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Getting Started with Infino

This guide walks you through your first data analysis session. Follow the natural workflow: Data (connect to your sources) → Query with AI → Local Datasets for cross-source correlations.

Understanding Infino's Terminology​

Infino uses consistent terms across all data systems:

  • Source - Any external data system (Elasticsearch, Snowflake, MySQL, etc.)
  • Dataset - A collection of records (called "table" in SQL, "index" in Elasticsearch, "collection" in MongoDB)
  • Record - A single data entry (called "row" in SQL, "document" in NoSQL)
  • Field - An individual attribute (called "column" in SQL, "field" in NoSQL)

This makes it easier to work with different systems through one interface.

Step 1: Connect to your data​

Start by connecting to your your data sources (databases, SaaS tools, APIs).

Connect a new source​

  1. Data → Connectors – Browse available connectors (Elasticsearch, OpenSearch, Snowflake, etc.)
  2. Click a connector to configure
  3. Authenticate and create the connection
  4. Use the Import button to pull data into queries

View existing connections​

  1. Data → Sources – See all configured data connections
  2. Monitor connection health and status
  3. Import data or delete connections as needed

Browse connected sources​

  1. Data → Sources – View datasets from all external connections
  2. Expand connections to see what's queryable
  3. Use "Start Exploring" to create conversations with that data

Step 2: Query – Ask Questions and Analyze​

Query your data using natural language or direct SQL/Query DSL.

Ask questions with Fino AI Assistant (Fino)​

  1. Go to Fino AI Assistant (Home) in the sidebar
  2. Use the main search box to ask: What are the top 5 airlines by number of flights?
  3. Press Enter to start an inline conversation (the chat composer appears at the bottom)

You'll get:

  • Plain-English summary
  • Sortable data tables
  • Visualizations when useful
  • The actual SQL or Query DSL used

Follow-up examples:

  • Show me delays for the top airline
  • Average delay by day of week?
  • Create a monthly flight trends chart

Write queries directly (Query Console)​

  1. Query → Query Console
  2. Switch between SQL and Query DSL modes
  3. Execute against a dataset or remote sources
  4. Export results

Explore data interactively (Explorer)​

  1. Data → Explorer
  2. Click Configure Data Source
  3. Select a data source
  4. Browse schema, fields, sample documents
  5. Get AI-generated insights before querying

Build charts (Visualizations)​

  1. Dashboards → Visualizations → New Visualization
  2. Select data source, chart type, and fields
  3. Save and reuse

Create dashboards​

  1. Dashboards → All Dashboards → New Dashboard
  2. Add visualizations, arrange layout
  3. Share with team

Step 3: Data – Manage Local Datasets​

Use datasets for cross-source correlations and enrichment.

Import data into Infino​

  1. Data → Connectors – Click "Upload files" pill
  2. Upload Files: drag-and-drop CSV/JSON, configure mappings
  3. Sample Datasets: click Add to load demo data (e.g., Flight Data)
  4. Wait for success confirmation

Browse datasets​

  1. Data → Sources → FinoDB – View all local datasets
  2. See record counts, size, health
  3. Click a dataset for detailed insights and suggested questions
  4. Use "Start Exploring" to create conversations

Monitor import jobs (Jobs)​

  1. Data → Sources → Click Jobs button in header
  2. See running, completed, failed jobs
  3. Click a job for logs and details

Govern – Control Access for Agents and Humans (Admin only)​

Centralized governance for both AI agents and human users.

  1. Govern – Add users, assign roles, manage permissions
  2. Enforce fine-grained RBAC policies
  3. Ensure GDPR compliance and data access control
  4. Control what agents and humans can query and access

This is your central place to govern who (agents or humans) can access what data across your entire stack.

Quick Start: Import Sample Data​

New to Infino? Start here:

  1. Data → Connectors → scroll to Sample Datasets
  2. Click Add on Flight Data
  3. Wait for "Data loaded successfully"
  4. Fino AI Assistant (Home) → Ask: What are the top 5 airlines by number of flights?

Troubleshooting​

Fino not responding: Refresh or check permissions
No data: Import sample data via Data → Connectors
Connection failed: Verify credentials in Data → Sources
Missing visualizations: Ask explicitly ("Create a bar chart…")

What's Next?​