Enterprise Assistant

Dashboard

System overview — users, submissions, and recent activity.

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Data Sources

Enterprise data formats and systems across the ingestion platform.

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Enterprise Knowledge Assistant

Searching your knowledge base.

Submit Document

Upload a document for compliance review before it enters the knowledge base.

New Submission

File runs through the compliance gate before being queued for review.

📄

Drop file here or click to browse

PDF, DOCX, PPTX, XLSX, TXT, MD, CSV, HTML, JSON, XML, EML

Document Type

Sensitivity

Description (optional)

My Submissions

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Review Submissions

Approve documents to add them to the knowledge base, or reject with a reason.

Departments

Define your company's departments. Each one gets its own isolated document collection. Renaming keeps documents linked; the internal slug never changes.

Slug preview: —

Department	Slug	Users	Status	Actions

User Management

View and manage all users, or import a batch from CSV.

Name	Email	Department	Role	Status	Joined	Actions

Bulk Import from CSV

No passwords needed — each user gets an activation email to set their own. New departments in the file are created automatically.

Required Columns

full_name, email, department, role

Existing Departments (any others in the file are auto-created)

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Drop CSV or click to browse

Send activation email to each user

Email (SMTP) Settings

Configure once to enable automatic welcome emails.

Not configured

SMTP Host

Port

Username

App Password

From Address (optional)

App URL (in emails)

Gmail: Use an App Password — Google Account → Security → App Passwords. Host: smtp.gmail.com Port: 587

Settings

Branding, system configuration, and audit logs.

Company Branding

Company Name

Logo (PNG/JPG/SVG, max 2 MB)

Email (SMTP)

Not configured

Host

Port

Username

App Password

From Address

App URL

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Live Data Source

Connect a REST API (e.g. your ticketing system) so the assistant answers from real-time data. HTTPS only · calls are made server-side and audited.

Enabled — route matching questions to this API

Name

Endpoint URL — use {ticket_id} for by-id APIs, or a list endpoint

Method

Request body (POST · optional · {ticket_id}/{scope} allowed)

Auth type

Trigger keywords (comma-separated)

Tally — financial data

Ask about cash, bank, receivables, payables, sales & profit — answered from your Tally, synced by a small agent that runs where Tally is open.

Not connected

Enable Tally answers

Sync URL (paste into the agent config)

Agent token (paste into the agent config)

Connect Tally (3 steps)

1. In Tally turn on the connector: TallyPrime → F1 (Help) → Settings → Connectivity → "TallyPrime acts as: Both", Port 9000.
2. On that same computer, download both files below into one folder:

⬇ Download agent

3. Double-clicking won't run it — open a terminal in that folder and run python tally_agent.py (Mac: python3 tally_agent.py). It syncs now and every hour. Need Python? Get it from python.org (tick "Add to PATH").

Razorpay — live payments

Collections, settlements, refunds & payouts — answered live from your Razorpay account. Use test keys (rzp_test_…) first; switching to live = paste live keys. Read-only.

Not connected

Enable Razorpay answers

Key ID (rzp_test_… or rzp_live_…)

Key Secret

Surface customer details (email / phone) in answers

Keys: Razorpay Dashboard → Settings → API Keys → Generate Test Key. Read-only (payments, settlements, refunds, payouts). Try: "how much did I collect today?" · "failed payments this week" · "settlements to my bank".

PayU — live payments

Collections & transactions, answered live from PayU. Test vs Live = the Environment toggle + matching key/salt. Read-only.

Not connected

Enable PayU answers

Environment

Merchant Key

Merchant Salt

Surface customer details (email / phone)

Keys: PayU Dashboard → your Merchant Key + Salt. Read-only. Try: "how much did I collect this week?" · "failed transactions".

Cashfree — live payments

Settlements (money to your bank) & payments, answered live from Cashfree. Cashfree's API is order-centric — v1 focuses on settlements. Read-only.

Not connected

Enable Cashfree answers

Environment

Client ID (x-client-id)

Client Secret

Surface customer details (email / phone)

Keys: Cashfree Dashboard → Developers → API Keys (Client ID + Secret). Read-only. Try: "settlements to my bank".

WooCommerce — live store

Orders, revenue & fulfilment, answered live from your store. Read-only · HTTPS only. Switching stores = different URL + keys.

Not connected

Enable WooCommerce answers

Store URL (https://shop.example.com)

Consumer Key (ck_…)

Consumer Secret (cs_…)

Surface customer details (name / email / phone)

Keys: WordPress admin → WooCommerce → Settings → Advanced → REST API → Add key (Read permission). Try: "revenue this week" · "how many orders today" · "pending orders".

Shopify — live store

Orders, revenue & fulfilment, answered live from your Shopify store. Uses a custom-app Admin API token (no OAuth). Read-only. Dev store ↔ live = different domain + token.

Not connected

Enable Shopify answers

Shop domain (mystore.myshopify.com)

Admin API access token (shpat_…)

Surface customer details (name / email)

Token: Shopify admin → Settings → Apps and sales channels → Develop apps → Create an app → Admin API scopes read_orders, read_products → Install → copy the Admin API access token. Try: "revenue this week" · "unfulfilled orders" · "orders today".

Meta Ads — Facebook / Instagram

Spend, leads, CPL, CTR across all ad accounts on the token — auto-discovered. Assign a new client account in Business Manager and it appears here automatically (no new token). Read-only.

Not connected

Enable Meta Ads answers

System User access token

Token: Business Settings → Users → System Users → assign your ad accounts → Generate token with ads_read (set expiry Never). Then just paste the token. Try: "ad spend this week" · "<client name>'s spend" · "which account spent the most?" · "total spend across all accounts".

Zoho Books — cloud accounting

Receivables, payables, cash & bank, overdue invoices — answered live. One-time OAuth setup (Self Client), then a long-lived refresh token. Read-only.

Not connected

Enable Zoho Books answers

Region

Organization ID (optional — auto-picked)

Client ID

Client Secret

Refresh Token

Setup: Zoho API Console → Self Client → scope ZohoBooks.fullaccess.READ → generate a grant token → exchange for a refresh token (one-time). Paste client id, secret & refresh token. Try: "who owes me money?" · "outstanding payables" · "cash and bank balance" · "overdue invoices".

Freshdesk — helpdesk

Open/pending/overdue tickets, by priority, recent — answered live. API key, read-only.

Not connected

Enable Freshdesk answers

Domain (just the subdomain)

API key

Key: Freshdesk → Profile settings → Your API Key. Domain = the part before .freshdesk.com. Try: "how many open tickets?" · "overdue tickets" · "tickets by priority".

Zoho CRM — pipeline

Open pipeline, deals by stage, won this month — live. Same OAuth as Zoho Books (scope ZohoCRM.modules.READ).

Not connected

Enable Zoho CRM answers

Region

Client ID

Client Secret

Refresh Token

Setup: Zoho API Console → Self Client → scope ZohoCRM.modules.READ → refresh token. Try: "what's my open pipeline?" · "deals in negotiation" · "won this month".

Pipedrive — pipeline

Open pipeline value, won this month, deal counts — live. API token, read-only.

Not connected

Enable Pipedrive answers

Company domain (subdomain)

API token

Token: Pipedrive → Settings → Personal preferences → API. Domain = the part before .pipedrive.com. Try: "open pipeline value" · "deals won this month".

HubSpot — pipeline

Open pipeline, won this month — live. Private-app token (no OAuth login), read-only.

Not connected

Enable HubSpot answers

Private app token

Token: HubSpot → Settings → Integrations → Private Apps → create app with scope crm.objects.deals.read → copy token. Try: "open pipeline" · "deals won this month".

Zoho Desk — helpdesk

Tickets by status/priority/overdue — live. Reuses Zoho OAuth (scope Desk.tickets.READ).

Not connected

Enable Zoho Desk answers

Region

Org ID (optional)

Client ID

Client Secret

Refresh Token

Setup: Zoho API Console → Self Client → scope Desk.tickets.READ,Desk.basic.READ → refresh token. Try: "open tickets" · "overdue tickets".

Zoho People — HR

Headcount & departments — live. Reuses Zoho OAuth (scope ZohoPeople.forms.READ).

Not connected

Enable Zoho People answers

Region

Client ID

Client Secret

Refresh Token

Setup: Zoho API Console → Self Client → scope ZohoPeople.forms.READ → refresh token. Try: "headcount" · "employees by department".

Zendesk — helpdesk

Tickets by status — live. API token, read-only.

Not connected

Enable Zendesk answers

Subdomain

Agent email

API token

Token: Zendesk Admin → Apps & integrations → APIs → enable token access → add token. Try: "open tickets" · "pending tickets".

Freshsales — CRM

Pipeline value & deals — live. API key, read-only.

Not connected

Enable Freshsales answers

Domain (subdomain)

API key

Key: Freshsales → Profile settings → API settings → Your API key. Domain = part before .myfreshworks.com. Try: "pipeline value" · "top deals".

Intercom — support

Conversations by state — live. Access token, read-only.

Not connected

Enable Intercom answers

Access token

Token: Intercom → Settings → Developers → your app's access token. Try: "open conversations".

Notion — wikis & docs

Search your Notion pages/wikis — live. Integration token, read-only.

Not connected

Enable Notion answers

Integration token (secret_…)

Setup: Notion → Settings → Connections → Develop integrations → new internal integration → share your pages with it. Try: "is there a Notion page about onboarding?".

Stripe — payments

Collected today/week/month, refunds — live. Secret key, read-only.

Not connected

Enable Stripe answers

Secret key (sk_…)

Key: Stripe Dashboard → Developers → API keys → Secret key (use a restricted read key). Try: "how much did I collect this week?".

Magento — store

Orders, revenue, fulfilment — live. Integration token, HTTPS only, read-only.

Not connected

Enable Magento answers

Store URL (https://store.example.com)

Integration access token

Token: Magento Admin → System → Integrations → add integration (Sales read) → Activate → Access Token. Try: "revenue this week".

Slack — channels

Channels & recent messages — live. Bot token, read-only.

Not connected

Enable Slack answers

Bot token (xoxb-…)

Default channel ID (optional — for recent messages)

Token: api.slack.com → your app → OAuth → Bot token, scopes channels:read, channels:history. Try: "list channels".

Google Analytics 4

Sessions, users, conversions — live. Service-account key (no OAuth login, no approval).

Not connected

Enable GA4 answers

GA4 Property ID (numeric)

Service-account JSON key

Setup: Google Cloud → create a service account → enable Analytics Data API → download JSON key → in GA4 Admin add the service-account email as a Viewer on the property. Try: "sessions this week".

Paytm for Business

Order-status lookup — live (mention an order id). Aggregate collections need the report API (later).

Not connected

Enable Paytm answers

Environment

Merchant ID (MID)

Merchant Key

Keys: Paytm Dashboard → API Keys (MID + Merchant Key). Try: "status of order ORD12345".

Google Ads

Spend, clicks, conversions, CPC — live. Needs an approved developer token.

Not connected

Enable Google Ads answers

OAuth client ID

OAuth client secret

Refresh token

Developer token

Customer ID

Setup: Google Cloud OAuth client → consent → refresh token; apply for a Google Ads developer token (approval needed). Try: "google ads spend this month".

Google Business Profile

Reviews & star rating — live. Project must be allowlisted for the Business Profile API.

Not connected

Enable Business Profile answers

OAuth client ID

OAuth client secret

Refresh token

Account (accounts/123)

Location (locations/456)

Setup: request Business Profile API access, create an OAuth client, get a refresh token. Try: "what's our google rating?".

Google Drive

Recent files & search — live. Service-account key (no OAuth login).

Not connected

Enable Google Drive answers

Service-account JSON key

Impersonate user (optional, Workspace)

Setup: create a service account, enable the Drive API, then share a Drive folder with the service-account email. Try: "recent files on drive".

Gmail

Inbox summary & unread — live. Workspace + domain-wide delegation; read-only.

Not connected

Enable Gmail answers

Service-account JSON key

Mailbox to read

Setup: in the Workspace Admin console grant the service account domain-wide delegation for scope gmail.readonly. Try: "how many unread emails?".

Dropbox

Recent files & storage — live. App key/secret + refresh token, read-only.

Not connected

Enable Dropbox answers

App key

App secret

Refresh token

Setup: Dropbox App Console → create app → generate a refresh token. Try: "recent files on dropbox".

Keka

Headcount & departments — live. API credentials, read-only.

Not connected

Enable Keka answers

Domain (subdomain)

Client ID

Client secret

API key

Keys: Keka → Global Settings → API → create app (client id/secret + API key). Try: "headcount in keka".

greytHR

Headcount & departments — live. Login + domain, read-only.

Not connected

Enable greytHR answers

API base URL

Username

Password

Domain / host id

Setup: greytHR → Settings → API access. Try: "greythr headcount".

Darwinbox

Headcount & departments — live. Tenant URL + keys, read-only.

Not connected

Enable Darwinbox answers

Tenant base URL

Username

API key

Dataset key

Note: Darwinbox APIs are tenant-specific — ask your Darwinbox admin for the employee API key + dataset key. Try: "darwinbox headcount".

RazorpayX Payroll

Payroll summary (read-only) — live. We integrate, never run payroll.

Not connected

Enable RazorpayX Payroll answers

Key

Secret

Keys: RazorpayX Payroll dashboard → Settings → API. Try: "latest payroll run".

Flipkart Seller

Shipments & pending orders — live. Application id/secret, read-only.

Not connected

Enable Flipkart answers

Application ID

Application secret

Keys: Flipkart Seller → API Registration → application id + secret. Try: "flipkart pending orders".

QuickBooks Online

Outstanding & overdue invoices — live. Intuit OAuth, read-only.

Not connected

Enable QuickBooks answers

Client ID

Client secret

Refresh token

Realm (company) ID

Environment

Setup: Intuit Developer → OAuth client + refresh token; realm id = company id. Try: "outstanding invoices in quickbooks".

Salesforce

Open pipeline by stage — live. Connected-app OAuth, read-only.

Not connected

Enable Salesforce answers

Consumer key (client id)

Consumer secret

Refresh token

Setup: Salesforce → Setup → App Manager → connected app (enable OAuth + refresh token). Try: "open pipeline value".

OneDrive / SharePoint

Recent files — live. Azure AD app-only (Files.Read.All + admin consent).

Not connected

Enable OneDrive/SharePoint answers

Tenant ID

Client ID

Client secret

User UPN (OneDrive owner)

SharePoint site id (optional)

Setup: Azure Portal → App registration → Graph application permission Files.Read.All + admin consent + client secret. Try: "recent files on onedrive".

Outlook / Microsoft 365

Inbox summary & unread — live. Azure AD app-only (Mail.Read), read-only.

Not connected

Enable Outlook answers

Tenant ID

Client ID

Client secret

Mailbox UPN to read

Setup: Azure app registration → Graph application permission Mail.Read + admin consent. Try: "unread emails in outlook".

Microsoft Teams

Teams & channels — live. Azure AD app-only (Team.ReadBasic.All).

Not connected

Enable Teams answers

Tenant ID

Client ID

Client secret

Team / group id (optional — list its channels)

Setup: Azure app registration → Graph application permission Team.ReadBasic.All + admin consent. Try: "list our teams".

LinkedIn Ads

B2B spend & clicks — live. Needs Marketing API approval (like Google Ads).

Not connected

Enable LinkedIn Ads answers

Access token

Ad account id

Note: requires LinkedIn Marketing Developer Platform access (app review). Try: "linkedin ads spend".

Amazon Seller (SP-API)

Orders by status (last 30 days) — live. LWA credentials, read-only.

Not connected

Enable Amazon Seller answers

LWA client ID

LWA client secret

Refresh token

Region

Marketplace ID

Setup: register as an SP-API developer → create an app → LWA client id/secret + refresh token. Try: "amazon orders this month".

Busy

On-prem accounting (synced agent) — live, same model as Tally.

Not connected

Enable Busy answers

Agent token (paste into the Busy agent config)

Sync URL

Last sync

Setup: install the Busy desktop agent on the PC running Busy, paste the token + sync URL above (the agent is a fast-follow, mirroring the Tally agent). Try: "receivables in busy".

WhatsApp Business

Answer in WhatsApp — live. Meta Cloud API; replies via the RAG pipeline.

Not connected

Enable WhatsApp channel

Phone number ID

Verify token (you choose)

Permanent access token

Webhook: point Meta to /whatsapp/webhook with your verify token. Inbound messages are answered by the assistant and replied automatically.

Recent Activity

Click Refresh to load

Local Documents — Re-ingest

Files in the server's data/ folder. Re-scan them into the knowledge base (ChromaDB).

Run this after manually adding files to the server, or if documents are missing from search results.

CRM

Contacts, deals & follow-ups — answered in chat too.

Employees, leave, attendance & holidays — answered in chat too.

My Leave

Your balance and requests.

My Profile

Your account details and password management.