Sagez AI Work Hub

Welcome, Consultant!

Here's your daily overview. Stay on top of your tasks, projects, and notifications.

Open Tasks

0

Due This Week

0

Active Projects

0

My Open Cases

—

Group Cases

—

Pending Time Entries

0

Notifications

0

This Week's Hours

0h

My Tasks

Task	Project	Status	Priority	Due Date	Progress

My Tickets

Case ID	Type	Summary	Customer	Status	Priority	SLA

My Projects

Project	Customer	Status	Health

Cases Assigned to My Groups

Case ID	Type	Summary	Customer	Group	Status	Priority

Recent Notifications

No new notifications. You're all caught up!

Total Processed

0

Automated

0

In Review

0

Failed / Returned

0

Avg API Latency (ms)

-

API Error Rate

-

Automation Rate

-

Queue Age (oldest)

-

Recent Tickets

Ticket ID	Status	Destination	Confidence	Processed

Ticket Detail

Open a ticket from Dashboard or Review Queue to inspect analysis, routing, execution, and raw runtime data.

Ticket ID

-

Lifecycle

-

Destination

-

Confidence

-

Endpoint

-

Correlation ID

-

Analysis

Analysis Summary

Routing Summary

Execution

Execution Summary

Review / Resolution

Raw Response

Payload

AI / Workflow

Process Ticket

Ticket Source

Priority

Payload

Review Queue

Ticket	Reason	Confidence	Owner	SLA	Actions

ITSM KPI Dashboard

One-page customer report for incidents, service requests, and problems, with presentation-ready service posture, SLA risk, and operational hotspots.

⚙ Filters

Period

Date Field

Customer

From

To

SAP System

Case Type

Portal Status

Source System

Select a period and scope to load the executive report. Hover ticket cards or rows to inspect detail without leaving the dashboard.

Customer-ready service report

0

Cases matched the selected scope. The dashboard highlights service level, backlog pressure, and the tickets that need immediate attention.

Service Level

0%

Open Backlog

0

Breach Rate

0%

Avg Resolution

0h

Risk Snapshot

Operational headline values for the selected scope.

Cases In Scope

0

Open Cases

0

Resolved / Closed

0

Awaiting Review

0

SLA Breached

0

SLA Expiring Soon

0

Unassigned

0

Avg Open Age (h)

0

Breach Rate

0%

Assignment Coverage

0%

Reopened Cases

0

First Response Breaches

0

Resolution Breaches

0

Breached SLA Items

0

SLA Near Expiry Items

0

Penalty Exposure

0

Trend

Daily volume, resolved output, and breach pressure across the selected period.

Total Cases Resolved Breached

Avg Resolution (h)

0

Avg Open Age (h)

0

Open Backlog

0

SLA Healthy

0

Service Posture

Visual mix of SLA posture and case type for quick customer presentation.

SLA Posture

Case Type Mix

SLA Breached Items

Hover a ticket row to inspect scope, SLA timing, and assignment detail.

Case	Customer	SLA	Breached	Overdue

SLA About To Expire

These items are still recoverable. Hover for due date context and ownership.

Case	Customer	SLA	Due At	Remaining

By Type

By Status

Top Customers

Top Systems

Top Assignees

Source Systems

Attention Needed

Hover any ticket to inspect risk, ownership, SLA window, and customer impact without opening the case.

Case	Customer	System	Status	Risk	Updated

Cases

Canonical ITSM incident, service request, and problem items replicated into the portal database.

Workspace Filters

Switch between table, card list, and Kanban to manage the case flow with reporting-style filters and agile execution.

⚙ Filters

Period

Date Field

Customer

From

To

SAP System

Case Type

Category

Subcategory

Portal Status

Source System

Assignment Group

Assignee

Ticket ID

Source Case ID

Billed

Billing Period

Order

Load the case ledger to inspect SLA, assignment, and sync history.

Ticket	Type	Category	Customer	Source	Status	Assignee	Updated	Actions

Create Case

Capture the business impact first, then complete routing and ownership details.

1

Issue Summary

What is the user or business trying to solve?

Summary

Description

2

Customer Context

Select the customer and affected landscape so routing starts with the right scope.

Customer

SAP System

Triage

Case Type

Priority

Category

Subcategory

Portal Status

Lifecycle State

Ownership

Assignment Group

Assignee

Billed

Mark this case as billable

Source

Ticket ID

Source Case ID

Source System

Case Detail

Identity

Ticket ID

Case Type

Portal Status

Updated At

Source System

Source Case ID

Lifecycle State

Review Status

Assignment & Contract

Customer

SAP System

Contract / SLA / Penalty

Financial

Coverage

Billable Amount

Effort Summary

Billing

Billed

Financial Updated

Billing Period

Billed By / At

Assignment

Group

Assignee

Pending On

Details

Destination

Summary

Description

Payload / Workflow Context

Source ITSM Sync

Push portal status to source ticket or pull latest status from source. Last sync: —

ITSM Connection

Source Ticket ID

Override Status (optional)

Comment / Note to send with push (optional)

Timeline

Time	Event	Status	Assignment	Note

History (Field-Level Changes)

No case selected.

Assignments

Assignee	Group	Started	Active

Consultant Time Entries

Consultant	Discipline	Billing	Hours	Amount	Note

Comments

Comment Type

Visibility

Comment Body

Created	Type	Visibility	Author	Body

Worklogs

Work Type

Visibility

Duration (min)

Worklog Body

Started	Type	Visibility	Author	Duration	Body

Attachments & Evidence

Attachment Type

Evidence Type

Visibility

Filename

Media Type

Note

Attach To

Optionally link the file to a specific comment while still keeping it visible in the case attachments list.

Upload File

Upload a file up to 5MB, or leave this empty and paste a text extract below.

Text Extract

Created	Type	Evidence	File	Linked To	Visibility	Size	Note	Actions

SLA

SLA	Status	Usage	Due	Breached	Completed	Elapsed

Sync Ledger

Time	Direction	Status	Error

No case selected. Open a case from the Cases page.

Case Details

Summary

Description

Resolution

Resolution data is integrated and visible to the customer.

Visible to Customer

Work Type

Minutes Spent

Estimate Lines

Discipline

Role

Hours

Rate

Currency

Coverage

Notes

Add Time Entry

Activity

Hours

Date

Billable

Transport Request(s)

Comma-separate multiple transport numbers.

Cutover Plan

Manual cutover required (transports cannot be imported automatically — requires manual DBA/Basis intervention)

SLA

No SLA data.

Classification

Priority

Pending On

Category

Subcategory

Impact

Urgency

Assignment

Customer & Source

Customer

SAP System

Contract / SLA

Requester

Affected User

Source System

Source Case ID

Lifecycle State

Ticket ID

Source ITSM Sync

ITSM Connection

Source Ticket ID

Override Status

Push Comment

Info

Note

Press Ctrl+S to save. Status changes save immediately.

My Timesheet

Click any day to log time or manage entries. Approve directly from the calendar.

Total Hours

0h

Entries

0

Pending Approval

0

All Entries This Period

Date	Project / Case	Activity	Hours	Status	Description

CRM Overview

Simple commercial control for managed-service customers: stakeholder map, active pipeline, and follow-up discipline tied to the existing customer and SAP system master data.

⚙ Filters

Customer

SAP System

Owner

Overview combines customer contacts, commercial opportunities, and next follow-up actions.

Active Contacts

0

Executive Sponsors

0

Open Opportunities

0

Weighted Pipeline

EUR 0.00

Activities Due

0

Overdue Actions

0

Renewals In Flight

0

Meetings / Workshops

0

Open Opportunities

Commercial items that can grow or protect the account.

Opportunity	Customer	Stage	Owner	Next Step	Value

Next Activities

Upcoming and overdue follow-ups that keep the account moving.

Activity	Owner	Due	Status	Link

CRM Workbench

Keep the commercial basics tight: who matters at the customer, what opportunity is active, and which next action is due.

⚙ Filters

Customer

SAP System

Owner

Opportunity Stage

Contacts

Sponsors, decision makers, billing contacts, and key users by customer.

Contact	Customer	Role	Owner	Last Interaction	Status	Actions

Opportunities

Upsell, renewal, assessment, and project motions tied to the customer base.

Opportunity	Customer	Stage	Prob.	Owner	Close	Value	Actions

Activities

Calls, meetings, follow-ups, proposal checkpoints, and renewal actions.

Activity	Customer	Owner	Due	Status	Link	Actions

Alerts

Search

Severity

SSE: Polling (disconnected)

Time	Severity	Message

Search

Level

Group

Status

Endpoint

Correlation / Queue

Internal Live: Off

Structured execution flow for endpoint calls and workflow/API activity.

Started	Status	Endpoint / Path	Correlation	Queue	Steps	Events	Last Event

Execution Timeline

Select an execution row above.

Time	Group	Event	Step	Result	Message

Raw JSON

Full per-node request/response traces (redacted) by correlation id.

Correlation ID

Step Name

Status

All login attempts — successful and failed — with user, IP, hostname, and timestamp.

User ID

Result

From Date

Timestamp	User	Result	Method	IP Address	Hostname	User Agent	Session

Delete old audit events and login history records to keep the database lean. A dry run shows what would be deleted without removing anything.

Delete records older than (days)

Tables

MCP Connections

Register MCP endpoints/tools that can be used by workflows. Auth methods supported: None, API Key, Bearer, Basic, Client Certificate.

Manage Types →

Name	Type	Endpoint	Auth	Scope	Health	Status	HTTP

LLM Models

Manage model providers and model profiles used by analyze/routing steps. Auth methods supported: API Key, Bearer, Basic, OAuth2 Client Credentials.

Provider	Model	Purpose	Default Use	Protocol	Auth	Status	HTTP

Portal AiSsistent

Choose the stored LLM profile used by the assistant drawer. Keep connection and authentication details on the LLM page and select the active assistant profile here.

Assistant Enabled

Assistant LLM Profile

Assistant Name

Launcher Label

Input Placeholder

Welcome Message

System Prompt

Include Current Page

Include Current Selection

Include Actor Profile

Persistent Across Pages

Remember History

Selected Profile Summary

No profile selected.

ITSM Connections

Manage source ticketing systems with API scenarios, documentation, and bidirectional status mapping.

System	Type	Base URL	Auth	Status	HTTP	Scenarios	Status Maps

Edit ITSM Connection

System Name

Type

Base API URL

Auth Method

Connection Status

API Key / Token

Username / Client ID

Password / Client Secret

Certificate Path

Private Key Path

Health Endpoint (Optional)

TLS Verification

Documentation — API notes, auth flow, field mappings, quirks, links to vendor docs

Map portal statuses ↔ source system statuses. both = push and pull. outbound = push only. inbound = pull only.

Portal Status	Source Status	Source Code	Direction	Default	Notes

Fetched statuses from source:

Workflow Builder

The workflow editor is loaded on demand.

Open the Workflow page to load the editor assets.

Endpoint Control

CRUD endpoint profiles and open each one in Endpoint Builder.

Path	Auth	Enabled	Actions	Former Builder

Open in new tab ↗

AI Operations

Operational view of every AI-assisted decision, cost, health, and orchestration run in the portal. Read-only. Drill into each row for the full record.

Time range

Decision type

Model profile

Loading…

No endpoint selected. Create a new endpoint here or open one from the Endpoint Control page.

Endpoint

Endpoint Path *

Enabled

Content Type

Authentication

Method

API Key Header

API Key

Bearer Token

Basic Username

Basic Password

Payload Validation

Max Payload (KB)

Required Fields (comma-separated — payload must include all)

Queue & Service Bus (global — applies to all endpoints)

Queue Enabled

Queue Name

Service Bus Connection String (leave blank to keep current)

Test Call

Test Payload JSON

Recent Queue Items (raw inbound payloads — stored in portal_queue_items.payloadJson)

Created	ID	Source	Status	Attempts	Error

Payload for

MCP Types

Capability catalog — the router reads each type's "when to use" copy to pick relevant MCPs for a case. Deployments live on the MCP page and are linked by typeId.

Name	Display	Scope	Cost class	Category	Deployments	Active

MCP Skills

Read-only viewer. Skills are file-based under src/workflow-templates/skills/ and edited via PR. Click a skill to see its full body.

Name	ID	Type	Bound MCP Type	Version	Body size	Active

MCP Observability

Cost attribution, router quality, and silent-miss detection over workflow runs. Default window: last 7 days.

From To

Cost by Step Type

Step	Calls	Tokens	Cost

Cost by LLM

Model	Calls	Tokens	Cost

Cost by Customer

Customer	Calls	Tokens	Cost

Cost by Workflow

Workflow	Calls	Tokens	Cost

Cost by Case (top 20)

Case	Calls	Cost

Router Quality by MCP Type

MCP Type	Selected	Votes	Positivity

Silent Misses (empty router selection but user upvoted anyway)

Run ID	Case	Customer	Vote	When

Alert Decision Rules

Decision matrix mapping alert category → KB tags + MCP type hint + defaults. Used by the decision_lookup step in ALM workflows. Rule priority is numeric; lower = higher priority when multiple rules match.

Priority	Category	Display	KB Tags	MCP Hint	Default Priority	Keywords	Active

Test Lookup

Simulate the decision_lookup step. Pass a category (from the LLM) and/or free text (alert title+description); see which rule wins.

Category

Free text (alert summary)

Master Data

Maintain customer, SAP, and ITSM case master data used by CMDB, workflow routing, contracts, SLA, and operational governance.

Customers

ID	Name	Code	Status	Actions

SAP Solutions

ID	Name	Category	Vendor	Version	Status	Actions

SAP Landscapes

ID	Customer	Name	Region	Status	Actions

SAP Systems

Register SAP systems and link each one to customer and solution catalog entries.

System ID	Customer	SID/Client	Environment	Base URL	Status	Actions

ITSM Contracts

Manage ITSM contracts with customer assignments, coverage status, billing currency, and default SLA/penalty policies.

Customer	Contract	Code	Coverage	Currency	Default SLA	Status	Actions

ITSM Assignment Groups

Manage team assignments and escalation groups for ITSM cases.

Customer	Group	Manager	Escalation	Members	Status	Actions

ITSM Escalation Rules

Define automatic escalation triggers for SLA breaches and thresholds.

Customer	Rule	Trigger	Delay	Level	Reassign To	Active	Actions

ITSM Closure Codes

Define resolution and closure codes used when resolving or closing cases.

Customer	Case Type	Code	Label	Requires Notes	Requires Impact	Active	Actions

Case Statuses

Define the portal status options shown in the case workspace pill bar and filters. Sequence orders them left-to-right; terminal statuses (e.g. Resolved, Closed) end the lifecycle. Customer can be left blank for a global default.

Customer	Case Type	Code	Label	Sequence	Terminal	Active	Actions

ITSM Business Calendars

Configure support windows, holidays, and timezone settings for SLA calculations.

Customer	Calendar	Timezone	Support Windows	Holidays	Status	Actions

ITSM SLA Policies

Define service level agreements with priority-based response and resolution targets.

Policy	Case Type	Assigned Customers	Response Targets	Resolution Targets	Calendar	Status	Actions

ITSM Penalty Policies

Configure financial penalties and compensation rules for SLA breaches.

Customer	Policy	Currency	Threshold Rules	Version	Status	Actions

ITSM Status Mappings

Map source system statuses to portal statuses with allowed transitions and lifecycle states.

Source System	Customer	Case Type	Source Status	Portal Status	Pending On	Allowed Next	Active	Actions

ITSM Source Mappings

Configure endpoint and source system integration mappings with contract, SLA, and assignment defaults.

Source System	Customer	Case Type	Endpoint	Contract	SLA	Sync Mode	Active	Actions

Case Taxonomies

Maintain the master-data categories, subcategories, priorities, and other taxonomy values used by incidents, service requests, and problems.

Customer	Type	Case Type	Code	Label	Parent	Active	Actions

Case Field Configuration

Configure field visibility, requirements, and permissions per case type. Controls which fields appear on Create, Edit, and View screens.

Select All

Database Connection

Health, metrics, backups, and restore for the configured database.

Engine -

Status - -

Database Size -

Server Version -

Host -

Port -

Database -

Schema -

User -

Last Backup No backup generated yet.

Table Sample

Schema	Table	Est. Rows	Size

Restore from Backup

Upload a portal-node SQL backup (.sql) to restore the database. PostgreSQL only — overwrites existing data in the schema.

Database SQL

Browse tables and preview data. SQL execution is read-only (SELECT / EXPLAIN).

Tables

Table ▲	Rows ↕	Size ↕

Table Preview

Select a table to preview rows.

Read-only SQL

Communications

Configure SMTP delivery, Microsoft 365 / Office 365 compatibility, Teams webhooks, and notification policies for portal events.

Email Delivery Enabled

Mail Provider Preset

SMTP Host

SMTP Port

Secure Socket

Require TLS / STARTTLS

Authentication Mode

From Name

From Address

Reply-To

SMTP Username

SMTP Password / App Password

OAuth Mailbox User

OAuth Tenant ID

OAuth Client ID

OAuth Client Secret

OAuth Scope

Use the Office 365 preset to lock `smtp.office365.com:587` with STARTTLS. OAuth2 is recommended for Exchange Online if password SMTP AUTH is restricted.

Teams Delivery Enabled

Teams Webhook Mode

Webhook URL

Default Notification Title

Use `workflow_webhook` for Power Automate / Teams Workflows style webhooks. Use `incoming_webhook` only if you still rely on a classic Teams connector webhook.

Delivery Policies

Choose which portal events are allowed to send email or Teams notifications when those channels are later wired into tasks, projects, cases, and approvals.

Functionality	Description	Email	Teams

Channel Tests

Test Email Recipient

Test Email Subject

Test Message

Notification Schedules

Schedule Teams (or other webhook) messages with daily digest, status summaries, or custom reports. Cron format: minute hour dom month dow

Name	Channel	Template	Cron	Timezone	Enabled	Last Run	Status	Actions

Access Roles

CRUD roles and configure feature permissions.

Role	Features	Actions

User Admin

CRUD users and assign roles. Click a user to view and edit details.

Open Standalone

User ID	Name	Email	Role	Active	Last Login

Edit User

User ID

Display Name

Email

Role

Password

Confirm Password

Active

Must Change Password

Compensation and billing parameters for this user. Visible only on this tab; not shown on the Profile tab.

Billing Configuration (R$)

Mode

Rate (R$)

Time	Result	Method	IP	User Agent

Customer Users

Manage customer-facing portal accounts. Customer users can only view cases assigned to their customer.

User ID	Customer	Name	Email	Active	Last Login	Actions

My Cases

View and track cases assigned to your organization.

Ticket	Summary	Type	Status	Priority	Assignee	Updated	Actions

Automation Dashboard

Overview of workflow execution statistics, recent failures, and automation health.

Total Runs

0

Success

0

Failed

0

Avg Duration

—

Pending Approvals

0

Total Tokens

0

Est. Cost (USD)

$0.00

Recent Failures

Run ID	Endpoint	Status	Error	Started	Duration

Jobs

Scheduled automation, maintenance, notification delivery, and queue workers in one operational view.

Total Jobs

0

Active

0

Warnings

0

Errors

0

Disabled

0

Runtime Jobs

Job	Status	Schedule	Last Evidence	Notes	Actions

Notification Schedules

Name	Status	Template	Cron	Last Run	Targets	Actions

Recent Auto-Assignment Decisions

Case	Status	Mode	Selected User	Reason	Executed

E2E Readiness

Checks whether an endpoint can receive an alert, resolve tenant context, find its workflow, and use healthy LLM/MCP/ITSM profiles.

Endpoint

Source system

Sample payload

Path	Endpoint	Resolver	Workflow	LLM	MCP	ITSM	Last Run

Knowledge Base

Create and manage knowledge articles used by the RAG pipeline and searchable by users.

Import Knowledge Templates File-based starter articles in src/knowledge-templates/. Select templates to import as new KB articles.

Scope to customer SAP system Overwrite existing

	ID	Title	Type	Tags	Size

Articles

0

Total Chunks

0

Indexed

0

ID	Title	Type	Scope	Chunks	Status	Indexed	Updated

SLA Compliance

Service level compliance rates, active breaches, and penalty exposure across all customers.

First Response Compliance

—

Resolution Compliance

—

FR Breached

0

Res Breached

0

Currently Running

0

Currently Paused

0

Avg Resolution (min)

—

Penalty Exposure

0

Active Breaches

Case	Type	Customer	Priority	SLA	Breached At	Elapsed (min)	Assignee

Billing Review

Review which closed/resolved cases haven't been billed yet, group them by customer, and bulk-mark them billed for a specific period.

Billing Period Customer Closed by Include open

No cases selected.

Accounts Payable

Manage company payables — create manually, import from Excel, track payments and due dates.

Payables

0

real records

Recorded

BRL 0.00

all loaded payables

Paid

BRL 0.00

confirmed payments

Due

BRL 0.00

open balance

Forecast

BRL 0.00

forecast hidden

Due + Forecast

BRL 0.00

open balance plus forecast

Overdue

0

none overdue

Ref	Description	Supplier	Category	Due	Amount	Paid	Notes	Status

Payment History

Date	Amount	Method	Reference	Status
Loading…

Recurring Payables

Define recurring obligations such as rent, utilities, and subscriptions. Payables are generated automatically each period.

Name	Supplier	Amount	Frequency	Next Due	Last Generated	Notes	Status	Actions
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Dashboard

Welcome, Consultant!

My Tasks

My Tickets

My Projects

Cases Assigned to My Groups

Recent Notifications

Create Task

Recent Tickets

Ticket Detail

Ticket Detail

Analysis

Execution

Raw Response

Process Ticket

Review Queue

ITSM KPI Dashboard

Risk Snapshot

Trend

Service Posture

SLA Breached Items

SLA About To Expire

By Type

By Status

Top Customers

Top Systems

Top Assignees

Source Systems

Attention Needed

Cases

Workspace Filters

Create Case

Issue Summary

Customer Context

Additional Details

Case Detail

Identity

Assignment & Contract

Financial

Billing

Assignment

Details

Timeline

History (Field-Level Changes)

Assignments

Consultant Time Entries

Comments

Worklogs

Attachments & Evidence

SLA

Sync Ledger

My Timesheet

All Entries This Period

CRM Overview

Open Opportunities

Next Activities

CRM Workbench

Contacts

Opportunities

Activities

Alerts

System Logs

MCP Connections

Edit MCP

LLM Models

Edit LLM

ITSM Connections

Edit ITSM Connection

Workflow Builder

Endpoint Control

MCP Types

Edit Type

MCP Skills

Skill

MCP Observability

Cost by Step Type

Cost by LLM

Cost by Customer

Cost by Workflow

Cost by Case (top 20)