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<title>DemoPrep β Quick Start Guide</title>
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<div class="container">
<!-- ββ Header ββββββββββββββββββββββββββββββββββ -->
<div class="header">
<h1>DemoPrep</h1>
<div class="subtitle">Quick Start Guide β how to build a ThoughtSpot demo from scratch in minutes</div>
<div class="links">
<a href="https://thoughtspot-dp-demoprep.hf.space" target="_blank">
<span class="label">App</span>thoughtspot-dp-demoprep.hf.space
</a>
<a href="https://huggingface.co/spaces/boone-ts/demoprep_doc" target="_blank">
<span class="label">Guide</span>This page
</a>
</div>
</div>
<!-- ββ What is it βββββββββββββββββββββββββββββββ -->
<div class="section-label">Overview</div>
<div class="card">
<p style="font-size:14px; color:#a0aec0;">
DemoPrep builds a complete ThoughtSpot demo from a company URL and a use case selection.
It researches the company, generates a Snowflake database with realistic data, creates a
ThoughtSpot semantic model, and deploys a finished liveboard β end to end in roughly
<strong style="color:#e2e8f0;">10β30 minutes</strong> depending on data size.
</p>
</div>
<!-- ββ Steps βββββββββββββββββββββββββββββββββββ -->
<div class="section-label">How to Run a Demo</div>
<!-- Step 1 -->
<div class="step">
<div class="step-num">1</div>
<div class="step-body">
<h3>Log In</h3>
<p>Go to <a href="https://thoughtspot-dp-demoprep.hf.space" target="_blank" style="color:#63b3ed;">thoughtspot-dp-demoprep.hf.space</a> and log in with your credentials.
Your settings are saved per user and restored automatically.</p>
<div class="callout">
<strong>Important:</strong> Always use the direct URL above.
The HuggingFace wrapper URL blocks auth cookies and will prevent login.
</div>
</div>
</div>
<!-- Step 2 -->
<div class="step">
<div class="step-num">2</div>
<div class="step-body">
<h3>Configure the Right Panel</h3>
<p>The right panel has two always-visible dropdowns at the top, plus a collapsible
<strong>βοΈ Settings</strong> section for run options.</p>
<div class="card">
<h4>Always Visible</h4>
<table>
<tr>
<th>Control</th><th>What it does</th>
</tr>
<tr>
<td>TS Environment</td>
<td>The ThoughtSpot cluster to deploy to. <strong style="color:#fc8181;">Required</strong> β GO will not run without a selection.</td>
</tr>
<tr>
<td>AI Model</td>
<td>The LLM used for research, DDL generation, and liveboard questions. Defaults to the system default (GPT or Claude).</td>
</tr>
</table>
</div>
<details>
<summary>βοΈ Settings β click to expand run options</summary>
<div class="details-body" style="padding-top:14px;">
<table>
<tr>
<th style="width:170px;">Field</th><th>What it does</th>
</tr>
<tr>
<td>Liveboard Name</td>
<td>Name for the created liveboard. Leave blank to auto-derive from the company URL (e.g. <code>Nike - Sales Analytics</code>).</td>
</tr>
<tr>
<td>Data Size</td>
<td>
Controls how many rows are generated.<br>
<strong style="color:#e2e8f0;">Small</strong> β ~1,000 fact rows. Fast, good for testing or quick demos.<br>
<strong style="color:#e2e8f0;">Medium</strong> β ~10,000 fact rows. Richer data, better chart distributions. Takes longer.
</td>
</tr>
<tr>
<td>Geo Scope</td>
<td>
<strong style="color:#e2e8f0;">USA Only</strong> β US cities, states, regions in dimensional data.<br>
<strong style="color:#e2e8f0;">International</strong> β global locations. Use for global-brand prospects.
</td>
</tr>
<tr>
<td>Tag Name</td>
<td>Optional ThoughtSpot tag applied to all created objects (model + liveboard). Leave blank to skip tagging.</td>
</tr>
<tr>
<td>Column Naming Style</td>
<td>How Snowflake column names are formatted: <code>Regular Case</code>, <code>snake_case</code>, <code>camelCase</code>, <code>PascalCase</code>, <code>UPPER_CASE</code>, or <code>original</code>.</td>
</tr>
<tr>
<td>Object Naming Prefix</td>
<td>Short prefix added to all TS object names (e.g. <code>acme</code> β <code>acme_CompanyModel</code>). Useful for multi-tenant or shared environments.</td>
</tr>
<tr>
<td>Share With</td>
<td>ThoughtSpot username or email to share the created liveboard with after deployment. Leave blank to skip.</td>
</tr>
</table>
<p style="font-size:12px; color:#4a5568; margin-top:14px;">
All Settings values take effect immediately for the current run β no save or page reload needed.
</p>
</div>
</details>
</div>
</div>
<!-- Step 3 -->
<div class="step">
<div class="step-num">3</div>
<div class="step-body">
<h3>Choose Your Demo Type</h3>
<div class="card">
<h4>Defined β recommended for most demos</h4>
<p style="font-size:14px; color:#a0aec0; margin-bottom:12px;">
Use the 3-level cascade to pick a curated use case from the matrix.
</p>
<table>
<tr><td style="width:150px;">Industry</td><td>e.g. Retail & Consumer Goods, Financial Services, Technology</td></tr>
<tr><td>Line of Business</td><td>e.g. Specialty Retail, Wealth Management, Software as a Service</td></tr>
<tr><td>Function</td><td>e.g. Sales, Supply Chain, Marketing, Finance</td></tr>
</table>
<p style="font-size:13px; color:#718096; margin-top:12px;">
When the combination is in the matrix, you get curated KPIs, story-driven visualizations, and a target persona.
If the combination is not fully defined, the AI adapts from the closest match.
</p>
</div>
<div class="card" style="margin-top:10px;">
<h4>Custom β for demos outside the matrix</h4>
<p style="font-size:14px; color:#a0aec0;">
Enter the company URL and describe the use case in plain language.
The more context you provide, the better the liveboard story.
</p>
</div>
</div>
</div>
<!-- Step 4 -->
<div class="step">
<div class="step-num">4</div>
<div class="step-body">
<h3>Hit GO</h3>
<p>Press GO. The pipeline runs automatically through six stages:</p>
<div class="card">
<ul class="stages">
<li class="stage">
<span class="stage-name">Research</span>
<span class="stage-desc">AI reads the company website and builds a profile β industry, products, business context, and the metrics that matter for the use case.</span>
</li>
<li class="stage">
<span class="stage-name">DDL</span>
<span class="stage-desc">Schema generated for Snowflake: fact and dimension tables with realistic column names and types for the use case.</span>
</li>
<li class="stage">
<span class="stage-name">Data</span>
<span class="stage-desc">Snowflake database created and populated with AI-generated data. Small runs ~1k rows; Medium runs ~10k rows.</span>
</li>
<li class="stage">
<span class="stage-name">ThoughtSpot</span>
<span class="stage-desc">Semantic model built from the schema. Column descriptions, synonyms, and Sage search index added automatically.</span>
</li>
<li class="stage">
<span class="stage-name">Liveboard</span>
<span class="stage-desc">MCP creates the initial liveboard. Post-processing adds AI-humanized chart titles, KPI groups, donut charts, brand colors, and layout.</span>
</li>
<li class="stage">
<span class="stage-name">Complete</span>
<span class="stage-desc">Links to the model and liveboard appear in the Chat tab. Total time: Small ~10β15 min, Medium ~20β30 min.</span>
</li>
</ul>
</div>
<p style="margin-top:12px;">
Watch the <strong style="color:#e2e8f0;">Pipeline Status</strong> panel on the right for live progress.
Detailed logs are in the <strong style="color:#e2e8f0;">AI Feedback</strong> tab.
</p>
</div>
</div>
<!-- Step 5 -->
<div class="step">
<div class="step-num">5</div>
<div class="step-body">
<h3>Review Your Results</h3>
<p>When the pipeline finishes, the Chat tab shows direct links to the model and liveboard in ThoughtSpot.
The <strong style="color:#e2e8f0;">Demo Assets</strong> tab has:</p>
<div class="card">
<table>
<tr>
<td>SpotterViz TS</td>
<td>Matrix-grounded Spotter prompts you can paste into Spotter to walk through the demo story step by step.</td>
</tr>
<tr>
<td>SpotterViz AI</td>
<td>AI-generated alternative story flow based on the actual data and liveboard created.</td>
</tr>
<tr>
<td>Demo Pack</td>
<td>Talking points, insight bullets, and KPI context for the presentation.</td>
</tr>
</table>
</div>
</div>
</div>
<!-- ββ Settings Tab ββββββββββββββββββββββββββββββ -->
<div class="section-label">Settings Tab</div>
<div class="card">
<p style="font-size:14px; color:#a0aec0; margin-bottom:14px;">
The Settings tab is for persistent configuration β credentials and defaults that carry across all runs.
Per-run options (data size, geo scope, liveboard name, etc.) live in the <strong style="color:#e2e8f0;">βοΈ Settings accordion</strong> on the main screen.
</p>
<table>
<tr><th style="width:200px;">Section</th><th>What's here</th></tr>
<tr>
<td>TS Environment credentials</td>
<td>Trusted auth URL and secret key for each ThoughtSpot environment you have access to.</td>
</tr>
<tr>
<td>Default Run Inputs</td>
<td>Optional. Enable to have the app pre-fill Industry, Line of Business, Function, and Company URL at page load. Useful if you always demo the same use case.</td>
</tr>
<tr>
<td>Admin defaults</td>
<td>Admin-only. Set default values for AI model, TS environment, data size, etc. β these become the starting values everyone sees when they log in.</td>
</tr>
</table>
</div>
<!-- ββ Run History βββββββββββββββββββββββββββββββ -->
<div class="section-label">Run History Tab</div>
<div class="card">
<p style="font-size:14px; color:#a0aec0;">
Shows all your previous pipeline runs β company, use case, model, data size, stage reached, and outcome.
Clicking a row shows the full stage-by-stage log for that run.
Admin users see runs across all users with filtering by email.
</p>
</div>
<!-- ββ Tips βββββββββββββββββββββββββββββββββββββ -->
<div class="section-label">Tips</div>
<div class="card">
<ul class="tips">
<li><strong>Liveboard Name blank</strong> β auto-derives from the company URL (strips TLD, capitalizes). You can always rename in ThoughtSpot after the run.</li>
<li><strong>Small vs Medium</strong> β start with Small for testing or when speed matters. Use Medium when you want richer data: 10k rows produce better trend lines, more meaningful KPIs, and more varied chart distributions.</li>
<li><strong>Geo Scope</strong> β use International when the prospect is a global company; USA Only for US-focused demos or when you want cleaner geographic data.</li>
<li><strong>Tag Name</strong> β great for keeping demo objects organized. All created objects (model + liveboard) get the tag automatically. Useful when running multiple demos on the same cluster.</li>
<li><strong>Data Adjuster</strong> β paste any existing liveboard URL into the Chat tab prompt to skip the build pipeline and go straight to adjusting data values for an existing demo.</li>
<li><strong>Default Run Inputs</strong> β in Settings, enable this to have the app pre-fill your favorite vertical/use case combination at every page load. Saves clicks when you run the same demo type repeatedly.</li>
</ul>
</div>
<!-- ββ Troubleshooting βββββββββββββββββββββββββββ -->
<div class="section-label">Troubleshooting</div>
<div class="card">
<table>
<tr><th style="width:260px;">Problem</th><th>What to try</th></tr>
<tr>
<td>Pipeline hangs at ThoughtSpot</td>
<td>Check the Deploy Log in the AI Feedback tab. MCP has a 5-minute timeout and will fail gracefully β the pipeline will report the error and stop.</td>
</tr>
<tr>
<td>Liveboard has no data or wrong data</td>
<td>Verify the TS Environment dropdown matches where you expected the data to land. Each environment is its own Snowflake + ThoughtSpot pair.</td>
</tr>
<tr>
<td>"Auth key not set" error</td>
<td>Select a TS environment from the dropdown before hitting GO. The pipeline requires an environment selection β it will not run without one.</td>
</tr>
<tr>
<td>Login issues</td>
<td>Use the direct URL <code>https://thoughtspot-dp-demoprep.hf.space</code> β the HuggingFace wrapper URL blocks auth cookies.</td>
</tr>
<tr>
<td>Data generation timed out</td>
<td>Try switching to Small data size. Medium runs (~10k rows) can take 20β30 minutes for data generation.</td>
</tr>
<tr>
<td>Insert errors in Data stage</td>
<td>Usually a schema type mismatch. Try running again β the AI regenerates the DDL on retry and typically resolves the conflict.</td>
</tr>
</table>
</div>
<div class="footer">
DemoPrep Β·
<a href="https://thoughtspot-dp-demoprep.hf.space" target="_blank">App</a> Β·
<a href="https://huggingface.co/spaces/boone-ts/demoprep_doc" target="_blank">This Guide</a>
Β· Last updated April 30, 2026
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