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.<hr><h2>Workflow-Level Sourcing</h2>Use chat to preview, test, or refine data connected to a specific Workflow.Examples:<ul class="accent-bullets"><li>“Show me the last 10 invoices processed in this workflow.”</li><li>“What’s the total amount flagged for overbudget this month?”</li><li>“Summarize the enrichment results from the last run.”</li></ul>Behavior:<ul class="accent-bullets"><li>Chat is aware of the current workflow context</li><li>Only shows sources and outputs connected to the active workflow</li><li>Supports follow-up prompts tied to workflow steps and variables</li></ul><hr><h2>Company-Level Sourcing</h2>Use chat to access data across all collections, files, and integrated apps connected to the Knowledge Base.Examples:<ul class="accent-bullets"><li>“What were the top investor concerns last quarter?”</li><li>“Find meeting notes tagged with SVIII and summarize them.”</li><li>“How many support tickets mention billing delays?”</li></ul>Behavior:<ul class="accent-bullets"><li>Pulls from any collection the user has permission to access</li><li>Uses vector search and field-aware filters</li><li>Automatically cites sources when possible (e.g., file name, row ID, app link)</li></ul><hr><h2>When to Use Each</h2><table style="min-width: 75px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Scenario</th><th colspan="1" rowspan="1">Use Workflow Chat</th><th colspan="1" rowspan="1">Use Company Chat</th></tr><tr><td colspan="1" rowspan="1">Reviewing run outputs</td><td colspan="1" rowspan="1">✅</td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1">Asking about a Salesforce field</td><td colspan="1" rowspan="1">✅</td><td colspan="1" rowspan="1">✅</td></tr><tr><td colspan="1" rowspan="1">Querying all support notes across clients</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">✅</td></tr><tr><td colspan="1" rowspan="1">Summarizing one dataset used in automation</td><td colspan="1" rowspan="1">✅</td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1">Exploring historical investor emails</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1">✅</td></tr></tbody></table>

Mergepoint Chat

Chat

Invoice Data Extraction

Proforma Invoice Association

Outlook → Salesforce Email & Note Capture Workflow

Use Cases & Solutions

Form Studio

Getting Started

Task List Panel

Assigning Tasks 

All Tasks in One Dynamic, Smart Table

Approve / Reject Tasks

Human-in-the-Loop

Layout Components

Button Components

Input Components

Select Components

Data Table Component

Build Any UI

Triggers 101

Manual Trigger

Scheduled Trigger

Triggers

Google Sheets Writer

PDF OCR Reader

Web Search

Nodes

Step Output

Data

Info Access

Chat best practices 

Creating Knowledge

Collections Management

Data Sources & Sync

AI Optimization

Enrichment Tool

Advanced Features

Mergebase

How to Submit a Feedback (Bug, Feature, or Enhancement)

Contact Us

Roles & Permissions

Administration

Docs

Mergepoint