Getting Started with Vantage
Welcome to the official documentation for Vantage by Intuidy Technologies. Vantage is an AI-powered operations platform that helps teams automate workflows, visualize data in real time, and make smarter decisions — all from a single interface.
What Is Vantage?
Vantage is a unified platform that combines dashboards, workflow automation, 30+ integrations, and AI-powered intelligence into one tool. Whether you're building ETL pipelines, monitoring social media, managing CRM data, or automating compliance checks, Vantage provides the building blocks to do it without writing code.
Core Capabilities
| Capability | What It Does |
|---|---|
| Dashboards | Build real-time data visualizations with 40+ tile types — charts, tables, metrics, CRM views, maps, and more |
| Workflows | Create visual automation pipelines with 170+ drag-and-drop nodes for data processing, AI analysis, and integrations |
| Integrations | Connect to 30+ third-party services — databases, cloud storage, communication tools, social media, commerce, and AI providers |
| AI Features | Global AI assistant, per-tile AI insights, context-aware query generation, and 10+ AI workflow nodes |
| Settings & Security | Role-based access control, two-factor authentication, passkeys, organization management, and token-based billing |
Quick Start
Follow these steps to go from sign-up to your first dashboard:
- Create your account — Visit the sign-up page and complete the 4-step registration wizard (name, company info, billing plan, confirmation). See Login & Setup for details.
- Explore the interface — Familiarize yourself with the sidebar, dashboards, workflow editor, and settings. See Orientation.
- Connect an integration — Go to the Integrations page and connect a data source (database, Google Drive, Slack, etc.). See Connecting Integrations.
- Build your first dashboard — Create a dashboard, add tiles, and configure them with your connected data. See Creating Dashboards.
- Automate a workflow — Open the Workflow Editor, drag nodes onto the canvas, and build your first data pipeline. See Building Workflows.
System Requirements
| Component | Minimum | Recommended |
|---|---|---|
| Browser | Chrome 90+, Firefox 88+, Safari 14+ | Latest stable version |
| Network | 5 Mbps | 25+ Mbps |
| Screen | 1280x720 | 1920x1080 |
Platform Hierarchy
Vantage uses a structured hierarchy to organize users and data:
- Organizations group multiple companies for cross-company sharing and centralized management.
- Companies are the core unit — each has its own users, dashboards, integrations, and AI context.
- Users belong to exactly one company and are assigned roles that control their permissions.
See Organizations & Companies for more details.
Next Steps
Once you've completed the initial setup, explore these resources:
- Key Concepts — Understand the core terminology
- Authentication & Security — Configure 2FA and passkeys
- Guides — Step-by-step walkthroughs for every major feature
- Platform Summary — Quick reference cheat sheet