Back to catalog
Included in Starter, Pro and Agency

Lupin

Expert chat that knows your business and your analyses

Lupin replaces the click-search-paste between reports, dashboards and support. Ask what you need about your business or your Validio account and get the exact citation back.

See plansIncluded from Starter

What it does

  • Conversational access to all your previous Validio analyses with per-answer citation.
  • Curated knowledge base with Validio methodologies, scoring criteria and best practices.
  • Smart cascade: Haiku 4.5 (trivial) + Sonnet 4.6 (tool-calling) to optimise cost and latency.
  • RAG with text-embedding-3-small embeddings + pgvector — grounded answers, no hallucinations.
  • Defense-in-depth by scope: public vs. admin separated at the RPC with SECURITY DEFINER.
  • Conversation memory with automatic summarisation once the turn threshold is crossed.

How to use it

  1. 1

    Open the chat

    Lupin lives in the dashboard. The first message gets a welcome adapted to your account (current route, last analysis) generated by Haiku for minimal latency.

  2. 2

    Ask in plain language

    Ask whatever you need: explain a finding, compare two analyses, recall the action plan from an old report, understand a metric from the Validio KB.

  3. 3

    Get a cited answer

    Every answer is grounded in KB chunks or your own analyses, with the source document exposed. It never makes things up: if it can't find evidence, it says so.

Real use cases

  • Re-open a 3-month-old analysis

    An owner ran an Audit Web 3 months ago and can't remember the prioritised action. Instead of downloading it from R2 and re-reading, they ask Lupin: "what was the top-1 finding and recommended fix?". Answer in 4 seconds.

  • Understand a Validio scoring metric

    A marketing lead sees a Validio score of 67 and wants to understand the composition. Lupin replies with the 7 signals and cites the official scoring doc from the curated KB.

  • Compare two Pulse snapshots

    A team sees a -4 delta between two consecutive Pulse snapshots. Rather than opening both reports, they ask Lupin what changed. Lupin diffs, cites the changed findings and offers an interpretation.

Frequently asked questions

Does Lupin have access to my account?
Yes, within your own scope. Every Lupin query goes through a scope guard: standard users read their own data + public KB; admins can additionally query the admin KB via a separate RPC with SECURITY DEFINER + explicit admin gate.
Which models does Lupin use under the hood?
Cascade: Claude Haiku 4.5 for trivial classification and welcome (minimal latency + cost). Claude Sonnet 4.6 for tool-calling queries and reasoning. The router decides per turn.
Does Lupin remember past conversations?
Yes. Lupin persists conversations per user and applies automatic summarisation when a conversation crosses the turn threshold, preserving context without inflating tokens.
Can I disable Lupin?
Yes. You can hide the dock from your profile. You can also disable the welcome via the lupin_welcome_dismissed flag without losing access to the full chat when you want to reopen it.

Ready when you are

Lupin

Expert chat that knows your business and your analyses