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Enterprise Documentation

SNServiXO Documentation

Complete administrator and user guides for configuring, operating, and governing your SNServiXO Enterprise ITSM platform.

AI Intelligent Ticketing

Email-to-ticket, KB and similar-ticket auto-resolution, classification, and smart assignment— with Finance, HR, and personal queues reserved for agents.

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Ticketing & Workflow

Configure service catalogs, request types, approval workflows, and ITIL lifecycle controls.

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SLA Management

Define service commitments, configure business calendars, monitor compliance, and handle escalations.

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Change Management

CAB configuration, change lifecycle management, risk assessment, and deployment workflows.

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Problem & Release

Root cause analysis, known error management, and coordinated release deployment.

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Asset & CMDB

Asset lifecycle, CMDB configuration items, relationships, and sncloud-agent deployment.

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Knowledge Base & Chatbot

Manage articles, configure AI-powered chatbot, and embed self-service capabilities.

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Cross-Module Workflow

Connect modules with triggers and automated actions across the entire ITSM platform.

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Experience Management

Surveys, CSAT measurement, feedback collection, and customer experience analytics.

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Menu & Persona

Customize navigation menus and role-based personas for tailored user experiences.

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SSO, Users & Directory

Onboard users, roles, groups, and departments. Configure Azure AD / Entra, Okta, SAML, and Active Directory sync.

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Third-Party Integrations

Git, Jenkins, Salesforce, patch tools, monitoring, and knowledge repos — architecture, demo stories, and enterprise requirements.

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Platform Overview

SNServiXO is a fully integrated enterprise IT Service Management (ITSM) platform designed for modern organizations. It delivers ITIL-aligned processes across ticketing, change, problem, release, asset management, SLA governance, and AI-powered knowledge management.

ℹ️
Multi-tenant Architecture: All configurations are tenant-isolated. Settings made in one tenant do not affect others. Always ensure the correct tenant context is active before configuring.

Production hosting and resilience

SNServiXO SaaS production runs in the Singapore region on DigitalOcean as the primary cloud. Disaster recovery (DR) is hosted on AWS in Asia Pacific (Singapore) — ap-southeast-1. Operational traffic is served from the primary site; DR holds replicated configuration and data so the platform can be restored or failed over according to published recovery objectives.

SiteRegionRoleTypical contents
DigitalOcean (primary)Singapore (sgp1)Live productionApplication services, managed databases, object storage, background jobs, and tenant-facing endpoints.
AWS (DR)Singapore (ap-southeast-1)Disaster recoveryStandby infrastructure, replicated backups, and runbook-driven failover or restore procedures tested on a defined cadence.

See Hosting, encryption, and PCI DSS on the architecture page for control detail and shared responsibility.

Key Capabilities

CoreTicketing & Service Management — Full ITIL ticket lifecycle with configurable request types, approval workflows, and SLA tracking.
CoreChange & CAB Management — Structured change advisory board process, risk assessment, and deployment scheduling.
CoreProblem Management — Root cause analysis, known error database, and permanent fix tracking.
CoreRelease Management — Planned deployment lifecycle with build, test, readiness review, and rollback controls.
DataAsset & CMDB — Hardware/software asset tracking, CI relationships, and automated Linux discovery via sncloud-agent.
DataSLA Management — Multi-target SLA policies, business calendars, pause/resume rules, and compliance reporting.
AIAI Intelligent Ticketing — Inbound email creates tickets; evidence-based auto-resolution from KB and similar resolved tickets; auto-classification and auto-assignment for general IT (Finance, HR, and personal queues stay human-only). Read the guide
AIKnowledge Base V2 — AI-assisted article authoring, vector search, and chatbot-integrated self-service.
AIExperience Management — CSAT surveys, sentiment analysis, and experience dashboards.
ConfigCross-Module Workflow — Event-driven automation across all modules with configurable triggers and actions.
ConfigMenu & Persona — Role-based UI customization with persona-driven navigation and access control.
ConfigThird-Party Integrations — Recommended targets across DevOps, CRM, monitoring, identity, and knowledge; demo stories and P0–P2 requirements. View architecture
IdentitySSO, Users & Directory — Tenant onboarding, departments, teams, groups, roles, 2FA, Azure AD / Entra, Okta, SAML / ADFS, and Active Directory / LDAP sync. Read the guide

Document Versions

GuideVersionPublishedAudience
Ticketing & Workflow1.115 Jul 2026Platform & Workflow Admins
AI Intelligent Ticketing1.021 Oct 2026Service Desk & AI Admins
SLA Management1.014 Jul 2026SLA Admins, Service Owners
Change & CAB1.119 Jul 2026Change Managers, CAB Members
Problem & Release1.014 Jul 2026Problem & Release Managers
Asset, CMDB & sncloud-agent1.014 Jul 2026Asset, CMDB & Infrastructure Teams
Knowledge Base V2 & Chatbot1.014 Jul 2026Knowledge Managers, Admins
Cross-Module Workflow1.014 Jul 2026Platform Admins
Menu & Persona Configuration1.014 Jul 2026Platform Admins
SSO, Users & Directory1.022 Oct 2026Tenant & IAM Admins
Third-Party Integrations1.022 Oct 2026Architects, Sales & Delivery
Experience Management1.014 Jul 2026CX Admins, Service Owners
Auto-Assign & Categories1.014 Jul 2026Platform & Group Admins
Enterprise reference view

SN ServiXO Platform Architecture

A business-level component view of how people, service-management capabilities, shared controls, enterprise data, and external systems work together across the ServiXO platform.

Unified service platform Tenant-isolated Persona-aware access Workflow governed Integration ready Encryption at rest PCI DSS aligned Singapore region
Scope of this view: Component architecture for enterprise evaluation plus a high-level production hosting summary (DigitalOcean primary and AWS DR, both in Singapore). This page does not publish infrastructure sizing, network diagrams with private addresses, source-code structure, or credential handling procedures.

Enterprise component view

01
Enterprise channels

Where people and systems engage with ServiXO

Employee self-serviceRequests, knowledge, status and feedback
Agent workspaceQueues, collaboration and fulfilment
Administration & insightsConfiguration, governance and reporting
Connected channelsEmail, chat, APIs and business applications
Authenticated requests, events and responses
02
Experience & access

A consistent entry point shaped by enterprise context

Tenant & organization context Identity & sign-in Roles & permissions Persona & menu experience Localization & branding
Authorized service interaction
03
Service operations capabilities

Modular capabilities operating on a shared enterprise foundation

Ticketing & service requestsIntake, classification, routing and resolution
Change & CABRisk, authorization, implementation and review
Problem & releaseRoot cause, known errors and release coordination
Asset & CMDBAssets, configuration items and relationships
Knowledge & chatbotCurated answers, discovery and self-service — KB V2 block view
Experience managementFeedback, service sentiment and improvement
Governed orchestration across every module
04
Shared platform services

Controls and reusable services applied consistently across modules

Workflow & approvals SLA & business calendars Routing & automation Notifications Search & AI assistance Reporting & dashboards Audit & history Integration services
Controlled data access and integration exchange
05
Enterprise data & ecosystem boundary

Protected business records connected to the customer environment

ServiXO-managed boundary Tenant-isolated service data

Tickets, changes, assets, knowledge, workflow decisions, configuration, audit history and reporting data remain associated with the active tenant context.

Enterprise-connected boundary Customer systems & data sources
Identity providersEmail & collaborationMonitoring & DevOpsBusiness applicationsEndpoints & discovery agentsApproved storage services

How work moves through the platform

1CaptureRequest, alert, feedback or integration event
2ContextualizeTenant, requester, service, asset and knowledge context
3OrchestrateRouting, workflow, approvals, tasks and SLA
4DeliverAgents, automation and connected teams act
5LearnAudit, reporting, knowledge and experience insights

Enterprise control model

Access control

Tenant context, roles, permissions and personas determine what each user can see and do.

Process governance

Configurable lifecycle rules, approvals, CAB, SLA and evidence requirements govern work without hard-coding one operating model.

Traceability

Operational records, decisions, notifications and lifecycle history support review and audit.

Integration control

Enterprise connections are enabled through approved channels and remain subject to customer and platform access policies.

Data separation

Tenant-scoped configuration and business records provide organizational separation across the shared platform.

Protection at rest

Production databases, object storage, and backup volumes use provider-managed encryption at rest; application secrets are stored outside source code.

Continuous improvement

Service, SLA, knowledge and experience insights feed operational and governance improvement.

Production hosting, DR, encryption, and PCI DSS

SNServiXO multi-tenant SaaS is operated as a managed service in Singapore. Production user and API traffic runs on DigitalOcean in the Singapore datacenter (sgp1). A separate AWS stack in ap-southeast-1 supports disaster recovery so backups and standby capacity use a distinct cloud provider while remaining in the same geography for data residency planning.

EnvironmentProviderRegionPurpose
ProductionDigitalOceanSingapore (sgp1)Primary application, database, storage, and integrations.
Disaster recoveryAWSSingapore (ap-southeast-1)Encrypted backups, standby capacity, restore and failover runbooks.
DR
Cloud sites (Singapore)

Primary production on DigitalOcean; DR on AWS

DigitalOcean — primary (sgp1)Live application tier, managed databases, object storage, async workers, monitoring, and tenant endpoints in Singapore.
AWS — DR (ap-southeast-1)Replicated backups, DR infrastructure, and tested restore or failover runbooks independent of the primary control plane.
Encrypted replication and backup transfer between Singapore sites
SEC
Data protection

In transit and at rest

TLS for client and service traffic Encryption at rest on databases Encryption at rest on object storage Encrypted backup and DR copies Tenant-scoped access controls Audit and lifecycle history

Encryption at rest

Data storeAt-rest protectionNotes for reviewers
Relational databasesProvider-managed disk encryption on managed database clusters (primary and DR copies).Tenant business records, configuration, workflow, and audit data.
Object storageServer-side encryption on buckets/volumes used for attachments, exports, and pipeline artifacts.Access is scoped by tenant and role; public URLs are not used for sensitive attachments.
Backups and DR replicasEncrypted backup files and replicated snapshots transferred to AWS DR in ap-southeast-1.Restore and failover exercises validate recoverability; tenant data for the standard SaaS footprint remains in Singapore.
Secrets and keysApplication secrets, API keys, and integration credentials held in secure configuration stores — not in application source or tenant-visible fields.Customers supply credentials for their IdP, email, and optional AI endpoints via approved admin surfaces.

PCI DSS alignment

SNServiXO is designed and operated to support customers running PCI DSS compliance programs. The platform provides ITSM, workflow, knowledge, and audit capabilities; it is not a payment card processing application and is not intended to store primary account numbers (PAN), sensitive authentication data, or PIN blocks in ticket, change, or knowledge fields.

PCI DSS themePlatform controlCustomer responsibility
Protect stored dataEncryption at rest on databases, object storage, and backups; tenant isolation; no PAN storage in product design.Do not paste card numbers or CVV into records; route payment data only through approved payment systems.
Protect data in transitHTTPS/TLS for browser and API access to the SaaS endpoints.Enforce modern TLS on integrations, email, and any middleware that calls ServiXO APIs.
Access controlRoles, permissions, personas, tenant context, and optional IdP federation.Provision least-privilege users; review privileged access; align with PCI roles for in-scope staff.
Logging and monitoringAudit history on records, workflow decisions, configuration changes, and SLA events.Define retention, SIEM export, and alert rules for operational and compliance review.
Secure development and changeControlled SaaS release process; customer-visible Change and CAB modules for their own PCI-scoped work.Use Change/Problem/Release modules to govern changes to in-scope systems connected to ServiXO.
Compliance evidenceKnowledge Base articles can be tagged (for example PCI-DSS) for governed retrieval; export and audit views support assessment interviews.Maintain policy articles, RACI, and evidence packs; confirm scope with your QSA or internal assessor.
Assessment scope: PCI DSS validation applies to each customer’s cardholder data environment (CDE). SNServiXO typically sits outside the CDE as a service-management system. Confirm scope, shared responsibility, and any required contractual artifacts (for example SOC reports or control matrices) with SN ServiXO during enterprise onboarding. See also the Security & Compliance hub for OWASP, CSA STAR, SOC 2, and ISO 27001 readiness summaries.

Responsibility boundary

AreaServiXO platformCustomer enterprise
Platform capabilitiesProvides the service-management modules, shared controls, configuration surfaces and integration capabilities.Selects subscribed modules and defines the operating model appropriate to the organization.
Identity & accessEnforces configured tenant, role, permission and persona controls.Maintains authoritative users, role assignments, groups and approved identity connections.
Process configurationProvides lifecycle, workflow, SLA, routing, notification and audit features.Owns policies, approvers, service targets, business calendars, categories and governance decisions.
Data qualityStores and processes records within the configured tenant context.Owns record accuracy, classification, retention requirements and source-system quality.
IntegrationsProvides supported connection points and platform-side controls.Authorizes connected systems, credentials, data scope and downstream actions.
Hosting & DROperates DigitalOcean production in Singapore (sgp1) and AWS DR in Singapore (ap-southeast-1) with encrypted backups, monitoring, and tested recovery procedures.Defines RTO/RPO expectations, confirms data residency needs, participates in DR communication, and maintains integrations during failover exercises.
Encryption & PCI programsEncryption at rest on managed stores; TLS in transit; controls that support PCI DSS-aligned operating models.Keeps payment data out of ITSM records; maps ServiXO into PCI scope; owns IdP, retention, and assessor evidence.
Enterprise evaluation: Use this component view to align service owners, security, architecture, operations and governance teams. Confirm data residency, integration design, DR objectives, and PCI scope with SN ServiXO for your subscription.
Enterprise integration reference

Third-Party Integrations

How ServiXO sits alongside the tools enterprises already run — source control, CI/CD, CRM, monitoring, identity, knowledge stores, and more — through a shared integration layer rather than one-off scripts.

REST & webhooks OAuth 2.0 / OIDC Event & scheduled sync Tenant-scoped credentials Audit-ready exchanges Banking & enterprise ready
Read this first: The platforms listed below are recommended integration targets for enterprise and banking conversations — not a verified inventory of connectors already shipping in every ServiXO tenant. Connector availability, authentication method, and deployment shape (SaaS, hybrid, on-prem gateway) are confirmed in technical discovery or a proof of concept.

Integration architecture

Enterprise tools rarely talk to ITSM the same way twice. Some push webhooks on every deploy; others need a nightly sync; identity providers speak OIDC; contact centres need low-latency knowledge hints. ServiXO’s integration layer is the common place those patterns land before they touch tickets, changes, CMDB, or knowledge.

01
Third-party ecosystem

Systems outside ServiXO that create events, hold master data, or need status back

Git & DevOpsGitHub, GitLab, Bitbucket, Azure DevOps
CI/CD & patchJenkins, Actions, Pipelines, SCCM, Intune, Ansible
CRM & cloudSalesforce, Dynamics 365, AWS, Azure, GCP
Ops & securityDatadog, Dynatrace, Sentinel, Splunk, CrowdStrike
IdentityEntra ID, Okta, Keycloak, AD / LDAP
CollaborationTeams, Slack, Zoom, Email / SMTP
Knowledge storesSharePoint, OneDrive, Drive, Confluence
Contact centreGenesys, Amazon Connect, Five9, Cisco
Authenticated calls, webhooks, events, and scheduled jobs
02
ServiXO integration layer

Shared patterns — not a separate product the customer has to buy twice

REST APIs OAuth 2.0 / OIDC Inbound & outbound webhooks Event ingestion Scheduled sync Connector adapters Credential vault & rotation Execution logs & replay
Tenant-scoped records and workflow actions
03
ServiXO platform

Where integration outcomes become governed service work

ITSMIncidents, requests, escalations
Change & releaseApprovals, CAB, deployment evidence
CMDB & assetsInventory sync, CI relationships
AI knowledgeIngestion, search, Agent Assist
Workflow automationTriggers, approvals, remediation
Identity & accessSSO, provisioning, access requests — SSO guide
Conceptual target: This diagram shows the intended enterprise shape. Exact connector list and auth methods for a given customer are validated during discovery — especially for on-prem patch tools, private SIEM, and contact-centre embeds.

Recommended integration targets

Grouped the way architecture and procurement teams usually ask: what sits next to ServiXO, and what work does the connection actually do?

Source control & DevOps

GitHub · GitLab · Bitbucket · Azure DevOps

Link commits, pull requests, and deployments to change tickets so reviewers see the actual code path, not a pasted URL in a comment.

CI/CD

Jenkins · GitHub Actions · GitLab CI/CD · Azure Pipelines · Argo CD

Trigger pipelines after change approval, capture build evidence, and write release status back onto the ServiXO record.

Patch management

SCCM / MECM · Intune · WSUS · ManageEngine · Satellite · Ansible

Schedule patches under change control, map failures to incidents, and keep compliance reporting tied to CMDB assets.

CRM

Salesforce · Dynamics 365 · HubSpot · Zoho CRM

Keep customer cases and ServiXO tickets in step — escalations, status, and the internal work that sales never sees.

Cloud platforms

AWS · Microsoft Azure · Google Cloud

Cloud incidents, resource inventory into CMDB, monitoring events, and service mapping for impact analysis.

Monitoring & AIOps

Zabbix · Nagios · Datadog · Dynatrace · New Relic · Prometheus · Grafana

Alert-to-incident creation, correlation, and operational dashboards that open governed work instead of orphan emails.

Security & SIEM

Microsoft Sentinel · Splunk · QRadar · Google SecOps · CrowdStrike

Security incident intake, escalation paths, and remediation workflows with the audit trail auditors expect.

Identity & access

Entra ID · Okta · Keycloak · LDAP · Active Directory

SSO, user provisioning, access requests, and approval workflows. See the SSO, Users & Directory guide for configuration detail.

Collaboration

Microsoft Teams · Slack · Zoom · Email / SMTP

Notifications, approvals in-channel, incident bridges, and escalation when the queue is quiet at 2 a.m.

Knowledge repositories

SharePoint · OneDrive · Google Drive · Confluence · file servers · internal DBs

Feed AI Knowledge Base ingestion and Agent Assist so answers stay permission-aware and cited.

IT asset & discovery

Lansweeper · Intune · SCCM · AWS Config · Azure Resource Graph

Asset synchronization, CMDB population, and configuration drift that change managers can actually use.

Endpoint security

Microsoft Defender · CrowdStrike · SentinelOne · Tenable · Qualys

Vulnerability findings become remediation tasks with patch priority, not a spreadsheet that ages for a quarter.

ERP & business apps

SAP · Oracle ERP · Microsoft Dynamics 365

Business requests, approval chains, and asset / contract synchronization with the systems of record finance already trusts.

Customer contact centres

Genesys Cloud · Amazon Connect · Five9 · Cisco Contact Center

Agent Assist, customer context beside the call, knowledge suggestions, and case creation without alt-tab archaeology.

Database & middleware

Oracle · SQL Server · PostgreSQL · IBM MQ · Kafka

Health events and operational alerts become incidents; service dependencies stay visible when something stalls mid-queue.

Automation & orchestration

Ansible Automation Platform · Rundeck · Terraform · Power Automate · n8n

Automated remediation and provisioning that still leave an approval and evidence trail in ServiXO.

Four integrations worth showing a client

When the room only has time for a few stories, these four cover release governance, patch compliance, customer ops, and Agent Assist — without pretending every connector is already finished.

1
Git + Jenkins — change & release Automated change evidence from merge to production
Merge request→Link change→CAB / approve→Jenkins pipeline→Result on change

A developer opens a merge request, links it to a ServiXO change, gets approval, and kicks Jenkins. Deploy outcome and artefacts sync back onto the change so audit does not live in a Slack thread.

Value: Traceability from code change to production release.

2
Patch management — controlled remediation Findings → CMDB → change → install evidence
Import findings→Map CIs→Create change→Approved window→Capture result

Pull patch or vulnerability findings, map affected assets in the CMDB, raise changes for the maintenance window, and record what actually installed — including failures that become incidents.

Value: Patch compliance with auditable change execution.

3
Salesforce — customer service bridge Cases and technical tickets stay aligned
Salesforce case↔ServiXO ticket→Escalation status→Internal KB

Synchronize cases with ServiXO service tickets, keep escalation status honest on both sides, and surface internal knowledge to agents without exposing every article to the CRM.

Value: Connected customer support and technical operations.

4
Enterprise knowledge + contact centre Agent Assist Permission-aware answers during live interactions
SharePoint / Drive→KB ingest→Live call / chat→Suggested reply + citation

Connect SharePoint, OneDrive, Google Drive, and internal repositories. During a live interaction, retrieve articles the agent is allowed to see and suggest responses with source references — not anonymous AI prose.

Value: Faster discovery and more consistent customer answers. See also KB V2 architecture.

Enterprise integration requirements

Banks and large enterprises ask for the plumbing before they ask for the logo wall. Priority below is how we talk about the foundation versus the nice-to-haves.

Integration capabilityPriorityWhy it matters
REST API (GET, POST, PUT, PATCH, DELETE)P0Baseline for every system that can call HTTPS.
OAuth 2.0 / OpenID ConnectP0Enterprise IdPs and SaaS apps will not hand you a shared password forever.
Webhook inbound and outboundP0Near-real-time events without polling every five minutes.
API keys, token rotation, secure credential storageP0Secrets leave tickets and chat; rotation is operational hygiene.
RBAC and integration service accountsP0Connectors act as least-privilege identities, not as a human admin.
Retry, timeout, dead-letter / replayP0Transient failures are normal; silent data loss is not.
Integration execution logs and audit historyP0Security and ops need to reconstruct what ran overnight.
Scheduled and event-driven synchronizationP0Some sources push; some only allow nightly pulls.
Data mapping and transformationP1Field names never match; mapping belongs in the platform, not a one-off script.
Connector configuration and health dashboardP1Ops needs a single place to see which connector is failing.
SAML 2.0 and SCIM provisioningP1Common ask alongside OIDC for workforce identity.
On-premises integration gatewayP1Patch tools and AD often sit behind the firewall.
mTLS, certificates, private connectivityP1Banking networks prefer mutual TLS and private paths.
Event streaming (Kafka / IBM MQ)P2High-volume enterprise buses after the REST/webhook foundation is solid.
Low-code connector builder / marketplaceP2Ecosystem scale once core adapters and governance patterns exist.

P0 essential foundation · P1 enterprise expansion · P2 advanced ecosystem

What to tell the client

Talking points

ServiXO — third-party integration capabilities

ServiXO is built as an extensible enterprise service management platform. It is meant to sit with the tools you already run — not replace every one of them in the first release.

The integration roadmap covers source control (GitHub, GitLab), CI/CD (Jenkins and peers), patch management, Salesforce CRM, cloud platforms, monitoring, identity providers, and knowledge repositories such as SharePoint, OneDrive, and Google Drive.

Architecturally we use familiar enterprise patterns: REST APIs, OAuth 2.0, webhooks, event-driven flows, and scheduled synchronization — with tenant-scoped credentials and audit history.

Typical use cases we walk through early: automated change and release, patch compliance, alert-driven incidents, CMDB sync, and AI-assisted contact centre Agent Assist.

Connector availability, scope, and deployment requirements (including any on-prem gateway) are confirmed through technical discovery and, where useful, a focused proof of concept.

Next reads: Platform architecture for the component boundary · SSO & directory for identity · KB V2 architecture for knowledge and Agent Assist · Contact support to schedule discovery.
Knowledge Base V2 integration view

ServiXO and Knowledge Base V2 Architecture

Block view of how the ServiXO portal, KB V2 gateway, processing pipeline, retrieval, optional AI synthesis, and customer chatbot embed work together under tenant and role controls.

Tenant pinned end-to-end Gateway roles (read / write / chat / admin) Governance before retrieval Cited answers No browser gateway secrets
Scope: Logical components and trust boundaries for implementation and security review. Deployment topology (Kubernetes, regions, sizing) is customer-specific. Detailed configuration steps are in the Knowledge Base user guide.

Component block view

01
Knowledge consumers

Who uses governed content and how they connect

EmployeesPortal search, Ask KB, citations
Service agentsHybrid search, agent guides, ticket context
KB administratorsUpload, sources, lifecycle, AI and chatbot config
Customer websitePublished embed; kb.chat token only
HTTPS — authenticated ServiXO session (portal) or origin-scoped chat token (public site)
02
ServiXO platform boundary

Experience, authorization, and KB V2 proxy

Portal modulesKnowledge Base V2 UI, Chatbot Integration, Analytics, Living Documentation
ServiXO API layer/api/v2/kb-v2/* — no direct gateway credentials in browser
Access controlsRBAC (knowledgebase:*), tenant pin, feature entitlement
Organization AI configuration ID (reference) Customer KB / gateway connection settings Notification & ITSM module context (tickets, incidents)
Upstream call — tenant-bound JWT or API key; least-privilege gateway role per operation
03
KB V2 gateway

API entry, policy enforcement, audit

Documents & metadata Ingestion jobs Hybrid search Agent guide Chat (tenant & publish token) Access policies Lifecycle & legal hold Applications & model registry

Gateway roles map from portal permissions: kb.read, kb.write, kb.chat, kb.admin.

Async jobs and synchronous query paths
04
Processing and retrieval

From source file to searchable, governed chunks

ParserPDF, Office, images, OCR, tables → text artifacts
IndexerChunking, embeddings, lexical index; job states through Indexed
RetrieverHybrid rank, filters (collection, label, lifecycle, classification)
Optional synthesis after retrieval (organization AI or tenant model registry)
05
AI synthesis (optional)

Grounded generation — not a bypass for governance

When enabled Chat & agent guides

Model composes from retrieved chunks; citations returned with answer. Separate toggles for internal guides vs customer chatbot.

When disabled or unavailable Extractive / no-answer fallback

Passages from retrieval or safe insufficiency message; provider errors must not leak secrets (acceptance KB-21).

Persistent tenant-scoped storage and external connections
06
Data and ecosystem

Stores and connected sources

KB V2 data plane Tenant-isolated stores

Object storage (sources), document metadata DB, vector index, job and audit records — all keyed by tenant.

Enterprise-connected Sources & AI provider
SharePoint / ConfluenceFile shares & URLsSync schedulesAzure OpenAI / OpenAIApproved embed originsHandoff (email, chat, URL)

Primary request paths

AIngestUpload or source sync → job → Indexed
BSearchPortal → kb-v2 proxy → kb.read → retriever → citations
CGuideAgent question → evidence → optional synthesis
DChatbotCustomer site → kb.chat token → scoped retrieve → reply + handoff

Trust boundaries

BoundaryTrustsMust not trust
Browser → ServiXOServiXO session, CSRF/CORS policy, persona permissionsClient-supplied tenant ID for authorization; embedded gateway keys
ServiXO → KB gatewayConfigured API key or JWT, TLS, gateway healthBroad admin roles when read/chat suffices
RetrieverLifecycle, access policy, collection scopeIndexed alone as “approved for customer”
Public chatbotPublish token (kb.chat), origin allowlist, public scopeFull corpus; token reuse for admin APIs
Next steps: Configure the gateway in section 5 of the user guide, AI in section 6 (AI configuration), and validate with the section 20 acceptance matrix (sections 19–21).

Contact Support

Enterprise support for ServiXO configuration, troubleshooting, and platform questions. ServiXO is a product of SN CloudTech.

SN CloudTech

Publisher of ServiXO · Enterprise ITSM & workflow platform

Website
sncloudtech.com
Product
snservixo.com
Hyderabad (India)
5th Floor, Phase 1, Road Number 1, MIG-531, KPHB Phase 2, Kukatpally, Hyderabad, Telangana 500072, India
✉️

Platform support

Technical issues, tenant configuration, and ServiXO platform questions.

support@snservixo.com
🏢

Company & partnerships

Licensing, implementation, and commercial enquiries.

contact@sncloudtech.com
📋

Support handoff

When contacting support, please include:

  • Tenant ID
  • Module affected
  • Steps to reproduce
  • Error messages / screenshots
  • Approximate time of issue (with timezone)
💡
Before contacting support: Check the troubleshooting section in the relevant user guide. Most common issues are covered with step-by-step resolutions.

Release Notes

What's new in SNServiXO documentation and platform updates.

v1.2
20 July 2026

Enterprise Platform Architecture

  • Added an enterprise component view of the ServiXO platform
  • Documented shared controls, tenant boundaries, integration categories and responsibility ownership
  • Added an operating flow and enterprise evaluation checkpoints
v1.1
15 July 2026

Ticketing & Workflow Guide Update

  • Added cross-module workflow binding documentation
  • Enhanced approval level configuration examples
  • Updated committee approval workflow example
  • Expanded troubleshooting matrix with first diagnostic checks
v1.0
14 July 2026

Initial Documentation Release

  • Published all 10 enterprise user guides
  • SLA Management complete guide with 7-part structure
  • Change & CAB Management with full workflow documentation
  • Problem & Release Management with ITIL-aligned processes
  • Asset, CMDB, and sncloud-agent deployment guide
  • Knowledge Base V2 and Chatbot integration guide
  • Cross-module workflow automation documentation
  • Experience Management and survey configuration guide
  • Menu and Persona configuration guide
  • Auto-Assign Groups and Ticket Categories guide