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Admin Panel

The Experio admin panel is available at /admin for users with administrator privileges. It provides a centralized interface for configuring data sources, managing the knowledge graph, monitoring system health, and controlling user access.

Admin Navigation

The admin sidebar is organized into five sections:

Data Sources

Connect cloud storage, configure data ingestion, set up content types, and manage automated flows.

Knowledge Graph

Configure the ontology, taxonomies, matching strategies, and client branding.

Monitoring

Track jobs, view execution history, and inspect system logs.

Users

Manage SSO configuration and user access.

Settings

Configure AI models, MCP servers, AI instructions, document templates, and system settings.
See Document Templates for PPTX template management.

Permissions

Admin access is controlled through a role-based permission system: Each permission group has two levels:
  • Read — View configurations and data (required to see the section)
  • Write — Create, edit, and delete (required to make changes)

Onboarding Checklist

When you first access the admin panel, you’ll see a guided onboarding checklist that walks through the initial setup steps in order. See Onboarding Checklist for details.

Admin Help

Every admin page includes a Help button in the top bar. It opens a chat panel backed by this admin guide so you can ask questions about the page you are on.
  • Answers include links to the relevant Mintlify documentation pages.
  • Suggested starter questions adapt to the sidebar section you are in (Connect, Process, AI & Agents, and so on).
  • If documentation on disk has changed since the last index, the panel shows a Re-index docs banner (admin write access required). Re-indexing is incremental — only changed pages are re-processed. Use it after pulling doc updates, or run python manage.py index_admin_docs from the server directory (add --full to rebuild every page).
  • Configure the chat model under System Settings → LLM with ADMIN_HELP_MODEL_CONFIG (falls back to the reasoning model when unset).

Next Steps

Onboarding Checklist

Follow the step-by-step setup process for a new deployment.

Connectors

Connect your first cloud storage provider.

Integrations

Set up Google Workspace integration for per-user access to Gmail, Drive, Calendar, and Docs.