Rudder Lookout Quickstart Private Beta

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.

1. Sign in

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.

1. Go to Settings > Warehouse.
2. Select Add account and choose your warehouse type — PostgreSQL, Snowflake, Redshift, BigQuery, or Databricks.
3. 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