> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intellikon.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Data sources

> Connect a Studio product, a file or a database so reports, monitors, metrics and Ask can use it.

A data source is a set of data Prism can read. Reports, monitors, metrics and Ask each work from one. Your Studio products are built in: Vera, Aegis, Pulse and Lexis connect inside Prism with no export or import step. Adding a file or a database is optional, for when you want Prism to work with data from outside Studio.

## Before you start

Tenant Owners and Workspace Admins can connect data sources. Workspace Members can see the sources already connected.

## Connect a built-in source

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/prism/connect-builtin.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=088bea559c1fec393b11fa5b93921098" alt="The Built-in tab of Connect a Data Source, with a Connect button for Vera, Aegis, Pulse and Lexis." width="1470" height="880" data-path="images/prism/connect-builtin.png" />
</Frame>

Each Studio product gives you one built-in source.

| Source | What it holds                                                                         |
| ------ | ------------------------------------------------------------------------------------- |
| Vera   | Chatbot conversations, with their language and the account they were tied to.         |
| Aegis  | Support tickets, with their priority, status, time to resolve and number of comments. |
| Pulse  | Your sales pipeline by deal, with stage, value, campaign and the contact's role.      |
| Lexis  | Enrolments and completions, and how long people took to finish.                       |

<Steps>
  <Step title="Start">
    Select **Data Sources**, then **Connect new source**.
  </Step>

  <Step title="Choose Built-in">
    Select **Built-in**.
  </Step>

  <Step title="Connect">
    Under the product you want, select **Connect**.
  </Step>
</Steps>

Prism opens the new source, ready to use. Built-in sources need no setting up, because Prism already knows how their data is laid out. Next, [create a report](/products/prism/reports) from it.

## Upload a file

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/prism/upload-file.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=b33c505a1fef5cb10725a8e4f269dc26" alt="The Upload File tab, with Source name, File and Upload and continue." width="2880" height="796" data-path="images/prism/upload-file.png" />
</Frame>

<Steps>
  <Step title="Start">
    Select **Data Sources**, then **Connect new source**. **Upload File** is already selected.
  </Step>

  <Step title="Name it">
    Enter a **Source name** your team will recognise.
  </Step>

  <Step title="Choose the file">
    Under **File**, choose a CSV or Excel file.
  </Step>

  <Step title="Upload">
    Select **Upload and continue**.
  </Step>
</Steps>

Prism opens the new source. Unlike a built-in source, a file needs checking before you use it: on the source's page, confirm how Prism has read each column. Next, [create a report](/products/prism/reports).

## Connect a database

<Frame>
  <img src="https://mintcdn.com/intellikon-ai-ltd/wM16d87Um0QW2CyJ/images/prism/connect-database.png?fit=max&auto=format&n=wM16d87Um0QW2CyJ&q=85&s=4bddf6e27ab85972c0f411d49df808b3" alt="The Connect Database tab, with Database type, Source name, Connection string, Schema, Table, Test connection and Connect." width="1300" height="864" data-path="images/prism/connect-database.png" />
</Frame>

<Steps>
  <Step title="Start">
    Select **Data Sources**, then **Connect new source**, then **Connect Database**.
  </Step>

  <Step title="Choose the type">
    Under **Database type**, choose **PostgreSQL**, **MySQL / MariaDB**, **SQLite** or **SQL Server**.
  </Step>

  <Step title="Name it">
    Enter a **Source name** your team will recognise.
  </Step>

  <Step title="Say where the data is">
    Enter the **Connection string**.
  </Step>

  <Step title="Choose the table">
    Enter the **Table** to read.
  </Step>

  <Step title="Fill in the rest">
    If the form shows any other field for that type, such as **Schema**, fill it in.
  </Step>

  <Step title="Test it">
    Select **Test connection** and wait for the result.
  </Step>

  <Step title="Connect">
    Select **Connect**.
  </Step>
</Steps>

Prism opens the new source. As with a file, confirm how Prism has read each column on the source's page before you use it. Prism keeps your connection string encrypted. Next, [create a report](/products/prism/reports).

## Troubleshooting

<Accordion title="Upload and continue stays greyed out">
  Enter a **Source name** and choose a file. Both are needed before you can upload.
</Accordion>

<Accordion title="Test connection shows Failed">
  Read the reason after **Failed**, such as the username or password being rejected. Correct the connection string, then test again.
</Accordion>

<Accordion title="Prism says the workspace already has that source connected">
  Each built-in source can be connected once per workspace. Open the one you already have from **Data Sources**.
</Accordion>