Platform Guide

1. Platform Overview

Lytica is an AI-powered analytics platform designed to unify your advertising, financial, and operational data into a single intelligent interface. Our platform enables enterprise teams to:

• Query data naturally — Use conversational AI to ask questions about your business data
• Unify disparate sources — Connect multiple data sources and view them through a normalized schema
• Automate insights — Receive intelligent recommendations and automated reporting
• Scale securely — Enterprise-grade security with role-based access control

2. Signing In and Out

Lytica uses WorkOS AuthKit for authentication, with Google as the primary identity provider. Signing in is hosted by WorkOS, so you never enter passwords directly into Lytica.

Creating an Account

New accounts are created in one of two ways:

• By invitation — Your organization admin invites you by email. Click the invite link, sign in with Google, and you'll be added to the organization automatically.
• By contacting sales — If your organization isn't on Lytica yet, reach out via our contact page and we'll provision your workspace.

Signing In

1. Visit alpha.lyticalabs.ai and click Sign In in the top-right corner.
2. You'll be redirected to the WorkOS hosted sign-in page.
3. Choose Continue with Google (or another configured SSO provider) and authenticate.
4. After successful login, you're routed automatically based on your account state — see the diagram below.

Selecting an Organization

If you belong to a single organization, Lytica selects it automatically. If you belong to multiple, you'll see the Select Organization picker:

• Each card shows the organization name and your role (Admin, Member, or Viewer).
• Click an organization to bind your session to it. The current session is refreshed and you're redirected into that workspace.
• Your selection persists for the duration of your session — closing the tab or signing out resets it.

Switching Organizations

To move between organizations without signing out:

1. Click your avatar in the top-right corner of any page.
2. Choose Switch Organization.
3. You'll be sent back to the org picker, where you can select a different workspace.

Signing Out

You can sign out from two places:

• Avatar dropdown — Click your avatar (top-right) and choose Log out.
• Account page — Navigate to Account → Profile and use the Signed in with Google control to revoke your session.

Signing out clears your WorkOS session and notifies the Chrome extension (if installed) so it logs out in lockstep with the web app.

3. Quick Start Guide

Get up and running with Lytica in minutes:

Step 1: Sign In and Pick Your Organization

Sign in at alpha.lyticalabs.ai using Google. If you belong to multiple organizations, pick the one you want to work in. New to Lytica? See Signing In and Out for the full walkthrough, or contact sales to provision a new organization.

Step 2: Connect Your First Integration

1. Navigate to Settings → Integrations.
2. Pick an integration from the available list.
3. Enter the required credentials (API key, OAuth, or service account).
4. Click Connect to establish the connection. See the per-integration guides below for step-by-step instructions.

Step 3: Start Asking Questions

Once connected, click Marli in the sidebar and ask a question about your data. See Using Marli for tips on phrasing questions, deep-link parameters, and threads.

Step 4: Set Up Alerts and Invite Your Team

• Alerts — Have Marli watch your data and notify you when something changes. See Alerts.
• Invite teammates — Open Settings → Team to add Admins, Members, or Viewers. See Team Management.
• Customize your account — Connect personal services (Drive, HubSpot) and install the Chrome extension. See Your Account.

4. Using Marli (AI Chat)

Marli is Lytica's AI analyst — the conversational surface where you actually get work done. Ask questions in plain English and Marli queries your connected integrations, builds the SQL or API calls behind the scenes, and returns answers with charts and tables.

Starting a Conversation

From any page, click Marli in the sidebar (or the Lytica logo to return to the home Marli view). The home view shows a centered prompt; once you submit a question, the conversation opens in a thread.

Three things happen behind the scenes when you submit:

1. Lytica picks the right tools based on which integrations you've enabled for the conversation.
2. The model executes those tools — running queries, calling APIs, fetching data.
3. Results stream back as text, tables, charts, or downloadable files.

What You Can Ask

• Performance metrics — Revenue, impressions, fill rates, margins, CPM, CPC.
• Comparisons — "How did this week compare to last week?" or "Compare Limelight to Adtelligent on fill rate."
• Breakdowns — Slice data by any available dimension (country, demand partner, campaign, etc.).
• Trends and anomalies — "What changed yesterday?" or "Where did revenue drop?"
• Financial data — Bills, invoices, payments, balances from Bill.com or QuickBooks.
• Document and file queries — Search and summarize documents in Google Drive.
• Setup actions — Marli can create alerts, configure variable mappings, and walk you through integrations.

Selecting Integrations

By default Marli has access to all connected integrations in your organization. You can narrow scope two ways:

• Mention an integration in your question — "Show me Limelight impressions" tells Marli to query Limelight specifically.
• Use the integrations chip — Click the chip below the input box to pick exact integrations. Useful for cross-source comparisons or to keep Marli focused on one domain (e.g. only finance).

Date Ranges

Use natural language for dates — Marli resolves them in your timezone:

• "yesterday", "today", "this week", "last month"
• "last 7 days", "past 30 days"
• "January 2026", "Q1 2026"
• "from January 1 to January 15"

Threads and History

Every conversation is saved as a thread. Threads appear in the left sidebar under Recent:

• Open — Click a thread to resume where you left off.
• Rename — Hover and click the pencil icon to give a thread a meaningful name.
• Delete — Hover and click the trash icon to remove a thread permanently.
• Pin — Pin frequently-used threads to the top.

Snowflake and BigQuery Modes

For data warehouse queries, Lytica offers dedicated modes that surface schema introspection and SQL preview:

• BigQuery mode — Available once a BigQuery integration is connected. Marli can list datasets, inspect tables, and run typed SQL. Example: "Query the events dataset in BigQuery for last week."
• Snowflake mode — Coming soon. Will offer the same capabilities once Snowflake support ships.

Tips for Effective Queries

• Be specific about metrics and dimensions — "Revenue by country" is better than "show me revenue."
• Set a time window — Otherwise Marli has to guess (it usually defaults to the last 7 days).
• Iterate — If the answer isn't what you wanted, follow up: "Now break that down by demand partner" or "Filter to only mobile."
• Ask for charts — "Show that as a bar chart" or "Plot the daily trend."
• Use Marli for setup — "Create a threshold alert on Limelight revenue below $1k/hour" works just like the Alerts page.

5. Alerts

Alerts let Lytica watch your data for you and notify you when something interesting happens. Every alert is created via Marli — you pick a type, then describe what you want in plain English. The agent fills in the configuration based on your conversation.

Alert Types

Creating an Alert

1. Open the Alerts page from the sidebar.
2. Click + Create Alert in the top-right.
3. Choose an alert type from the picker. The five cards correspond to the types in the table above.
4. You'll be redirected into a Marli thread with the type pre-selected as a green chip in the input box.
5. Describe what you want in plain English — e.g. "Alert me when Limelight revenue drops below $500/hour."
6. Marli asks any clarifying questions (which integration, threshold value, check interval, channels), then saves the alert.

Managing Alerts

The Alerts page shows every alert in your organization as a card. From there you can:

• Filter and search — Use the toolbar to filter by type, channel, or status. The search box matches alert titles and descriptions.
• Pause / resume — Toggle an alert on or off without losing its configuration.
• Open detail — Click an alert card to open the detail sheet with full configuration, channels, and execution history.
• Edit — Continue the original Marli thread to modify the alert ("change the threshold to $750").
• Delete — Remove an alert permanently from the detail sheet's overflow menu.

Alert Detail Sheet

The detail sheet (slides in from the right when you click a card) shows:

• Configuration — Metric, operator, threshold, schedule, and integrations the alert watches.
• Notification channels — In-app, email, and Slack (per channel, including which Slack channels and which email addresses).
• Execution history — Last N runs, with timestamps, status (success / fired / failed), and the value at evaluation time.
• Auto-disable — If an alert fails 5 times in a row (e.g. integration auth expired), Lytica automatically pauses it and notifies the alert owner so it doesn't spam channels with errors.

Notification Channels

• In-app — Always on. Notifications appear in the bell icon in the top-right.
• Email — Sent to the email addresses you configure on the alert. By default this is the alert creator's email.
• Slack — Requires the Slack integration. Once connected, you can pick any channel the Lytica bot has been invited to. See the Slack integration guide for setup.

6. Your Account

The Account page is your personal hub for profile information, connected services, the Chrome extension, and onboarding state. Open it from the avatar dropdown in the top-right of any page.

Profile

• Name and email — Synced from your Google identity. Update your name in Google to update it in Lytica.
• Avatar — Pulled from Google. The first letter of your email is used as a fallback if no avatar is available.
• Role and organization — Shows your current role (Admin, Member, Viewer) and the active organization. Use Switch Organization from the avatar dropdown to change.

Connected Accounts

Lytica uses WorkOS Pipes to let you connect personal third-party accounts (separate from organization-wide integrations). Use connected accounts when you want Marli to access something only you have credentials for — for example, your own HubSpot or Google Drive folder.

1. Scroll to Connected Accounts on the Account page.
2. Click Connect next to the service you want.
3. Complete the OAuth flow in the popup window.
4. The account is now available to Marli for queries you make.

To disconnect, click Disconnect next to a connected account. The token is revoked immediately.

Chrome Extension

The Lytica Chrome extension brings Marli into any browser tab — useful for asking questions about a page you're viewing, summarizing documents, or pulling stats without context-switching.

1. On the Account page, find the Chrome Extension card.
2. Click Install to open the Chrome Web Store listing.
3. After install, the extension automatically picks up your Lytica session — no separate sign-in needed.
4. Click the extension icon in your toolbar to open Marli over the current page.

Onboarding

The first time you sign in, Lytica walks you through a short onboarding flow: choose your use case, connect a first integration, and meet Marli. If you skipped onboarding or want to revisit it, use the Relaunch onboarding button on the Account page.

7. Team Management

The Team page (Settings → Team) is where admins manage who has access to the organization, what role they have, and pending invitations.

Roles

Inviting Team Members

Admins can invite by email:

1. Open Settings → Team.
2. Click Invite member.
3. Enter one or more email addresses (comma-separated) and pick a role.
4. Click Send invites. Each invitee gets an email with a link to join your organization.

Members can share an invite link:

1. Click Copy invite link on the Team page.
2. Share the link directly. The recipient signs in with Google and is added to your org pending admin approval (configurable per org).

Managing Members

• Change role — Click a member's role badge to promote or demote them.
• Remove member — Click the overflow menu next to a member and choose Remove. They lose access immediately.
• Revoke invitation — In the Pending invites section, click the trash icon to invalidate an unaccepted invite.
• Resend invitation — If an invite email was missed, click Resend to send a fresh link.

8. Billing and Plans

Lytica is sold as a token-metered SaaS. Tokens cover Marli queries, alert evaluations, and integration data sync. The Billing page (Settings → Billing) shows your current plan, usage, and invoices.

Plan Tiers

Exact token allocations and pricing may vary — see the pricing page for the current matrix or contact sales for an Enterprise quote.

Viewing Usage

The Billing overview shows:

• Tokens used — Tokens consumed in the current billing period, with a progress bar against your plan limit.
• Storage — Indexed files (e.g. uploaded documents) and their size.
• Team members — Active seats vs. plan limit.
• Integrations — Connected integrations vs. plan limit (Starter caps at 3, Pro and Enterprise are unlimited).

Token usage is also broken down by feature (Marli, Alerts, Sync) and by user, so you can see who's consuming what.

Upgrading or Changing Plans

1. Open Settings → Billing → Plans.
2. Pick a new tier and click Switch plan.
3. For Starter/Standard/Pro, the change is applied immediately and prorated on your next invoice.
4. For Enterprise, click Contact Sales to start a conversation with our team.

Payment Methods and Invoices

• Card on file — Update via the Payment method card. Backed by Stripe.
• Invoices — Past invoices are listed at the bottom of the page, downloadable as PDFs.
• ACH / wire — Available on Pro and Enterprise. Contact billing@lyticalabs.ai to switch from card.

9. Available Integrations

Lytica supports a growing ecosystem of integrations across advertising, finance, data warehousing, and productivity platforms.

Currently Available

Coming Soon

10. MCP Integration

The Model Context Protocol (MCP) is an open standard that allows Lytica to connect with any MCP-compliant server, enabling real-time data access and tool execution.

What is MCP?

MCP provides:

• Standardized communication — Common protocol for AI-to-service interaction
• Tool discovery — Dynamic discovery of available capabilities
• Secure execution — Sandboxed tool execution with permission controls
• Real-time data — Live data access without batch imports

How MCP Works with Lytica

Setting Up MCP

1. Connect — Provide your MCP server URL in Integrations
2. Discover — Lytica discovers available tools from your server
3. Query — Users ask questions; Lytica calls your MCP tools
4. Response — Results integrate into the AI conversation

11. Custom Integrations

For data that doesn't fit into pre-built connectors, Lytica offers flexible custom integration options.

Database Connections

• PostgreSQL — Connect with read-only access
• BigQuery — Query datasets directly
• Snowflake — Service account authentication

Spreadsheet Integration (Coming Soon)

• Google Sheets — OAuth connection with auto-sync
• Excel Upload — Drag and drop .xlsx, .xls, .csv files

12. Variable Mappings

Lytica normalizes data from different sources into a standard variable schema, enabling cross-platform analysis.

Mapping Types

Standard Variable Categories

• Metric — Quantitative values (impressions, bids, clicks)
• Financial — Money values (revenue, payout, cost)
• Temporal — Time dimensions (date, hour, month)
• Dimension — Categorical breakdowns (country, OS, device)
• Identifier — Entity references (partner name, publisher)
• Calculated — Derived metrics (fill rate, eCPM)

How to Connect

1. Go to Settings → Integrations
2. Click Limelight from the available integrations
3. Enter your credentials:
   • Client Key — Your Limelight account client key
   • Secret Key — Your Limelight account secret key
   • Stats Base URL — Usually stats.ortb.net
4. Click Connect to verify and save

Available Variables

Metrics

Quantitative values you can query and aggregate:

Dimensions (Breakdowns)

Dimensions you can use to slice and group your data:

Calculated Fields

These are computed from raw metrics (not directly available from API):

Example Queries

How to Connect

1. Go to Settings → Integrations
2. Click Adtelligent
3. Enter your API Key from Adtelligent dashboard
4. Click Connect

Available Variables

Key Metrics

Key Dimensions

Full variable list includes 46 metrics and 27 dimensions. See documentation for complete reference.

Example Queries

How to Connect

1. Go to Settings → Integrations
2. Click Added.tv
3. Enter your API credentials
4. Click Connect

Available Variables

Key Metrics

Key Dimensions

Full variable list includes 30 metrics and 37 dimensions.

Example Queries

How to Connect

1. Go to Settings → Integrations
2. Click Bill.com
3. Choose authentication method (OAuth recommended)
4. Authorize Lytica to access your Bill.com account

Available Variables

Document Fields

Entity Fields

Full variable list includes 57 variables across document, entity, financial, and status categories.

Example Queries

How to Connect

1. Go to Settings → Integrations
2. Click QuickBooks
3. Click Connect with QuickBooks
4. Sign in to your Intuit account and authorize access

Available Variables

Account Variables

Customer/Vendor Variables

Invoice Variables

Full variable list includes 32 variables across 5 entity types.

Example Queries

How to Connect

1. Create a Service Account in Google Cloud Console
2. Grant BigQuery Data Viewer and BigQuery Job User roles
3. Download the JSON key file
4. In Lytica, go to Settings → Integrations → BigQuery
5. Upload the service account JSON key
6. Specify the default dataset (optional)

Available Variables

BigQuery variables are dynamic based on your schema. After connecting, Lytica will discover available tables and columns.

Example Queries

The Google Drive integration lets Marli search, read, and summarize documents in your Drive. Useful for pulling context out of contracts, meeting notes, spec docs, or spreadsheets without leaving the chat.

Connection Types

Google Drive can be connected in two ways:

• Organization connection — An admin connects a shared Drive or workspace, making the contents available to everyone in the organization. Best for team-wide knowledge bases.
• Personal connection — Each user connects their own Drive via the Account page (under Connected Accounts). Marli can only access your Drive when you ask. Best for personal docs and 1:1 use.

How to Connect (Organization)

1. Go to Settings → Integrations → Google Drive.
2. Click Connect. A Google OAuth popup opens.
3. Sign in with the Google account that should own the integration.
4. Approve the requested scopes (read access to files and metadata).
5. The connection is saved and indexing begins. You'll see a status indicator on the integrations page.

How to Connect (Personal)

1. Open Account from the avatar dropdown.
2. Scroll to Connected Accounts and click Connect next to Google Drive.
3. Complete the OAuth flow with your personal Google account.

Available AI Tools

Once connected, Marli can use the following Drive tools when answering questions:

• Search — Full-text and metadata search across your Drive (titles, content, modified date, owner).
• Get Content — Fetch the contents of a specific file (Docs, Sheets, PDFs, plain text).
• Get Metadata — Inspect a file's owner, permissions, last modified time, and link.

Example Queries

The Slack integration is purpose-built for alert notifications. Once connected, you can route any alert (threshold, anomaly, scheduled report, one-time, reminder) to a specific Slack channel, with rich formatting that includes the metric, value, and a deep link back to Lytica.

How to Connect

1. Go to Settings → Integrations → Slack.
2. Click Connect. You'll be redirected to Slack's OAuth flow.
3. Pick the workspace you want to connect, then approve the requested scopes (post messages, read channel list).
4. You'll be redirected back to Lytica. The Lytica bot is now installed in your workspace.
5. Invite the Lytica bot to any channels you want it to post in: in Slack, type /invite @Lytica in the channel.

Configuring Alert Channels

Once Slack is connected, the Slack option appears in every alert's notification settings:

1. Open an alert (Alerts page → click an alert card).
2. In the detail sheet, find the Channels section.
3. Toggle Slack on.
4. Pick one or more channels from the dropdown (only channels the Lytica bot has been invited to are listed).
5. Save. The alert will now post to those channels whenever it fires.

Message Format

Slack alerts include:

• The alert title and a short description of why it fired.
• The triggering metric, value, and threshold (if applicable).
• A timestamp and the integration the alert is watching.
• A "View in Lytica" button that deep-links to the alert detail sheet.
• For scheduled reports, the report content is rendered inline (or attached as a file if it exceeds Slack's size limit).

Example Use Cases

Security

Lytica is built with enterprise security requirements in mind.

Data Security

• Encryption at rest — AES-256 encryption for all stored data
• Encryption in transit — TLS 1.3 for all data transmission
• Credential isolation — Integration credentials stored separately with additional encryption
• No data persistence — Query results are not stored; data is fetched on-demand

Access Control

• SSO support — SAML 2.0 and OAuth integration (via WorkOS)
• Role-based access — Admin, Member, and Viewer roles
• Organization isolation — Complete data separation between organizations
• Audit logging — Comprehensive activity logs

Enterprise Support

Support Tiers