| Advaita CRM |
Form Building |
Form Builder (Drag & Drop) |
Build professional forms visually by dragging fields onto a canvas, arranging sections and multi-column layouts, and publishing — no coding. |
Admins/business teams create the data-entry screens behind every process (lead capture, onboarding, service requests, surveys) without waiting on IT. |
| Advaita CRM |
Form Building |
AI-Assisted Form Generation |
Describe the form you need in plain language and pick a business type; the system generates a ready-to-edit form. |
Non-technical users get a working form draft in seconds, then refine it. |
| Advaita CRM |
Form Building |
Rich Field Library (40+ types) |
A wide catalog of fields: text, email, phone, number/currency, dropdowns, checkboxes, multi-select, date/time, file & image upload, signature, rating/NPS, address & geolocation, sliders, barcode scanner, calculated & layout elements. |
Capture virtually any information — from a name to a GPS-stamped site inspection — with the right control for each field. |
| Advaita CRM |
Form Building |
Field Configuration & Validation |
Labels, placeholders, help text, defaults, min/max rules, input masks, custom validation patterns and error messages per field. |
Ensures clean, accurate data at entry and reduces downstream rework. |
| Advaita CRM |
Form Building |
Conditional Logic (Show / Enable / Require) |
Fields appear, unlock, or become mandatory based on earlier answers (e.g. a 'Rejection Reason' that shows only when 'Rejected'). |
Keeps forms short and relevant, guiding agents through disposition-based flows. |
| Advaita CRM |
Form Building |
Calculated / Formula Fields |
Automatically computes values from other fields (totals, scores, derived values) via a formula editor. |
Eliminates manual math and keeps figures always accurate. |
| Advaita CRM |
Form Building |
Field-Level Permissions & PII Flagging |
Per-role control of whether each field is visible, editable, or required; flag sensitive fields as PII/confidential. |
Protects sensitive customer and financial data so staff see only what their role allows. |
| Advaita CRM |
Form Building |
Reusable Option Sets |
Central, reusable choice lists (states, products, statuses) incl. multi-level lists, with CSV import/export. |
Maintain a value list once and reuse everywhere, keeping options consistent org-wide. |
| Advaita CRM |
Form Building |
Question Sets |
Groups of reusable questions/fields assembled and shared across forms and stages. |
Speeds up form creation by reusing standardized question sets. |
| Advaita CRM |
Form Building |
Form Settings (Behavior, Branding & Access) |
Control submit text, success messages/redirects, reference numbers, drafts & auto-save, availability windows, submission caps, CAPTCHA/anonymous access, branding and layout style. |
Tune each form to its audience — from a branded public registration with a deadline to an internal auto-saving form. |
| Advaita CRM |
Form Building |
Save as Draft & Auto-Save |
Save partially completed forms and resume later; auto-save at intervals with unsaved-change warnings. |
Prevents data loss on long forms and lets agents pause and resume. |
| Advaita CRM |
Form Building |
Form Versioning & Publishing |
Forms move draft → published with version history and preserved previous versions. |
Safe, controlled updates to live forms with a record of what changed. |
| Advaita CRM |
Enterprise Form Configuration |
Location Capture |
Records the submitter's GPS location on open/submit/draft with accuracy thresholds, IP fallback and manual entry. |
Ideal for field teams and site inspections that must verify where data was collected. |
| Advaita CRM |
Enterprise Form Configuration |
Approval Workflows |
Routes a submission through one or more levels of sign-off, with lock-while-pending, require-all-approvers, and comment-on-reject options. |
Enforces governance and accountability before anything proceeds. |
| Advaita CRM |
Enterprise Form Configuration |
Escalation Engine |
Automatically flags, escalates and re-routes records when conditions are met or items go unattended, incl. SLA-breach handling. |
Ensures overdue or exceptional cases get attention and SLAs are met. |
| Advaita CRM |
Enterprise Form Configuration |
Master Link (Parent–Child Forms) |
Two-way link between a form and its parent 'master' form so shared data stays in sync. |
Keeps information consistent across a multi-step process and avoids re-entering customer details. |
| Advaita CRM |
Enterprise Form Configuration |
Unique Field Enforcement |
Prevents duplicate submissions by enforcing uniqueness on chosen fields (e.g. phone, email). |
Stops duplicate leads or records from being created. |
| Advaita CRM |
Enterprise Form Configuration |
Embedded Resources & SOPs |
Attaches reference documents, scripts and standard operating procedures into the agent's working screen. |
On-screen guidance without switching tabs, improving speed and consistency. |
| Advaita CRM |
Enterprise Form Configuration |
Automated Reminders |
Configurable follow-up reminders tied to record date fields, with execution history. |
Drives follow-through on callbacks and deadlines so touchpoints aren't missed. |
| Advaita CRM |
Enterprise Form Configuration |
Change History & Audit Capture |
Detailed audit trail of changes/events on a record, with configurable field-level change tracking. |
Traceability and compliance — always see who changed what and when. |
| Advaita CRM |
Workflows & Process Automation |
Multi-Stage Form Workflows |
Pipelines where records move through defined stages, each with its own form, rules and views. |
Powers end-to-end processes like lead management, onboarding and support. |
| Advaita CRM |
Workflows & Process Automation |
SimpleFlow (Status-Driven Flows) |
A lighter single-form flow where records move through custom statuses via a transition matrix; list or Kanban view. |
Perfect for ticket-style use cases needing statuses but not full multi-stage complexity. |
| Advaita CRM |
Workflows & Process Automation |
Auto-Allocation & Assignment Rules |
Automatically routes and assigns records on submission via Round Robin, Least Loaded, Capacity-Based, Self, Queue, Manual or read-from-field. |
Distributes incoming work fairly and instantly without a manager assigning each record. |
| Advaita CRM |
Workflows & Process Automation |
Scheduled Allocation Rules |
Background rules that run daily to evaluate and re-route/reassign records by date and field conditions. |
Handles time-based scenarios like escalating stale leads every morning. |
| Advaita CRM |
Workflows & Process Automation |
Data Drop Rules (Drop / Move) |
Rules that remove or reassign records by condition, on upload or schedule, with cooling-off and SLA windows. |
Keeps pipelines clean by pruning stale/invalid records and moving records where they belong. |
| Advaita CRM |
Workflows & Process Automation |
Stage Filters, Columns & Views |
Per-stage searchable filters, sortable displayed columns, and quick static filters (New, Allocated, Drafts, Completed). |
Each team sees and finds records the way that suits their work. |
| Advaita CRM |
Workflows & Process Automation |
Cross-Workflow Routing |
Rules can send a record from one workflow directly into a stage of another workflow. |
Enables handoffs across teams — e.g. a qualified lead into the sales workflow. |
| Advaita CRM |
Workflows & Process Automation |
Record Reallocation (Bulk) |
Reassign records/submissions between owners or teams individually or in bulk, with history and one-click undo. |
Managers rebalance workloads, cover absences, or reorganize teams quickly. |
| Advaita CRM |
Workflows & Process Automation |
Ticketing / Work Queues |
Full ticket lifecycle with stage queues and claim/assign/release and status transitions. |
Shared team queues where agents pick up, work and progress tickets or cases. |
| Advaita CRM |
Workflows & Process Automation |
Action Buttons |
Configurable buttons on forms that trigger custom actions or external API calls. |
Launch integrations or business actions directly from a record. |
| Advaita CRM |
Records & Data Management |
Master Submissions Hub |
A central grid for any 'Master' form to search, filter, view, edit, export, allocate and delete submissions. |
One place to manage all submissions of a form and route them into workflows. |
| Advaita CRM |
Records & Data Management |
Allocation Setup (Master Forms) |
Controls auto-allocation on submit, pre-approved workflow/stage targets, duplicate-prevention, field mappings and user-filter presets. |
Standardizes how records flow from a master form into the right workflow and owner. |
| Advaita CRM |
Records & Data Management |
Bulk Data Import (Upsert) |
Imports and updates records in bulk into master forms, matching rows to existing records via key fields. |
Loads large batches of leads/records from external sources and keeps them updated. |
| Advaita CRM |
Records & Data Management |
CSV Import & Export |
Import data via CSV into forms and option sets; export submissions to CSV (all or selected). |
Easily bring in existing data and pull data out for reporting or sharing. |
| Advaita CRM |
Records & Data Management |
Data Drop History |
Audit view of every bulk upload/run and the per-record decisions the rules made. |
Verify and troubleshoot exactly what happened during imports and cleanups. |
| Advaita CRM |
Records & Data Management |
Record View (3-Panel Workspace) |
Agent workspace with customer details, the form, and a right panel for communication, allocation, extensions and files. |
Everything for a record on one screen — work and communicate without switching tabs. |
| Advaita CRM |
Records & Data Management |
Full Record History & Audit Trail |
Chronological history of status changes, stage moves, field changes, notes, communications and interactions. |
Complete traceability for compliance, handoffs and understanding a record's journey. |
| Advaita CRM |
Records & Data Management |
Custom Record ID Formats |
Auto-generated reference numbers using custom prefixes and variables (e.g. LEAD-001) with live preview. |
Business-friendly identifiers for tracking and customer reference. |
| Advaita CRM |
Records & Data Management |
Global Search |
Fast search across records and customer context from anywhere in the app. |
Instantly find the right record or customer without navigating menus. |
| Advaita CRM |
Access Control & Security |
Granular Access Grants |
Grant View/Edit/Submit/Delete on specific forms or workflows to a user, role or organization, with expiry and notes. |
Precisely control who can do what, enforcing data security and role-based policy. |
| Advaita CRM |
Access Control & Security |
Data Visibility Rules |
Control which records users see — My Records, My Team's (by hierarchy depth), Same Role, or All — with overrides and a preview tool. |
Each person sees only records appropriate to their role, while managers get the broader view. |
| Advaita CRM |
Access Control & Security |
Master Grid Permissions |
Per-master-form control of record visibility (show all vs search-only) plus export/delete/allocate/configure by role. |
Protects sensitive lists and restricts high-impact actions to authorized roles. |
| Advaita CRM |
Communication & Notifications |
Multi-Channel Communication |
Reach contacts from a record via Call, SMS, WhatsApp and Email, with logged communication history. |
Engage customers on their preferred channel without leaving the CRM. |
| Advaita CRM |
Communication & Notifications |
Call Logging |
Captures call outcomes into each record's communication log, incl. inbound-call webhooks. |
A reliable trail of call activity and outcomes for follow-up and reporting. |
| Advaita CRM |
Communication & Notifications |
Communication Templates |
Reusable, previewable templates for email, SMS and other channels, organized by category and channel. |
Send consistent, branded, on-message communications quickly. |
| Advaita CRM |
Communication & Notifications |
Notification Rules & Center |
Event-driven alerts (stage entry/exit, assignment, SLA warning/breach, escalation) in-app, push or email, to configurable audiences. |
Keeps the right people informed the moment something needs attention. |
| Advaita CRM |
Documents & Reporting |
PDF Generation & Templates |
Design PDF templates and generate polished PDFs from record data, individually or in bulk (fixed & flowing layouts). |
Produce contracts, receipts and confirmations automatically from CRM data. |
| Advaita CRM |
Documents & Reporting |
File Storage & Attachments |
Upload, download, share and manage files attached to records, incl. files captured through form fields. |
Keep all supporting documents for a record organized in one place. |
| Advaita CRM |
Documents & Reporting |
Dashboards & KPIs |
Role-aware dashboard with KPI cards (records, active workflows, SLA compliance), charts and recent activity. |
A real-time command center to monitor performance, workload and pipeline health. |
| Advaita CRM |
Documents & Reporting |
Reporting & Exports |
Configurable tabular reports over record data with CSV/export output. |
Pull the specific views and data needed for analysis and sharing. |
| Advaita CRM |
Platform & Integrations |
Extensions Marketplace |
A catalog of extensions/integrations that can be enabled, disabled and configured per organization, with activity logs. |
Extend the CRM with additional integrations without custom development. |
| Advaita CRM |
Platform & Integrations |
Dialer / Telephony Settings |
Configuration for telephony/dialer integration used by in-record calling. |
Connect the CRM to phone systems so agents can call contacts and capture activity. |
| Advaita CRM |
Platform & Integrations |
AI Insights Settings |
A configuration area for AI-assisted insights integration. |
Set up smart assistance for teams that opt in. |
| Advaita CRM |
Platform & Integrations |
External API Integrations |
Connect forms and fields to external APIs, incl. auto pre-filling field values from external systems by record ID. |
Keep CRM data connected to other business systems and cut manual entry. |
| Advaita CRM |
Platform & Integrations |
Organizations & Hierarchy |
Create/manage organizations and their hierarchy, and switch organization context from the top bar. |
Supports multi-unit businesses organizing data, teams and visibility by structure. |
| Advaita CRM |
Platform & Integrations |
Application Switcher & Themes |
Switch between Advaita apps without re-logging in, and change UI theme (incl. dark mode) instantly. |
A seamless, personalized experience across multiple Advaita products. |
| Advaita Data Bridge |
Workspace & Dashboard |
Operations Dashboard |
A landing screen showing real-time health of your data operation — pipelines, jobs, what's running now, and overall success rate. |
Managers and engineers spot problems at a glance and jump into common tasks. |
| Advaita Data Bridge |
Workspace & Dashboard |
Visual Analytics & Trend Charts |
Charts of job outcomes over the last 7 days, pipelines by status, and connections by type. |
Identify 'problem days', track reliability trends, and report status. |
| Advaita Data Bridge |
Workspace & Dashboard |
Quick Actions & Live Activity Feed |
One-click shortcuts to create pipelines/connections/uploads plus a live feed of recent runs with counts and duration. |
Speeds everyday work and keeps everyone aware of what just happened. |
| Advaita Data Bridge |
Workspace & Dashboard |
Organization Switcher (Multi-Tenant) |
Switch between organizations/divisions, keeping each one's data and settings separated. |
Companies or service providers managing data across business units or client accounts. |
| Advaita Data Bridge |
Workspace & Dashboard |
Themes, Global Search & Notifications |
Light/dark toggle, global search and a notification bell. |
Everyday quality-of-life for users who live in the tool. |
| Advaita Data Bridge |
Data Connections |
Connect to Sources & Destinations |
Secure connections to MySQL, PostgreSQL, SQL Server, MongoDB, SQLite, ClickHouse, BigQuery, Kafka, REST APIs and files (CSV/Excel/JSON). |
Register databases, warehouses and apps once, then reuse across many pipelines. |
| Advaita Data Bridge |
Data Connections |
Test Connection & Schema Discovery |
Test a connection before saving and auto-read the available tables and columns. |
Catches bad credentials early and saves manually typing table structures. |
| Advaita Data Bridge |
Datasets |
Define a Dataset Schema |
Create a reusable template describing each field's name, type, required/unique/indexed, defaults and limits. |
Define your data structure once so every upload and pipeline knows what clean data looks like. |
| Advaita Data Bridge |
Datasets |
Manual or Auto-Detect Schema |
Add fields one by one or upload a sample file and let the system detect columns. |
Non-technical users start quickly from a spreadsheet they already have. |
| Advaita Data Bridge |
Datasets |
Upload Data (CSV/Excel/JSON) |
Import data into a dataset by drag-and-drop (files up to 50 MB). |
The simplest way to get real business data into the platform. |
| Advaita Data Bridge |
Datasets |
Smart Upload Options |
Choose append, replace, skip/update duplicates, and optionally back up existing data first. |
Safe, precise control over data refreshes — e.g. update a list without duplicates. |
| Advaita Data Bridge |
Datasets |
Auto-Mapping & Preview |
Automatically matches file columns to dataset fields and previews rows before committing. |
Reduces upload errors and confirms data lands in the right place. |
| Advaita Data Bridge |
Datasets |
Data Retention Policies |
Set how long uploaded data is kept — 7 days, permanent or custom — after which it auto-deletes. |
Storage hygiene and data-governance/compliance. |
| Advaita Data Bridge |
Datasets |
View, Edit & Delete Datasets |
Preview records read-only, inspect structure, edit the schema, or remove a dataset. |
Day-to-day dataset housekeeping for data stewards. |
| Advaita Data Bridge |
Datasets |
Query & Export Records |
Search/filter records inside a dataset and export them (incl. CSV). |
Analysts pull specific slices of data for reports or handoff. |
| Advaita Data Bridge |
History & Audit |
Upload History Tracking |
Every upload is logged with who/when/how and success/failure/processing status, with summary counts. |
A full audit trail and quick confirmation that last night's load worked. |
| Advaita Data Bridge |
History & Audit |
Drill-Into Upload & Batch Management |
Open any upload for troubleshooting detail and manage/delete specific batches. |
Find the exact cause of a failed load and clean up bad batches. |
| Advaita Data Bridge |
Visual Pipeline Builder |
Drag-and-Drop Pipeline Builder |
A visual canvas to assemble source, transformation and destination blocks — no coding — with zoom, minimap and grid. |
Data engineers (and capable analysts) design how data moves and reshapes, visually. |
| Advaita Data Bridge |
Visual Pipeline Builder |
Source Nodes |
Pull data from PostgreSQL, MySQL, SQL Server, ClickHouse, MongoDB, Kafka, REST APIs, Webhooks or an existing Dataset, with column pick, filters and row caps. |
Combine data from many different systems into one workflow. |
| Advaita Data Bridge |
Visual Pipeline Builder |
Destination Nodes |
Write finished data into BigQuery, PostgreSQL, MySQL, SQL Server, ClickHouse, MongoDB or CSV. |
Deliver cleaned, combined data where the business consumes it. |
| Advaita Data Bridge |
Visual Pipeline Builder |
Transformation Nodes |
Map Columns, Filter Rows, Join, Aggregate, Remove Duplicates, Null Handling, Validate Schema, custom SQL Query, and Data Drop. |
Standardize, clean, enrich and summarize data without writing scripts. |
| Advaita Data Bridge |
Visual Pipeline Builder |
Preview Data (Test Before Run) |
Inspect the output of any node without writing to a destination. |
Confirm logic is correct before committing to a full run — a big time-saver. |
| Advaita Data Bridge |
Visual Pipeline Builder |
Pipeline Validation |
Checks a pipeline's configuration for problems before it goes live. |
Prevents avoidable failures by catching misconfigurations early. |
| Advaita Data Bridge |
Visual Pipeline Builder |
Draft, Publish, Pause & Run |
Save drafts, publish to make live/schedulable, pause active ones, and run on demand. |
A safe build-then-activate lifecycle; half-finished pipelines never run by accident. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Job History & Execution Tracking |
Every run is recorded with status, duration, records processed and trigger — searchable and filterable. |
The operational logbook for monitoring reliability and investigating failures. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Detailed Job Execution View |
Breakdown of records extracted/transformed/loaded, timing, logs and performance, with live auto-refresh. |
The go-to place for troubleshooting a failed or slow job, step by step. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Job Output Preview & Download |
View and download the actual records a job produced. |
Verify results and hand off output data without opening the destination. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Cancel Running Jobs |
Stop a job that's currently in progress. |
Halt a runaway or misconfigured run. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Pipeline Scheduling |
Run pipelines automatically — once, daily/weekly/monthly, or on a repeating interval. |
Automate recurring loads (e.g. a nightly sync) so no one has to press 'run'. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Scheduled Jobs Management |
Review all scheduled pipelines, see stats, enable/disable, remove upcoming runs or trigger now. |
Central control for the automated side of the operation. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Live Monitoring & Logs |
Real-time view of executing and recent jobs plus detailed execution and error logs. |
Ops teams watch active workloads and diagnose issues as they happen. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Trigger via API / Webhook |
Start pipelines from an incoming webhook or API call with secure, regenerable tokens. |
External systems and events kick off data workflows — true event-driven integration. |
| Advaita Data Bridge |
Jobs, Scheduling & Monitoring |
Auto-Run After Upload |
Automatically run associated pipelines on just the newly inserted/updated records after an upload. |
Connects manual uploads to automated downstream processing. |
| Advaita Data Bridge |
Forecasting & CRM Integration |
Vehicle Service Forecast |
A predictive node that forecasts each vehicle's next due service from repair-order and sales history, with tenant-configurable rules. |
Automotive dealerships/service networks proactively schedule customer service outreach. |
| Advaita Data Bridge |
Forecasting & CRM Integration |
Route Output into CRM Workflows |
Pipeline results are auto-assigned into CRM workflow stages with rule-based routing and a default catch-all. |
Turns raw data into actionable work — distribute leads/records to the right team and stage. |
| Advaita Data Bridge |
Forecasting & CRM Integration |
Master Form Upsert & Field Mapping |
Insert/update records in a master form and map pipeline columns to CRM form fields. |
Keeps a central source-of-truth record up to date and ready for CRM users. |
| Advaita Data Bridge |
Forecasting & CRM Integration |
Assignment, Filtering & Deduplication |
Control who gets records (by role/hierarchy/mapping) and prevent re-processing already-allocated records. |
Work is distributed fairly and no record gets actioned twice. |
| Advaita Data Bridge |
Forecasting & CRM Integration |
Test Allocation Before Running |
Preview exactly how records would be routed and mapped before running the real pipeline. |
Confidence that routing rules are correct before affecting live CRM data. |
| Advaita Data Bridge |
Forecasting & CRM Integration |
Metadata Allocation Engine |
Advanced routing with configurable rules, sampling, external mapping-file uploads, rule testing, stats and an audit trail. |
Sophisticated, auditable distribution of records to users/teams from external mapping data. |
| Advaita Data Bridge |
Warehouse & Streaming |
High-Speed Analytics Warehouse (ClickHouse) |
Publish dataset structures into ClickHouse and keep an analytics-ready 'gold' layer reconciled, with a status view. |
Powers fast reporting over large volumes for teams that outgrew operational DBs. |
| Advaita Data Bridge |
Warehouse & Streaming |
Kafka / Streaming Sync |
Kafka as a pipeline source and the backbone for streaming records in batches. |
Near-real-time flows and reliable high-volume record delivery between systems. |
| Advaita Data Bridge |
Files & Administration |
File Management |
Upload, list, preview, download, configure parsing, and delete files, with bulk delete and storage stats. |
A managed staging area for the raw files that feed datasets and pipelines. |
| Advaita Data Bridge |
Files & Administration |
Users, Roles & Settings |
Manage profile, application settings and role-based access within an organization/hierarchy context. |
Keeps access appropriate and secure across teams and business units. |
| Advaita Data Bridge |
Files & Administration |
System Status & Versioning |
A persistent online indicator and the current app version. |
Quick reassurance and reference for users and support. |
| Advaita Flow |
Visual Workflow Designer |
Drag-and-Drop Workflow Builder |
Build automations visually by dragging pre-built 'steps' onto a canvas and connecting them — no coding. |
Business/operations teams design processes (lead follow-up, notifications, data sync) themselves. |
| Advaita Flow |
Visual Workflow Designer |
Step Library (Search & Categories) |
A searchable panel of every trigger and action, grouped into Triggers, Integrations, Logic and Utilities. |
Quickly find the right building block and drop it into a flow. |
| Advaita Flow |
Visual Workflow Designer |
Step Configuration Panels |
Each step opens a guided form with plain-language fields, tooltips and validation. |
Non-technical users configure exactly what a step should do without code. |
| Advaita Flow |
Visual Workflow Designer |
Variable Picker & Expressions |
Pull data from earlier steps into later ones via a point-and-click picker. |
Personalize and connect data across steps so information flows automatically. |
| Advaita Flow |
Visual Workflow Designer |
Test Data Builder & Single-Step Testing |
Feed sample data in and run one step at a time to see the result before going live. |
Validate and debug an automation safely during design. |
| Advaita Flow |
Visual Workflow Designer |
Cloning & Template Reuse |
Duplicate a workflow or start from a saved template. |
Standardize best-practice processes and roll out variations quickly. |
| Advaita Flow |
Visual Workflow Designer |
Versioning & Import/Export |
Version history per workflow plus export/import as files. |
Track changes, roll back mistakes, and move automations between environments. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
Manual / On-Demand |
Start a workflow instantly with a click or provided input. |
Ad-hoc runs and testing before automating. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
Scheduled |
Run automatically on a recurring schedule (daily, weekly, etc.). |
Automate recurring jobs like daily reports, reminders or data refreshes. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
Inbound Webhook |
Each workflow gets a unique URL any external app can call to start it in real time. |
Connect third-party systems and websites so events kick off automations. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
CRM Form Event |
Starts the moment a CRM record is created, updated or deleted. |
React instantly to CRM activity — e.g. auto-message a new lead. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
Meta / Facebook Lead Ads |
Fires whenever someone submits a lead form on a Facebook/Instagram ad. |
Capture ad leads in real time into follow-up and CRM. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
Kafka Message |
Starts when an event arrives on an enterprise event stream (Kafka topic). |
Trigger automations from real-time business events at scale. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
Google Sheets |
Runs when a row is added or updated in a Google Sheet. |
Automate downstream actions whenever a sheet changes. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
Incoming SMS & Email |
Starts on an inbound text message or new email, with sender/keyword filters. |
Auto-respond to inbound messages and emails. |
| Advaita Flow |
Triggers (What Starts a Workflow) |
Allocation Event |
Fires when a record is assigned, reassigned or unassigned. |
Automate notifications and next steps whenever work is distributed. |
| Advaita Flow |
CRM Integration |
Read CRM Records |
Pulls records from any CRM form using filters for downstream steps. |
Fetch leads/contacts/cases to enrich, message or report on them. |
| Advaita Flow |
CRM Integration |
Submit & Update CRM Records |
Creates or updates records in CRM forms directly from a workflow. |
Push captured data (ads, web forms, sheets) into the CRM without manual entry. |
| Advaita Flow |
CRM Integration |
Master-Form Upsert with Allocation |
Adds/updates a master-form record and distributes it into the right workflow stages. |
Keep one source of truth while auto-routing records to the right processes. |
| Advaita Flow |
CRM Integration |
Assign / Reallocate Records |
Assign incoming records to users/teams or reassign existing ones. |
Automate lead distribution and rebalancing so every lead has an owner instantly. |
| Advaita Flow |
CRM Integration |
Bulk Upsert (Batch) |
Processes many records at once with safe, duplicate-proof batching. |
Import or sync large volumes into the CRM reliably. |
| Advaita Flow |
CRM Integration |
Duplicate Prevention |
Uses configurable keys to avoid creating duplicate records. |
Keeps CRM data clean when the same lead comes from multiple channels. |
| Advaita Flow |
Smart Allocation & Queues |
Rule-Based & AI-Powered Allocation |
Decides who a record goes to — by fixed rules or an AI recommendation matching records to the best agent. |
Route leads/cases fairly and intelligently to maximize conversion and balance workload. |
| Advaita Flow |
Smart Allocation & Queues |
Allocation Queues |
Places records into prioritized queues for orderly distribution. |
Manage high volumes with priority handling instead of first-come chaos. |
| Advaita Flow |
Smart Allocation & Queues |
Data Sampling |
Selects a representative subset via random, stratified or weighted sampling. |
QA/audit teams pick samples for review (call audits, compliance checks). |
| Advaita Flow |
Communication & Messaging |
WhatsApp Business Messaging |
Sends text and pre-approved template messages over WhatsApp. |
Reach customers for confirmations, reminders and campaigns. |
| Advaita Flow |
Communication & Messaging |
WhatsApp Template Builder |
Visual editor for WhatsApp templates (header, body, footer, buttons) with live mobile preview, validation and test-send. |
Create and submit compliant templates and preview exactly how they'll look. |
| Advaita Flow |
Communication & Messaging |
Email, SMS & Push |
Send emails (Gmail/Zoho/SMTP), text messages and app push notifications as steps. |
Keep customers and staff informed across every channel from one automation. |
| Advaita Flow |
Communication & Messaging |
Zulip Team Messaging |
Posts direct or channel messages to Zulip. |
Internal teams get automated alerts and updates in their collaboration tool. |
| Advaita Flow |
Communication & Messaging |
Reusable Communication Connectors |
Save provider credentials once as a 'connector' and reuse across workflows, with a test button. |
Configure providers centrally; everyone builds messaging automations without re-entering credentials. |
| Advaita Flow |
Logic & Control Flow |
Conditional Branching (IF) |
Sends the workflow down different paths based on conditions, incl. nested AND/OR. |
'If this, then that' logic — VIP leads get a call, others an email. |
| Advaita Flow |
Logic & Control Flow |
Switch / Multi-Way Routing |
Routes to one of many branches based on a value. |
Route records by region, product or status to the correct process. |
| Advaita Flow |
Logic & Control Flow |
Loop Over Items (For Each) |
Repeats steps for every item in a list. |
Process each lead/row/record in a batch individually. |
| Advaita Flow |
Logic & Control Flow |
Merge Branches |
Recombines multiple paths into a single flow. |
Bring parallel work back together before a final step. |
| Advaita Flow |
Logic & Control Flow |
Data Validation |
Checks data meets required rules before continuing. |
Stop bad or incomplete data from moving downstream. |
| Advaita Flow |
Data, Files & Integrations |
HTTP / API Connector |
Calls any external web API to send or fetch data. |
Connect to virtually any third-party system that isn't a built-in connector. |
| Advaita Flow |
Data, Files & Integrations |
Databases (MongoDB, MySQL, ClickHouse) |
Runs queries and operations against databases from a workflow. |
Read/write operational data and analytics stores as part of an automation. |
| Advaita Flow |
Data, Files & Integrations |
Google Sheets Read/Write |
Reads and writes rows in Google Sheets. |
Use spreadsheets as a lightweight data source or output. |
| Advaita Flow |
Data, Files & Integrations |
Facebook Ads — Get Leads |
Retrieves lead-form submissions from Meta ad campaigns. |
Pull ad leads into the CRM and follow-up flows. |
| Advaita Flow |
Data, Files & Integrations |
Kafka Producer/Consumer |
Publishes and reads enterprise event-stream messages. |
Integrate with large-scale, event-driven architectures. |
| Advaita Flow |
Data, Files & Integrations |
File Extract |
Uploads a file and extracts contents into structured data from JSON, CSV, PDF, Excel, XML, HTML and text. |
Turn documents and exports into usable data for the workflow. |
| Advaita Flow |
Data, Files & Integrations |
Spreadsheet Operations |
Read, append, update, delete and export spreadsheet rows. |
Automate spreadsheet-based data management without manual editing. |
| Advaita Flow |
Data, Files & Integrations |
Data Mapper & Transformation |
Maps and reshapes data fields from one format to another between steps. |
Make data from one system fit what another expects, so integrations just work. |
| Advaita Flow |
Data, Files & Integrations |
AI Processing Step |
Runs data through an AI model to summarize, classify or generate text. |
Add intelligence — e.g. auto-summarize an inquiry or draft a reply. |
| Advaita Flow |
Data, Files & Integrations |
Log & Debug Step |
Captures and displays data at any point in the workflow. |
Inspect what's happening inside a running automation to troubleshoot. |
| Advaita Flow |
Webhooks, Monitoring & Governance |
Outbound Webhooks |
Sends data out to any external URL when a step runs, with a management console for inbound/outbound. |
Push events from Flow into other tools and oversee all connection points. |
| Advaita Flow |
Webhooks, Monitoring & Governance |
Live Execution Progress |
Shows a workflow running in real time with per-step status on the canvas. |
Watch automations execute and immediately spot where something stops. |
| Advaita Flow |
Webhooks, Monitoring & Governance |
Node Execution History |
Records inputs, outputs and results of each step from past runs. |
Audit exactly what happened in any run and diagnose issues after the fact. |
| Advaita Flow |
Webhooks, Monitoring & Governance |
Monitoring & Analytics Dashboards |
Real-time workflow health plus reports on usage, execution volumes and performance. |
Keep an eye on all automations and measure adoption and efficiency. |
| Advaita Flow |
Webhooks, Monitoring & Governance |
Workflow Template Gallery |
Browse ready-made templates, save your own, and share with your team, with template analytics. |
Get started fast with proven patterns and standardize processes. |
| Advaita Flow |
Webhooks, Monitoring & Governance |
Per-Workflow Execution Settings |
Configure retries, concurrency limits, timeouts, logging level and notifications per workflow. |
Tune reliability — auto-retry on failure, cap parallel runs, get alerted on failure. |
| Advaita Flow |
Webhooks, Monitoring & Governance |
Secure Multi-Tenant Access & Audit |
Isolates each org's data, enforces SSO and role-based permissions, and records an audit log. |
Data security, controlled access and accountability for enterprises and IT/compliance. |
| Advaita Workspace (Auth & Identity) |
Sign-In & Single Sign-On |
Single Sign-On (SSO) |
Sign in once through a secure central login and reach every Advaita app without logging in again. |
The daily front door to the platform; one place for IT to control access. |
| Advaita Workspace (Auth & Identity) |
Sign-In & Single Sign-On |
Social & Enterprise Login |
Sign in with Google, Microsoft, GitHub, Facebook or Apple instead of a new password. |
Speeds onboarding for orgs standardized on Google Workspace or Microsoft 365. |
| Advaita Workspace (Auth & Identity) |
Sign-In & Single Sign-On |
Self-Service & First-Login Password |
Reset a forgotten password by email link; new users set their own password on first login. |
Reduces help-desk tickets and lets employees recover access anytime. |
| Advaita Workspace (Auth & Identity) |
Sign-In & Single Sign-On |
Change Password & Email Verification |
Change your password anytime; new email addresses confirmed via a verification link. |
Ongoing account hygiene and confidence that contact emails are genuine. |
| Advaita Workspace (Auth & Identity) |
Sign-In & Single Sign-On |
Multi-Factor Authentication (MFA) readiness |
Tracks whether each user has MFA enabled and guides setup for stronger protection. |
Security teams use the adoption view to push staff toward two-step verification. |
| Advaita Workspace (Auth & Identity) |
Sign-In & Single Sign-On |
Secure Sessions & Single Logout |
Sessions refresh automatically, time out after inactivity, and logging out of one app signs out everywhere. |
Protects shared/unattended devices and keeps the suite seamless. |
| Advaita Workspace (Auth & Identity) |
Multi-Tenant Workspaces |
Isolated Tenant Workspaces |
Each company gets a fully separated workspace with its own users, data, settings and branding. |
The SaaS foundation — many companies safely use one platform with private, separate data. |
| Advaita Workspace (Auth & Identity) |
Multi-Tenant Workspaces |
Subdomain / Branded Login |
Each tenant is reachable at its own web address; the platform recognizes the company before login. |
A branded, recognizable entry point that routes users to the right workspace. |
| Advaita Workspace (Auth & Identity) |
Multi-Tenant Workspaces |
Cross-Tenant Security Protection |
Continuously verifies a user's identity matches the workspace, blocking and logging any cross-company attempt. |
Protects against accidental or malicious cross-company access; every attempt is recorded. |
| Advaita Workspace (Auth & Identity) |
Multi-Tenant Workspaces |
Per-Tenant Application Access |
Controls which Advaita apps a company may use, blocking un-purchased apps before login. |
Provision apps per customer; users only see the apps their company subscribes to. |
| Advaita Workspace (Auth & Identity) |
Tenant Provisioning & Platform Admin |
One-Click Tenant Provisioning |
A super-admin creates a new customer workspace — first admin, isolated database, login config and app set — in one guided flow. |
Onboard a new customer company quickly and consistently, no manual technical setup. |
| Advaita Workspace (Auth & Identity) |
Tenant Provisioning & Platform Admin |
Tenant Management Console |
A central console to view, edit and manage every workspace, its status, industry, size and app access. |
The platform operator's control room for the entire customer base. |
| Advaita Workspace (Auth & Identity) |
Tenant Provisioning & Platform Admin |
Platform-Wide Dashboard & Analytics |
A cross-company overview — total tenants, app adoption, activity trends and a live feed — with search, filter and CSV export. |
Executives and ops monitor platform health, growth and usage across all customers. |
| Advaita Workspace (Auth & Identity) |
Tenant Provisioning & Platform Admin |
Break-Glass Admin Password Reset |
Securely reset a locked-out customer administrator's password, with a mandatory recorded justification. |
Emergency recovery when a customer's own admin is locked out; every action is audited. |
| Advaita Workspace (Auth & Identity) |
Organization & Structure |
Organization Management |
Create/manage organizations (business units) with contact details, regional settings and enabled features. |
The mandatory first setup step modeling the company's real-world structure. |
| Advaita Workspace (Auth & Identity) |
Organization & Structure |
Feature Access Toggles per Org |
Enable/disable capabilities per org — Hierarchy, Workflow Designer, Reporting, Analytics, API, Custom Branding. |
Tailor each business unit's toolset to what it actually needs. |
| Advaita Workspace (Auth & Identity) |
Organization & Structure |
Organizational Hierarchy Builder |
Define custom hierarchy levels (Division → Department → Team) and build a tree with a live preview. |
Establishes the org chart that later drives who can see which data. |
| Advaita Workspace (Auth & Identity) |
Organization & Structure |
Multi-Org Switching (No Re-Login) |
Users in multiple organizations switch their active workspace from a dropdown; everything updates instantly. |
Regional managers and shared-services staff move between units seamlessly. |
| Advaita Workspace (Auth & Identity) |
Organization & Structure |
Reporting-Line / Superior Mapping |
Defines who reports to whom, incl. multi-level chains and multiple superior levels. |
Powers approval workflows and ensures information flows up the management chain. |
| Advaita Workspace (Auth & Identity) |
User Management |
User Lifecycle Management |
Create, view, edit, activate/deactivate, unlock and delete accounts, with grid/table views, search and filters. |
Onboard staff, manage access over time, and offboard them. |
| Advaita Workspace (Auth & Identity) |
User Management |
Multi-Org & Multi-Role Assignment |
A single user can belong to several organizations and hold several roles, with a primary organization. |
Reflects real staff who work across departments or wear multiple hats. |
| Advaita Workspace (Auth & Identity) |
User Management |
Email Invitations & Onboarding |
Invite users by email (individually or bulk), track/resend/cancel invites, and let invitees self-set-up. |
A friendly, self-serve way to bring team members onboard. |
| Advaita Workspace (Auth & Identity) |
User Management |
Bulk User Import/Export |
Create many users at once from a file and export the user list. |
Fast setup for large teams and easy record-keeping for audits/migrations. |
| Advaita Workspace (Auth & Identity) |
User Management |
Admin Reset & Self-Service Profile |
Admins reset any user's password; users view and update their own profile and primary org. |
Everyday support plus letting employees keep their details current. |
| Advaita Workspace (Auth & Identity) |
User Management |
Per-User Activity History |
A viewable trail of each user's actions and account changes. |
Managers/security review what a specific person did for compliance or investigations. |
| Advaita Workspace (Auth & Identity) |
Roles, Permissions & Access (RBAC) |
Role Management |
Create standard and custom roles with priority, scope, inheritance, optional expiry and cloning. |
Define roles once and assign to many users — the scalable way to manage access. |
| Advaita Workspace (Auth & Identity) |
Roles, Permissions & Access (RBAC) |
Permission Catalog |
A central, searchable list of every granular permission by application, module and action. |
The master reference admins use to decide what each role or user can do. |
| Advaita Workspace (Auth & Identity) |
Roles, Permissions & Access (RBAC) |
Role-to-Permission Assignment |
Assign permissions via an App → Module → Permission tree, where a parent includes its children. |
Defines what each job function can do, following least-privilege. |
| Advaita Workspace (Auth & Identity) |
Roles, Permissions & Access (RBAC) |
User-Level Overrides |
Grant or remove a specific permission for one user as an exception that beats their role. |
Handles one-off cases without creating a whole new role. |
| Advaita Workspace (Auth & Identity) |
Roles, Permissions & Access (RBAC) |
Application Access Control |
A high-level gate deciding which apps a role can open at all; applies at next login. |
Keeps each person's workspace focused on only the apps relevant to their job. |
| Advaita Workspace (Auth & Identity) |
Roles, Permissions & Access (RBAC) |
Hierarchy-Based Data Permissions |
Restricts which parts of the org's data a user sees by assigning hierarchy nodes (parent includes children). |
An agent sees only their department; a BU head sees the whole unit. |
| Advaita Workspace (Auth & Identity) |
Roles, Permissions & Access (RBAC) |
Effective-Permission & Access Checks |
Instantly shows a user's effective permissions and answers 'can this user do X?' in real time. |
Users only see the buttons, pages and data they're actually allowed to use. |
| Advaita Workspace (Auth & Identity) |
Status, Branding & Dashboards |
Custom User Statuses & Rules |
Define custom account statuses beyond active/inactive, with history and status-based access rules. |
Model real workforce states (on-leave, suspended) and restrict access accordingly. |
| Advaita Workspace (Auth & Identity) |
Status, Branding & Dashboards |
Tenant Logo & Branding |
Upload a custom logo (up to 10 MB) and logo text per tenant, shown in the header and browser tab. |
Each customer sees their own brand — a white-labeled, professional experience. |
| Advaita Workspace (Auth & Identity) |
Status, Branding & Dashboards |
Theme & Appearance Controls |
Choose light/dark mode and color themes, with a per-org default and 'follow system'. |
Personal comfort and accessibility plus a consistent branded look. |
| Advaita Workspace (Auth & Identity) |
Status, Branding & Dashboards |
Role-Aware Admin Dashboard |
A home screen adapting to the viewer with KPI cards, charts, activity feed and quick actions. |
At-a-glance view of adoption, security health and risks, with one-click common tasks. |
| Advaita Workspace (Auth & Identity) |
Status, Branding & Dashboards |
Security Overview & Risk Flags |
Highlights MFA adoption, failed logins, active/inactive users, pending invites and unassigned users. |
Proactively spot and fix weak spots like disabled MFA or users with no roles. |
| Advaita Workspace (Auth & Identity) |
Audit, Notifications & Integrations |
Comprehensive Audit Trail |
Records activity and security events (incl. blocked escalation attempts); view by user/org/tenant, filter and export. |
Essential for compliance, investigations and access reviews — a defensible record of who did what. |
| Advaita Workspace (Auth & Identity) |
Audit, Notifications & Integrations |
In-App Notifications |
System and security alerts with an unread badge; mark read, archive or delete. |
Keeps admins and users informed of important events without leaving the platform. |
| Advaita Workspace (Auth & Identity) |
Audit, Notifications & Integrations |
External API Integrations & Templates |
Configure, test and manage third-party API connections with pre-built vendor templates, health checks and versioning. |
Connect Advaita to a customer's other systems quickly, using proven templates. |
| Advaita Workspace (Auth & Identity) |
Audit, Notifications & Integrations |
External Identity Mapping |
Define external identity fields and map users to their identifiers in other systems. |
Bridges Advaita identities with HR/ERP/ticketing so records line up across tools. |
| Advaita Workspace (Auth & Identity) |
Audit, Notifications & Integrations |
Work Allocation & Capacity |
Surfaces who's available for assignment, their teams, skills and workload capacity. |
Managers distribute work fairly based on who is free and appropriately skilled. |
| Advaita Insights |
Dashboards & Visualizations |
Interactive Dashboards |
Build, view and edit visual dashboards combining charts, tables and metrics; panels drag, resize and rearrange. |
Assemble at-a-glance KPI views; managers open them daily to monitor performance. |
| Advaita Insights |
Dashboards & Visualizations |
Rich Chart Library |
Column/bar, line/spline, area, pie/donut, funnel/pyramid and radar/polar charts. |
Pick the chart that best tells the story — trends, part-to-whole, funnels, comparisons. |
| Advaita Insights |
Dashboards & Visualizations |
3D Charts |
Selected visuals in a three-dimensional, presentation-ready style. |
Executive and customer-facing dashboards where visual emphasis matters. |
| Advaita Insights |
Dashboards & Visualizations |
Gauges & KPI Meters |
Shows a single important number against a target on a dial. |
Track goal attainment (quota %, SLA compliance) at a glance. |
| Advaita Insights |
Dashboards & Visualizations |
KPI Cards / Scorecards |
Headline metrics as clean number tiles with supporting context. |
The 'top row' of dashboards giving leadership the key numbers before drill-down. |
| Advaita Insights |
Dashboards & Visualizations |
Data Tables |
Detailed records in a sortable, paginated table with page-size controls. |
For users who need the underlying rows alongside charts. |
| Advaita Insights |
Dashboards & Visualizations |
Pivot Tables |
Cross-tabulates data by rows and columns with automatic aggregation. |
Finance/analytics slice metrics across dimensions (product by region by month). |
| Advaita Insights |
Dashboards & Visualizations |
Kanban Boards |
Displays records as cards organized into status columns. |
Track work or deal progress visually (leads by stage, tasks by status). |
| Advaita Insights |
Dashboards & Visualizations |
Schedule / Timeline View |
Presents data on a time-based schedule view. |
Time-slotted or activity-over-time monitoring within a dashboard. |
| Advaita Insights |
Exploration, Filters & Drill-Down |
Interactive Filter Controls |
On-dashboard dropdowns, multi-select, list boxes, input boxes and date/range pickers that instantly refilter every panel. |
Non-technical users slice results themselves without asking an analyst. |
| Advaita Insights |
Exploration, Filters & Drill-Down |
Default & Expandable Filters |
Dashboards open with sensible default filters and offer expandable panels for deeper refinement. |
Each user lands on the most relevant view first, then narrows further. |
| Advaita Insights |
Exploration, Filters & Drill-Down |
Drill-Down (Multi-Level) |
Click into a chart/table to move from summary through progressively detailed levels. |
A manager sees total sales → region → city → individual deals, exploring the 'why'. |
| Advaita Insights |
Exploration, Filters & Drill-Down |
Saved Filter Views |
Save a filter combination as a reusable bookmark, incl. a personal auto-loading default. |
Each user keeps favorite cuts of a shared dashboard (e.g. 'my territory'). |
| Advaita Insights |
Exploration, Filters & Drill-Down |
Raw Data Inspection |
Pull the raw underlying rows behind any panel on demand. |
Analysts validate a surprising number by inspecting the exact records. |
| Advaita Insights |
Reports & Exports |
Export to Excel / CSV (Filter-Aware) |
Download the data behind a panel, respecting current filters and drill level. |
Take live dashboard data into spreadsheets for offline analysis or sharing. |
| Advaita Insights |
Reports & Exports |
Pivot Export with Aggregation |
Exports pivot tables with calculated totals intact. |
Finance hands off ready-made cross-tab summaries without re-computing. |
| Advaita Insights |
Reports & Exports |
PDF / Image Export |
Capture dashboards or panels as PDF/image files. |
Circulate polished snapshots in meetings, board packs and emails. |
| Advaita Insights |
Reports & Exports |
Dashboard Snapshots / Thumbnails |
Stores a preview image for each dashboard. |
Makes the dashboard gallery easy to browse and recognize. |
| Advaita Insights |
Data Sources & Modeling |
Multiple Database Connections |
Connect to MySQL, PostgreSQL, SQL Server, ClickHouse and MongoDB with testing and activate/deactivate. |
Plug Insights into wherever the company's data already lives — no migration. |
| Advaita Insights |
Data Sources & Modeling |
Table & Column Browsing |
Explore the tables and columns available in a connected database. |
Report builders discover what data is available while designing a panel. |
| Advaita Insights |
Data Sources & Modeling |
Joins / Data Blending |
Combine data from multiple tables using defined, reusable joins. |
Merge related data (orders + customers + products) into one view. |
| Advaita Insights |
Data Sources & Modeling |
File Upload as a Data Source |
Upload files (spreadsheets) to use as dashboard data. |
Bring in ad-hoc or external data not yet in a central database. |
| Advaita Insights |
CRM Analytics (Live) |
Published Forms Analytics |
Lists all CRM forms published for analytics with record counts and last-updated times. |
See which forms are actively collecting data and how much. |
| Advaita Insights |
CRM Analytics (Live) |
Form Records Explorer |
Browses submitted records for a form, paginated, with the form's fields. |
Inspect and analyze real CRM submissions (leads, applications, requests). |
| Advaita Insights |
CRM Analytics (Live) |
Pipeline / Stage Analytics |
Rolls up submissions by stage per day, incl. completed and rejected counts over a time window. |
Track how records move through stages and where they stall — a live funnel view. |
| Advaita Insights |
Collaboration & Organization |
Dashboard Comments |
Post and read comments attached to a dashboard. |
Discuss what a chart means and capture decisions in context. |
| Advaita Insights |
Collaboration & Organization |
Dashboard & Change History |
Keeps a history of dashboard and setup changes and views. |
An audit trail and accountability for who changed or viewed what. |
| Advaita Insights |
Collaboration & Organization |
Groups & Sub-Groups |
Organize dashboards into groups and sub-groups. |
Larger orgs keep dozens of dashboards tidy by department or team. |
| Advaita Insights |
Collaboration & Organization |
Sharing & Access Control |
Grant access to specific dashboards by role or individual user. |
Share a dashboard with exactly the right audience with fine-grained control. |
| Advaita Insights |
Administration & Security |
User Management |
Create, update, activate/deactivate and delete users; bulk-upload; reset passwords. |
Onboard whole teams quickly and manage access as staff change. |
| Advaita Insights |
Administration & Security |
Roles & Permissions |
Define roles with granular permissions mapped to users and dashboards. |
Enforces 'who can see and do what' for governance and compliance. |
| Advaita Insights |
Administration & Security |
Single Sign-On (SSO) |
Sign in through Keycloak, Microsoft or Google. |
Employees use their existing corporate login; IT keeps central control. |
| Advaita Insights |
Administration & Security |
Multi-Tenant Isolation |
Keeps each org's data and dashboards strictly separated, enforced from the login token. |
Securely serve many organizations from one deployment. |
| Advaita Insights |
Administration & Security |
Usage Tracking |
Records login activity and dashboard views. |
Admins understand adoption — which dashboards are used, by whom, how often. |
| Advaita Insights |
Administration & Security |
Log Download |
Download system/activity logs. |
Administrators and support troubleshoot and audit. |