The MergePoint Chat Interface supports both workflow-level and company-wide data sourcing through natural language queries. It allows users to pull structured or unstructured information directly from connected sources—without writing logic or SQL.
Workflow-Level Sourcing
Use chat to preview, test, or refine data connected to a specific Workflow.
Examples:
“Show me the last 10 invoices processed in this workflow.”
“What’s the total amount flagged for overbudget this month?”
“Summarize the enrichment results from the last run.”
Behavior:
Chat is aware of the current workflow context
Only shows sources and outputs connected to the active workflow
Supports follow-up prompts tied to workflow steps and variables
Company-Level Sourcing
Use chat to access data across all collections, files, and integrated apps connected to the Knowledge Base.
Examples:
“What were the top investor concerns last quarter?”
“Find meeting notes tagged with SVIII and summarize them.”
“How many support tickets mention billing delays?”
Behavior:
Pulls from any collection the user has permission to access
Uses vector search and field-aware filters
Automatically cites sources when possible (e.g., file name, row ID, app link)
When to Use Each
Scenario | Use Workflow Chat | Use Company Chat |
|---|---|---|
Reviewing run outputs | ✅ | |
Asking about a Salesforce field | ✅ | ✅ |
Querying all support notes across clients | ✅ | |
Summarizing one dataset used in automation | ✅ | |
Exploring historical investor emails | ✅ |