Turn support work into automation opportunities

DiscoveryEdge

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Automation opportunity and workflow discovery

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New analysis

Analyze a ticket export to find repeatable work you can automate.

Ticket analysis access Ticket analysis

Your account has Ticket Analysis access. Completed analysis reports are delivered to your email.

Complete an analysis first to request access.

Ticket export

Add a ticket export or drag it here CSV, XLSX, JSON, NDJSON, EML or MBOX

Personal data is redacted before analysis, and the file stays on this server.

Options

Source

Which columns your export uses

Anchors results to known intents

How it works

  • PII-aware Redaction before analysis
  • Offline-first Local embeddings and clustering
  • Ready to share Excel and PowerPoint reports

Workflow discovery

Workflow 1 of 1

No workflows selected

Select workflows on the Opportunities page to start discovery.

Workflow details

SOP required

Provide standard operating procedure details for this workflow.

Standard operating procedure

An SOP helps extract required inputs, business rules, target systems and validations before the discovery questions are generated.

Do you have an SOP for this workflow?
No SOP provided for this workflow. Discovery questions will rely on ticket evidence and candidate details.

Workflow details

In progress

Automate the workflow based on discovered process evidence.

SOP information

Workflow intelligence Discovered facts and answerability

Question 1 of 1

Workflow discovery review

All selected workflows completed

Results

Workflow discovery completed

All workflows discovered and finalized. Combined Excel has been automatically generated and saved to the results directory.

System settings

Manage data retention, upload limits, sessions and rate limits for this instance.

Data retention

Jobs and artifacts older than this are purged by retention sweeps.

Upload limits

Maximum allowed ticket dump payload size.

Per-user upload frequency cap.

Sessions and sign-in

Bearer token and cookie session expiration lifetime.

Per-IP brute force protection threshold.

Reporting

Currency symbol applied to benefit calculations.

Server environment

Set in the server configuration (environment variables or the .env file). Changing these needs a server restart.

Set in the server configuration: DISCOVERYEDGE_DATABASE_PATH

Set in the server configuration: DISCOVERYEDGE_RESULTS_DIR

Set in the server configuration: DISCOVERYEDGE_UPLOADS_DIR

Set in the server configuration: DISCOVERYEDGE_QUEUE_BACKEND (thread or redis)

AI configuration

Choose whether candidate names and descriptions use an LLM or deterministic offline refinement.

Provider

Checking

Discovery, embeddings, and clustering remain local. Gemini is used only for redacted candidate names and descriptions when all security gates allow it. The cloud LLM master gate (DISCOVERYEDGE_ALLOW_CLOUD_LLM) is set in the server configuration.

Model

Only these four Gemini text-generation models are available for candidate name and description refinement.

API key

Not set

Required only when Gemini is selected. Encrypted at rest using the local Fernet key; never logged or exposed.

Connection test

Verifies the API key and connectivity with Google Gemini without generating text or consuming tokens.

Save your changes first; the test uses the stored configuration.

Email configuration

Configure outbound SMTP delivery for analysis reports and access requests.

Delivery

Filesystem mode writes local messages; SMTP mode sends externally.

Selecting a preset fills in the server host, port and security.

SMTP server

SMTP password

Not set

Encrypted at rest with local Fernet cipher. For Gmail/M365, use an App Password.

Sender and notifications

Receives user access elevation requests and system notices.

Test delivery

Sends a test message to verify credentials, the TLS handshake and delivery. Every attempt is recorded in the email logs.

Usage and limits

Set the monthly defaults for every customer, and see what each customer has used. Months follow the UTC calendar.

Monthly defaults

Uploads allowed per customer each month. 0 means no limit. When a customer reaches it, new uploads are refused until next month.

Cloud AI spend per customer each month. 0 means no limit. At the budget, analyses still run but without AI-written text.

Customers with their own limits are not affected.

Usage by customer

System health

Live status of the database, storage, encryption and integrations.