Q&A Agent Admin

Setup Checklist

Complete these quick steps for every client. Once a step is green you can collapse this card.

Sign in

Use your admin credentials to unlock controls.

Add a client

Connect secrets

Store the OpenAI key and vector ids per tenant.

Client Workspace

Switch the active client once, then move through each stage to review overview insights, directory records, security policies, and secrets without leaving the card.

Active Client

Pick an active client to update crawlers, secrets, and branding. This selector drives every section below.

Provisioning unknown Secrets missing Vector store missing Crawler not configured

Loading tenants…

Client

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Add a site URL to begin.

Provisioning

Unknown

Secrets & Vector

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Vector store not linked yet.

Client Directory

Search, filter, and register clients without leaving the workspace. Use the Provision action to jump into the onboarding flow for any client.

0 clients

Tenant ID	Name	Site URL	Status	Actions
No clients yet.

Provisioning Workflow

Select a client to provision.

Active client: —

Status

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Pick a client to load provisioning info.

Last Update

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Awaiting provisioning handshake.

Share the onboarding secret and link below so customers can self-provision their admin API key and embed token. After they finish, verify allowed origins on the Security tab.

Provisioning Link

Link not generated.

Security Status & Embed Token

Loading security status…

After a client completes provisioning on the onboarding page (/provision), review their allowed origins, rotate embed tokens, and distribute snippets from here.

Manage Client

Allowed Origins

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Edit Allowed Origins

Origins not loaded.

Latest Issued Token (copy + store securely)

Embed Snippet

// Provision the bot to generate an embed snippet.

Tenant Secrets

Secrets not loaded.

Each client keeps private credentials inside $TENANTS_DIR/<id>/tenant.env. These values power crawling, uploads, and chat completions. Fields left blank will be removed from the env file.

Active client: —

Manage secrets for

Select a tenant to view secrets.

Storage Paths

Override where crawled markdown, manifest files, and state live for this tenant. Leave a field blank to use the default folder.

Output Folder Manifest Path State Path Contact Markdown Path

Paths not loaded.

Content Pipeline

Run crawls, inspect generated markdown, and push updates into each tenant’s vector store. Progress streams live while jobs run.

Crawler

Idle

No crawl triggered yet.

Waiting for crawl job…

Vector Upload

Idle

No upload triggered yet.

Waiting for upload job…

Bot Configuration

Config not loaded.

Track the target site, OpenAI setup notes, and primary source-of-truth pages. This config is stored locally in admin_settings.json.

Active client: —

Config not loaded yet.

Agent Persona

No persona loaded.

Define the per-tenant assistant name, greeting, and core system instructions the model follows when answering customers.

Active client: —

Display Name Greeting Message Header Title Logo URL

Upload Logo

Preview

PNG, JPG, or WebP up to ~2 MB.

System Instructions

Select a client to load their agent persona.

AI Concierge

Hi! How can I help you today?

Crawler Settings

Crawler not loaded.

Each tenant can crawl different domains or sections. Lists accept one entry per line (or comma-separated). Leave blank to fall back to defaults.

Active client: —

Base URL

Start URLs

Specific URLs

These pages will always be crawled even if they are not linked elsewhere.

Include Paths

Exclude Paths

Deny Patterns

Max Pages

Concurrency

Crawler settings not loaded.

Crawl Output

No crawl files loaded.

Review the markdown generated by the crawler before uploading to the vector store. Search by title or URL, then open a preview without leaving the console.

Select a client to view crawl files.

Title	URL	Size	Updated	Actions
No files yet.

Vector Store Files

Awaiting search.

Provision a new vector store with the tenant’s key or supply a one-time override.

Provide a name to create a vector store.

Awaiting search

File ID	Title	Attributes	Actions
No data yet.

Activity Log

Latest events appear here.

Ready.