# Autoch.at Docs

## Documentation

- [Getting started with Autoch.at](https://chat.autodocs.ca/introduction.md): Learn how Autoch.at unifies conversations, how the dashboard is organized, and the key steps to reach your first successful setup.
- [Getting Started with Autoch.at](https://chat.autodocs.ca/quickstart.md): Quickly set up your Autoch.at account, connect your communication channels, and handle your first conversation to begin unifying customer interactions.
- [Use the tenant dashboard](https://chat.autodocs.ca/pages/overview/dashboard.md): Learn what the dashboard shows, how to adjust the time range and refresh data, and how to use key sections to monitor conversations, leads, and system readiness.
- [Manage assistants](https://chat.autodocs.ca/pages/ai-config/assistants.md): Configure and manage AI assistants for chat, email, SMS, and voice, including creation flows, testing, channel adaptation, QA, and scenario evaluation.
- [Configure AI Playbooks](https://chat.autodocs.ca/pages/ai-config/playbooks.md): Define reusable AI behavior playbooks, manage versions, and control channels and tools from the AI Playbooks page in the Autoch.at app.
- [Manage training context](https://chat.autodocs.ca/pages/ai-config/training-context.md): Configure and maintain the training data assistants use, including documents, products, UI screens, websites, instructions, and FAQs in the Training Context page.
- [Routing and handoffs](https://chat.autodocs.ca/pages/ai-config/routing-handoffs.md): Use the Routing & Handoffs page to move conversations between assistants and humans safely, with tested rules, guardrails, and business hours.
- [Experiments](https://chat.autodocs.ca/pages/ai-config/experiments.md): No description found
- [Configure AI safety](https://chat.autodocs.ca/pages/ai-config/ai-safety.md): Use the AI Safety page to set blocked and serious mode keywords, test changes safely, and tune policies that keep AI responses aligned with your standards.
- [Manage conversations](https://chat.autodocs.ca/pages/conversations/conversations.md): Use the Conversations page as a unified inbox across channels to search, filter, bulk update, export, and monitor conversations in real time.
- [Use the conversation detail view](https://chat.autodocs.ca/pages/conversations/conversation-detail.md): Work from a single conversation view to read transcripts, respond, update status and assignee, link to CRM clients, and review AI insights.
- [Configure email workflows](https://chat.autodocs.ca/pages/conversations/email-workflows.md): Configure automated inbound email handling on the Email Workflows page, including workflow builders, context library, test matching, and email settings.
- [Configure SMS Workflows](https://chat.autodocs.ca/pages/conversations/sms-workflows.md): Configure automated SMS workflows on the SMSWorkflows page, including goals, routing, response templates, and activation for tenant-scoped messaging.
- [Manage CRM clients](https://chat.autodocs.ca/pages/crm/clients.md): Use the Clients page to search, filter, tag, import, export, and manage client records across your CRM workspace.
- [Configure CRM connections](https://chat.autodocs.ca/pages/crm/crm-connections.md): Connect Salesforce, HubSpot, Microsoft Dynamics, and AutoChat CRM to sync contacts and conversation data from the CRM Connections page.
- [Use analytics](https://chat.autodocs.ca/pages/insights/analytics.md): Understand analytics for conversations, channels, and assistants, including trends, scheduled reports, and FAQ performance metrics.
- [Manage users and roles](https://chat.autodocs.ca/pages/settings/users.md): Configure tenant users, roles, and permissions in Settings → Users, including invitations, role templates, CRM access, user limits, and deletion behavior.
- [Manage your profile](https://chat.autodocs.ca/pages/settings/profile.md): Update your personal details, change your password, and manage multi-factor authentication from the Profile settings page.
- [Configure branding](https://chat.autodocs.ca/pages/settings/branding.md): Control how your organization and workspaces appear to customers, including names, logo, primary color, contact details, and custom short domains.
- [Configure the chat widget](https://chat.autodocs.ca/pages/settings/chat-widget.md): Configure the web chat widget appearance, allowed domains, proactive messaging, and tracking so it installs cleanly on your site and emits reliable analytics.
- [Configure email domains](https://chat.autodocs.ca/pages/settings/email.md): Configure custom sending domains, add required DNS records, verify status, and generate SMTP credentials for outgoing email.
- [PII and privacy settings](https://chat.autodocs.ca/pages/settings/pii-privacy.md): Configure how PII is stored and redacted in conversations, including storage policy, redaction rules, and safe saving behavior.
- [Manage billing and subscriptions](https://chat.autodocs.ca/pages/settings/billing.md): Understand the Billing page, track usage and overages, download invoices, and manage your subscription and billing portal access as an account owner.

## API Reference

- [List all docs](https://chat.autodocs.ca/api-reference/get-docs.md): No description found
- [Create doc](https://chat.autodocs.ca/api-reference/post-docs.md): No description found
- [Info for a doc](https://chat.autodocs.ca/api-reference/get-docs-docid.md): No description found
- [List all authors](https://chat.autodocs.ca/api-reference/get-authors.md): No description found

## Help Center

- [Help Center](https://chat.autodocs.ca/help-center.md): No description found
- [How do I get started with Autoch.at Docs?](https://chat.autodocs.ca/help-center/faq/getting-started.md): Quick start for new users.
- [Documents Not Appearing](https://chat.autodocs.ca/help-center/troubleshooting/missing-documents.md): Fix missing documentation issues.
- [Adding a Bot Integration](https://chat.autodocs.ca/help-center/guides/add-bot-integration.md): Connect a custom bot to Autoch.at Docs.

## Changelog

- [Changelog](https://chat.autodocs.ca/changelog.md): Review the version history of Autoch.at, including recent updates, new features, and improvements to keep your implementation current.