Content

Dashboard / Content Management

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Document ID Title Source Content Type Document Type File Path Size Status Created Actions
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Chatbot ID Name Status Scope Theme Position Created Actions
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Scope ID Name Description Content Chatbots Type Created Actions
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Scheduled exports

Define recurring CSV exports for reporting and audit workflows.

Schedule ID Name Report 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 Active Actions
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USER ID NAME EMAIL ROLE 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 single sign-on for enterprise deployments. SSO is disabled until all required IdP and service-provider settings are valid.

SP metadata
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Identity provider

Service provider
User provisioning and claims

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

Ingestion Logs

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