Plugins

Extend Valiyou with plugins that add AI insights, advanced visualizations, and social media analysis to your valuations and reports.

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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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AI Insights for Reports

What it does: Adds AI-generated insights and analysis to multi-valuation comparison reports using Large Language Models (LLMs). Where it appears: Reports page → Compare multiple valuations → AI Insights section (after enabling plugin) Supported LLM Providers:

• Groq (Free tier available) - Recommended for speed
• Google Gemini (Free tier available) - Good balance
• OpenRouter (Free tier available) - Multi-model access
• OpenAI (Paid) - GPT-4, GPT-3.5
• Anthropic (Paid) - Claude models

Configuration:

1. Select LLM Provider (dropdown with icons and “Free” badges)
2. Select Model (each provider has multiple models)
3. Enter API Key for selected provider
4. Save Configuration

Benefits:

• Automated insights from valuation data
• Trend analysis across multiple valuations
• Recommendations and observations
• Natural language explanations of patterns

See Valuations → Reports for usage details.

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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 AI Insights)
• 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. Feature disappears from pages (e.g., no AI Insights in Reports)

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Configuring a Plugin

Available for:

• AI Insights for Reports
• 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, AI Insights)

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 (AI Insights 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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AI Insights Configuration

Modal Structure:

• Title: “Configure AI Insights for Reports”
• LLM Provider dropdown with icons:
  • Groq (purple bolt icon, “Free” badge)
  • Google Gemini (blue sparkle icon, “Free” badge)
  • OpenAI (gray chip icon)
  • Anthropic/Claude (orange beaker icon)
  • OpenRouter (green chip icon, “Free” badge)
• Model dropdown (provider-specific models with badges):
  • Badges: Free, Recommended, Latest, Fast, Powerful
• API Key input (SecretInput with view/hide/copy)
  • Changes based on provider selection
  • Placeholders: sk-…, sk-ant-…, gsk_…, AIza…, sk-or-…
• Warning alert (if API key missing)
• Cancel and “Save Configuration” buttons

Validation:

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

Provider-Specific Models: Groq (Free):

• llama-3.3-70b-versatile (Recommended, Free)
• mixtral-8x7b-32768 (Free)
• gemma2-9b-it (Fast, Free)

Google Gemini (Free):

• gemini-2.0-flash-exp (Latest, Free)
• gemini-1.5-pro (Recommended, Free)
• gemini-1.5-flash (Fast, Free)

OpenAI (Paid):

• gpt-4o (Recommended)
• gpt-4o-mini (Fast)
• gpt-4-turbo

Anthropic (Paid):

• claude-3-5-sonnet-20241022 (Recommended)
• claude-3-5-haiku-20241022 (Fast)
• claude-3-opus-20240229 (Powerful)

OpenRouter (Free tier):

• Multiple models with free tier access

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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 Insights

• Location: Valuations → Reports page
• Section: AI Insights (after enabling plugin and selecting valuations)
• Trigger: Compare 2+ valuations
• See: Valuations → Reports

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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 AI Insights (Free)

1. Navigate to Platform → Plugins
2. Find “AI Insights for Reports” card
3. Click “Enable” button
4. Wait for status to change to “Enabled”
5. Click gear icon (⚙️) in card header
6. Select “Groq” (free) or “Google Gemini” (free)
7. Select recommended model (free badge)
8. Enter API key (get from Groq or Google AI Studio)
9. Click “Save Configuration”
10. Go to Valuations → Reports
11. Select 2+ valuations
12. See AI Insights section with analysis

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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 AI Insights)

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 (AI Insights)
• 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 (AI Insights)
• 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 Insights Not Appearing

Check:

• Plugin enabled (green “Enabled” badge)
• Reports permission granted
• Professional/Enterprise plan active
• Multiple valuations selected (2+ required)
• API key configured correctly

Fix:

• Enable AI Insights plugin
• Request Reports permission
• Upgrade plan
• Select at least 2 valuations
• Reconfigure 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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Next Steps