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?
Three fields on the one record you pick: Description, Next step, and — only when it can be inferred from the summary — Close date. It replaces what was there rather than appending, and it never creates a note, task, or activity or changes stage, amount, or owner. See Push a Summary to Your CRM.
Can Tenali update our CRM from chat?
Yes, with CRM write-back, which is off by default and enabled per workspace by Tenali — there's no admin toggle. 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. Disconnect/reconnect is a standard recovery path for stale or broken authorization states. Note that disconnecting a CRM in Tenali doesn't revoke Tenali's authorization inside HubSpot or Salesforce — for offboarding, remove it in your CRM's connected-apps settings too.
Our CRM shows Connected but chat has stopped using it. Why?
A revoked or expired CRM authorization still shows the Connected badge, and chat quietly answers from your meetings and knowledge base instead. Disconnect and reconnect the CRM to fix it. See CRM Issues.
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