Customization

Most buyer customization can be done from Settings without editing code.

Branding: app name, logo, favicon, colors, layout, and sidebar style can be adjusted from Settings.

Dashboard template picker showing premium dashboard starter templates — **Demo presets:** template and preset content can be tailored for the buyer ecosystem while keeping the trust-first BI companion story.

Branding

Change app name, logo, favicon, sidebar style, theme preferences, mail sender, and locale from the Settings panel.

Permissions

Use Roles and Permissions to control who can manage settings, connect databases, run SQL, export results, review documents, and manage advanced governance modules.

Integration Presets

Presets are pattern-based and editable. Add table patterns, sample questions, schema labels, dashboards, anomaly rules, and executive brief templates for your ecosystem.

Developer Extension Points

App\Services\InsightPilot\OpenAiService for AI calls.
AiSchemaContextBuilder for AI-safe schema context.
SqlGuardService for SQL safety checks.
IntegrationPresetService for ecosystem presets.
DemoTemplateService for demo package content.