Documentation

Read once. Reference forever.

The full docs portal opens during onboarding. Below is the public outline.

Full documentation portal

Public docs ship during your 48-hour onboarding. Customers get a private docs URL scoped to their tenant — with their integrations, their fields, their flows.

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Getting Started

  • Provisioning your first agent
  • Slack workspace setup
  • Choosing your agent persona + name
  • Adding authorized users

Skills Reference

  • Enrich a single contact
  • Bulk list enrichment
  • LinkedIn URL resolution
  • Cache and status commands

CRM Integration

  • OAuth flow (HubSpot / Salesforce / Pipedrive)
  • Custom field mapping
  • Owner routing rules
  • Dedup configuration

Operations

  • Audit log access
  • Replay tooling
  • Cost reporting
  • Rotating credentials