> ## Documentation Index
> Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# FYI Docs

> Connect FYI for practice documents, jobs, and clients.

The FYI connector gives DeskMate access to:

* **Documents** — list, search, fetch content
* **Clients** (FYI calls them *entities*) — read, search
* **Jobs** — read, create, update job state

FYI connects with an **Access ID + Access Secret** pair created in FYI's automations area. There's no OAuth redirect; you paste the values into DeskMate once.

## Prerequisites

* An FYI subscription (Australia or UK region)
* An FYI **administrator** login to create the API application

## Get your credentials from FYI

1. Sign in to FYI
2. Go to **Automations → API**
3. Click **Create New API Application** and name it `DeskMate`
4. Copy the **Access ID** and **Access Secret** — the secret is shown **once**, so copy it immediately

## Connect

1. In DeskMate, open **Workspace → Connectors**
2. Click **Connect** on the **FYI Docs** tile
3. Pick your **Region** — Australia (`ap-southeast-2`) or United Kingdom (`eu-west-2`)
4. Pick your **Environment** — Production, unless FYI support told you to use Staging
5. Paste the **Access ID** and **Access Secret**
6. **Application ID** is only needed for FYI App Store integrations — leave it blank otherwise
7. Click **Connect** — DeskMate validates the keys against FYI before saving

## Verify it's working

Try this in DeskMate chat:

```
search FYI for documents about <one of your clients>
```

## Troubleshooting

### "FYI rejected the keys"

The Access ID or Secret was mistyped or the API application was deleted. Create a fresh API application in FYI and reconnect.

### Health shows "down" right after connecting

Region/environment mismatch is the usual cause — your FYI account's region must match the one you picked. Reconnect with the other region if unsure.

### Lost the Access Secret

FYI shows the secret only once. Create a new API application and reconnect — the old one can be deleted in FYI.

## Disconnecting

In **Workspace → Connectors**, click **Disconnect**. To revoke on the FYI side, delete the API application under **Automations → API**.