This guide walks you through the complete process of onboarding a building to Expert Center, from initial access to final push.
Before starting the onboarding process, you'll need:
Located in the header of an Organization's Console, select Expert Center button. This will redirect you to the Expert Center's organization page.

From the Organization Overview, if the list of buildings is empty, select PULL to ingest data from an organization's knowledge graph into Expert Center. This imports Source Entities - raw, unclassified data from your connectors.

š Read more on how to Pull | [Understanding Entities][22]
From the Organization Overview, select a building from within the Buildings table by clicking anywhere in a building's row.

From the Building Overview, select a connector from Connectors table by clicking anywhere in a connector's row (most common: Mapped UG / CSV).
Don't see the connector you're looking for? Try running PULL.

Initially, processing has not been run and all Entities are Unprocessed. We recommend familiarizing yourself with Entities within the Queue to prioritize the queue and develop an understanding which patterns should be prioritized.

From the Connector Overview, select Queued from the Labeling Progress bar. This will navigate to the Label View > Entities tab, where you can identify textual patterns in name and description to determine which patterns should be prioritized for assignment.

š Read more on the labeling workflow
From anywhere within a Connector, select Assign, then specify a labeler's email, max quantity, base type (e.g. Point), and Text Pattern (optional). Repeat assignment for your entire team.
š Read more on assigning labeling tasks
In the Label Interface > Entities tab, label assigned entities. When labeling entities, you're creating Labeled Source Entities that contain:
These labeled examples train the AI model for automatic processing.
š Read more on labeling entities
After initial assignments are completed, it's time to run processing. This will take anywhere from 30-90 minutes depending on the volume. Monitor Jobs table to verify processing has successfully completed.
Processing creates Inferred Source Entities by:
š Read more on how to run processing
From the Connector Overview page, select status from Inference Results progress bar to view specific processing status, or select Review from header to view all processed results.
š Read more about the Review stage
From the Review Page > Derived Entities tab, review Derived Entities first:
Once all Derived Entities are reviewed, proceed to Source Entity review.
Note: If you declined any Derived Entities, you may need to return to the Labeling step to address the declined Source Entities before proceeding.
From the Review Page > Source Entities tab, review Inferred Source Entities to:
Note: Low confidence entities are automatically queued for labeling, but can still be approved if correct.
Important: If you declined any Source Entities, return to the Labeling step to address them before proceeding to Unification.
š Read more on review actions
Example: Merge "AHU01" from BMS and "Air Handler 1" from drawings into one Unified Entity named "AHU-01"
š Read more about the Unify stage
š Read more about the Push stage
Run GraphQL queries to ensure correct: