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Getting started

Quickstart
Importing data

Users and roles
Security
Data residency and retention

Permissions and approvals
Customer Agent
Agent usage and limits

REST API
Webhooks

Data warehouse sync
Email and calendar

Email deliverability

SLA policies

Billing and plans

Browse the docs

Getting started

Quickstart
Importing data

Users and roles
Security
Data residency and retention

Permissions and approvals
Customer Agent
Agent usage and limits

REST API
Webhooks

Data warehouse sync
Email and calendar

Email deliverability

SLA policies

Billing and plans

Docs
Agents

Agents

Set up, limit and review the Customer, Prospecting, Data and Campaign Agents.

Permissions and approvalsDecide what each agent may do, and who reviews its work.Customer AgentSet up the agent that answers customers in chat and email.Agent usage and limitsWhat counts as an agent action, and each plan's allowance.

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