Data workspace
Connections, datasets, exploration, mapping and readiness — the data foundation included in every product.
Data (/app/data) is the home of Data & integrations. Connections, datasets, exploration, semantic mapping and readiness are part of every Blocchi product. Blocchi Data+ is the upgrade for advanced governance and operations; you do not need it to connect and map data.
What lives here
| Page | Use it to |
|---|---|
| Data sources | Connect CRMs, warehouses, billing and files; monitor sync. |
| Integrations & coverage | See which parts of the commercial lifecycle are covered and where gaps remain. |
| Communication channels | Connect mailboxes, calendars and WhatsApp Business. |
| Explorer | Browse source records and their semantic view. |
| Mapping | Connect source fields to Blocchi's business concepts. |
| Quality and readiness | Find what blocks trustworthy analysis and define when a record is ready. |
One connection model
Connect a source once, then choose what Blocchi may use it for. An access policy per source decides which Blocchi layers may use it. That policy is in addition to roles, entitlements, connector capabilities and governed-action approvals.
Data setup agent
Data setup (/app/data/setup, admins) is a guided, agent-assisted flow:
- Inspect a real, already-connected source.
- Preview the governed defaults it would apply: datasets, mappings and readiness.
- Apply only after explicit confirmation.
The agent never invents a source and never asks for credentials in chat — connect sources through the secure connection flow first. Roles are re-validated on the server, a confirmation expires if the state changes, and every stage is audited.
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