Guides for setup and daily use.

Set up organization, knowledge, channels, workflows, preview answers, and a low-risk pilot before expanding automation.

The inbox docs explain channel connection, ownership, tags, summaries, handoff, internal notes, and response-time handling.

Use the knowledge-base docs to upload sources, approve collections, understand retrieval behavior, and maintain policy accuracy.

Workflows decide how tickets are tagged, assigned, escalated, approved, and audited across channels and teams.

Settings define the operating boundaries: who can access data, approve actions, edit workflows, manage sources, and connect systems.