Lookout: Rudder Lookout Quickstart

Mon, 01 Jan 0001 00:00:00 +0000

Rudder Lookout is currently in Private Beta, where we work with early users and customers to test new capabilities and gather feedback before making it generally available.

Contact your Customer Success Manager if you are interested in enabling Lookout for your team.

This quickstart guide walks you through signing in, setting up a workspace, connecting a warehouse, and asking your first question.

Your sign-in identifies you, not a particular workspace. Once you are signed in, you can belong to and switch between multiple workspaces.

Creating a new workspace requires a RudderStack account.
Joining an existing workspace through an invite link doesn’t require a RudderStack account. Any sign-in option on the Lookout login page works.

Tip: Sign in with RudderStack — it lets Lookout pull in the RudderStack workspaces you belong to, so you can link one in a single click.

If you don’t have an account yet, sign up for RudderStack first.

2. Create or join a workspace

A workspace is the container for your team’s chats, dashboards, connections, and knowledge.

If a teammate has already set up a workspace, ask them for an invite link. Opening the link prompts you to sign in with RudderStack; to use a different sign-in method, sign in at the Lookout login page first, then open the invite. Once you accept, you are added as a member.
Otherwise, create a new workspace and give it a short, URL-friendly name (its slug).

3. Connect a warehouse

To answer questions about your data, Lookout needs a connected warehouse.

Go to Settings > Warehouse.
Select Add account and choose your warehouse type — PostgreSQL, Snowflake, Redshift, BigQuery, or Databricks.
Enter the connection details and save.

Warehouse access is read-only — Lookout queries your data but never writes to or alters it.

See Warehouses for details.

4. Ask your first question

Open a new chat and ask a question in plain English, for example:

How many signups did we get last week, by source?

The agent inspects your tables, writes read-only SQL, runs it against your warehouse, and renders the result as a chart or table you can keep.

5. Save it as a dashboard

When an answer is worth keeping, ask the agent to save it as a dashboard. Each dashboard has its own link inside your workspace and re-runs its queries fresh on every load.

See Dashboards for more information.

What a Lookout session looks like

From a single chat, you can explore your data and build a dashboard. Lookout queries your warehouse, shows what it finds, and previews the result before saving it:

Next steps

Connect Your Tools — including GitHub, GitLab, RudderStack, and Slack
Learn what else you can do in Working with Lookout
Invite Teammates to your workspace

Lookout: How to Connect Tools with Rudder Lookout

Mon, 01 Jan 0001 00:00:00 +0000

Lookout is most useful when it is connected to the systems your team already uses. Each integration plugs a real tool into the agent. You can connect a warehouse and the agent can query it, or connect a repository and it can review it.

The agent only touches a system that is configured for your workspace.

Where to connect tools

You connect most tools from Settings, where the integrations are spread across a few tabs. External AI tools are set up from the MCP area in the sidebar.

What you can connect

Tool	What it unlocks	Where to connect	Who can connect?
Warehouses	Ask questions of your data in natural language (read-only).	Settings > Warehouse	Admin
GitHub	Explore repositories, review pull requests, and propose code changes as PRs.	Settings > SCM	Admin — any member uses repo tools
GitLab	The same for gitlab.com and self-hosted instances.	Settings > SCM	Admin — any member uses repo tools
RudderStack	Read and manage sources, destinations, transformations, tracking plans, and audiences.	Settings > General	Admin
Sources	Map RudderStack sources to the repositories where their events are instrumented.	Settings > Sources	Admin
Slack	Chat with the agent from a Slack DM or a bound channel.	Settings > Slack	Admin
External AI Tools	Let approved external AI tools call a curated set of Lookout’s tools.	MCP in the sidebar	Any member — if enabled for your deployment

See Integrations for full capability and setup details.

Where to start

Start with a warehouse — it is what lets the agent answer questions about your data. From there, add integrations as your team needs them:

Add GitHub or GitLab if you want the agent to review pull requests and propose instrumentation changes
Add RudderStack to manage your sources, destinations, transformations, tracking plans, and audiences from chat
Install Slack to bring the agent into the channels where your team already works

Most connections are made by a workspace admin. Connecting a system is a workspace-level decision — once connected, the agent can use it on behalf of any member.

See Roles and Permissions for more details.

RudderStack Docs – Get Started with Rudder Lookout

Lookout: Rudder Lookout Quickstart

1. Sign in

2. Create or join a workspace

3. Connect a warehouse

4. Ask your first question

5. Save it as a dashboard

What a Lookout session looks like

Next steps

Lookout: How to Connect Tools with Rudder Lookout

Where to connect tools

What you can connect

Where to start