenant in switcher	Contact platform admin to provision your organization
Agent stays offline	Check outbound connectivity and token; see Edge agent logs
Explore has no datasources	Complete schema discovery; confirm datasource status is READY