New Client Setup

Basics
Folder: clients/<name>/
Domain
Hold Ctrl/Cmd to select multiple
Elasticsearch Settings
Created automatically when pipeline runs with --kb
Knowledge Base Sources (optional)
Only follow links matching this path
PDF, HTML, or text files to extract from
JSON file with pre-chunked content + metadata
Structured Data Scraper (optional)
If the org has a class registration system (CivicRec, Innosoft, etc.)
Chat Proxy (advanced)
Scheduled Operations (optional)
Cancel