> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mora.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Set up Mora end-to-end, from your first datasource to a shared dashboard.

Mora is an AI-powered analytics workspace that connects to your data warehouse, lets you write and transform SQL, and turns the results into shareable dashboards. This guide walks you through everything from your first datasource to a fully populated team workspace.

Work through the sections in order:

* **Initial setup**: Connect a datasource, write your first query, and try the AI assistant. *\~10 minutes*
* **Personalize your workspace**: Sync app data, generate datasource knowledge, invite teammates, and build a dashboard. *\~25 minutes*
* **Make Mora your team's data analyst**: Migrate dashboards, shape data with no-code transformations, and operationalize sharing. *\~1 hour*

<Tip>
  Start with **Initial setup** and try the assistant on your real data. Come back to the rest whenever you're ready.
</Tip>

***

## Initial setup

Time required: \~10 minutes. Mirrors the **Get started** checklist in the bottom-left of the sidebar.

After signing up, you'll be taken through a short onboarding flow that collects your profile, sets up your workspace, and starts a 14-day Pro trial. Once that's done, you'll land in the app and can pick up here.

<Note>
  All plans include a 14-day free trial. Card details are collected upfront and the subscription auto-converts after the trial. Manage or cancel any time from **Settings → Billing**.
</Note>

### 1. Connect your first datasource

A **datasource** is a direct connection to your SQL database or warehouse. Mora supports seven types out of the box.

1. Open **Settings → Datasources** and click **Add datasource**.
2. Pick the type and give the datasource a name.
3. Fill in the credentials (see the cheat sheet below).
4. Click **Test connection** to verify Mora can reach your database.
5. Click **Add datasource**.

Mora will sync your catalog (schemas, tables, columns) in the background. The catalog powers SQL autocomplete and helps the AI find the right tables.

<AccordionGroup>
  <Accordion title="PostgreSQL, MySQL, Redshift">
    Host, port, database, user, password. Optional **SSL** toggle for encrypted connections.
  </Accordion>

  <Accordion title="BigQuery">
    A **service account JSON** with read access to the datasets you want to query.
  </Accordion>

  <Accordion title="ClickHouse">
    URL, username, password, and an optional database name.
  </Accordion>

  <Accordion title="Snowflake">
    Account, warehouse, database, schema, username, password, and an optional role.
  </Accordion>

  <Accordion title="Databricks">
    Host, HTTP path, access token, and catalog.
  </Accordion>
</AccordionGroup>

See [Datasources](/datasources/overview) for per-database setup guides and troubleshooting.

### 2. Write your first dataset

A **dataset** is a saved SQL query tied to a datasource. Datasets are the foundation of every chart on every dashboard.

1. In the sidebar, expand **Datasets** and click the **+** button (or use the empty-state **Create a dataset** card).

2. Pick the datasource you just connected.

3. Write a query in the SQL editor, try something simple to start:

   ```sql theme={null}
   SELECT date, COUNT(*) AS total_orders
   FROM orders
   GROUP BY date
   ORDER BY date DESC
   LIMIT 100
   ```

4. Click **Run** (or press **Cmd+Enter**) to preview results in the bottom pane.

5. Click **Save** in the top-right (or press **Cmd+S**) to save and publish.

<Note>
  New datasets are **private** by default, only you can see them. They appear under the **Drafts** section in the sidebar. Toggle **Share with team** from the dataset's overflow menu when you're ready to publish org-wide.
</Note>

### 3. Try the AI assistant

The AI assistant lives in the right-hand chat panel. It can write SQL, debug queries, build charts, manage dashboards, and answer questions about your data.

1. On the home page, a dataset page, or a dashboard page, press **Cmd+/** (or click the right-pane toggle in the header).
2. Pick a mode at the bottom of the panel:
   * **Auto**: the AI decides which tools to use. Best default.
   * **SQL**: focused on SQL editing and schema exploration.
   * **Dashboard**: focused on dashboard, chart, and filter management.
   * **Ask**: read-only. The AI can answer and run queries, but cannot create, update, or delete anything.
3. Type a question, for example:

   > "Show me a line chart of total orders by date for the last 90 days."

The AI will draft SQL, run it, and offer to apply changes you can accept or reject inline.

<Card title="Learn more about the AI" icon="sparkles" href="/ai/overview">
  See everything the assistant can do, including the four chat modes and tips for getting better results.
</Card>

***

## Personalize your workspace

Time required: \~25 minutes. These steps round out the in-app **Get started** checklist and make the workspace feel like home.

### Sync data from third-party apps

**Connections** sync data from apps like Stripe, HubSpot, and Salesforce into a schema inside one of your existing datasources. Once synced, the data shows up in your catalog and can be queried like any other table.

1. Open **Settings → Connections** and click **Add connection**.
2. Search for the app or pick one from the popular list.
3. Choose the **destination datasource** the data will sync into. (If you haven't connected a warehouse yet, do that first in **Settings → Datasources**.)
4. Authenticate or paste an API key, depending on the connector.
5. Pick a target schema (e.g. `stripe`, `hubspot`).

Connections currently available:

| Application                                         | Auth method     |
| --------------------------------------------------- | --------------- |
| PostHog                                             | API key         |
| Stripe                                              | API key         |
| Salesforce                                          | OAuth           |
| HubSpot                                             | OAuth           |
| Attio                                               | OAuth           |
| Google Sheets                                       | Service account |
| Facebook Ads                                        | OAuth           |
| [Other integrations](https://mora.com/integrations) | Varies          |

See [Connections](/connections/overview) for detailed per-app setup guides. For connectors not listed here, browse the full catalog at [mora.com/integrations](https://mora.com/integrations).

### Generate datasource knowledge

Mora can read your catalog and write a narrative description of what each schema and table represents. This **knowledge** is fed into the AI assistant so it picks the right tables for your questions.

1. Open **Settings → Datasources** and click into a datasource.
2. Find the **Knowledge** section and click **Explore**.
3. Mora's agent inspects the catalog and generates a knowledge document. You can edit or extend it later.

<Tip>
  Knowledge is per-datasource. If you have multiple warehouses connected, run **Explore** on each one.
</Tip>

### Invite your teammates

1. Open **Settings → Members**.
2. Enter a teammate's email and click **Invite**.

New invitees land at the **member** role. Once they accept, you can promote them to **admin** or **owner** from the role dropdown next to their name.

<Info>
  Members see all shared datasets and dashboards in your organization. Anything kept as a private draft stays with its owner.
</Info>

### Build your first dashboard

A **dashboard** (sidebar label: **Dashboards**) is a grid of charts. Each chart is linked to a dataset.

1. In the sidebar, expand **Dashboards** and click the **+** button.
2. Click **Add block** in the top toolbar, an empty Table block appears on the grid.
3. Click the block to open the side pane:
   * **Data** tab, pick a dataset.
   * **Visualization** tab, choose **Table**, **Graph** (line, area, bar, scatter, or pie), or **Stats**. Configure axes, columns, and aggregations.
4. Drag the block to reposition; resize from the corners.
5. Click **Add block** again to layer in more charts.

<Tip>
  You can describe the entire dashboard in chat and let the AI build it for you: *"Create a dashboard with a line chart of weekly signups, a bar chart of revenue by plan, and a stats card for total ARR."*
</Tip>

### Add dashboard-level filters

**Dashboard filters** apply to every chart on the dashboard at once, useful for date ranges, customer segments, or any column shared across datasets.

1. On a dashboard, click the **Filters** button in the top toolbar.
2. Pick the columns to filter on (Mora finds shared columns across the datasets in use).
3. Set a value, pills appear in the toolbar that you can drag to reorder.

See [Dashboard filters](/boards/filters) for the full reference.

***

## Make Mora your team's data analyst

Time required: \~1 hour. Do this when you're ready to migrate from your existing analytics tools and roll Mora out across the team.

### Migrate dashboards from your previous analytics tool

Mora doesn't import dashboards directly, but the AI makes recreation fast.

1. Copy the SQL from your existing tool (Looker, Metabase, Mode, Hex, etc.).
2. Open a new dataset in Mora, paste the SQL, and ask the AI: *"Convert this Looker SQL to Snowflake dialect."*
3. Run the query, save the dataset.
4. Add the dataset as a block on a dashboard and configure the visualization to match the original.

Repeat per chart. The AI keeps the context of your schema, so dialect translation and column naming are usually one-shot.

### Shape your data with no-code transformations

**Transformations** are a click-and-drag layer that runs on top of your saved dataset results, no SQL rewriting required.

* **Group** rows by one or more columns.
* **Aggregate** with sum, average, count, median, min, max, percentage, and more.
* **Filter** with equals, contains, ranges, relative dates, booleans, `IN`, etc.
* **Sort** by any column.
* **Hide** columns from the visualization without removing them from the underlying data.

Each chart has its own transformation configuration on top of the dataset's, so the same dataset can power multiple charts with completely different shapes.

<CardGroup cols={2}>
  <Card title="Transformations" icon="layer-group" href="/datasets/transform">
    Group, aggregate, filter, sort, and hide columns without writing more SQL.
  </Card>

  <Card title="Chart transformations" icon="chart-line" href="/charts/chart-transform">
    Customize a chart's shape without touching the underlying SQL.
  </Card>
</CardGroup>

### Share, favorite, and duplicate

* **Datasets**: toggle from **Draft (private)** to shared via the dataset overflow menu. Shared datasets show up under the **Datasets** section in everyone's sidebar.
* **Dashboards**: favorite from the dashboard's options menu to collect it in the **Favorites** section at the top of your sidebar; duplicate to fork a copy you can edit independently.
* **Favorites**: datasets and dashboards can both be favorited from their options menus, gathering them into one **Favorites** section at the top of the sidebar.

See [Sharing dashboards](/boards/sharing) and [Duplicating dashboards](/boards/duplicate).

### Org admin essentials

* **Roles**: promote teammates to admin or owner from **Settings → Members**.
* **Billing**: the **Billing** item in the settings sidebar (visible to owners and admins) opens the **Stripe Customer Portal** in a new tab. Manage payment methods, change plans, view invoices, and cancel from there.
* **Datasource credentials**: rotate or update from **Settings → Datasources → \[datasource]**.

<Card title="Account & organization" icon="gear" href="/account/profile">
  Profile, organization settings, members, and billing in one place.
</Card>

***

## Power features

A few shortcuts and tools that pay off after the first day.

| Action                   | Shortcut      |
| ------------------------ | ------------- |
| Open the command palette | **Cmd+K**     |
| Toggle the sidebar       | **Cmd+B**     |
| Toggle the AI chat       | **Cmd+/**     |
| Run dataset query        | **Cmd+Enter** |
| Save dataset             | **Cmd+S**     |
| Cycle AI chat mode       | **Shift+Tab** |

**Quick navigation**: press these in sequence (not held):

* **G** then **H**: home
* **G** then **B**: pick a dashboard
* **G** then **D**: pick a dataset
* **G** then **O**: pick a datasource
* **G** then **S**: settings

<Card title="All keyboard shortcuts" icon="keyboard" href="/reference/keyboard-shortcuts">
  The full list of shortcuts and command palette actions.
</Card>

***

## Common chat prompts

The AI is most useful when it's part of your daily routine. A few categories of prompts to get you started:

### Finding data

* "Which tables have user-level events?"
* "Show me the schema of the `orders` table."
* "Are there any tables with revenue data?"
* "Find columns related to `customer_id` across the catalog."

### Building charts

* "Plot weekly signups as a line chart."
* "Add a stats block for total ARR with a week-over-week delta."
* "Create a bar chart of revenue grouped by plan, sorted descending."
* "Build a dashboard with the three most useful charts for tracking activation."

### Writing & fixing SQL

* "Optimize this query."
* "Why is this query failing?" (Or click **Fix with AI** when the editor surfaces an error.)
* "Convert this Looker SQL to Snowflake dialect."
* "Add a 30-day rolling average to this query."

### Reporting & summaries

* "Summarize this dashboard for our weekly review."
* "What changed week over week on this dashboard?"
* "Which metrics on this dashboard look unusual right now?"

<Card title="Everything the AI can do" icon="sparkles" href="/ai/what-it-can-do">
  Read the full list of supported AI actions, from SQL editing to dashboard layout.
</Card>

***

## Getting help

If you get stuck, we're happy to help.

* **In-app AI**: open the chat (**Cmd+/**) and ask. The assistant can answer most questions about your workspace, your data, and how to use Mora.
* **Email**: [support@mora.com](mailto:support@mora.com).

<Card title="Core concepts" icon="book" href="/get-started/concepts">
  Once you're set up, read the concepts guide to understand how datasources, datasets, transformations, charts, and dashboards fit together.
</Card>