Reference
Quick reference
A one-page FireAI cheat sheet showing where to go to check data sync, describe columns, make widgets and dashboards, add vocabulary, control access, ask questions and schedule reports.
Updated September 30, 2026
Where to go for every common task, and the step that explains it.
Where to go
| I want to | Where to go | Step |
|---|---|---|
| Check my data is up to date | Connectors → open the source → LAST SYNC | 2 |
| Explain my columns | Connectors → Metadata | 4 |
| Make a folder | Dashboards → Add Workspace | 5 |
| Make a tile | Dashboards → Widgets → New Widget | 6 |
| Show ₹ in crore or lakh | Gear icon → Value Formatting | 6 |
| Add a dropdown | { } icon → Variable Settings | 7 |
| Teach FireAI a question | Save → Add to KB → SQL Question | 8 |
| Make a dashboard | Dashboards → New Dashboard | 9 |
| Add my business words | Settings → Knowledge Base → Vocabulary | 10 |
| Control who sees what | Settings → Access & Roles | 12 |
| Ask a question | Ask FireAI | 13 |
| Get a daily report | Dashboard three-dot menu → Schedule Report | 14 |
| Get warned about a drop | Alerts & Schedules | 14 |