DemoPrep × ThoughtSpot

Quick Start Guide

Everything you need to generate a demo-ready ThoughtSpot liveboard in minutes.

▶  Open DemoPrep
DemoPrep walkthrough — how to run a demo end-to-end
Step 01

Configure the Right Panel

The right panel controls your ThoughtSpot connection, AI model, and tracks progress as the pipeline runs. Set it up before hitting GO.

TS Environment

Choose which ThoughtSpot instance to deploy to. Required — GO will not run without a selection.

AI Model

Select the LLM for the build. GPT-5.5 is the current default — Claude models are also available for higher reasoning quality.

⚙️ Settings (click to expand)

Collapsible section with per-run options that take effect immediately — no save or reload needed:

  • Liveboard Name — leave blank to auto-derive from the company URL
  • Data Size — Small (~1k rows, fast) or Medium (~10k rows, richer data)
  • Geo Scope — USA Only or International location data
  • Tag Name — optional tag applied to all created TS objects
  • Column Naming Style — Regular Case, snake_case, camelCase, PascalCase, etc.
  • Object Naming Prefix — short prefix added to model and liveboard names
  • Share With — ThoughtSpot email to share the liveboard with after deployment

Pipeline Progress

Once GO is pressed, watch the stages tick through in real time — Research → DDL → Data → ThoughtSpot → Liveboard → Complete. Pipeline Status shows live output as it runs.

Right panel — TS Environment, AI Model, Liveboard Name, Pipeline Progress
Step 02

Choose Your Vertical, Line & Function

DemoPrep covers 15 industry verticals, each with specific lines of business, and 6 universal functions. Three selections and you're ready to run.

1

Pick a Vertical

Select the prospect's industry. DemoPrep covers 15 verticals — once you pick one, the Line dropdown populates automatically.

Retail & Consumer Goods Financial Services Healthcare & Life Sciences Travel & Hospitality Telecom Manufacturing Professional Services Media & Entertainment Utilities & Energy Technology Education Real Estate & Construction Government & Non-Profit Transportation & Logistics Agriculture
2

Choose a Line

Each vertical has its own lines of business — pick the one that best matches the prospect. A few examples:

Technology
SaaS, Cybersecurity, Hardware, AI, IT Services
Financial Services
Banking, Insurance, Asset & Wealth Management
Manufacturing
Automotive, Aerospace, Chemical, Electronics, Machinery
Healthcare & Life Sciences
Life Sciences, Healthcare Providers, Payers
Retail & Consumer Goods
Fashion, Consumer Electronics, Grocery, Specialty Retail
Transportation & Logistics
Shipping, Supply Chain, Air Transport, Trucking, Freight
Line selection dropdown in DemoPrep
3

Select a Function

The same six business functions are available across every vertical and every line. Pick the one that fits the audience in the room.

Sales Marketing Finance HR IT Legal
Function selection dropdown in DemoPrep
Step 03

Run the Pipeline

Hit run and DemoPrep handles the rest. Watch the pipeline status bar as it moves through each stage — you'll see exactly where you are at all times.

✓
Init
✓
Research
✓
DDL
✓
Data
✓
Model
✓
Liveboard
↓

Demo Assets Produced

Every completed run produces three reusable assets you can bring to any demo:

Asset What it is Where it lives
Liveboard A fully built ThoughtSpot liveboard scoped to the vertical and company ThoughtSpot instance
Data Model The semantic model powering the liveboard — includes AI-generated column descriptions, synonyms, and Sage search index ThoughtSpot instance
SpotterViz Story A sequence of natural language Spotter prompts matched to the liveboard — paste into Spotter to walk the demo story step by step Demo Assets tab
Completed Shopify liveboard in ThoughtSpot