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21 articles found

  • Push a Visualizer Type into Production

    Overview You can push into production only the visualizer type that you own. Only when you push a visualizer type to production, you can create a visualizer. Step-by-Step Guide Select the Visualizer

  • Recall a Visualizer Type from Production

    Overview Once you have pushed a visualizer type into production, if you find any errors or mistakes that need to be edited or updated, you can easily recall the visualizer type from production. There

  • Hide a Visualizer Type in the Production Stage

    Overview When you hide a visualizer type in the Production stage then it will not be available for creating and upgrading visualizers. Step-by-Step Guide Follow the steps to Push a Visualizer Type

  • Add a YouTube Video in Discovery Wizard

    Overview This article explains how to add a YouTube video in the Discovery Wizard, allowing users to easily embed video content within the interface. Adding a YouTube video enhances the user

  • Role of VLOOKUP

    Previous - Role of Enums Overview VLOOKUP or Value Lookup is a built-in Excel function that helps to find the required value from a range of cells. It helps to quickly return the value from a table

  • Lead Harvester

    Overview This article explains what a Lead Harvester is and how it can benefit your business. A Lead Harvester is a tool that provides real-time ROI (Return on Investment) calculations, helping

  • STEP 2: Introduction to Building Your Model

    Previous - Log in to your Account Overview This article delves into the essential elements or factors that are necessary for constructing a mathematical model. A mathematical model is a

  • Create a New Version of a Visualizer Type

    Overview Once a Visualizer Type has been pushed into production, you have the option to create a new version. Step-by-Step Guide Follow the steps to Push a Visualizer Type to Production. Click Create

  • Why can't I upload a new Excel spreadsheet to the model?

    First, you will want to check that you are the owner of the model. The owner will be displayed in the upper righthand corner of the Visualizer under "Copy" and "Delete". Contact the owner or a

  • Import a Visualizer Type

    Overview Apart from copying a Visualizer Type created by another person, there is yet another option and that is importing the Visualizer Type. Note: You can import only those Visualizer Types that

  • Create a Visualizer

    Overview You can create Visualizers only from those Visualizer Types that you own and that have been pushed into production. Step-by-Step Guide Follow the steps to Push a Visualizer Type into

  • How to generate an API key?

    Overview With ValueCore you can easily generate API keys to facilitate authentication and authorization. Note: You can generate API keys only for those Visualizer Types that have been pushed into

  • Open Visualizer Type/Visualizer on a Specific UI with Configuration Option

    Overview You can use the configuration option to take you to a specific UI. Note: This method is applicable only for those Visualizer Types that are configured with both Value Collaborator and

  • Connect ValueCore to Salesforce: Integration Setup Guide

    1. Overview Audience: Salesforce administrators and ValueCore administrators Connect ValueCore to Salesforce so your reps can open a Visualizer from an Opportunity in one click, with Salesforce data

  • Connect ValueCore to Salesforce Agentforce: MCP Connection Guide

    1. Overview and account coverage This guide explains how Salesforce Agentforce can call ValueCore tools to identify the connected user, find business cases, and list available business case models.

  • Export Excel to get Visualizer Type Details in Excel Format in Discovery Wizard

    Overview You can get details of the variables, code references, and extensions added in an excel format. Step-by-Step Guide Follow the steps to Upload your Model or Create a Visualizer Type in case

  • Get to Know the Visualizer Type Page

    Overview The Visualizer Type page may seem daunting at first, but it's quite simple. Step-by-Step Guide Click Help on the top navigation to get support documentation. Click Sales Dashboard on the top

  • Import Customer/Partner Logo for Visualizers and Exports

    Overview You must be the owner of the Visualizer Type you wish to edit. If you are not, please reach out to your ValueCore specialist or email support@valuecore.ai. Step-by-Step Guide Follow the

  • Create an Outbound Campaign

    Previous - Create an Email Template Overview Outbound Campaign refers to the process of making Visualizers en masse. This article explains how to create an outbound campaign in ValueCore, which

  • Connect ValueCore to Microsoft Copilot: MCP Connection Guide

    1. Overview Audience: Organization administrators, makers, and members Configure ValueCore MCP once in Copilot Studio, then publish the same agent to Microsoft Teams, Microsoft 365 Copilot Chat, or

  • Connect ValueCore to Claude Desktop: MCP Connection Guide

    1. Overview Audience Personal accounts and Team and Enterprise organizations Connect ValueCore to Claude Desktop to find business cases, inspect inputs, and prepare deliverables. Personal users