Lucidya

An introductory overview of Lucidya — what the platform is, who it's for, and what you can accomplish with it. Start here if you're new.

Welcome to Lucidya: What you can do here

Answers to the most common questions new users have after reading the platform introduction.

Welcome to Lucidya: What you can do here (FAQs)

A high-level look at all Lucidya products and solutions — Social Listening, OmniServe, Surveys, and more — and how they work together.

Lucidya Products and Solutions Overview

Common questions about Lucidya's product suite, use cases, and which solution fits your needs.

Lucidya Products and Solutions Overview (FAQs)

A glossary of essential terms and concepts used across the Lucidya platform to help you navigate and understand the product confidently.

Key platform terms

Clarifications on commonly misunderstood platform terms and definitions.

Key platform terms (FAQs)

A walkthrough of the Lucidya homepage layout — what each section contains and how to access your key tools from one place.

How to Navigate the Lucidya Homepage

Answers to common questions about homepage elements, shortcuts, and navigation behavior.

How to Navigate the Lucidya Homepage (FAQs)

Step-by-step instructions for creating and configuring a team on Lucidya, including adding members and setting roles.

How to Create a Team on Lucidya

Common questions about team creation, member permissions, and team management.

How to Create a Team on Lucidya (FAQs)

Learn how to apply a visual theme to your Lucidya workspace to match your brand or reporting style.

How to Add a Theme on Lucidya

Frequently asked questions about theme options, customization limits, and applying themes across the platform.

How to Add a Theme on Lucidya (FAQs)

A guide to configuring your brand identity on Lucidya — logos, colors, and brand settings used across reports and dashboards.

How to Set Up Branding on Lucidya

Common questions about branding settings, supported formats, and where branding appears on the platform.

How to Set Up Branding on Lucidya (FAQs)

Step-by-step guide to building a standard dashboard on Lucidya — selecting widgets, configuring data, and saving your layout.

How to Create a Dashboard

Answers to common questions about dashboard creation, widget options, and sharing dashboards with your team.

How to Create a Dashboard (FAQs)

Learn how to set up a Live Dashboard that displays real-time data — ideal for monitoring rooms, command centers, and team screens.

How to Create a Live Dashboard

Common questions about Live Dashboard settings, data refresh rates, and display options.

How to Create a Live Dashboard (FAQs)

A step-by-step guide to creating scheduled reports in Lucidya — covering all three setup steps across Social Listening, Managed Channels, and OmniServe, including delivery settings, report branding, and the Luci…

How to Create Scheduled Reports

Everything you need to start using Lucidya

Getting Started

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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