@adminide-stack/yantra-help-browser 12.0.16-alpha.2 → 12.0.16-alpha.21

package/lib/{content → templates/content}/data-privacy/data-collection.md

@@ -5,18 +5,21 @@ What data Yantra collects and how it's used.
 ## Types of Data Collected
 
 ### Account Data
+
 - **Registration Information**: Name, email, password
 - **Profile Information**: Bio, interests, preferences
 - **Contact Information**: Email, phone (optional)
 - **Authentication Data**: Login credentials, security data
 
 ### Usage Data
+
 - **Search Queries**: Search terms and queries
 - **Interaction Data**: Clicks, views, time spent
 - **Feature Usage**: Which features are used
 - **Performance Data**: App performance metrics
 
 ### Technical Data
+
 - **Device Information**: Device type, OS, browser
 - **IP Address**: Internet Protocol address
 - **Location Data**: General geographic location
@@ -25,12 +28,14 @@ What data Yantra collects and how it's used.
 ## Data Collection Methods
 
 ### Direct Collection
+
 - **User Input**: Information provided by users
 - **Account Creation**: Data from account setup
 - **Profile Updates**: Information from profile updates
 - **Support Interactions**: Data from support requests
 
 ### Automatic Collection
+
 - **Usage Tracking**: Automatic usage tracking
 - **Analytics**: Automatic analytics collection
 - **Performance Monitoring**: Automatic performance tracking
@@ -39,12 +44,14 @@ What data Yantra collects and how it's used.
 ## Data Usage Purposes
 
 ### Service Delivery
+
 - **Search Functionality**: Provide search services
 - **Account Management**: Manage user accounts
 - **Personalization**: Customize user experience
 - **Support Services**: Provide customer support
 
 ### Service Improvement
+
 - **Product Development**: Improve products and services
 - **Feature Development**: Develop new features
 - **Performance Optimization**: Optimize performance
@@ -53,12 +60,14 @@ What data Yantra collects and how it's used.
 ## Data Minimization
 
 ### Collection Principles
+
 - **Necessity**: Collect only necessary data
 - **Purpose Limitation**: Use data for stated purposes
 - **Accuracy**: Ensure data accuracy
 - **Retention**: Limit data retention periods
 
 ### User Control
+
 - **Consent**: Obtain user consent
 - **Transparency**: Be transparent about collection
 - **User Rights**: Respect user data rights

package/lib/{content → templates/content}/data-privacy/privacy-policy.md

@@ -5,12 +5,14 @@ Yantra's comprehensive privacy policy and data handling practices.
 ## Information We Collect
 
 ### Personal Information
+
 - **Account Information**: Name, email, profile details
 - **Usage Data**: Search queries, interaction data
 - **Device Information**: Device type, operating system
 - **Location Data**: General location information
 
 ### Technical Information
+
 - **Log Data**: Server logs, IP addresses
 - **Cookies**: Website cookies and tracking
 - **Analytics**: Usage analytics and metrics
@@ -19,12 +21,14 @@ Yantra's comprehensive privacy policy and data handling practices.
 ## How We Use Information
 
 ### Service Provision
+
 - **Search Services**: Provide search functionality
 - **Personalization**: Customize user experience
 - **Account Management**: Manage user accounts
 - **Support Services**: Provide customer support
 
 ### Service Improvement
+
 - **Product Development**: Improve products and services
 - **Analytics**: Analyze usage patterns
 - **Research**: Conduct research and analysis
@@ -33,12 +37,14 @@ Yantra's comprehensive privacy policy and data handling practices.
 ## Information Sharing
 
 ### Third-Party Sharing
+
 - **Service Providers**: Trusted service providers
 - **Analytics Partners**: Analytics and research partners
 - **Legal Requirements**: When required by law
 - **Business Transfers**: In case of business transfers
 
 ### User Control
+
 - **Consent**: User consent for sharing
 - **Opt-out Options**: Ability to opt out
 - **Data Portability**: Export personal data
@@ -47,12 +53,14 @@ Yantra's comprehensive privacy policy and data handling practices.
 ## Data Security
 
 ### Security Measures
+
 - **Encryption**: Data encryption in transit and at rest
 - **Access Controls**: Restricted access to data
 - **Security Monitoring**: Continuous security monitoring
 - **Incident Response**: Security incident response
 
 ### Data Protection
+
 - **Data Minimization**: Collect only necessary data
 - **Purpose Limitation**: Use data for stated purposes
 - **Retention Limits**: Limit data retention periods
@@ -61,12 +69,14 @@ Yantra's comprehensive privacy policy and data handling practices.
 ## User Rights
 
 ### Data Rights
+
 - **Access Rights**: Access to personal data
 - **Correction Rights**: Correct inaccurate data
 - **Deletion Rights**: Delete personal data
 - **Portability Rights**: Export personal data
 
 ### Privacy Controls
+
 - **Privacy Settings**: Control privacy preferences
 - **Data Sharing**: Control data sharing
 - **Marketing**: Control marketing communications

package/lib/{content → templates/content}/data-subject-privacy/data-access.md

@@ -5,12 +5,14 @@ Requesting access to your personal data.
 ## What Data You Can Access
 
 ### Personal Information
+
 - **Account Data**: Account information and profile data
 - **Usage Data**: How you use Yantra services
 - **Search History**: Your search queries and history
 - **Interaction Data**: Your interactions with the platform
 
 ### Technical Data
+
 - **Device Information**: Information about your devices
 - **Location Data**: Location information (if collected)
 - **IP Addresses**: IP address information
@@ -19,6 +21,7 @@ Requesting access to your personal data.
 ## How to Request Data Access
 
 ### Request Process
+
 1. **Submit Request**: Submit data access request
 2. **Identity Verification**: Verify your identity
 3. **Request Processing**: Process your request
@@ -26,6 +29,7 @@ Requesting access to your personal data.
 5. **Data Delivery**: Deliver requested data
 
 ### Request Methods
+
 - **Online Form**: Use online request form
 - **Email Request**: Send email request
 - **Support Ticket**: Create support ticket
@@ -34,12 +38,14 @@ Requesting access to your personal data.
 ## Data Format Options
 
 ### Available Formats
+
 - **JSON Format**: Machine-readable JSON format
 - **CSV Format**: Spreadsheet-compatible CSV format
 - **PDF Format**: Human-readable PDF format
 - **XML Format**: Structured XML format
 
 ### Data Organization
+
 - **Categorized Data**: Data organized by category
 - **Chronological Order**: Data in chronological order
 - **Searchable Format**: Searchable data format
@@ -48,12 +54,14 @@ Requesting access to your personal data.
 ## Processing Timeline
 
 ### Standard Timeline
+
 - **Request Acknowledgment**: Within 24 hours
 - **Processing Time**: Up to 30 days
 - **Data Preparation**: Additional time for preparation
 - **Delivery**: Data delivery within timeline
 
 ### Expedited Processing
+
 - **Urgent Requests**: Expedited processing available
 - **Emergency Access**: Emergency access procedures
 - **Priority Handling**: Priority handling for urgent cases
@@ -62,12 +70,14 @@ Requesting access to your personal data.
 ## Data Delivery
 
 ### Delivery Methods
+
 - **Secure Download**: Secure download link
 - **Email Delivery**: Email with encrypted attachment
 - **Physical Media**: Physical media delivery
 - **Cloud Storage**: Cloud storage delivery
 
 ### Security Measures
+
 - **Encryption**: Data encrypted during delivery
 - **Secure Links**: Time-limited secure links
 - **Access Control**: Controlled access to data
@@ -76,12 +86,14 @@ Requesting access to your personal data.
 ## Data Interpretation
 
 ### Understanding Your Data
+
 - **Data Dictionary**: Explanation of data fields
 - **Format Guide**: Guide to data formats
 - **Sample Data**: Sample data for reference
 - **Support Resources**: Resources for understanding data
 
 ### Data Analysis
+
 - **Usage Patterns**: Understanding usage patterns
 - **Privacy Insights**: Privacy-related insights
 - **Data Relationships**: Relationships between data

package/lib/{content → templates/content}/data-subject-privacy/data-portability.md

@@ -5,12 +5,14 @@ Exporting your data for portability.
 ## What is Data Portability
 
 ### Definition
+
 - **Data Export**: Export your personal data
 - **Machine Readable**: Data in machine-readable format
 - **Structured Format**: Well-structured data format
 - **Complete Data**: Complete dataset export
 
 ### Benefits
+
 - **Service Switching**: Switch between services
 - **Data Backup**: Backup your personal data
 - **Data Analysis**: Analyze your own data
@@ -19,18 +21,21 @@ Exporting your data for portability.
 ## Portable Data Types
 
 ### Account Data
+
 - **Profile Information**: Personal profile data
 - **Account Settings**: Account configuration
 - **Preferences**: User preferences and settings
 - **Contact Information**: Contact details
 
 ### Usage Data
+
 - **Search History**: Complete search history
 - **Saved Searches**: All saved searches
 - **Collections**: Research collections
 - **Interaction Data**: Platform interactions
 
 ### Content Data
+
 - **Personal Notes**: Personal notes and annotations
 - **Uploaded Files**: Files you've uploaded
 - **Generated Content**: Content you've created
@@ -39,6 +44,7 @@ Exporting your data for portability.
 ## Export Process
 
 ### Request Process
+
 1. **Submit Request**: Submit data portability request
 2. **Identity Verification**: Verify your identity
 3. **Data Collection**: Collect all your data
@@ -46,6 +52,7 @@ Exporting your data for portability.
 5. **Data Delivery**: Deliver portable data
 
 ### Export Options
+
 - **Full Export**: Complete data export
 - **Selective Export**: Export specific data types
 - **Custom Format**: Custom data format
@@ -54,12 +61,14 @@ Exporting your data for portability.
 ## Export Formats
 
 ### Standard Formats
+
 - **JSON**: JavaScript Object Notation
 - **CSV**: Comma-separated values
 - **XML**: Extensible Markup Language
 - **SQL**: Structured Query Language
 
 ### Specialized Formats
+
 - **RSS/Atom**: Feed formats
 - **iCalendar**: Calendar format
 - **vCard**: Contact format
@@ -68,12 +77,14 @@ Exporting your data for portability.
 ## Data Structure
 
 ### Organized Data
+
 - **Hierarchical Structure**: Well-organized hierarchy
 - **Metadata**: Complete metadata included
 - **Relationships**: Data relationships preserved
 - **Timestamps**: Complete timestamp information
 
 ### Data Quality
+
 - **Data Integrity**: Ensure data integrity
 - **Completeness**: Complete dataset
 - **Accuracy**: Accurate data export
@@ -82,12 +93,14 @@ Exporting your data for portability.
 ## Import to Other Services
 
 ### Compatibility
+
 - **Standard Formats**: Use standard data formats
 - **API Integration**: API-based data transfer
 - **Direct Import**: Direct import capabilities
 - **Migration Tools**: Migration assistance tools
 
 ### Supported Services
+
 - **Competing Services**: Import to competing services
 - **Personal Storage**: Import to personal storage
 - **Analysis Tools**: Import to analysis tools
@@ -96,12 +109,14 @@ Exporting your data for portability.
 ## Timeline and Support
 
 ### Processing Timeline
+
 - **Request Processing**: Up to 30 days
 - **Data Preparation**: Additional preparation time
 - **Delivery**: Secure delivery
 - **Follow-up**: Follow-up support
 
 ### Support Resources
+
 - **Documentation**: Export documentation
 - **Format Guides**: Format specification guides
 - **Sample Data**: Sample export data

package/lib/{content → templates/content}/data-subject-privacy/privacy-requests.md

@@ -5,18 +5,21 @@ How to submit privacy-related requests.
 ## Types of Privacy Requests
 
 ### Data Access Requests
+
 - **Personal Data Access**: Request access to your personal data
 - **Data Portability**: Export your data in portable format
 - **Data Categories**: Request specific categories of data
 - **Processing Information**: Information about data processing
 
 ### Data Correction Requests
+
 - **Data Accuracy**: Correct inaccurate personal data
 - **Data Updates**: Update outdated information
 - **Data Completion**: Complete incomplete data
 - **Data Verification**: Verify data accuracy
 
 ### Data Deletion Requests
+
 - **Right to Erasure**: Request deletion of personal data
 - **Data Minimization**: Remove unnecessary data
 - **Consent Withdrawal**: Withdraw consent for data processing
@@ -25,6 +28,7 @@ How to submit privacy-related requests.
 ## How to Submit Requests
 
 ### Online Request Form
+
 1. **Access Request Form**: Go to privacy request form
 2. **Select Request Type**: Choose type of privacy request
 3. **Provide Details**: Provide required information
@@ -32,6 +36,7 @@ How to submit privacy-related requests.
 5. **Track Progress**: Monitor request progress
 
 ### Required Information
+
 - **Identity Verification**: Verify your identity
 - **Request Details**: Specify what you're requesting
 - **Contact Information**: Provide contact information
@@ -40,12 +45,14 @@ How to submit privacy-related requests.
 ## Request Processing
 
 ### Processing Timeline
+
 - **Acknowledgment**: Request acknowledgment within 24 hours
 - **Processing Time**: 30 days for standard requests
 - **Complex Requests**: Up to 60 days for complex requests
 - **Extension Notice**: Notification if extension needed
 
 ### Verification Process
+
 - **Identity Verification**: Verify your identity
 - **Request Validation**: Validate request details
 - **Documentation Review**: Review supporting documents
@@ -54,12 +61,14 @@ How to submit privacy-related requests.
 ## Request Outcomes
 
 ### Approved Requests
+
 - **Data Access**: Provide requested data
 - **Data Correction**: Correct inaccurate data
 - **Data Deletion**: Delete requested data
 - **Confirmation**: Confirm completion
 
 ### Denied Requests
+
 - **Denial Reasons**: Explain denial reasons
 - **Appeal Process**: Information about appeals
 - **Alternative Options**: Suggest alternatives
@@ -68,12 +77,14 @@ How to submit privacy-related requests.
 ## Privacy Rights
 
 ### Your Rights
+
 - **Right to Access**: Access your personal data
 - **Right to Rectification**: Correct inaccurate data
 - **Right to Erasure**: Delete your personal data
 - **Right to Portability**: Export your data
 
 ### Additional Rights
+
 - **Right to Object**: Object to data processing
 - **Right to Restrict**: Restrict data processing
 - **Right to Withdraw**: Withdraw consent

package/lib/{content → templates/content}/file-uploads/file-upload-overview.md

@@ -5,18 +5,21 @@ Introduction to Yantra's file upload capabilities.
 ## Supported File Types
 
 ### Document Formats
+
 - **PDF**: Portable Document Format
 - **Word**: Microsoft Word documents
 - **Text**: Plain text files
 - **Markdown**: Markdown files
 
 ### Image Formats
+
 - **JPEG**: JPEG images
 - **PNG**: PNG images
 - **GIF**: GIF images
 - **SVG**: Scalable Vector Graphics
 
 ### Other Formats
+
 - **CSV**: Comma-separated values
 - **Excel**: Microsoft Excel files
 - **PowerPoint**: PowerPoint presentations
@@ -25,12 +28,14 @@ Introduction to Yantra's file upload capabilities.
 ## Upload Process
 
 ### File Upload Steps
+
 1. **Select File**: Choose file to upload
 2. **Upload File**: Upload file to Yantra
 3. **Processing**: File processing and analysis
 4. **Analysis Results**: Review analysis results
 
 ### Upload Options
+
 - **Single Upload**: Upload individual files
 - **Batch Upload**: Upload multiple files
 - **Drag and Drop**: Drag and drop interface
@@ -39,12 +44,14 @@ Introduction to Yantra's file upload capabilities.
 ## File Processing
 
 ### Analysis Features
+
 - **Content Extraction**: Extract text content
 - **Image Analysis**: Analyze image content
 - **Data Processing**: Process structured data
 - **Search Integration**: Integrate with search
 
 ### Processing Options
+
 - **Automatic Processing**: Automatic file processing
 - **Manual Processing**: Manual processing control
 - **Custom Processing**: Custom processing rules
@@ -53,12 +60,14 @@ Introduction to Yantra's file upload capabilities.
 ## File Management
 
 ### Storage
+
 - **Cloud Storage**: Secure cloud storage
 - **File Organization**: Organize uploaded files
 - **Version Control**: Track file versions
 - **Access Control**: Control file access
 
 ### Security
+
 - **Encryption**: Encrypt uploaded files
 - **Access Control**: Control file access
 - **Audit Logging**: Log file access

package/lib/{content → templates/content}/getting-started/getting-started-guide.md

@@ -5,18 +5,21 @@ Complete guide to getting started with Yantra.
 ## Quick Start
 
 ### 1. Create Account
+
 - Visit Yantra website
 - Click "Sign Up"
 - Enter email and password
 - Verify email address
 
 ### 2. First Search
+
 - Type your question in the search bar
 - Press Enter or click search
 - Review the AI-generated answer
 - Click on citations to explore sources
 
 ### 3. Explore Features
+
 - Try different search modes
 - Save important searches
 - Set up your profile
@@ -25,12 +28,14 @@ Complete guide to getting started with Yantra.
 ## Essential Features
 
 ### Search Modes
+
 - **Regular Search**: Standard web search
 - **Pro Search**: Enhanced analysis (Pro users)
 - **Deep Research**: Comprehensive research
 - **Labs**: Experimental features
 
 ### Account Management
+
 - **Profile Setup**: Complete your profile
 - **Preferences**: Customize your experience
 - **Search History**: Access past searches
@@ -39,12 +44,14 @@ Complete guide to getting started with Yantra.
 ## Tips for Success
 
 ### Effective Searching
+
 - **Be Specific**: Ask clear, specific questions
 - **Provide Context**: Include relevant background
 - **Use Follow-ups**: Build on previous answers
 - **Explore Citations**: Verify information sources
 
 ### Organization
+
 - **Save Important Searches**: Keep valuable findings
 - **Use Tags**: Organize with custom tags
 - **Create Collections**: Group related searches
@@ -53,12 +60,14 @@ Complete guide to getting started with Yantra.
 ## Getting Help
 
 ### Support Resources
+
 - **Help Center**: Comprehensive documentation
 - **Discord Community**: Connect with other users
 - **Support Team**: Direct assistance
 - **Video Tutorials**: Step-by-step guides
 
 ### Common Questions
+
 - **Account Setup**: How to set up your account
 - **Search Tips**: Best practices for searching
 - **Feature Usage**: How to use specific features

package/lib/templates/content/integrations/crm-integrations.md

@@ -0,0 +1,130 @@
+---
+title: 'CRM Integrations'
+---
+
+# CRM Integrations (HubSpot & Salesforce)
+
+Yantra integrates with major CRM platforms to automatically manage contacts, deals, activities, and pipeline data — keeping your CRM perpetually accurate.
+
+## Supported CRM Platforms
+
+### HubSpot
+
+Full read and write integration:
+
+- Contacts, companies, and deals
+- Activity logging (calls, emails, meetings)
+- Deal stage management
+- Custom properties and workflows
+- Pipeline and forecast data
+
+### Salesforce
+
+Full read and write integration:
+
+- Accounts, contacts, and opportunities
+- Activity logging and task management
+- Opportunity stage management
+- Custom fields and objects
+- Reports and dashboard data
+
+## Setup
+
+### Connecting Your CRM
+
+1. Navigate to **Integrations → HubSpot** or **Salesforce** in your Yantra dashboard
+2. Click **Connect** and complete the OAuth authorization
+3. Select which pipelines and properties to manage
+4. Configure auto-update rules and approval requirements
+
+### Permissions
+
+- Read access to contacts, deals/opportunities, and activities
+- Write access to update fields, log activities, and manage stages
+- Custom property access for your specific CRM configuration
+
+## Automated CRM Management
+
+### Activity Logging
+
+Every customer interaction detected by your AI employee is logged:
+
+- **Emails**: Summarized and logged with key points extracted
+- **Calls**: Transcription summaries logged as call activities
+- **Meetings**: Notes and outcomes logged as meeting activities
+- **Slack conversations**: Relevant customer interactions logged as notes
+
+### Deal Stage Updates
+
+Your AI employee monitors interactions and updates stages:
+
+| Signal Detected         | CRM Action                      |
+| ----------------------- | ------------------------------- |
+| Initial call completed  | Create deal, set to "Discovery" |
+| Demo scheduled          | Move to "Demo Scheduled"        |
+| Proposal sent via email | Move to "Proposal Sent"         |
+| Pricing discussed       | Move to "Negotiation"           |
+| Contract signed         | Move to "Closed Won"            |
+| 30+ days inactive       | Flag as "At Risk"               |
+
+### Contact Enrichment
+
+As interactions occur, contact records are enriched with:
+
+- Updated job titles and roles
+- Communication preferences
+- Key concerns and interests
+- Decision-making authority
+- Best contact channel and times
+
+### Pipeline Health
+
+Your AI employee provides real-time pipeline intelligence:
+
+- Confidence scores for each deal based on engagement patterns
+- Forecast adjustments based on actual interaction data
+- Stale deal identification with recommended actions
+- Win/loss pattern analysis from historical data
+
+## Configuration
+
+### Field Mapping
+
+Map your CRM fields to AI employee data:
+
+- Standard fields map automatically
+- Custom properties require explicit mapping
+- Picklist values can be configured for stage transitions
+- Required fields are validated before updates
+
+### Auto-Update Rules
+
+Define which updates execute automatically vs. require approval:
+
+- **Auto-execute**: Activity logging, minor field updates
+- **Requires approval**: Deal stage changes, revenue modifications, contact creation
+
+### Sync Frequency
+
+- **Real-time**: Updates pushed immediately upon detection
+- **Batched**: Updates accumulated and applied at intervals
+- **Manual**: Updates drafted and queued for bulk review
+
+## Data Integrity
+
+### Conflict Resolution
+
+When manual CRM updates conflict with AI employee updates:
+
+- Manual updates take precedence
+- AI employee adjusts its understanding based on manual corrections
+- Conflicts are logged for review
+
+### Audit Trail
+
+Every CRM change made by the AI employee is tracked:
+
+- What was changed and the previous value
+- What triggered the change (email, call, Slack message)
+- Timestamp and approval status
+- Links to supporting evidence