General flow

Moving from data to insights

A brief overview of the required steps for getting from data to insights is explained on this page. Everything can be done directly on your dashboard on Relevance AI or if you are into Python programming, you can use our fully guided SDK.

The general flow from data to insight on Relevance AI.The general flow from data to insight on Relevance AI.

The general flow from data to insight on Relevance AI.

1- Sign up

To be able to access Relevance AI's services you need to sign up at Relevance AI. Sign up is free and gives you access to the full platform.

Relevance AI - Access to sign upRelevance AI - Access to sign up

Relevance AI - Access to sign up

2. Create a dataset

After signing up, under Datasets tab, you can create a new dataset to upload your data to it.
Data can be in CSV or Json format. Click on new Dataset and follow the prompt messages which guide you through the process.

Upload datasets on Relevance AI's dashboardUpload datasets on Relevance AI's dashboard

Upload datasets on Relevance AI's dashboard

3. Vectorize

To be able to use the magic of AI, you need to vectorize your desired field(s) in the dataset. Simply follow the no-code vectorize workflow and you can view the new field(s) that get added to your dataset under Dataset/Monitor. Read more about vectors at What are vectors.

Setup a Vectorizer on Relevance AI's dashboardSetup a Vectorizer on Relevance AI's dashboard

Setup a Vectorizer on Relevance AI's dashboard

4- Analyse

Using vectors and analysing data can be done through clustering, sub-clustering, dimensionality reduction, etc. The ready-to-use workflows are accessible under Workflows on the dashboard. The following image shows a clustering setup that groups data points based on their conceptual similarities.

Clustering on Relevance AI's dashboardClustering on Relevance AI's dashboard

Clustering on Relevance AI's dashboard

5- Insights

Relevance AI provides you with various apps to better understand your data. These apps are accessible under Apps on the dashboard. They are configurable which provides you with the flexibility to set up each app based on your needs and interests. The following image shows a clustering app on Tweets posted by Disney.

Clustering app on Relevance AIClustering app on Relevance AI

Clustering app on Relevance AI

To better understand Relevance AI's dashboard and its components please visit guides on


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