Browse & Manage Data
This guide explains how to use the Browse Data section in SmartSaaS: how to view, edit, add, and organize your data, as well as how to set up actions, settings, and sharing options.
1. Browse Data Overview
- From the top menu, select Data → Browse.
- Here you’ll see all your data forms (datasets).
- On the right, there is an eye icon – click it to select which departments can access this dataset.
- Next to the title, a star icon lets you mark the dataset as a favorite so it appears in your favorites list.
At the top of the page you’ll also find:
- A search bar
- A question mark button to ask the AI for help.
- A folder with plus icon to add a new dataset.
- Quick statistics on the total number of folders and datasets.
- Category tags (e.g., All, Customers, Products, Inventory) to filter datasets.
- A BubbleScreen box showing visual connections between datasets.
2. Dataset Actions (Right Side Options)
- Profile picture of the creator.
- Duplicate – make a copy of the dataset.
- Add – add new data or items.
- Edit – change dataset fields.
- Analyze – run AI analysis.
- Search – search inside that dataset.
- Share – share the dataset via link or QR code.
3. Opening and Using a Dataset
- In the center, click the big Open button.
- At the top right inside the dataset, you’ll see:
- Add Item – fill out the dataset form with new information (e.g., client details).
- Scroll through the fields, fill them in, and press the blue Submit button at the bottom.
- View Data – see all the submitted entries for this dataset.
- Add Item – fill out the dataset form with new information (e.g., client details).
4. Metadata for Products
For product datasets, when you open a record you’ll see extra tabs on the left side:
- Overview
- Inventory
- Suppliers
- Pricing
- Quality
- Analytics
These tabs help you store additional metadata related to products.
5. Dataset Options (Next to Open Button, Left Side)
Next to the big Open button (bottom middle), you’ll see another icon with two lines and an arrow pointing left. Clicking this opens extra dataset options:
- Number of documents inside the dataset.
- Actions – open the actions page.
- Settings – manage dataset options.
- Delete – permanently remove the dataset.
On the screen, each dataset appears in a square box with its name and creation date.
- You can drag these boxes around to arrange them.
- Click the + sign to add new actions.
Available Actions:
- Project
- Calendar
- Document
- Integration
- Call
After selecting an action, a smaller box appears.
Click the settings icon to configure it.
When done, press Save at the top right.
7. Dataset Settings
Under Settings, you’ll find:
- Edit model – make changes to your data capture model.
- Send group email – send emails to all stored contacts.
- Send group WhatsApp – message all stored contacts via WhatsApp.
- View QR code – share QR codes so others can enter information directly.
- Make data public – allow anyone to contribute data.
- Clear data content – delete all data in the model. (Warning: this is permanent and cannot be reversed!)
8. Sharing Datasets
From the Share option, you can:
- Copy and send a link.
- Share a QR code for quick access.
This is useful for collecting client or customer information directly.
9. Visual Performance Graphs
In the Browse Data page, each dataset has a visual graph showing its performance before you even open it. This gives you quick insights at a glance.
