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Getting Started with Reveal

Reveal is an AI-powered data intelligence platform. This guide walks you through the steps to get up and running — from initial setup to your first data query.

Step 1 — First-time setup (Breakglass Login)

Before SSO is configured, use the built-in Breakglass Login to access Reveal as an emergency administrator.

Navigate to /setup/login in your browser. If this is your first time, you will be prompted to set a password at /setup/init.

The breakglass account has full system access and is intended only for setup and recovery. Once SSO is working, use your regular OAuth account.

Step 2 — Run the Setup Wizard

The Setup Wizard guides you through configuring all the services Reveal depends on across 8 steps:

StepWhat you configure
Secrets SourceWhere credentials are stored — AWS Secrets Manager, Azure Key Vault, GCP Secret Manager, or HashiCorp Vault
Identity ProviderSSO via Azure AD, Okta, Google, or any OIDC provider — or a local admin account
Azure ResourcesAzure OpenAI, AI Search, and Blob Storage
AWS S3 StorageS3 buckets for document storage and the vector bucket for Cloud Storage
System SettingsReview and complete any remaining configuration values

Work through each step in order and click Next to advance. You can return to any step later via Settings → System Config.

Step 3 — Add your first Integration

Go to Integrations in the left navigation and click Add new Integration. Connect to a database, cloud storage bucket, or business application.

See Integrations for the full list of supported providers and connection instructions.

Step 4 — Start chatting with your data

Open Chat and select your new integration from the connection selector. Type a question in plain English — for example:

"What are the top 10 customers by revenue this quarter?"

Reveal generates a response with the answer, a data table, and a chart.

What's next?

Once you are up and running, explore the rest of Reveal's features:

tip

If you are the first administrator, start with the Breakglass Login and then the Setup Wizard before inviting other users.