ParseSphere

Dashboard

The ParseSphere dashboard provides a web interface to manage your account, API keys, workspaces, and monitor usage.

Information

Access the dashboard at parsesphere.com/dashboard. You'll need to sign in or create an account to get started.

API Keys

Creating an API Key

Navigate to Settings

Go to Settings > API Keys

Create New Key

Click 'Create New Key' button

Name Your Key

Give it a descriptive name

Copy Key

Copy immediately - won't be shown again

Step-by-Step:

  1. Navigate to Settings → API Keys in the dashboard
  2. Click Create New Key
  3. Give your key a descriptive name (e.g., "Production Server", "Development")
  4. Copy the generated key immediately - it won't be shown again

Important

API keys are only displayed once at creation. Store them securely - you won't be able to retrieve them later.

Managing API Keys

The API Keys page provides a complete overview of your keys:

Key Information Displayed:

  • All active API keys
  • Creation dates for each key
  • Last used timestamp
  • Revoke actions for unused keys

Security Best Practices

Security Guidelines

Follow these practices to keep your API keys secure and your account protected.

Recommended Practices:

  • ✓ Use different API keys for development and production environments
  • ✓ Rotate keys periodically (every 3-6 months)
  • ✓ Revoke keys immediately if they may have been compromised
  • ✓ Never commit API keys to version control
  • ✓ Use environment variables to store keys in applications

Workspaces

Workspaces help you organize your tabular datasets for natural language querying.

Creating a Workspace

Navigate

Go to Workspaces section

Create

Click 'Create Workspace' button

Configure

Enter name and description

Complete

Workspace ready for datasets

Step-by-Step:

  1. Navigate to Workspaces in the dashboard
  2. Click Create Workspace
  3. Enter a name and optional description
  4. Click Create

Tip

Use descriptive names for workspaces to organize datasets by project, client, or time period (e.g., "Q4 Sales Analysis", "Customer Data 2025").

Managing Datasets

Within each workspace, the dashboard provides comprehensive dataset management:

Upload Datasets

  • Drag and drop CSV or Excel files
  • Files up to 100 MB supported
  • Automatic schema detection and Parquet conversion

View Schema

  • Column names and types
  • Sample values for each column
  • Row and column counts

Preview Data

  • Browse the first rows of your data
  • Verify data loaded correctly
  • Check column formats and values

Delete Datasets

  • Remove datasets you no longer need
  • Frees up storage space
  • Permanent deletion (cannot be undone)

Warning

Deleting a dataset is permanent and cannot be undone. Make sure you have backups before deletion.

Querying Data

The dashboard provides an interactive query interface for natural language data analysis.

Query Workflow

Select Workspace

Choose workspace with datasets

Ask Question

Type question in plain English

AI Processing

Agent generates and executes SQL

View Results

See answer with supporting data

Step-by-Step:

  1. Select a workspace - Choose the workspace containing your datasets
  2. Type your question - Ask in plain English (e.g., "What are the top 5 products by revenue?")
  3. View the AI-generated answer - See natural language summary with supporting data
  4. Export results - Download or copy results as needed

Query Interface Features

Question Input:

  • Plain English query input
  • Real-time validation
  • Question history and suggestions

Results Display:

  • Natural language summary
  • SQL queries executed by the agent
  • Tabular data results
  • Execution time and token usage

Export Options:

  • Copy results to clipboard
  • Download as CSV
  • Share query with team

Query Tips

Be specific in your questions for better results. Include filters, time ranges, and specific columns when possible.

Example Questions:

  • "What are the top 5 products by revenue?"
  • "Compare sales between Q1 and Q2"
  • "Which customers made the most purchases?"
  • "Show me trends across all categories"

Usage & Billing

Monitoring Usage

The dashboard displays your current usage metrics:

Documents Parsed

  • Total documents parsed this billing period
  • Breakdown by file type (PDF, DOCX, Excel, etc.)
  • Total pages processed across all documents

Queries Executed

  • Number of natural language queries run
  • Average execution time
  • Token usage and costs

Storage Used

  • Total storage consumed by datasets
  • Breakdown by workspace
  • Parquet file sizes

Information

Usage metrics update in real-time as you use ParseSphere services.

Usage History

The usage history page provides detailed insights into your consumption patterns:

Available Views:

  • Daily, weekly, and monthly aggregations
  • Service-level breakdown (Parsing vs Querying)
  • Cost analysis and projections
  • Export usage data for internal reporting

Benefits:

  • Identify high-usage periods
  • Optimize costs by understanding patterns
  • Budget planning for future usage
  • Track ROI by correlating usage with business outcomes

Account Settings

Profile

Update your account information from the Settings page:

Editable Fields:

  • Email address - Primary contact email
  • Display name - Name shown in dashboard
  • Password - Account password (requires current password)

Information

Email changes require verification. Check your inbox for a confirmation link.

Notifications

Configure how you receive notifications:

Email Alerts:

  • Processing failures - Get notified when parse or dataset jobs fail
  • Usage threshold warnings - Alerts when approaching usage limits
  • Product updates - New features and improvements
  • Announcements - Important service updates

Notification Preferences:

  • Enable/disable each notification type individually
  • Set usage threshold levels for alerts
  • Configure email frequency (immediate, daily digest, weekly summary)

Tip

Enable processing failure notifications to quickly address issues with your integrations.

Dashboard Sections Quick Reference

API Keys (/dashboard/api-keys)

Manage API keys for programmatic access to ParseSphere services.

Workspaces (/dashboard/tabula)

Create workspaces and upload datasets for natural language querying.

Parse Sessions (/dashboard/sessions)

View history and results of document parsing jobs.

Usage (/dashboard/usage)

Monitor your usage metrics and billing information.

What's Next?

Learn more about using ParseSphere: