Dahan Group Consulting · VAULT Platform
VAULT
DGC Intelligence Platform
Files & Documents
Only active when this content is retrieved. Use it to tell ECHO what the content is and how to use it — e.g. "These are 2025 prices. Always present as starting estimates, not final." If a rule should apply on every message, put it in the System Prompt instead.
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TXT · CSV · PDF · XLSX
Tip: export Google Sheets as .xlsx and drop it here
Paste Text
Only active when this content is retrieved. Use it to tell ECHO what the content is and how to use it — e.g. "These are 2025 prices. Always present as starting estimates, not final." If a rule should apply on every message, put it in the System Prompt instead.
Scrape Website

Enter any public webpage URL. VAULT fetches the page, strips navigation and boilerplate, and ingests the main content automatically.

Only active when this content is retrieved. Use it to tell ECHO what the content is and how to use it — e.g. "These are 2025 prices. Always present as starting estimates, not final." If a rule should apply on every message, put it in the System Prompt instead.
YouTube Transcript

Paste a YouTube video URL. VAULT extracts the transcript (auto-generated captions) and ingests it. Falls back to title + description if captions are unavailable.

Only active when this content is retrieved. Use it to tell ECHO what the content is and how to use it — e.g. "These are 2025 prices. Always present as starting estimates, not final." If a rule should apply on every message, put it in the System Prompt instead.
Video must be public. Works with any URL format including youtu.be links.

Manage your ingested knowledge. Delete a source to remove all its chunks from ECHO's memory.

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Send a test message to ECHO and see exactly which knowledge chunks were retrieved. Useful for verifying RAG accuracy after ingesting new content.

Knowledge Chunks
Embedded in RAG →
Conversations
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Leads Captured
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Support Tickets
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Leads
By Score
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By Status
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By Source
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Tickets
By Status
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By Urgency
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Knowledge Base & Conversations
Knowledge Sources
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Recent Conversations click to view
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Conversation
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VAULT · Intelligence

Leads

Everyone who reached out via chat or contact form. Export to TRACE for enrichment and email sequences, or push directly to CRM.

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System Prompt CUSTOM

The bot's core identity and rules — active on every conversation. Set tone, persona, what topics to cover, and how to handle leads and escalations. Think of it as the employee handbook: constant and foundational. Content-specific instructions belong in the Context field when ingesting.

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Bot Configuration
Model
claude-sonnet-4-20250514
Max Tokens
400 tokens per response
RAG
Top 4 chunks · OpenAI text-embedding-3-small
Memory
Last 10 messages per visitor (Supabase)
Demo Page
Share this link with your client to demo their chatbot — branding is pulled live from Widget Appearance settings above.
↗ Open demo
Widget Appearance
Lead Notifications

When a lead is captured, the system POSTs their data as JSON to this URL. Use a Formspree endpoint, Zapier webhook, Make.com hook, or any HTTP endpoint.

Embed Snippet

Paste this single line into any website's HTML, just before </body>. The widget loads its config automatically from VAULT.