Documentation — Luxiva AI

The builder handbook: from your first upload to a published agent your clients can use. Available in English and 中文.

• Quick start — The whole journey once, end to end: create an account, bring in your data, create an agent, and get your first answer grounded in your own numbers.
• Prepare your data — Upload a spreadsheet or connect a live source, review the metrics Luxiva proposes, approve the ones you trust, and keep them refreshed.
• Connect Google Sheets — Authorize Google Sheets, import one worksheet as a refreshable dataset, and resolve common account, access and empty-source problems.
• Connect Feishu Bitable — Configure a Feishu custom app, grant document and table permissions, and import a Bitable view as a refreshable dataset.
• Connect Amazon S3 — Connect Amazon S3 or compatible object storage and choose between a local snapshot import and zero-copy Parquet.
• Data quality & the semantic layer — Fix dates stored as text, remove duplicate rows, and describe your columns so your agent reads the data the way your team does.
• Metric governance & graphs — Review metric definitions, certify or deprecate them, manage revisions and caveats, and trace dependencies in the workspace metric graph.
• Knowledge base & inbox — Capture durable business context, review knowledge proposals and feedback, resolve conflicts, and keep shared agent knowledge healthy.
• Create an agent — The four steps of the agent wizard — metric catalog, skills, scope, name — and how an agent moves from draft to tested to live.
• Remix with your data — Turn a shared result into your own agent using a CSV or Excel file, with clear metric mapping, credit guidance, privacy boundaries and troubleshooting.
• Verify & evaluate — Check an answer's provenance, build an eval set, and clear the readiness checklist before anyone else relies on your agent.
• Run history & statistics — Inspect agent execution timelines, investigate failures and delivery issues, and understand run volume and usage across your workspace.
• Publish to the Portal — Publishing freezes your agent's configuration into a snapshot clients can use, while data, credentials and access gates stay live.
• Invite your clients — Invite clients by email or with a shareable join link, and understand exactly what a consume-only member can and cannot do.
• Plans & credits — How plans unlock features and how points measure AI usage — what consumes points, what is free, and what happens when you run out.
• Frequently asked questions — Short answers to the questions builders ask in their first week with Luxiva AI.