Content

Dashboard / Content Management

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Document ID Title Source Content Type Document Type File Path Size Status Readiness Signals Created Actions
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Chatbot ID Name Status Scope Health Channels Theme Position Created Actions
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Scope ID Name Description Content Chatbots Type Created Actions
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Content improvement insights

Use answer signals, repeated questions, source usage, and export status to decide what content to improve next.

Action queue
Ask which content or answer-quality issue needs attention first.

Scheduled exports

Define recurring CSV exports for reporting and audit workflows.

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0 schedules No active recurring exports yet.
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Archive only Choose archive, email, webhook, or both.
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No runs yet Run history appears after the first export.
Schedule ID Name Report Format Delivery Frequency Next run Last run Status Actions
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Report ID Name Category Description Source Data Last Updated Status Actions
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Retrieval quality

Tune second-stage source ordering. Grounding, scope boundaries, and citations still use the selected chatbot content.

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Configuration ID Name LLM Provider LLM Model LLM Endpoint Embedding Provider Embedding Model Embedding Endpoint Credentials Readiness Active Actions
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USER ID NAME EMAIL ROLE ACCESS STATUS LAST LOGIN ACTIONS
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Context and knowledge for RAG are managed via Scopes. Use the Scopes page to configure which documents are searchable for each chatbot.

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Code ID Name Type Description Status Created Actions
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🔍 Search Scopes

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Models & API Keys

Choose the LLM and embedding models used for chat and document indexing. Changes take effect immediately. Store an OpenAI API key to use OpenAI embeddings.

Report Delivery

Configure SMTP delivery for scheduled report exports. Webhook delivery uses the Webhook Management screen.

Email delivery is not configured.

Enterprise SSO

Configure SAML 2.0 sign-in with explicit readiness checks, role mapping, and a local fallback admin path.

SP metadata Download metadata
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Use the value your IdP expects as the SageAI_BAC service provider identifier.

This must be reachable by your identity provider.

Identity provider details

Paste the metadata values supplied by Okta, Microsoft Entra ID, Google Workspace, or another SAML 2.0 IdP.

IdP validation updates as values are entered.

Access and role mapping

Choose how SAML claims become SageAI_BAC users and roles. Keep role mapping explicit for production tenants.

Map IdP group or role claim values to SageAI_BAC roles. Unmapped users receive the default role.

Review before enabling

Confirm readiness, role behavior, metadata endpoints, and fallback access before saving production SSO settings.

Fallback admin required. Keep at least one local global/admin account with a tested password before enabling SSO. This prevents tenant lockout if the IdP is unavailable or role claims are misconfigured.
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Job ID Source Type Source Status Documents Started Completed Error Actions
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