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SHVYA Vault

Collect client business knowledge for review before account setup.

SHVYA product documentation

What Vault is

SHVYA Vault is an organization-specific private information-gathering workspace administered through Superadmin → Vault. Staff may share a private Vault URL and access code so a business can supply materials without a CRM user login.

What clients provide

The sections can collect website pages, brochures and price lists, media, products/services, business basics, FAQs, employee handoff information, qualification questions, sales scripts, links and answers to outstanding setup questions.

Typical process

  1. Authorized SHVYA staff create or open the organization's Vault.
  2. Staff securely share the private access link and code with the correct client.
  3. The client adds links, files, notes and answers in the right sections.
  4. Staff review accuracy and can generate a draft profile/configuration proposal.
  5. An authorized person separately applies verified content to AI Brain, FAQ, knowledge or channel configuration. Authorized Superadmin Operations MCP can also copy a validated Vault image into SHVYA Sales template logo/signature storage without exposing the private Vault URL.
  6. The live account is tested before handover.

Crucial distinction

Vault submission is not a live AI Brain update. A new file or answer in Vault does not automatically change model prompts, publish a brochure, route a lead or send a WhatsApp message. The review/application step preserves accountability.

Security

Vault links and codes are private. They grant access to the intended content intake, not to another organization's CRM or the main SHVYA dashboard. Revoke or rotate compromised access through authorized staff.

AI Brain · Account quickstart.

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