GradientHarbor

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Features Walkthrough ​

This guide takes you through the main features of GradientHarbor, from asking your first question to building a dashboard.

Chat — Ask Questions About Your Data ​

Chat Interface

The chat interface is the primary way to interact with GradientHarbor. It's available from the sidebar under New Chat.

Asking a Question ​

Type a natural language question, and the AI agent will:

  1. Search your data catalog for relevant tables
  2. Write a SQL query
  3. Execute it against your connected database
  4. Return results as a table or chart

Example questions:

  • "What were our top 10 customers by revenue last month?"
  • "Show me daily active users over the past 90 days as a line chart"
  • "Compare order volumes between Q1 and Q2"

Attachments ​

You can attach files to your chat messages:

  • Images — Sent as visual context (e.g., screenshots of reports you want to replicate)
  • CSV files — Automatically summarized with schema and sample rows, queryable via DuckDB
  • PDFs — Text extracted automatically and available as context

Drag and drop files onto the chat input, or click the attachment button.

Chat Sharing ​

Each conversation can be set to:

  • Private — Only you can see it
  • Organization link — Anyone in your org with the link can view it

Dashboards ​

Browsing Dashboards ​

The Dashboards section in the sidebar shows:

  • Folders — Organize dashboards into nested folders
  • Recent dashboards — Quick access to recently viewed dashboards

Creating a Dashboard ​

  1. Click New Dashboard from the dashboards page
  2. Give it a name
  3. You'll enter the dashboard editor

The Dashboard Editor ​

Dashboard Editor

The editor provides a grid-based layout where you add cells:

  • Table cells — Display query results in sortable tables
  • Chart cells — Visualize data with bar, line, area, pie, radar, scatter, or treemap charts
  • KPI cells — Show key metrics as large numbers
  • Filter cells — Add interactive inputs that parameterize other cells' queries
  • Text cells — Add headers, descriptions, or annotations

You can also use the AI agent to create cells — describe what you want in the chat sidebar, and the agent will generate the appropriate cell with its query.

Multi-Page Dashboards ​

Dashboards support multiple pages. Each page has its own layout and cells. Use pages to organize related views — for example, an "Overview" page and a "Details" page.

Data Catalog ​

Data Catalog

The Data Catalog provides a searchable inventory of all tables and views across your connected databases.

For each table, you can see:

  • Column names, types, and descriptions
  • Indexes and foreign keys
  • Sample data
  • Query popularity (how often the table is used)

Entity Relationship Diagram (ERD) ​

ERD View

The ERD view visualizes foreign key relationships between tables, helping you understand your data model at a glance.

Saved Queries ​

The Queries section lets you write, save, and manage SQL queries:

  • Full SQL editor with syntax highlighting
  • Select which database connector to run against
  • View results inline with export to CSV
  • Save queries for reuse and sharing

The Search page provides semantic search across your entire workspace:

  • Dashboards
  • Tables from the catalog
  • Saved queries

Results are ranked by relevance and can be filtered by type.

Next Steps ​