DecideX Quick Start Guide

Last updated: 2026-10-10 14:01:37

Workflow

Producers prepare data and capabilities, configure and test agents, then publish them and grant access. Consumers use these agents to complete business tasks. These are usage responsibilities, not system permission roles. One person can perform both.

If an agent is already available, go directly to Consumer: Complete a Business Task. See Product Overview for the product's purpose and Home Workspace for entry points.

Prerequisites

Guandata BI 8.2 or later is required to use BI data and related capabilities.

Sign in to DecideX and confirm the current organization. Producers should define the intended users, business questions, data scope, and output requirements, and have the required creation, editing, and data permissions. Consumers need access to the target agent and, when using business data, the relevant data permissions.

Producer: Prepare and Deliver Capabilities

Step 1: Prepare Data and Business Definitions

For BI data, use the organization BI environment configured by the administrator. No separate connection is needed. Confirm that you have access to the target data in BI. If the organization environment is not configured, ask an administrator to complete System Integrations. Configure Plugin Connections only for test environments, personal environments, or other external services. Create a Business Ontology when you need shared terminology, metrics, or object relationships. An ontology is not required for every task.

Step 2: Create or Reuse an Agent

Create an agent from Agents and enter its name, description, and role instructions. Alternatively, get a template from the marketplace and adapt it to your business. See Create and Manage Agents.

Step 3: Configure Capabilities and the Conversation Experience

Add BI assets, a business ontology, knowledge, reference materials, skills, and tools as needed. Set a welcome message, suggested questions, and default model. Configure only what the task requires. See Configure Agents.

Step 4: Validate and Publish

Test the draft with typical questions. Check the data scope, business definitions, and results. For repeatable testing, create fixed evaluation cases. Publish the changes after validation.

See Test, Publish, and Manage Access and Agent Evaluation.

Step 5: Grant Access and Deliver

Set the usage scope in Publishing Permissions and add collaborators if needed. Publishing content and granting access are separate operations. See Usage Permissions and Collaboration.

Ask users to follow Complete Your First Agent Analysis to verify access and response quality. For third-party applications, configure and verify access as described in Channels.

Consumer: Complete a Business Task

Step 1: Select an Agent

Select Chat on the home page. Click the agent name in the input box and choose an assistant suited to your task. You can also open an existing agent from Agents in the left navigation.

See Start a Conversation.

Step 2: Ask a Question

Specify what to analyze, the time range, and the expected result. For example: “Using this sales table, summarize sales by channel and list the three channels with the largest declines.”

Add files or select authorized assets from the organization BI environment, then send the question. A separate BI connection is not required. Configure another connection only for test environments, personal environments, or other external services. See Add Materials and Configure Conversation Capabilities for files, @ references, and skills.

Step 3: Check the Results

Verify the time range, calculation definitions, and data sources. Expand Work Trace to inspect execution. For generated reports and other files, open Resources in the upper-right corner to view deliverables.

See Review Responses and Continue Analysis and Manage Conversation Files and Sharing.

Step 4: Follow Up or Share

Add conditions in the same conversation, for example: “Explain the main reasons for the decline and recommend actions.” Before sharing a conversation, check that its content is suitable for the intended audience.

Ongoing Use and Maintenance

Role	Need	Action
Producer	Adjust an agent based on feedback	Update Agent Configuration, then test and publish again.
Producer	Validate and improve responses	Run Agent Evaluation. Use Self-Evolution to generate improvement drafts if needed, then review, apply, and evaluate them again.
Producer	Understand usage and resource consumption	View AI Operations within your permissions.
Consumer	Review business judgments or action results over time	Use Decision Tracking.
Consumer	Repeat an analysis at fixed times	Create Scheduled Tasks.
Consumer	Provide feedback or investigate a response	Use Feedback and Troubleshooting.