Product Handbooks | ATX Institute

Product handbooksModule-by-module documentation for both products, free to read with no sign-in. ATX Agent Hub covers security and governance, projects, workflows, knowledge bases, chat, scheduling, the user portal, manuals, cost control, tests, administration and credentials. ATX AnalyticsTable covers twenty-two chapters from connections through to enterprise deployment, its Ask Greg AI analyst, the Table Queries library, Git version control, the settings reference, mailbox integration, the AI_PROMPT formula, forecasting, histograms and alerts.

ATX AnalyticsTable overview
ATX Agent Hub manuals module
ATX Agent Hub
Handbook: Security & Governance
Handbook: Projects
Handbook: Workflows
Handbook: Knowledge Base
Handbook: Chat with Data
Handbook: Scheduling & Runs
Handbook: User Portal
Handbook: Manuals
Handbook: Cost Control
Handbook: Tests
Handbook: Admin Panel
Handbook: Credentials
The workspace & project model
Connections & the credential vault
Get Data — ingestion & bindings
SQL workbench & the semantic layer
Transform & data quality
Pipelines — repeatable preparation
Scheduler, parameters & unattended operation
Dashboards
Reports & PDF distribution
Export & distribution
PII masking & privacy
Security, deployment & licensing
Ask Greg — the AI designer and analyst
Table Queries — the library, the visual builder & the SQL editor
Git integration & version control
Settings — the complete reference
Mailbox — reading and sending email
AI formulas — AI_PROMPT, a model's answer in a cell
Forecasting — where the numbers are heading
Histograms — the shape of a column
The semantic model — one definition per business number
Alerts — conditions, suppression and alert rules
Row- and column-level security, roles and groups
Single sign-on, SCIM provisioning and revoking access
REST API, headless metrics and MCP servers
Clusters, key drivers and insight questions
Governed analytics — certified numbers everywhere

Related guides

ATX Agent Hub — Security
ATX Agent Hub — Testing & observability

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