> For the complete documentation index, see [llms.txt](https://docs.timvero.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.timvero.com/timveroos-admin-panel-documentation/v.8.2/setup/09-operational-tools.md).

# Operational Tools

## Overview

Configure supporting tools that enable structured data collection and reference data management across the platform.

## What You'll Configure

| Component         | Purpose                                |
| ----------------- | -------------------------------------- |
| **Form Builder**  | Custom forms for data collection       |
| **Catalogs**      | Reference data and lookup values       |
| **AI Chat Panel** | LLM-assisted authoring in editor pages |

## Configuration Guides

### [Form Builder](/timveroos-admin-panel-documentation/v.8.2/setup/09-operational-tools/form-builder.md)

Create custom forms for manual data collection during workflows and manual review processes.

**What you'll configure:**

* Form structure and fields
* Field validation rules
* Form-to-warning associations
* Profile attribute mappings

**Use cases:**

* Resolution forms for Warning Fact decisions
* Data collection forms for workflow tasks
* Manual input forms for missing data

**Time to complete:** 1-2 hours per form

***

### [Catalogs](/timveroos-admin-panel-documentation/v.8.2/setup/09-operational-tools/catalogs.md)

Manage reference data used throughout the system.

**What you'll configure:**

* Decision Departments (for Launchpad routing)
* Decline Reason catalogs
* Custom lookup values
* Reference data entries

**Time to complete:** 30-60 minutes per catalog type

***

### [AI Chat Panel](/timveroos-admin-panel-documentation/v.8.2/setup/09-operational-tools/ai-chat-panel.md)

Built-in LLM assistant available on editor pages (Offer Engine, Documents, Notifications, Metrics, Covenants) that generates code and templates from natural-language requests.

**Where it's available:**

* Offer Engine, Documents, Notifications, Metrics, Covenants editors
* Not available in the Workflow Designer

**Capabilities:**

* Generate code and templates from natural-language requests
* Attach reference documents (PDF, DOCX, XLSX, CSV, TXT, MD, images)
* Apply generated output directly into the editor in one click

***

## Prerequisites

* Understanding of where forms and catalogs will be used
* [Workflows](/timveroos-admin-panel-documentation/v.8.2/setup/04-workflows.md) configured (for form-to-warning associations)

## Related Operations

Once configured, forms and catalogs are used during:

* [Manual Decisions (OPS)](/timveroos-admin-panel-documentation/v.8.2/ops/01-origination/manual-decisions.md) - Resolution forms in Launchpad

## Integration Points

**Form Builder integrates with:**

* Workflow Engine (form assignment to warnings)
* Launchpad (resolution form display)
* Profile system (attribute updates)

**Catalogs integrate with:**

* Launchpad (department routing)
* Decision workflows (decline reasons)
* Various system dropdowns

***

*For additional support, consult your implementation team.*


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