SumXF Documentation

Getting started

1. Create an accounton the login page ("Sign up"). If email verification is enabled, you'll receive a 6-digit code — enter it to activate the account. Codes expire after 15 minutes and can be resent.
2. Log in and you land in the chat — your workspace home. The header links to the Studio (business apps) and your Dashboards.
3. Try a sample: click iris.csv or auto-mpg.csv under the message box for an instant analysis without bringing your own data.

Chat & attachments

The chat is powered by an AI agent. Ask questions in plain language; answers render as formatted markdown. Use the ＋button to attach text-based files — CSV, JSON, markdown, source code, logs — up to 5 files of 1 MB each. Attached files are sent as context with your questions, so you can ask "what does this contract say about renewals?" or "which rows look anomalous?".

Conversations are saved automatically and restored when you log back in, with the most recent messages shown first and a "Show earlier" button for history. If the model is busy or rate-limited, the chat says so plainly — just retry in a moment.

CSV analysis — instant and local

Attaching a .csv or .tsv file triggers an immediate summary: dimensions, per-column numeric statistics (mean, standard deviation, min/max, quartiles) and category counts. This runs locally in your browser— no AI call, no data sent anywhere — so it's instant and free. The AI agent is only invoked when you type a question.

Charts

Every CSV summary offers one-click plot buttons — distributions for numeric columns, counts for categories. You can also ask the agent for a chart in words: "plot revenue by month as a line chart". Supported types: bar, line, area, and pie. Charts are interactive (hover for values) and every chart can be pinned to a dashboard.

Business apps — built from a description

Describe your business in the chat — "set up my bakery: we sell cakes, take orders, track deliveries" — and the agent proposes a complete app as a card: master data (the things you manage — customers, products) and transactions (the timestamped events — orders, payments), already linked together. One tap on Applycreates everything, including a public form for the customer-facing object. The underlying tables follow an analytics-ready shape automatically, so the app's 📊 Insights tab shows KPIs, weekly trends, and breakdowns by customer/product/status with zero configuration — every chart pinnable to your dashboards.

The Studio is the review console: an app is a set of modules, each with its own fields and records, which you can refine or build from scratch.

• Design: drag field types onto a module — Text, Number, Date, Choice, and 🔗 Link. A link field references records of another module (an Order references a Customer), connecting your modules like an ERP. Entry forms render links as dropdowns, and records always display the linked record's name.
• ⭐ Customer-facing module: mark exactly one module as public. With Publish on, its form is served at a /p/… link anyone can open and submit — no login. All other modules stay internal.
• Enter data / Records: add records yourself, or let them arrive through the public form. Every module is one click from the chat — the "Your apps"chips attach a module's records as a dataset for analysis and charting.

Connect your own databases

Already run a transactional system or reporting database? Connect it on the Data sources page (PostgreSQL and MySQL/MariaDB). Each connection becomes a "Your data" chip in the chat — pick a table or write a SQL query, and the result attaches as a dataset with the same instant analysis, plots, and charting as an uploaded CSV.

• Read-only by design: only single SELECT-style statements are accepted — writes are rejected before touching your database. Use a read-only database account as well; that's the real safety boundary.
• Credentials are encrypted at rest and never sent to the browser.
• Results are capped at 5,000 rows per query — filter with WHERE, use LIMIT, or aggregate in SQL for large tables.
• If a test or query times out, allow this app in your database's firewall / trusted-sources list.

Dashboards

Pin any assistant reply or chart with 📌 Pin to dashboard. You can keep several dashboards — for example one per team or per topic — as tabs on the Dashboard page, with create, rename, and delete. When you have more than one, pinning asks which dashboard to use. Pinned charts stay interactive.

Sharing

• Dashboards → people: on the Sharing page, add teammate emails per dashboard. They see it read-only inside their own Dashboard page, labeled with your name.
• Dashboards → public: toggle a dashboard public and share its /d/… link — viewable by anyone, editable by no one. The link is unguessable; flip the toggle off to revoke it.
• Apps → people: the Share button in the app builder gives teammates access to an app. They can browse records, enter data, and analyze it in chat — but only the owner can change the design, publish, or delete.

Install as an app

SumXF is an installable web app (PWA) — it gets its own icon and opens full-screen like a native app. On iPhone/iPad: Safari → Share → Add to Home Screen. On Android or desktop Chrome: use the install icon in the address bar (or menu → Install app).

Your data

• Conversations, dashboards, apps, and records are stored in the workspace's own managed database — not with any third party.
• CSV summaries and plots are computed in your browser; file contents are only sent to the AI model when you ask a question about them.
• Passwords are stored as salted scrypt hashes. Sessions are signed cookies. Public links (forms, dashboards) expose only what you explicitly published.