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Get started

Start with one business question. Build the context it needs, check the answer, improve it as you ask more, then deploy Cassis to your team.

Choose a question you can check

Use two related tables and a question that needs both. One reporting table is enough if it already holds everything you need.

For example: “How much revenue came from customers in France last month?” Start with customers and orders, plus any existing definitions or SQL you trust.

What you need

  • Access: an Admin account in an organization for your own data. Request access if needed; a demo account cannot create projects.
  • Sources: the tables’ schema, plus any relevant dbt models, docs or queries.
  • Tools: a coding agent and Git for the recommended path. An app-managed alternative is included. A live warehouse connection is optional.

Follow the four steps

  1. Create your project. Add the schema for your chosen tables.
  2. Build and publish your first context. Ask your agent to draft it, then review the business rules and publish.
  3. Ask, analyze and improve. Check your answer, try a useful follow-up, and review what Cassis proposes improving.
  4. Deploy Cassis to your team. Give a first group access, support their questions and maintain the context together.