Frequently Asked Questions
Find answers to common questions about Archevi. Can't find what you're looking for? Contact support.
Quick Navigation
- AI Chat & RAG Queries (5 questions)
- Administration (3 questions)
- Analytics & Usage Tracking (4 questions)
- Authentication & Security (4 questions)
- Billing & Pricing (3 questions)
- Document Management (6 questions)
AI Chat & RAG Queries
How do I ask questions about my documents?
Simply type your question in natural language in the chat interface. Archevi will:
- Search your documents for relevant information
- Synthesize an answer from multiple sources
- Cite which documents the answer came from
Example questions:
- "When does my car insurance expire?"
- "What's Grandma's apple pie recipe?"
- "Show me all medical records for 2024"
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/rag_query_agent
How does the AI agent work?
The RAG (Retrieval-Augmented Generation) agent:
- Analyzes your question to determine search strategy
- Searches documents using semantic similarity
- Can also search PDF pages for visual content (charts, signatures)
- Generates a response grounded in your actual documents
- Never makes up information not in your documents
Why does the AI sometimes not find information I know exists?
Several reasons this might happen:
- The document hasn't been embedded yet (check processing status)
- The question uses different terminology than the document
- The document is an image without OCR text extraction
- Try rephrasing your question or being more specific
How do I retrieve past conversations?
Click the chat history icon to see previous sessions. Each session includes:
- All messages exchanged
- Source documents cited
- Timestamps
API Endpoint
GET /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/get_conversation_history
Can I use voice to ask questions?
Yes! Archevi supports voice input:
- Click the microphone icon to record
- Audio is transcribed using Groq Whisper
- Responses can be read aloud using ElevenLabs TTS
Administration
How do I view admin activity logs?
Security audit logs track:
- Tenant configuration changes
- User management actions
- Backup operations
- API key usage
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/admin/get_admin_audit_logs
How do I manage database backups?
Backups are automatic, but you can:
- View available backups
- Trigger manual backup
- Restore from backup (with confirmation)
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/admin/list_backups
How do I list all families/tenants?
Admin endpoint for multi-tenant management:
Returns all families with member counts, document counts, and plan info.
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/admin/list_tenants
Analytics & Usage Tracking
How do I monitor usage and quotas?
The Usage dashboard shows:
- Storage used vs limit
- AI tokens consumed this month
- Queries made vs limit
- Per-member breakdown
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/get_usage_stats
How do I analyze query patterns?
Query analytics show:
- Most common questions asked
- Average response times
- Error rates by type
- Model usage breakdown (Groq vs Cohere)
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/get_query_stats
How do I track API costs?
Cost tracking by provider:
- Cohere (embeddings + reranking)
- Groq (chat completions)
- ElevenLabs (text-to-speech)
Breakdown by day, operation type, and tenant.
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/get_api_costs
How do I forecast future costs?
Cost projections based on:
- Historical usage trends
- Growth rate analysis
- Budget alerts when approaching limits
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/get_cost_projections
Authentication & Security
How do I log in?
POST to the login endpoint with email and password:
Returns JWT token valid for 24 hours.
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/auth_login
How do users reset their passwords?
- Click "Forgot Password" on login
- Enter email address
- Receive reset link (valid 1 hour)
- Set new password
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/auth_request_password_reset
How do I enable two-factor authentication?
- Go to Settings > Security
- Click "Enable 2FA"
- Scan QR code with authenticator app
- Enter verification code
- Save backup codes securely
What happens if I lose my 2FA device?
Use one of your backup codes to log in, then:
- Disable 2FA
- Re-enable with new device
Contact support if you've lost backup codes.
Billing & Pricing
What plans are available?
| Plan | Price | Storage | AI Queries | Members |
|---|---|---|---|---|
| Free | $0/mo | 1 GB | 50/month | 2 |
| Family | $9/mo | 10 GB | 500/month | 5 |
| Family+ | $19/mo | 50 GB | Unlimited | 10 |
| Family Office | $49/mo | Unlimited | Unlimited | 25 |
How do I upgrade my plan?
- Go to Settings > Billing
- Select new plan
- Enter payment details
- Upgrade is instant
What happens if I exceed my limits?
- Storage: Can't upload new documents
- AI queries: Queries pause until next month
- Upgrade anytime to resume immediately
Document Management
How do I search documents semantically?
Use the search bar or chat to search by meaning, not just keywords. Archevi uses AI embeddings to find documents that are conceptually related to your query.
Examples:
- "life insurance" will find "term policy" and "coverage documents"
- "tax documents" finds "W-2", "1099", and "tax return"
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/search_documents
How do I filter searches by category or date?
Use advanced search to combine:
- Categories: Insurance, Medical, Financial, Legal, etc.
- Date range: Created/expiry dates
- Tags: Custom labels you've applied
- Family member: Documents assigned to specific people
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/search_documents_advanced
How do I find documents expiring soon?
The Expiring Documents view shows:
- Documents expiring in the next 7/30/90 days
- Grouped by urgency (critical, soon, upcoming)
- Automatic notifications via email
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/get_expiring_documents
How does document versioning work?
Archevi maintains version history for documents:
- Every edit creates a new version
- View previous versions anytime
- Rollback to any previous version
- See who made changes and when
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/documents/get_document_versions
How do I bulk upload documents?
Several options:
- ZIP upload: Upload a ZIP file with multiple documents
- Email forwarding: Forward emails with attachments to your family inbox
- API: Use the bulk upload endpoint for programmatic access
How does autocomplete work?
As you type in search, Archevi suggests:
- Document titles matching your query
- Tags you've used
- Family member names
- Recent successful searches
API Endpoint
POST /api/w/family-brain/jobs/run_wait_result/p/f/chatbot/get_search_suggestions