Dashboard

The ParseSphere dashboard provides a web interface to manage your API keys, workspaces, files, and monitor usage.

API Keys

Creating an API Key

Step-by-Step:

1. Click API Keys in the dashboard navigation
2. Click New API key
3. Give your key a descriptive name (e.g., "Production Server", "Development")
4. Copy the generated key immediately - it won't be shown again

Managing API Keys

The API Keys page displays all your keys with:

• Key name and prefix (e.g., sk_abc...)
• Creation date
• Last used timestamp
• Active/inactive status
• Delete action

Security Best Practices

Recommended Practices:

• ✓ Use different API keys for development and production
• ✓ Rotate keys periodically (every 3-6 months)
• ✓ Revoke keys immediately if they may have been compromised
• ✓ Never commit API keys to version control
• ✓ Use environment variables in applications

Workspaces

Workspaces are containers for your data files. Each workspace can hold both tabular data (for SQL querying) and documents (for AI-powered search).

Creating a Workspace

Step-by-Step:

1. Click Workspaces in the dashboard navigation
2. Click Create New Workspace
3. Enter a name and optional description
4. Optionally enable sharing (for organization members)
5. Click Create

Workspace Tabs

Each workspace has several tabs:

Managing Files

Workspaces support two types of files:

Tabular Data (CSV, Excel, Parquet)

• Query using natural language → AI generates SQL
• Automatic schema detection
• Data analytics and AI-generated insights

Documents (PDF, DOCX, PPTX, TXT, MD)

• Search using natural language
• Hybrid text + image search
• Automatic chunking and indexing

Upload limits: Files up to 200 MB supported.

Data Analytics & Insights

When you upload tabular data, ParseSphere automatically generates comprehensive analytics.

What Gets Analyzed

Numeric Columns:

• Min, max, mean, median, standard deviation
• Percentiles (25th, 75th)
• Distribution histogram
• Null and zero counts

Text Columns:

• Unique value count
• Top values with percentages
• Length statistics (min, max, average)
• Pattern detection (emails, URLs)

Date Columns:

• Date range and span
• Monthly distribution
• Null percentage

Cross-Column Analysis:

• Correlations between numeric columns
• Correlation strength indicators

AI-Generated Insights

For each dataset, the AI generates:

• Summary - Plain English description of your data
• Data Health Score - Quality assessment (Excellent, Good, Fair, Poor)
• Issues - Potential problems like high null rates
• Discoveries - Interesting patterns in your data
• Suggested Questions - Starting points for analysis

Document Search

Upload documents to enable AI-powered search across your files.

How Search Works

ParseSphere uses hybrid search combining three techniques:

1. Semantic Search - Finds content by meaning, not just keywords
2. Keyword Search - Traditional text matching for exact terms
3. Image Search - Finds relevant images from text queries

Results are combined using Reciprocal Rank Fusion (RRF) for optimal relevance.

Searchable Content

• Text from PDFs, Word docs, PowerPoints
• Tables extracted from documents
• Images with OCR text
• Image content via CLIP embeddings

Chatting with Your Data

The Chat tab provides a conversational interface for data analysis.

How It Works

Step-by-Step:

1. Open a workspace with uploaded files
2. Ask a question in plain English
3. View the response with data tables, charts, or document excerpts
4. Ask follow-ups - the AI remembers your conversation context

Smart Query Routing

The AI automatically determines how to answer your question:

• Tabular queries → Generates and executes SQL
• Document queries → Searches your uploaded documents
• Combined queries → Uses both sources when relevant

Chat Features

Conversations:

• Create new conversations
• Continue previous conversations
• Rename conversations for organization
• Delete conversations you no longer need

Results:

• Natural language answers
• Data tables with export options
• Visualizations (charts, graphs)
• Document excerpts with source references

Export:

• Copy results to clipboard
• Download as CSV
• View generated SQL

Example Conversations:

• "What are the top 5 products by revenue?" → "Show me just Electronics"
• "Find information about pricing in the contracts" → "What are the payment terms?"
• "Compare sales between Q1 and Q2" → "Show the trend over all quarters"

Usage & Billing

Monitoring Usage

The Usage page (/dashboard/usages) shows your consumption metrics:

Documents Parsed:

• Total documents parsed
• Success and failure counts
• Pages processed

Extraction Statistics:

• Success rate percentage
• Average pages per document
• Processing patterns

Usage History

View a detailed log of all usage events:

• Event type (parsing, chat)
• Token counts for AI interactions
• Credits consumed
• Timestamps

Pricing & Subscriptions

Manage your subscription from the Pricing page (/dashboard/pricing).

Available Plans

Note: Free plan is available for 3 months only.

Managing Your Subscription

• View current plan and usage
• Upgrade or downgrade plans
• View billing cycle dates
• Cancel subscription

Parse Sessions

The Sessions page (/dashboard/sessions) shows your document parsing history.

Session Information

For each completed parse:

• Original filename and type
• File size
• Processing status
• Session expiration countdown
• Extracted text preview
• Detected tables

Dashboard Sections Quick Reference

What's Next?

Learn more about using ParseSphere:

• Quick Start - Get started with the API
• Authentication - API key usage
• Document Parsing - Parse documents programmatically
• Workspaces & Chat - Chat with your data via API