FAQ: Sources & Integrations
Common questions about data ingestion, integration setup, and source quality management.
Sources
Which source types are supported?
File uploads, Google Drive, OneDrive, SharePoint, Notion, Slack channels, URL sources, and imported meetings (from Fireflies and Gong).
How many sources should we start with?
Start with a curated core pack (pricing, product overview, security, implementation docs), then expand.
Why are answers low quality even with many sources?
Quantity is not enough. Duplicates, stale docs, and noisy sources reduce answer quality.
How often should sources be refreshed?
At least monthly for stable content, and immediately after major pricing/product/security changes.
Integrations
Which CRM integrations are supported?
Salesforce and HubSpot.
Is the CRM connection shared across our workspace?
No. Every person connects their own CRM account, and each person can have one CRM at a time — so two teammates can even be on different CRMs. Admins can't connect, view, or disconnect a teammate's CRM. See How CRM Connections Work.
Does Tenali sync our CRM?
No. There's no scheduled sync and no background import, and CRM records aren't added to your knowledge base or search index — Tenali reads from your CRM live, at the moment you ask, through your own login and under your own permissions.
What does pushing a summary actually write?
Push opens a side panel where Tenali finds the company and deal for that meeting and proposes the update: usually the meeting logged as a note, the next step, and any deal fields the call changed. Anything that moves your forecast waits for your approval, and the record's owner is never touched. With Salesforce connected, Tenali drafts the update for you to paste. See Push a Summary to Your CRM.
Can Tenali update our CRM from chat?
Yes, on HubSpot, with CRM write-back. It's available as soon as someone has a healthy HubSpot account connected to their own login — there's no admin toggle, no plan tier, and nothing to request. With Salesforce, chat answers from your records and drafts updates for you to paste. Changes that need review are shown on a card for your approval before anything is written; a batch of purely additive changes can be written without one. See Update Your CRM from Chat.
What if OAuth opens but connection never completes?
Check popup permissions, retry full flow, and review Integration Issues — or CRM Issues for Salesforce and HubSpot.
Can we disconnect and reconnect integrations safely?
Yes. When a CRM authorization breaks, its row shows Needs reconnect with a Reconnect button, so you don't have to disconnect first. Disconnecting a CRM also asks the identity provider that holds your stored authorization to revoke it. For offboarding, revoke the connection from the CRM's own connected-apps settings as well — that's where you can confirm it's gone.
Chat has stopped using our CRM. Why?
Your CRM ended Tenali's access (a password change, an admin revoke or an expired session). The CRM's row on the Integrations page shows an amber Needs reconnect badge with the reason, and chat answers from your meetings and knowledge base until you click Reconnect and sign in again. See CRM Issues.
Was this page helpful?