> For the complete documentation index, see [llms.txt](https://docs.rootcause.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rootcause.ai/start-here/readme.md).

# Quick Start Tutorial

Your First Analysis

This tutorial walks through all seven steps of the RootCause workflow using sample data. Download the two CSV files below - they represent customer demographics and subscription information for a fictional telecoms company.

{% file src="/files/oOa9U6C1e7nwpYruDlSZ" %}

{% file src="/files/KEiTi6YXSMtM3ycDnXWv" %}

***

## Step 1: Create a Workspace

Within your organisation create a **New workspace**. Give the workspace a name and click **Create**.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2Fm2npF9o2VaFaPwRmLg3Q%2FCreate%20a%20new%20workspace.png?alt=media&amp;token=c1ecd0ea-68da-4e1d-bc24-7502955d7be0" alt=""><figcaption></figcaption></figure>

***

## Step 2: Connect Data

Go to **Sources** and click **Import data**. Select **Local File Upload**, drag both CSV files onto the drop zone or browse files, and click **Upload**. RootCause will process the files and begin building the ontology automatically.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2F4mcmcNfVKHIHYXuPQm54%2FUpload%20data.png?alt=media&amp;token=a3982f64-17b4-4d96-baac-ddfbbeb70f57" alt=""><figcaption></figcaption></figure>

Full details: [Connect Data](/user-guide/connecting-data.md)

***

## Step 3: Build Ontology

Go to **Ontology**. The RootCause.ai platform has already scanned the datasets that were uploaded in the previous step and built a semantic map. It automatically identified that `Customer Id` appears in both files and linked them together. Review the network to confirm the connections look right.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2FerA5ynxrWXYHftAxtG8k%2FOntology.png?alt=media&amp;token=262bedf0-c6d8-4eed-b14b-0042da24df6f" alt=""><figcaption></figcaption></figure>

Full details: [Build Ontology](/user-guide/ontology-concepts.md)

***

## Step 4: Build Unified Dataset

Go to **Ontology** and look at the **Recommended Datasets** section in the right panel. Click the recommendation the **Create dataset** to build a joined view of both datasets. RootCause generates the join recipe automatically. You can inspect and edit it in the **Operations** editor.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2FgK26uBikzlKljMnlx7Hc%2FUnified%20data%20view.png?alt=media&amp;token=fc6e798b-67ea-44b3-a104-56d7d09a4855" alt=""><figcaption></figcaption></figure>

Full details: [Build Unified Table](/user-guide/data-views.md)

***

## Step 5: Build Digital Twin

Within the dataset you want to observe, click **Build digital twin** on the top right of the page.

Scroll through sections (you don't need to make any adjustments to the setup) :

1. How do you want to build it?
2. Choose your data
3. Add domain knowledge
4. Review & run

In the builder's final **Review & run** step, click **Discover & train**.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2FAHWo3ynAYtYdmZFOX6Qr%2FBuild%20digital%20twin.png?alt=media&amp;token=4a0401bd-5c58-4753-a0b1-9a2d33e53d5e" alt=""><figcaption></figcaption></figure>

This action runs causal discovery and trains the model. Training runs a sequence of stages and takes a few minutes. When it completes you'll see a model fit score.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2FAnULRAVVdZl4n7tId9qh%2FCausal%20disovery.png?alt=media&amp;token=2ca8fedd-6387-4552-a251-fd0e874f3532" alt=""><figcaption></figcaption></figure>

Full details: [Build Digital Twin](/user-guide/creating-digital-twin.md)

***

## Step 6: Digital Twin

When the causal discovery completes, you will see the completed **Digital Twin**. Click any variable to view more information like explanations, prediction quality, distribution of the data, and causal subgraph.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2FJH8USBUTW6AL38v9eYlT%2FDigital%20twin.png?alt=media&amp;token=03badd34-f521-4d38-8d6e-67da589de9ce" alt=""><figcaption></figcaption></figure>

***

## Step 7: Run Simulations

From your Digital Twin, click the **Simulations** on the right panel. Try typing a plain-language question into **Generate from Query**:

```
What happens to churn if we give away free tech support?
```

Then click **Generate Scenario**. Review the generated configuration and run it.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2F1Cc8mtqI8IZMDbhO3jGO%2FSimulation.png?alt=media&amp;token=655d2f60-cf8c-4335-8ce8-0eb7cac91de2" alt=""><figcaption></figcaption></figure>

The simulation will take a few seconds to complete. Once completed you will see the impact of the **Intervention** simulation.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2FrGGqmh62i0uCArcNH9Nb%2FSimulation%20result.png?alt=media&amp;token=0cf0c052-ee1f-441f-9fc0-5c841a0ee045" alt=""><figcaption></figcaption></figure>

Full details: [Run Simulations](/user-guide/simulations.md)

***

## Step 8: Produce Reports

On the simulation result page that was generated on the previous step, click **Export as report** located on the top right bar. RootCause.ai produces a structured report with an Executive Summary and evidence-linked findings. Export to PDF to share it.

<figure><img src="https://1662811113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBXg3gZLR0e2Q8SzeQmql%2Fuploads%2FoSDi8mVbxopLCZayyVY0%2FReports.png?alt=media&amp;token=0eeab995-d6d4-4eb1-be8a-cd4775f9c96b" alt=""><figcaption></figcaption></figure>

Full details: [Produce Reports](/user-guide/reports.md)

***

## What success looks like

If you followed all eight steps, you now have:

1. An ontology where `Customer Id` is linked across both files
2. A joined Data View built from the Recommended Datasets recommendation
3. A trained Digital Twin with a model fit score
4. A Digital Twin you can click into for explanations, prediction quality, data distribution, and causal subgraphs
5. A simulation run showing the impact of your intervention
6. An exported PDF report with an Executive Summary and evidence-linked findings
