Settings

Manage client logins, access, Val.ai API integrations and workspace preferences.

Client Logins—

Active—

Inactive—

Client Companies—

Client	User	User ID	Status	Modules	Peers	Contact Scope	Last Online
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Workspace

IR Command Center configuration.

Workspace name

Timezone

Theme

Password Security

Passwords are never stored in readable form.

Existing client passwords cannot be displayed because the database stores password hashes only. Admins can generate or set a new password, which is shown once immediately after reset.

Val.ai Integrations

Manage secure company-locked API credentials and branded Val.ai website widgets from one controlled workspace.

Company locked HTTPS only No Q&A content logs

Active Integrations — API keys and web widgets

Requests · 24h — API + client widget traffic

Requests · 30d — Combined rolling usage

Companies — With an active Val.ai integration

Integrations API keys and branded web widgets in one place.

POST

Production API api.valoremadvisors.com/api/valai/v1/chat

Company / Integration	Type	Access / Identifier	Status	Usage	Last Used	Limits
Open Val.ai to load integrations.

POST

Production chat endpoint https://api.valoremadvisors.com/api/valai/v1/chat

Bearer API key

Active Keys — Currently accepting requests

Requests · 24h — Across all API integrations

Requests · 30d — Rolling 30-day API usage

Companies — With an active API integration

Company / Integration	Key Prefix	Status	Limits	Usage	Last Used	Expires
Loading Val.ai API keys…

Company / Widget	Widget ID	Allowed Domain	Theme / Layout	Status	Usage	Last Used
Open Web Widgets to load integrations.

Client Login

Manage Client

Account

User details & status

Display Name

User ID

Company

Account ActiveInactive users cannot log in.

Manage Capital Market PeersAllow this login to modify peer configuration.

Module Access

Choose which tabs appear in the client workspace and whether editing is allowed

RAG Management

Choose who manages this company's knowledge base

Valorem Advisors managedFor full IR clients. The client sees a managed status only; document-level controls stay hidden. Client managedFor IR Command Center / technology clients. They can open scoped RAG document controls for their own company.

This changes only RAG responsibility. Widget creation, design, domains and activation remain controlled by Valorem Advisors.

Contact Visibility

Per-login sector access

Choose which contacts this specific user can browse. Selecting an industry includes every contact tagged to any sector inside that industry.

Show all contactsTurn this off to restrict the directory by industry or sector.

The contact visibility migration has not been installed yet. Install it before saving restricted access.

This is enforced on the server. Hidden contacts cannot be opened through the API or relationship history by changing a URL/contact ID.

Sector accessCheck a category for all sectors, or expand it for individual selection

Password

Securely hashed — reset to create and view a new password

Password available in this admin session

Password saved in this admin session ••••••••••••••••

Account Activity

Read-only

Last Online

Last Login (IST)

Created (IST)

User ID #

Company ID #

Val.ai API

Integration Guide

Connect a client website from its backend using the company-locked API key.

Keep the key server-sideNever expose vai_live_… in browser JavaScript, HTML, mobile bundles or public repositories.

MethodPOST

AuthenticationBearer API key

Content typeapplication/json

Company scopeLocked by key

Request body

{
  "question": "What are the main growth drivers?",
  "response_format": "markdown"
}

cURL

curl -X POST \
  https://api.valoremadvisors.com/api/valai/v1/chat \
  -H "Authorization: Bearer $VALAI_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"question":"What are the main growth drivers?","response_format":"markdown"}'

PHP

$ch = curl_init('https://api.valoremadvisors.com/api/valai/v1/chat');
curl_setopt_array($ch, [
    CURLOPT_POST => true,
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER => [
        'Authorization: Bearer ' . getenv('VALAI_API_KEY'),
        'Content-Type: application/json',
    ],
    CURLOPT_POSTFIELDS => json_encode([
        'question' => 'What are the main growth drivers?',
        'response_format' => 'markdown',
    ]),
]);
$response = curl_exec($ch);

Do not send company_name or company_id. Val.ai derives the company from the API key and rejects company overrides.