SASVA
User Guide
SASVA Canvas 4.0.7
Persistent Systems
End-User Documentation

SASVA Canvas — User Guide

A complete guide to accessing and using SASVA Canvas — the AI-powered product planning & business intelligence platform — across web, desktop and mobile.

Internal engineering & process documentation  •  Persistent Systems

§Table of Contents

1Introduction

Welcome to the User Guide for SASVA Canvas. SASVA Canvas is a secure, AI-powered platform that connects to your documents, websites and enterprise systems and turns them into actionable intelligence — all from a single, conversational workspace. It combines multi-agent AI, graph-augmented Retrieval-Augmented Generation (RAG) and a deterministic ROI engine to support analysis, planning and decision-making.

A defining feature is data sovereignty: SASVA Canvas is designed to run on-premise (including air-gapped networks) so your business data, code and documents never leave your organisation. It is available as a Web application, a Desktop application (Windows, macOS, Linux) and a Mobile application (iOS & Android), all sharing the same secure backend.

10+AI agents
20+Integrations
20+Operations
3Platforms (web / desktop / mobile)

2What SASVA Canvas Can Do

Ask & get grounded answersChat with your workspace content; answers are grounded in your indexed documents and returned with citations to the source.
Multi-agent intelligenceRetrieval, knowledge-graph, web-search and verification agents work in parallel to gather and fact-check context before an answer is generated.
Extended ThinkingSee the AI's visible reasoning process for complex analysis tasks.
Market researchReal-time competitive and market analysis (Google Trends, News, Scholar) via SerpAPI for current, time-sensitive questions.
Release planning & estimationGenerate use cases, break down EPICs / stories, estimate effort (SASVA or Advanced Estimation Engine), and publish to JIRA / Aha! / Asana / Azure DevOps.
ROI & business valueDeterministic 8-factor ROI analysis with ROI %, payback, NPV, IRR, 3-year TCO, industry benchmarks and what-if scenarios.
Code & process assessmentAnalyse code quality, technical debt, security and development processes via the Assessment Portal, with a live pipeline visualiser.
Reports & diagramsExport polished reports in PDF, HTML, DOCX, PPTX and Markdown, and generate images, architecture diagrams and flowcharts from chat.
Discovery & Planning (Genesis)Embedded Genesis experience for discovery workflows, with project context passed from your Product workspace.
Team collaborationShare AI responses and reports for review with inline comments, version tracking and role-based approval.

3Accessing SASVA Canvas

  1. Web: open the SASVA Canvas URL provided by your administrator (e.g. https://canvas.yourcompany.com or http://localhost:3300) in a modern browser.
  2. Desktop: launch the installed SASVA Canvas desktop app (Electron) and sign in.
  3. Mobile: open the SASVA Canvas app, enter your organisation's server URL, and sign in.
  4. Sign in with your email & password, or via Single Sign-On (SSO) if your organisation uses Azure AD / SAML. The desktop app uses native Azure AD SSO with the secure PKCE flow.
Tip: If SSO is enabled, use the "Sign in with your organisation" option — you are redirected to your company's identity provider and returned to SASVA Canvas automatically. The very first user to register on a new deployment automatically becomes the Super Admin.

4First-Time Setup

These steps are usually completed once, by an administrator:

  1. Navigate to the SASVA Canvas URL and create the first account (becomes Super Admin). If a default administrator account was provisioned by your deployment, change its password immediately after first login.
  2. Configure the AI provider in Settings → AI Provider (SASVA, AWS Bedrock, Anthropic or OpenAI).
  3. Set up your organisation / tenancy in Settings → System Configuration (single- or multi-tenant).
  4. Optionally configure Search API (SerpAPI), Estimation Engine, Report Formatting, Email (SMTP) and Telemetry.
  5. Invite users and create your first workspace.

5Workspaces Explained

Everything in SASVA Canvas happens inside a workspace. You can also create focused sub-workspaces for specific topics or projects. There are two types:

FeatureProduct WorkspaceBusiness Workspace
Best forSoftware product teams & release planningBusiness analysis, research, proposals
Project typeBrownfield / GreenfieldBusiness vertical
Connected systemsProcess management (JIRA/Asana/Aha!/Azure DevOps), code repos (GitHub/GitLab/Bitbucket/Local), ticketing (ServiceNow/Zendesk), documentation (Confluence/SharePoint)Documents (SharePoint/Confluence/Drive/Notion/Local), CRM (Salesforce/HubSpot/Dynamics), communication (Slack), research (URLs)
RAG supportCode + DocsDocuments + Web
Estimation engineSASVA / Advanced
Key operationsRelease planning, ROI, backlog, code & process assessment, discovery & planningRAG chat, market research, proposals, presentations, customer & competitive analysis
Publish to JIRA
Sharing✅ Viewer / Editor / Admin✅ Viewer / Editor / Admin

6Creating a Workspace

  1. On the Dashboard, click Create Workspace and choose Product or Business.
  2. Give it a name and description. Workspace names are validated for uniqueness.
  3. Business: upload documents or connect document sources. Product: connect a code repository (remote Git or a local-folder ZIP) and/or process-management, ticketing and documentation tools.
  4. Wait for indexing to complete — a status indicator shows progress; large repositories clone in the background so you can keep working.
  5. Start chatting or launch an operation.

7Using a Business Workspace

7.1 Upload & index content

Click Upload to add files — 16+ formats including PDF, Word, Excel, PowerPoint, HTML, CSV, Markdown, JSON and images (up to 500 MB per file). Files are parsed, semantically classified, chunked and embedded for retrieval. You can also paste a URL for inline web-page analysis, or paste an image for OCR.

7.2 Chat with your content

Type a question in the chat box. SASVA Canvas retrieves relevant passages, verifies them with its agents, and generates a grounded answer with citations. Turn on Extended Thinking for complex reasoning, and use voice dictation to speak your query. Casual messages (e.g. "hi") get an instant fast-path reply without the full retrieval cycle. You can stop a streaming response at any time.

7.3 Web search & current information

For time-sensitive or "latest" questions, the Web Search agent automatically fetches current information (via SerpAPI) and the Latest-Check agent assesses recency, so you get up-to-date, date-aware answers.

7.4 Business operations

Beyond chat, Business workspaces offer guided operations: Create Proposal, Business Analysis, Meeting Preparation, Create Presentation, Customer Analysis (with CRM), and Competitive Research.

8Using a Product Workspace

8.1 Connect your sources

Add a remote Git repository (GitHub, GitLab, Bitbucket) or upload a local folder as a ZIP to use as the code repository. Connect process-management (JIRA / Aha! / Asana / Azure DevOps), ticketing and documentation tools as needed. You can revisit and edit earlier setup steps at any time.

8.2 Available operations

Release PlanningMarket InsightsROI & Business ValueBacklog AssessmentCode AssessmentProcess AssessmentTechnical DebtSecurity ReviewCapacity PlanningDiscovery & Planning

9Release Planning & Estimation

Launch Release Planning to turn objectives into a plan:

1 · Use casesAI generates use cases from your context
2 · EPIC / StoryBreak down into EPICs & stories
3 · EstimateEffort estimation (SASVA or Advanced)
4 · AssignAssignable users & timelines
5 · PublishPush to JIRA / Aha! / Asana / Azure DevOps

Which estimation engine is used? SASVA Canvas selects automatically based on your setup. In summary:

You can view past estimations (synced with SASVA Studio) and attach a document to describe a feature for estimation.

10ROI & Business Value

The ROI Analysis operation turns a backlog into an investment-grade decision artefact. Select backlog items; the engine pulls relevant signals per item (JIRA, code, tickets, docs, CRM, market insights), scores each item across 8 deterministic factors, runs financial synthesis, compares to industry benchmarks, and returns a recommendation with low / mid / high projections. Every number is reproducible from formulas — the AI only writes the narrative.

The 8 factorsFinancial outputsControls
Revenue Impact · Cost Reduction · Customer Retention · Competitive & Market Position · Strategic Alignment · Implementation Cost · Risk Assessment · Customer Demand ROI % · Payback (months) · NPV · IRR · Annual Benefit · Implementation Cost · 3-year TCO · Industry benchmark percentile Scenario toggle (Conservative / Moderate / Optimistic) · What-if levers · Factor weights · Industry domain · Session-only CRM/ticket sources

A live pipeline dialog shows each item move through gather → analyze → done, and every score exposes the exact signals behind it (source, value, confidence) plus a confidence level and % real data. After a feature ships you can record actuals in the Tracking panel to measure predicted-vs-actual accuracy.

11Assessments & Discovery

12The AI Agents

SASVA Canvas uses specialised agents that collaborate on every request:

AgentWhat it does
Document (RAG) AgentSemantic search across indexed documents/code via LanceDB, with reranking.
Knowledge Graph AgentLooks up entities, relationships and cross-document connections.
Web Search AgentReal-time web search for current information (SerpAPI).
Fact Service AgentQueries an external verified knowledge base as a prioritised source of truth.
Verify AgentValidates relevance & accuracy of retrieved context.
Fact-Check AgentCross-references claims against known data / sources.
Latest-Check AgentAssesses recency & timeliness of information.
Business Analyst / Product Manager / ArchitectProduct-role agents for market, feature and technical analysis.
ROI Analysis / Formatter / Reviewer / Image agentsDeterministic ROI scoring, report formatting, quality review, and image/diagram generation.

13Reports, Images & Collaboration

14Roles & Permissions

RoleScope & capabilities
Super AdminPlatform-wide: all tenants, system configuration, organisations, server settings, AI provider, users, maintenance, destructive cleanup.
Tenant AdminAdministers their organisation: users, AI provider, integrations, estimation, search, telemetry, report formatting, email, maintenance.
AnalystCreates & manages workspaces; runs operations; shares work; profile-only settings.
ViewerRead-only access to workspaces shared with them.
ActionSuper AdminTenant AdminAnalystViewer
View workspacesAll tenantsOwn tenantOwn tenantShared only
Create / edit / delete workspace✅ (own)
Share workspace
User management
System configuration / tenants
AI provider settings

15Responsible & Safe Use (Human Oversight)

SASVA Canvas is a decision-support tool, not a decision-maker. Always apply human judgement:

  • Grounded answers include citations — review the cited sources for anything important.
  • For low-confidence questions, SASVA Canvas asks clarifying questions or presents options rather than guessing.
  • Numeric outputs from the ROI and Estimation engines are deterministic; the AI only narrates them, and each result shows a confidence level and % real data.
  • Only upload data you are authorised to process; respect your organisation's data-handling policy.
  • Escalate to a human expert for consequential decisions (financial, legal, security, HR).

16Feedback & Incidents

SASVA Canvas provides several complementary channels for sharing feedback and reporting incidents, so you can use whichever suits the situation — a quick in-product rating, an email to support, product telemetry, a formally tracked support ticket, or (for administrators) the system's detailed logs, which help pinpoint the reason for a failure.

16.1 In-product response feedback (👍 / 👎)

This is the fastest way to signal answer quality and is captured per response alongside its sources.

16.2 Support email

For questions, feature requests, errors or data concerns, email the support team at support@accelerite.com. Include a clear description, the workspace name, the approximate time, and attach screenshots where possible so the team can reproduce and triage the issue quickly.

16.3 Product telemetry (PostHog)

SASVA Canvas integrates PostHog product telemetry (and an optional telemetry gateway). Beyond usage analytics, telemetry captures feedback signals — thumbs-up/down events, feature usage and errors — that feed the admin platform-metrics and Lifecycle dashboards, helping the team spot problems and prioritise improvements even when they are not reported manually. Telemetry is subject to your organisation's configuration and privacy settings.

16.4 Support ticketing & incident management

For issues that need to be formally tracked and resolved, the support desk operates a ticketing / incident-management workflow: support staff receive requests and incidents from users (via email or the support channel), triage and prioritise them, and convert them into JIRA tickets that are assigned to the engineering team. Each ticket is tracked through to resolution, giving full traceability for reported problems and their fixes. Critical incidents (service down, suspected data exposure, security or AI-governance concerns) are escalated per the incident-response process (see the Operations Runbook).

Support SLAs for customer-reported issues

These SLAs apply to issues that Canvas users raise to the platform support team (email, Help Center → Contact Support, or the support channel). Support files a ticket for each request. All targets are expressed in hours. They do not apply to security-finding remediation or to other internal operational SLAs.

Priority is set when the ticket is triaged: Urgent, High, Normal, or Low. A target of 0h means no SLA is committed for that metric at that priority.

Reply metrics — how quickly we respond to a customer’s request.

SLA targetUrgentHighNormalLow
First reply time0.5h2h4h8h
Next reply time1h12h48h0h

Update metrics — how frequently we keep customers updated.

SLA targetUrgentHighNormalLow
Pausable update12h45h84h0h

Resolution metrics — how long we should take to solve a request.

SLA targetUrgentHighNormalLow
Requester wait time96h384h1080h0h

16.5 Logs & diagnostics (for administrators)

SASVA Canvas writes detailed structured logs for every part of the system — sign-in & authentication, API requests, workspace & document operations, the AI agents, chat, integrations, estimation / ROI and billing. Each entry records a timestamp, a severity (DEBUG, INFO, WARN, ERROR, CRITICAL and AUDIT), a category and the acting user / tenant, so an administrator can reconstruct exactly what happened during an incident and find the reason for a failure.

Reporting an issue with logs: when you email support or raise a ticket, include the approximate date & time, the workspace name, and the action you were performing. If you have administrator access, also attach the relevant ERROR / CRITICAL log excerpt (or the correlation ID shown in the logs) so the team can trace the request end-to-end. Sensitive values (passwords, tokens, keys) are masked in logs by design, so log excerpts are safe to share.

16.6 Logging and Monitoring Stack Enablement and Customer Responsibility

Purpose

The Logging and Monitoring Stack is provided as an optional operational capability to enhance observability, monitoring, troubleshooting, and operational reporting for the SASVA platform components, including Canvas and IDE deployments. This capability is not a mandatory prerequisite for the deployment or operation of the core SASVA product stack.

Customer Opt-In Requirement

Implementation and enablement of the Logging and Monitoring Stack within the customer environment shall be performed only upon the customer’s explicit decision to adopt the solution. The deployment of monitoring components, including but not limited to Prometheus, Grafana, Loki, Node Exporter, and/or Grafana Alloy, is considered an optional infrastructure enhancement beyond standard SASVA product deployment.

Customers may choose to:

The decision to implement or not implement this capability remains solely with the customer.

Infrastructure Dependency and Provisioning Responsibility

The Logging and Monitoring Stack requires dedicated infrastructure resources in addition to the resources allocated for the core SASVA platform components.

The customer is responsible for provisioning and maintaining the required infrastructure resources, including but not limited to:

Infrastructure sizing requirements may vary depending on factors such as:

Ownership and Operational Responsibility

Where the Logging and Monitoring Stack is enabled, operational ownership of the underlying infrastructure remains with the customer unless otherwise agreed through a separate managed services engagement.

The customer is responsible for ensuring that adequate infrastructure capacity is available to support:

Summary

For audit and governance purposes, it is important to note that:

16.7 Help Center & Platform FAQ (v4.0.4)

Open Help Center from the app header to browse embedded documentation and platform help:

When you ask platform questions in workspace chat — for example How do I contact support?, What was added in 4.0.4?, or How does Canvas run on SASVA? — Canvas routes them through a Platform FAQ fast-path before RAG or a general LLM reply. You get a deterministic, documentation-backed answer with no workspace sources for matched intents.

ChannelHow to useBest for
In-product 👍 / 👎Rate a response; optionally add a commentQuick answer-quality signal
Support emailsupport@accelerite.com with details & screenshotsQuestions, requests, errors, data concerns
Product telemetry (PostHog)Automatic — usage, feedback & error signals to dashboardsPassive monitoring & trend detection
Support ticketing / incidentsSupport desk logs the request and raises a JIRA ticket to the team. Reply, update, and resolution SLAs in section 16.4 (hours, by priority)Tracked resolution & incident management
Logs & diagnosticsAdmins: Settings → Maintenance → Logs (view / download); CLI ./sasva-canvas.sh logsDiagnosing failures & root-cause analysis
Logging & monitoring stackOptional Prometheus / Grafana / Loki — customer opt-in and customer-provisioned infrastructure (section 16.6)Centralized observability when the customer enables it

Feedback is used to monitor and improve response quality — it is not used to train the models.

17Desktop & Mobile

Desktop app (Electron)

  • Native macOS, Windows & Linux app with full web UI parity.
  • Native Azure AD SSO (PKCE) with secure OS credential storage.
  • Fast-path for casual queries; streaming chat, multi-agent collaboration and report generation.
  • Optional "run on my machine" bundled runtime.

Mobile app (Expo / React Native)

  • iOS & Android; view and manage Business workspaces.
  • RAG-powered AI chat with real-time streaming and follow-up suggestions.
  • Document access, in-chat source management and voice dictation.
  • Secure token storage; full sync with the web app.

18Troubleshooting & FAQ

Question / SymptomWhat to do
Indexing seems stuck for a large uploadLarge files take longer; watch the status indicator. Very large repos clone in the background. If it persists, contact your admin.
I get "I don't know" or low-relevance answersConfirm the relevant documents are uploaded and indexed; make the question more specific; check the source is in this workspace.
My connector won't connectRe-authenticate the integration; an admin can test it under connector settings.
SSO login failsConfirm you are using your organisation account; contact your admin (Azure AD configuration).
A report or diagram didn't generateRetry; if it recurs, an admin can check report/diagram rendering (headless Chromium) in logs.
How do I get help with the platform itself?Open Help Center → Platform FAQ, or ask in chat (e.g. "How do I contact support?", "What is SASVA?"). Matched questions use the curated FAQ catalog.
Chat answered a platform question from workspace documentsRephrase as a direct platform question (support, features, releases). Platform FAQ intents bypass workspace RAG. Confirm you are on v4.0.4 or later if behaviour persists.
Can I use SASVA Canvas offline / air-gapped?Yes — it supports fully on-prem and air-gapped deployment with on-prem SASVA models.

19Glossary

RAGRetrieval-Augmented Generation — the AI answers using retrieved passages from your content, not just its training data.
Knowledge GraphA map of entities and relationships extracted from your content, used to improve retrieval and reasoning.
Extended ThinkingA mode where the AI's step-by-step reasoning is visible.
WorkspaceA container for your sources, chats and operations (Product or Business).
8-Factor ROIThe deterministic engine scoring each backlog item across eight business-value dimensions.
GenesisThe embedded Discovery & Planning experience for Product workspaces.

20Version Control

VersionDateDescriptionPrepared ByReviewed ByApproved ByStatus
014-Nov-2025Initial draft — getting started, creating workspaces, grounded chat and document upload (v3.0 baseline).Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Draft
1.008-Feb-2026First approved release aligned with v3.1.0 — Business and Product workspaces, multi-agent RAG chat, document processing, roles & permissions, and multi-format report export.Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
1.109-Mar-2026Documented billing & subscriptions, team collaboration (shared artifacts / review), AI image & diagram generation, 8-factor ROI & business value, and the admin platform metrics dashboard (v3.1.1).Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
1.210-Mar-2026Added Fact Service as a prioritized knowledge source and end-user guidance for answer verification (Verify / Fact-Check / Latest-Check) (v3.1.2).Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
1.312-Mar-2026Added mobile app guidance — chat streaming, report download, generated images, and workspace navigation parity with the web console (v3.1.3).Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
1.413-Mar-2026Added the desktop app (Electron) user guide — Azure AD SSO, native file dialogs, and full console feature parity (v3.1.4).Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
1.525-Mar-2026Aligned the guide with the v4.0.0 platform milestone and Canvas branding; refreshed first-time setup, access, and troubleshooting (includes v3.1.5 / v4.0.0 version alignment).Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
1.616-Apr-2026Added Release Planning & Estimation Engine guidance — use-case breakdown, effort estimation, Advanced Estimation Engine / pipeline visualizer, and publish to JIRA, Aha!, Asana, and Azure DevOps (v4.0.0 documentation refresh).Anurag KumarBharath MohanrajNitish Shrivastava (CTO)Approved
1.716-Apr-2026Added Assessments & Discovery — Code Assessment / Process Assessment via the Assessment Portal, and Discovery & Planning (Genesis) embedded in Product workspaces (v4.0.0 documentation refresh).Anurag KumarBharath MohanrajNitish Shrivastava (CTO)Approved
1.821-Apr-2026Patch alignment with v4.0.1 — minor corrections across Getting Started, connectors, and FAQ; no new user workflows.Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
1.906-Jul-2026Documented lifecycle email notifications (account, workspace, and operation events), SMTP authentication options, and Settings → Email toggles (v4.0.2).Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
2.018-Aug-2026Expanded Feedback & Incidents — Help Center / Contact Support threads, logs & diagnostics for admins (Settings → Maintenance → Logs and sasva-canvas.sh), and what to include when reporting an incident.Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
2.226-Aug-2026Documented Platform FAQ catalog and Help Center FAQ accordion (v4.0.4) — searchable in-app FAQ, chat fast-path for platform questions, and GET /api/platform-faq for clients.Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
2.123-Aug-2026Aligned with v4.0.3 — in-app Help Center (User Guide / Product Guide), User Feedback console (thumbs up/down and support triage), AI transparency labels & responsible-use notices, and query-time PII masking in Business workspace chat.Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Approved
2.304-Sep-2026Added Logging and Monitoring Stack Enablement and Customer Responsibility (section 16.6) after Logs & diagnostics — optional Prometheus / Grafana / Loki stack, customer opt-in, infrastructure provisioning, and operational ownership.Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Draft
2.404-Sep-2026Documented support SLAs for customer-reported issues (section 16.4) — first/next reply, pausable update, and requester wait time in hours by Urgent / High / Normal / Low.Bharath MohanrajElaiyaraja ThangavelNitish Shrivastava (CTO)Draft