Plugins

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Plugins Overview

Extend Valiyou with powerful plugins that add advanced data visualizations, social media analytics, and your own private AI provider to your valuations and reports. Access intelligent CSV importing from Salesforce, HubSpot, and Pipedrive, connect your own AI provider for data-sovereignty-compliant analysis, and visualize cash flow with interactive Sankey charts. Enable plugins in minutes to enhance your sponsorship valuation workflow.

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Accessing Plugins

Navigate to Platform → Plugins from the sidebar to manage plugins.

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Available Plugins

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Universal CSV Importer

What it does: Import sponsors and contacts from Salesforce, HubSpot, Pipedrive, and other CRM systems with intelligent auto-mapping. Where it appears: Sponsorships → Sponsors page → “Import from CSV” button Supported CRM Systems:

• Salesforce - Auto-detects and maps Salesforce CSV exports
• HubSpot - Auto-detects and maps HubSpot CSV exports
• Pipedrive - Auto-detects and maps Pipedrive CSV exports
• Microsoft Dynamics - Auto-detects and maps Dynamics CSV exports
• Zoho CRM - Auto-detects and maps Zoho CRM exports
• Excel/Manual CSV - Custom CSV files with manual field mapping
• Other - Generic CSV import

Features:

• Multi-file upload (sponsors + contacts)
• Intelligent auto-field mapping
• Confidence level indicators (High, Medium, Low)
• Relationship linking (contacts → sponsors)
• Duplicate detection
• Validation and error handling
• Preview before import
• Import results summary

Benefits:

• Migrate from existing CRM to Valiyou
• Import large datasets quickly
• Auto-link contacts to sponsors
• Reduce manual data entry

See Universal CSV Importer for complete documentation.

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Private AI Connection

What it does: Connects your organization’s own AI provider account to Valiyou, routing both the AI chat assistant and AI Key Insights in Reports through your credentials instead of Valiyou’s default AI. Data is processed under your own DPA with the provider. Where it appears: Platform → Plugins → Private AI Connection (configure); Reports page → AI Key Insights section shows your provider name once connected Supported Providers: Simple (provider + API key):

• Anthropic — Claude models
• OpenAI — GPT-4o models
• Google Gemini — Gemini 1.5/2.0 models
• Mistral — Mistral Large, Small, Nemo

Enterprise (provider + credentials):

• Azure OpenAI — resource name, deployment, API version, key
• Amazon Bedrock — AWS region, access key, secret
• Google Vertex AI — GCP project, region, service account

Configuration:

1. Enable the plugin and click the gear icon
2. Select your provider
3. Enter your API key (simple) or full credentials (enterprise)
4. Save — status changes to Connected (green)

Benefits:

• Data processed under your own DPA
• EU hosting options with Azure, Vertex AI, or Bedrock
• Leverage existing enterprise provider agreements
• Full control over which provider model handles your data

See Private AI Connection for full setup documentation.

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Cash Flow Visualization (Sankey)

What it does: Adds interactive Sankey (flow) charts to valuation details showing revenue flow visualization. Where it appears: Valuation Details page → Sales section (configurable position) Chart Types:

• Sankey (Alluvial Flow) - Recommended, shows revenue flow
• Waterfall - Traditional waterfall chart
• Custom - Custom visualization

Configuration Options:

• Chart Type: Sankey, Waterfall, or Custom
• Chart Height: Pixels (default: 600px)
• Color Scheme: Default (multi-color), Blue, Green, Purple, Custom
• Chart Position: Before Sales, After Sales, Top of Page, Bottom of Page
• Show Legend: Toggle legend visibility
• Show Tooltips: Toggle interactive tooltips
• Show Labels: Toggle data labels
• Enable Interactivity: Toggle click/hover interactions
• Animation Duration: Milliseconds (default: 300ms)

Benefits:

• Visual revenue flow representation
• Interactive data exploration
• Customizable appearance
• Professional presentation

See Valuations → Valuation Details for usage details.

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SocialDeepDive

What it does: Deep social media analytics and engagement tracking across multiple platforms. Supported Platforms:

• Instagram
• Facebook
• YouTube
• TikTok
• LinkedIn
• Reddit
• Tumblr
• Slack
• Vimeo
• Behance
• Yelp
• Flickr

Configuration:

• Enable/disable specific platforms
• Platform-specific settings (separate modal)

Benefits:

• Detailed social media insights
• Cross-platform comparison
• Engagement metrics
• Audience analytics

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Plugin Management

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Enabling a Plugin

Process:

1. Navigate to Platform → Plugins
2. Find the plugin card
3. Click “Enable” button (primary blue)
4. Plugin status changes to “Enabled” (green badge)
5. Configure button (gear icon) appears in header

Requirements:

• Plugin included in your plan (Professional/Enterprise)
• Required permissions (Reports for Private AI Connection)
• Not in demo mode

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Disabling a Plugin

Process:

1. Find enabled plugin card (green “Enabled” badge)
2. Click “Disable” button (secondary gray)
3. Confirmation: Plugin disabled
4. Plugin status changes to “Disabled” (gray badge)
5. AI features revert to Valiyou’s built-in AI

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Configuring a Plugin

Available for:

• Private AI Connection
• Cash Flow Visualization
• SocialDeepDive

Process:

1. Find enabled plugin card
2. Click gear icon (⚙️) in card header
3. Configuration modal opens
4. Adjust settings
5. Click “Save Configuration”
6. Settings applied immediately

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Plugin Cards

Grid layout (2 columns on desktop, 1 on mobile) with detailed plugin information.

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Card Structure

Card Header:

• Plugin Name (title)
• Configure button (gear icon, if applicable)
• Edit Prompt button (ellipsis icon, super admin only, Private AI Connection)

Card Body:

• Description: What the plugin does
• Author: Plugin creator (if specified)
• Status: Enabled (green) or Disabled (gray) badge
• Health: Health status (if enabled)
  • Healthy (green checkmark)
  • Degraded (yellow warning)
  • Unhealthy (red error)
• LLM Provider: Current AI provider (Private AI Connection only)
• Plan Warning: Yellow box if plugin not in current plan

Card Footer:

• Enable button (primary blue) - If disabled
• Disable button (secondary gray) - If enabled
• Upgrade Required button (disabled) - If not in plan

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Health Indicators

Healthy:

• Green badge + green checkmark icon
• Plugin functioning normally
• No issues detected

Degraded:

• Yellow badge + yellow warning icon
• Plugin working but with issues
• May have reduced functionality
• Health message explains issue

Unhealthy:

• Red badge + red error icon
• Plugin not functioning properly
• Feature may be unavailable
• Health message explains error

Unknown:

• Gray badge + clock icon
• Health status not checked
• Recent enable or disable

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Configuration Modals

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Private AI Connection Configuration

Modal Structure:

• Title: “Configure Private AI Connection”
• Provider dropdown with icons:
  • Anthropic (orange beaker icon)
  • OpenAI (gray chip icon)
  • Google Gemini (blue sparkle icon)
  • Mistral (wind icon)
  • Azure OpenAI (Microsoft icon)
  • Amazon Bedrock (AWS icon)
  • Google Vertex AI (Google icon)
• API Key input (SecretInput with view/hide/copy) — simple providers only
  • Placeholder changes based on provider: sk-ant-..., sk-..., AIza...
• Additional credential fields — enterprise providers only (resource name, region, project ID, etc.)
• Warning alert (if API key or required fields are missing)
• Cancel and “Save Configuration” buttons

Status Badges:

• Disabled (gray) — plugin is not enabled
• Setup Required (yellow) — plugin enabled but credentials are missing or incomplete
• Connected (green) — credentials verified, AI is routing through your provider

Validation:

• API key required for selected provider
• Warning shown if missing: “Please enter a valid [Provider] API key before saving.”
• Cannot save without completing all required fields

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Cash Flow Visualization Configuration

Modal Structure:

• Title: “Configure Cash Flow Visualization”
• Chart Type dropdown:
  • Sankey (Alluvial Flow) - Recommended
  • Waterfall
  • Custom
• Chart Height input (number, pixels)
• Color Scheme dropdown:
  • Default (Multi-color)
  • Blue
  • Green
  • Purple
  • Custom
• Chart Position dropdown:
  • Before Sales Details - Recommended
  • After Sales Details
  • Top of Page
  • Bottom of Page
• Checkboxes:
  • ☑ Show Legend
  • ☑ Show Tooltips
  • ☑ Show Labels
  • ☑ Enable Interactivity
• Animation Duration input (number, milliseconds)
• Cancel and “Save Configuration” buttons

Defaults:

• Chart Type: Sankey
• Height: 600px
• Color Scheme: Default (multi-color)
• Position: Before Sales Details
• All checkboxes: Checked
• Animation: 300ms

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SocialDeepDive Configuration

Modal Structure:

• Title: “Configure SocialDeepDive”
• Separate specialized modal
• Platform selection checkboxes
• Platform-specific settings
• Cancel and “Save Configuration” buttons

Platforms:

• ☑ Instagram
• ☑ Facebook
• ☑ YouTube
• ☑ TikTok
• ☑ LinkedIn
• ☑ Reddit
• ☑ Tumblr
• ☑ Slack
• ☑ Vimeo
• ☑ Behance
• ☑ Yelp
• ☑ Flickr

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Permissions

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Where Plugins Appear

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Universal CSV Importer

• Location: Sponsorships → Sponsors page
• Section: “Import from CSV” button (top right)
• Trigger: Click import button
• See: Universal CSV Importer

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AI Key Insights (Reports)

• Location: Valuations → Reports page
• Section: AI Key Insights (always available on Professional/Enterprise; appears after selecting 2+ valuations)
• Trigger: Compare 2+ valuations, then click “Get AI Key Insights”
• Provider: Shows “Valiyou AI” by default, or your custom provider name if Private AI Connection is configured
• See: Valuations → Reports

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Private AI Connection

• Location: Platform → Plugins → Private AI Connection
• Section: Plugin card with gear icon to configure
• Trigger: Enable plugin and enter provider credentials
• See: Private AI Connection

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Cash Flow Visualization

• Location: Valuations → Valuation Details page
• Section: Sales section (or configured position)
• Trigger: View any valuation
• See: Valuations → Valuation Details

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SocialDeepDive

• Location: Valuations → New Valuation, Valuation Details
• Section: Social media data input/analysis
• Trigger: Creating or viewing valuations
• See: Valuations → Create Valuation

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Common Use Cases

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Setting Up Private AI Connection

1. Navigate to Platform → Plugins
2. Find the “Private AI Connection” card
3. Click “Enable” button
4. Click gear icon (⚙️) in card header
5. Select your provider (e.g., Anthropic, OpenAI, Gemini, Mistral)
6. Enter your API key
7. Click “Save Configuration”
8. Plugin status changes to “Connected” (green)
9. Go to Valuations → Reports
10. Select 2+ valuations and click “Get AI Key Insights”
11. AI Key Insights section shows your provider name as the source

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Customizing Sankey Chart

1. Navigate to Platform → Plugins
2. Find “Cash Flow Visualization” card
3. If disabled, click “Enable” first
4. Click gear icon (⚙️) in card header
5. Adjust settings:
   • Chart Type: Keep as Sankey
   • Height: 800px (taller chart)
   • Color Scheme: Blue (brand colors)
   • Position: Before Sales Details
   • Keep all checkboxes checked
6. Click “Save Configuration”
7. Open any Valuation Details page
8. See customized Sankey chart

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Disabling Unused Plugin

1. Navigate to Platform → Plugins
2. Find enabled plugin (green “Enabled” badge)
3. Click “Disable” button
4. Plugin status changes to “Disabled”
5. Feature removed from pages
6. Configuration preserved for future re-enable

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Troubleshooting

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Can’t Enable Plugin

Reasons:

• Plugin not included in plan (upgrade required)
• No Plugins permission (request from admin)
• In demo mode (upgrade to paid plan)
• Missing required permission (e.g., Reports for Private AI Connection)

Fix:

• Check plan tier (Professional/Enterprise required)
• Purchase plugin add-on: Platform → Billing
• Request Plugins permission from admin
• Upgrade from demo mode
• Request missing permissions (Reports, etc.)

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Configuration Not Saving

Check:

• API key provided (Private AI Connection)
• Valid format (numbers, no negatives for height/duration)
• Network connection stable
• Not in demo mode

Try:

• Ensure API key is complete (starts with correct prefix)
• Use positive numbers for pixel/millisecond values
• Refresh page and try again
• Check browser console for errors

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Plugin Showing “Unhealthy”

Reasons:

• API key invalid or expired (Private AI Connection)
• Service temporarily unavailable
• Rate limit exceeded
• Configuration error

Fix:

• Re-enter API key (check validity)
• Wait and try again later
• Check usage limits on provider dashboard
• Re-configure plugin with correct settings
• Disable and re-enable plugin

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AI Key Insights Not Appearing

Check:

• Reports permission granted
• Professional/Enterprise plan active
• Multiple valuations selected (2+ required)
• If using Private AI Connection: plugin status is “Connected” (green), not “Setup Required”

Fix:

• Request Reports permission
• Upgrade plan
• Select at least 2 valuations
• If using Private AI Connection: open plugin configuration and enter or update API key

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Sankey Chart Not Showing

Check:

• Plugin enabled
• Professional/Enterprise plan
• Viewing Valuation Details page (not list)
• Chart position setting (might be bottom of page)

Fix:

• Enable Cash Flow Visualization plugin
• Upgrade plan
• Open a single valuation details page
• Check configuration position setting
• Scroll down if position set to bottom

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Frequently Asked Questions

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Next Steps