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Documentation Index

Fetch the complete documentation index at: https://docs.experio.cloud/llms.txt

Use this file to discover all available pages before exploring further.

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:
Permission GroupControls
Data SourceConnectors, data sources, mappings, content types, flows
GraphOntology, taxonomies, matching strategies, client configuration
MonitoringJobs, flow executions, system logs
UsersSSO clients, user management
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.

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.