# Getting Started

Connect your BI tool to Atender's analytics data warehouse. We support two connection methods depending on your platform version.

***

## New Platform (BigQuery)

{% hint style="success" %}
**Applies to:** Customers on the new Atender platform
{% endhint %}

### Connection Details

| Setting            | Value                                                                |
| ------------------ | -------------------------------------------------------------------- |
| **Platform**       | Google BigQuery                                                      |
| **Project ID**     | Provided in your tenant settings (Settings → Data Warehouse)         |
| **Dataset**        | Provided in your tenant settings (e.g., `tenant_abc123_yourcompany`) |
| **Authentication** | Service Account (JSON key)                                           |

### Setup Steps

1. Log in to Atender and go to **Settings → Data Warehouse**
2. Click **Provision Data Warehouse** (first time only)
3. Click **Download New Key** to get your service account credentials (JSON file)
4. Open your BI tool and add a **Google BigQuery** data source
5. Enter the **Project ID** shown in your Data Warehouse settings
6. For authentication, select **Service Account** and upload the downloaded JSON key file
7. Select your **dataset** and choose which views to import
8. Start building reports!

### Power BI Specific Steps

1. Open Power BI Desktop → **Get Data → Google BigQuery**
2. Enter the Project ID from your Data Warehouse settings
3. Choose **DirectQuery** (recommended) or Import mode
4. Authentication: select **Service Account** → upload the JSON key
5. Select your dataset and the views you need

### Credentials

* Credentials are managed in **Settings → Data Warehouse**
* You can generate multiple keys (e.g., one per team member or BI tool)
* Revoke compromised keys instantly from the same page
* Each key only has **read access** to your tenant's dataset

{% hint style="warning" %}
**Security:** Store JSON key files securely. Revoke keys immediately if compromised.
{% endhint %}

### Data Freshness

| Aspect        | Details                      |
| ------------- | ---------------------------- |
| Sync method   | Change Data Capture (CDC)    |
| Latency       | \~15 minutes                 |
| Custom fields | Refresh daily at 2:00 AM UTC |

***

## Legacy Platform (Azure Synapse)

{% hint style="info" %}
**Applies to:** Customers still on the legacy Synapse-based platform. These instructions will be deprecated once migration is complete.
{% endhint %}

### Connection Details

| Setting            | Value                                                |
| ------------------ | ---------------------------------------------------- |
| **Server**         | `superagent-analytics-ondemand.sql.azuresynapse.net` |
| **Database**       | `superagent`                                         |
| **Authentication** | Service Principal                                    |

### Power BI Setup

1. Open **Power BI Desktop**
2. Click **Get Data** → **Azure** → **Azure Synapse Analytics SQL**
3. Enter the server: `superagent-analytics-ondemand.sql.azuresynapse.net`
4. Enter the database: `superagent`
5. Select **DirectQuery** (recommended) or **Import**
6. Click **OK**
7. Select **Service Principal** authentication
8. Enter your **Tenant ID**, **Client ID**, and **Client Secret**
9. Click **Connect**
10. Select the views for your tenant (e.g., `v_Conversation_YourCompany`)

### Service Principal Credentials

Contact your Atender administrator for:

* **Tenant ID** — Azure AD directory ID
* **Client ID** — Application ID of the service principal
* **Client Secret** — Secret value (store securely, rotate periodically)

{% hint style="warning" %}
**Security:** Never share client secrets. Rotate secrets periodically and store them securely.
{% endhint %}

### Data Freshness

| Aspect          | Details                        |
| --------------- | ------------------------------ |
| Sync frequency  | Hourly                         |
| Latency         | New data appears within 1 hour |
| Historical data | Always available               |

{% hint style="info" %}
Data is synchronized every hour from the operational system. Very recent conversations may not appear immediately.
{% endhint %}


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