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.
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
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)
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 | ✅ |