Documentation
Product and API reference
Full documentation is provided to every workspace during onboarding. This is the map of what it covers.
Contents
Documentation sections
Getting started
- Workspace setup
- Importing contacts and history
- Inviting your team
- Roles and permissions
Platform
- Pipelines and custom fields
- Shared inbox configuration
- Calendars and booking rules
- Products and checkout
AI and automation
- Grounding the AI brain
- Defining agent scope
- Workflow triggers and actions
- Testing and rollout
Developers
- API authentication
- Core objects and endpoints
- Webhooks and event payloads
- Rate limits and errors
Need access to the docs?
Request a workspace and the full documentation comes with it.
One platform. One intelligent system.