Getting Started with Petavue

Petavue is an AI‑native data analysis platform for go‑to‑market teams. It unifies data from tools like CRM, marketing automation, customer success, and product analytics, and uses AI Agents to plan and run analyses for any analysis use case.

Petavue turns messy, siloed data into clear reports, charts, and verified insights that are easy to validate and act on without asking users to write code.

This guide explains how to configure and use Petavue, and it shares proven practices for producing high‑quality analyses.

This comprehensive guide will help you get started with Petavue. We recommend you take the following steps as a priority, as these will unlock further features and functionality for you and your team to get the most out of Petavue.

We’ve broken it up into sections:

1. Overview of Petavue MCP
2. Understanding your data
3. Performing Analysis in Petavue
4. Creating Report Artifacts in Petavue
5. Key Definitions in Petavue
6. Connecting your data sources to Petavue
7. Petavue Visualization: A Guide to Creating Charts and Visual Insights
8. Best Practices of Analyzing Data in Petavue
9. Prompting Guidelines

If you have any doubts at all, please drop us a line at support@petavue.com. Excited to see you use Petavue.