Document Studio & Retention Vault (30 Formats)
Generate, export & manage all 30 official agency documents — from Quotations, Invoices, Agreements to SEO Reports and PPTX Presentations.
| Ref No | Type | Client / Party | Total Amount | Date | Auto-Delete In | Actions |
|---|
Company Knowledge Base
Upload PDF, Word (.docx), or TXT documents, or add direct notes. Risho AI answers strictly from this repository.
Upload Sheet or Document (.xlsx, .xls, .csv, .pdf, .docx, .txt)
Add Direct Knowledge Note
Permanent Knowledge Repository (0)
| Title | Category | Type | Sections | Status | Updated | Actions |
|---|
Unanswered Employee Queries
Questions that could not be answered from the current Knowledge Base appear here for review.
| Employee | Question Asked | Status | Timestamp | Actions |
|---|
Team Accounts & Access Permissions
Create employee credentials and manage permissions for Quotation, Invoice, and Contract generation.
Create Employee Account
Registered Accounts
| Name | Login ID | Role & Dept | Document Generation | Status | Chats | Actions |
|---|
Custom Templates, Branding & AI Configuration
Upload your own Quotation, Invoice, and Contract templates (.docx / .txt / .pdf) or customize layout placeholders.
Upload / Customize Quotation, Invoice & Contract Template
Upload your existing Word (.docx), PDF, or Text template, or write custom body layout using placeholders like
{{client_name}}, {{doc_number}}, {{issue_date}}, {{items}}, {{subtotal}}, {{gst_amount}}, {{grand_total}}, {{amount_in_words}}.
Storage & 30-Day Automatic Purge
Chat histories and generated Quotations, Invoices, and Contracts automatically delete after 30 days. Knowledge Base remains permanent.
Automatic Retention Policy
All chat messages, sessions, and generated documents (Quotations, Invoices, Contracts) older than the configured days are permanently deleted and vacuumed.