> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valiyou.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plugins

> Enable and configure powerful extensions for valuations and analytics

<Frame>
  <img src="https://mintcdn.com/valiyou/FzK1IyfyMXvVCNqX/images/platform/plugins/overview.png?fit=max&auto=format&n=FzK1IyfyMXvVCNqX&q=85&s=f196c92560ca0518257d8ce82f76e834" alt="Plugins" width="2732" height="2048" data-path="images/platform/plugins/overview.png" />
</Frame>

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

## Accessing Plugins

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

<Note>
  **Permission Required**: Plugins permission or Admin access required to enable/disable and configure plugins.
</Note>

## Available Plugins

### Universal CSV Importer

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/universal-importer.png" alt="Universal CSV Importer" />
</Frame>

<Note>
  **Plan Required**: Professional or Enterprise plan
  **Permission Required**: Sponsors permission (write access)
</Note>

**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

<Tip>
  **Salesforce Users**: Export Account and Contact reports from Salesforce, then import directly into Valiyou with automatic field mapping.
</Tip>

See [Universal CSV Importer](/platform/plugins/universal-importer) for complete documentation.

***

### AI Insights for Reports

<Frame>
  <img src="https://mintcdn.com/valiyou/bme4uBVda-gSNaiC/images/platform/plugins/ai-insights.png?fit=max&auto=format&n=bme4uBVda-gSNaiC&q=85&s=c153ff8aca5b83a3a0f2f21d103b7ef9" alt="AI Insights Configuration" width="2732" height="2048" data-path="images/platform/plugins/ai-insights.png" />
</Frame>

<Note>
  **Plan Required**: Professional or Enterprise plan
  **Permission Required**: Reports permission + Plugins permission
</Note>

**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

<Tip>
  **Free Options**: Groq, Google Gemini, and OpenRouter offer free tiers - perfect for trying AI Insights without cost.
</Tip>

See [Valuations → Reports](/valuations/reports#ai-insights) for usage details.

***

### Cash Flow Visualization (Sankey)

<Frame>
  <img src="https://mintcdn.com/valiyou/79vGKWDxliC_M7_9/images/platform/plugins/cash-flow-sankey.png?fit=max&auto=format&n=79vGKWDxliC_M7_9&q=85&s=594ab029f4a3134063a4743e92745b39" alt="Cash Flow Sankey Chart" width="2732" height="2048" data-path="images/platform/plugins/cash-flow-sankey.png" />
</Frame>

<Note>
  **Plan Required**: Professional or Enterprise plan
  **Permission Required**: Automatically available with plan
</Note>

**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](/valuations/valuation-details#cash-flow-visualization) for usage details.

***

### SocialDeepDive

<Frame>
  <img src="https://mintcdn.com/valiyou/ux0zz1iq7uaIoUzc/images/platform/plugins/social-deep-dive.png?fit=max&auto=format&n=ux0zz1iq7uaIoUzc&q=85&s=80a88d27a4cf8152976307eb06afefe6" alt="SocialDeepDive Configuration" width="2732" height="2048" data-path="images/platform/plugins/social-deep-dive.png" />
</Frame>

<Note>
  **Plan Required**: Professional or Enterprise plan (Feature in development)
  **Permission Required**: Plugins permission
</Note>

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

<Frame>
  <img src="https://mintcdn.com/valiyou/dqPWFV11rqrXGbNC/images/platform/plugins/social-deep-dive-usage.png?fit=max&auto=format&n=dqPWFV11rqrXGbNC&q=85&s=315131397b75a04a720a8fbdfce11f77" alt="SocialDeepDive in Valuation Form" width="2732" height="2047" data-path="images/platform/plugins/social-deep-dive-usage.png" />
</Frame>

**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

<Info>
  **Coming Soon**: SocialDeepDive is currently in development. Enable the plugin to get early access when available.
</Info>

***

## Plugin Management

### 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

<Warning>
  **Demo Mode**: Plugin actions are blocked in demo mode. Upgrade to enable/disable plugins.
</Warning>

### 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)

<Info>
  **Reversible**: Disabling a plugin removes features but preserves configuration. Re-enabling restores settings.
</Info>

### 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

<Tip>
  **Live Updates**: Configuration changes apply to all future uses immediately. Existing reports/valuations remain unchanged.
</Tip>

## Plugin Cards

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

### 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

### 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

<Info>
  **Auto-Check**: Plugin health is checked automatically. Refresh page to see latest status.
</Info>

## Configuration Modals

### 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

<Tip>
  **Free Trials**: All providers offer free trials or tiers. Start with Groq or Gemini for cost-free testing.
</Tip>

### 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

### 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

<Info>
  **Default**: All platforms enabled by default. Uncheck to disable specific platforms.
</Info>

## Permissions

| Plugin                      | Plan Required           | Permission Required | Can Configure |
| --------------------------- | ----------------------- | ------------------- | ------------- |
| **Universal CSV Importer**  | Professional/Enterprise | Sponsors (write)    | No            |
| **AI Insights**             | Professional/Enterprise | Reports + Plugins   | Yes           |
| **Cash Flow Visualization** | Professional/Enterprise | Plugins             | Yes           |
| **SocialDeepDive**          | Professional/Enterprise | Plugins             | Yes           |

<Note>
  **Admin Access**: Admins can always enable/disable/configure all plugins regardless of specific permissions.
</Note>

## Where Plugins Appear

### Universal CSV Importer

* **Location**: Sponsorships → Sponsors page
* **Section**: "Import from CSV" button (top right)
* **Trigger**: Click import button
* **See**: [Universal CSV Importer](/platform/plugins/universal-importer)

### AI Insights

* **Location**: Valuations → Reports page
* **Section**: AI Insights (after enabling plugin and selecting valuations)
* **Trigger**: Compare 2+ valuations
* **See**: [Valuations → Reports](/valuations/reports#ai-insights)

### Cash Flow Visualization

* **Location**: Valuations → Valuation Details page
* **Section**: Sales section (or configured position)
* **Trigger**: View any valuation
* **See**: [Valuations → Valuation Details](/valuations/valuation-details#cash-flow-visualization)

### SocialDeepDive

* **Location**: Valuations → New Valuation, Valuation Details
* **Section**: Social media data input/analysis
* **Trigger**: Creating or viewing valuations
* **See**: [Valuations → Create Valuation](/valuations/create-valuation#social-deepdive)

## Common Use Cases

### 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](https://console.groq.com) or [Google AI Studio](https://aistudio.google.com))
9. Click **"Save Configuration"**
10. Go to **Valuations** → **Reports**
11. Select 2+ valuations
12. See AI Insights section with analysis

### 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

### 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

## Troubleshooting

### 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](/platform/billing/billing)
* Request Plugins permission from admin
* Upgrade from demo mode
* Request missing permissions (Reports, etc.)

### 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

### 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

### 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

### 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

## Next Steps

<CardGroup cols={2}>
  <Card title="Enable AI Insights" icon="brain" href="/platform/plugins/ai-insights">
    Get free API keys and try AI-generated insights
  </Card>

  <Card title="Customize Sankey" icon="chart-network" href="/platform/plugins/cash-flow-visualization">
    Adjust visualization to match your brand
  </Card>

  <Card title="Explore SocialDeepDive" icon="share-nodes" href="/platform/plugins/social-deep-dive">
    Enable for future social media features
  </Card>

  <Card title="Import from CSV" icon="file-import" href="/platform/plugins/universal-importer">
    Import sponsors and contacts from CRM systems
  </Card>

  <Card title="View Reports" icon="chart-bar" href="/valuations/reports">
    Use AI Insights in your valuation reports
  </Card>
</CardGroup>

<Tip>
  **Start Free**: All AI Insights providers offer free tiers or trials. Try Groq or Google Gemini first to test AI Insights without cost.
</Tip>