Two manuals for two kinds of reader. Pick the one that fits you.
I use the app
For agents, supervisors, managers and administrators who work in the browser. Step-by-step instructions, screencasts, use cases and training paths. No code.
Open the User ManualI install, configure or extend it
For developers and IT. Packages and feature IDs, appsettings.json and environment variables, recipes, architecture, operations and extension points.
Open the Technical ManualBrowse by product area
AI Assistant
AI chat, AI profiles, website chat, knowledge from your documents, tools and agents.
CRM
Contacts, leads, accounts and opportunities, subjects, dispositions and campaigns.
Contact Center
Queues, entry points and IVR menus, the dialer, the agent workspace and the live dashboard.
Messaging
A shared inbox for text conversations, templates, broadcasts and automatic follow-ups.
Phone
The soft phone, the browser extension and Windows app, extensions and voicemail.
Site Administration
Users and roles, import and export, Do Not Call lists, phone number checks and time zones.