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Home Docs API Reference MCP Server Chat SDKs Release Notes

Welcome
Knowledge
Automation
Setup
Handoffs
Channels
Optimization

Welcome
Getting started
Create a simple AI Agent
Enhance your AI Agent with automation
Key concepts
Dashboard navigation
Agent logic
Improvement tactics
Knowledge
Content generation
Knowledge setup
Best practices
Content ingestion
Knowledge integration
Web import
Article creation
Article management
Actions
Token configuration
Action control
External API design
Best practices
Processes
Process management
Action blocks
Text block
Link block
Scheduled block
Conditional block
Handoff block
List Option block
Set Variable block
Instruction block
Playbooks
Get started
Configure
Step reference
Media
Best practices
Test and publish
Proactives
Proactive messaging
Greetings
Greeting management
Text block
Link block
Capture block
Set Variable block
Conditional block
Request block
List Option block
Sign In and Sign Out blocks
Fetch Chat Metadata block
Email block
Scheduled block
Best practices
Custom Instructions
Glossary
Variables
Using Variables
Best practices
Persona
Personality setup
Best practices
Languages
About multilingual support
Language switching
Multilingual support setup
Manual translations
Redactions
Redaction settings
Handoffs
Handoff management
Text block
Link block
Capture block
Set Variable block
Conditional block
Request block
List Option block
Sign In and Sign Out blocks
Fetch Chat Metadata block
Email block
Scheduled block
File Upload block
Handoff integrations
Transcript summaries
Salesforce
Ada Glass configuration
Salesforce Chat block
Salesforce user setup
Salesforce Action block
Ada Salesforce Messaging configuration
Salesforce Messaging Handoff setup
Salesforce Messaging field mapping
Salesforce Messaging agent availability
Zendesk
Zendesk Chat configuration
Zendesk Chat Handoff setup
Zendesk Chat Handoff usage
Zendesk Messaging
Zendesk Support
Zendesk Ticketing
Zendesk SMTP Connector
Amazon Connect
Initial configuration
Configure the handoff
Custom contact attributes
Additional actions
ServiceNow
Initial configuration
Configure the handoff
Custom fields
Genesys
Initial configuration
Configure the handoff
Custom fields
Gorgias
Initial configuration
Configure the handoff
Custom ticket fields
Additional actions
Help Scout
Initial configuration
Configure the handoff
Custom fields
Kustomer
Initial configuration
Configure the handoff
Custom attributes
Twilio Flex
Initial configuration
Configure the handoff
Custom fields
Gladly
Initial configuration
Configure the handoff
Channels
Chat
Chat onboarding
Appearance settings
Data controls
Launch options
Installation
Conversation experience
Push notifications
Voice
Voice onboarding
Greetings and Handoffs
Voice call capture options
Voice tools
Voice CSAT configuration
SMS consent
Contact center integration
Email
Email onboarding
Email configuration
BYO Domain
Appearance settings
Launch controls
Implementation method
Block email addresses
Email handoffs
Handoff scenarios
Attachment handling
Multiple participant conversations
Email deployment
CSAT configuration
Social
Social channel onboarding
Instagram setup
Sunshine Conversations setup
Zendesk Social integration
Third party
Zendesk SDK Deployment
Sunshine Web Messenger
Testing
Interactive Testing
Simulations
Best practices
Conversations
Resolution rate optimization
Response training
Conversation identifiers and persistence
Data export
Coaching
Coaching tools
Best practices
Intent Intelligence
Topic and Intent analysis
Best practices
Reports
Performance reports
CSAT survey
CSAT survey configuration
Personalization data
Best practices
Team access
My team
SSO
Profile
Session timeout
Data retention
Audit log

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Proactives

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