Documentation Index
Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
Use this file to discover all available pages before exploring further.
Find answers to the most common questions about getting started with IdeaBoxAI, managing your account, and using the platform features.
Account and access
How do I create an IdeaBoxAI account?
Go to app.ideaboxai.com/auth/login and click Sign up. You can register with an email and password or use Google or Microsoft SSO. See the quickstart guide for a full walkthrough.
What SSO providers does IdeaBoxAI support?
IdeaBoxAI supports Google and Microsoft SSO. Click the relevant icon on the login screen to authenticate with your existing account.
How do I reset my password?
On the login page, click Forgot Password? and enter your email address. You will receive a reset link in your inbox.
Can I invite team members to my workspace?
Yes. Workspace admins can add team members and assign them to personas from the Admin Console. Each user logs in via SSO and sees their role-specific Persona AI immediately.
Persona AI and personas
What is a persona?
A persona is the AI’s understanding of your role, your goals, and the data sources you care about. When you log in, the Persona AI tailors its responses to your specific function. Learn more in the Persona AI introduction.
Can I create a custom persona?
Yes. In addition to the built-in personas, your workspace admin can create custom personas tailored to any role. Each custom persona has its own skills, knowledge bases, and starter prompts. Contact your admin to request a new persona for your team.
What data sources does the Persona AI connect to?
The Persona AI connects to Salesforce, your data warehouse, Google Drive, Confluence, and other sources configured by your admin. All responses are grounded in your actual business data, not generic web results.
Agentic BI and dashboards
Do I need SQL knowledge to build dashboards?
No. The dashboard builder lets you ask questions in plain English. IdeaBoxAI generates SQL-backed visualizations from your natural language queries.
What types of visualizations are supported?
IdeaBoxAI supports auto-generated charts, KPI cards, and interactive visualizations with drill-down capabilities. See the Agentic BI introduction for details.
Automationsbeta
How do I create an automation?
Automations run in the background to handle repetitive tasks like approvals, notifications, and scheduled processes. They can be triggered on a schedule or by events. See the Automations overview for more details.
Can automations connect across departments?
Yes. Automations support cross-department connections. A single automation can handle approvals, escalations, and notifications across teams without code.
Troubleshooting
I am not receiving the verification email
Check your spam or junk folder. If the email does not arrive within a few minutes, then try registering again or contact support@ideaboxai.com.
The Persona AI is not returning data from my CRM
Verify that your data source is connected in the Connections settings. If the connection shows as active but data is missing, then contact your workspace admin to check permissions.
Email support@ideaboxai.com for any issues not covered in this FAQ.
