# Open.cx Docs

> Documentation for OpenCX, an AI-powered omnichannel customer support platform. Build AI agents for chat, phone, email, WhatsApp, and SMS with knowledge bases, actions, and human handoff.

## Docs

- [AGENTS](https://docs.open.cx/.mintlify/AGENTS.md)
- [Assistant](https://docs.open.cx/.mintlify/Assistant.md)
- [AUTHORING](https://docs.open.cx/AUTHORING.md)
- [Authentication](https://docs.open.cx/actions/authentication.md): Secure action calls — store org-wide secrets as global variables, pass per-user tokens from the widget, and rely on context headers OpenCX attaches automatically.
- [Build An Action](https://docs.open.cx/actions/build-an-action.md): Create an HTTP action in the OpenCX dashboard — name, endpoint, parameters, headers, test, and enable on a channel.
- [Execution](https://docs.open.cx/actions/execution.md): How an action call runs end to end — when the AI picks a tool, what reaches your API, the 60-second timeout, and how failures get back to the AI.
- [AI Actions](https://docs.open.cx/actions/introduction.md): Let the AI do real work in your systems mid-conversation — look up orders, file tickets, update accounts, trigger workflows — instead of only replying with text.
- [OpenAPI Import](https://docs.open.cx/actions/openapi-import.md): Generate OpenCX actions from an OpenAPI spec — upload from the dashboard or sync automatically from CI when the spec changes.
- [Actions troubleshooting](https://docs.open.cx/actions/troubleshooting.md): Fix common AI Actions failures — OpenAPI import errors, 401s that pass in Test, production calls that never land, and AI skipping an action.
- [AI Instructions](https://docs.open.cx/ai-instructions/overview.md): Write the rules your AI follows and the answers it gives — a system prompt plus versioned training scenarios, all edited in one dashboard.
- [Training scenarios](https://docs.open.cx/ai-instructions/training-scenarios.md): Write behavioral rules and question-specific answers the AI honors, with draft, publish, versioning, and channel or segment targeting.
- [Create an action](https://docs.open.cx/api-reference/actions/create.md): Create a new action that the AI agent can call during conversations. Use when programmatically managing the AI actions (tools) your agents can call, typically as part of a deploy…
- [Delete an action](https://docs.open.cx/api-reference/actions/delete.md): Permanently delete a single action by ID. Use when programmatically managing the AI actions (tools) your agents can call, typically as part of a deploy or environment sync.
- [Delete all actions](https://docs.open.cx/api-reference/actions/delete-all-actions.md): Delete all actions. Use when programmatically managing the AI actions (tools) your agents can call, typically as part of a deploy or environment sync.
- [Delete all actions](https://docs.open.cx/api-reference/actions/delete_all.md): Delete all actions. Use when programmatically managing the AI actions (tools) your agents can call, typically as part of a deploy or environment sync.
- [Get an action](https://docs.open.cx/api-reference/actions/get.md): Get a single action by ID. Use when programmatically managing the AI actions (tools) your agents can call, typically as part of a deploy or environment sync.
- [Import actions from OpenAPI spec](https://docs.open.cx/api-reference/actions/import.md): Import actions from OpenAPI spec — Upload an OpenAPI specification file (v2, v3, or v3.
- [Import from openapi file](https://docs.open.cx/api-reference/actions/import-from-openapi-file.md): Import AI actions in bulk by uploading an OpenAPI spec. Use when syncing a large set of tools from an external API catalogue or a deploy pipeline.
- [AI Actions](https://docs.open.cx/api-reference/actions/index.md): The AI Actions API lets you manage the HTTP API calls your AI agent can make during conversations.
- [List all actions](https://docs.open.cx/api-reference/actions/list.md): List all actions configured for your organization. Use when programmatically managing the AI actions (tools) your agents can call, typically as part of a deploy or environment…
- [List distinct action tags](https://docs.open.cx/api-reference/actions/list_tags.md): List distinct action tags — Get all unique tags used across actions in your organization.
- [Update an action](https://docs.open.cx/api-reference/actions/update.md): Update an existing action. Use when programmatically managing the AI actions (tools) your agents can call, typically as part of a deploy or environment sync.
- [Authentication](https://docs.open.cx/api-reference/authentication.md): Authenticate every API request with a Bearer token. Generate keys per scope, rotate them freely, and handle the standard 401/403 error responses.
- [Get autopilot status](https://docs.open.cx/api-reference/autopilot/get.md): Get the autopilot enabled/disabled status for each channel. Use when toggling or configuring autopilot mode across agents.
- [Enable or disable autopilot for a channel](https://docs.open.cx/api-reference/autopilot/update.md): Enable or disable autopilot for a channel — Turn autopilot on or off for a specific channel.
- [Block a contact](https://docs.open.cx/api-reference/blocklist/block_contact.md): Block a contact by email. Use when managing the outbound-messaging exclusion list — e.g. honouring a recipient opt-out or reconciling against an external suppression system.
- [Block email domains](https://docs.open.cx/api-reference/blocklist/block_domains.md): Block one or more email domains. Use when managing the outbound-messaging exclusion list — e.g. honouring a recipient opt-out or reconciling against an external suppression system.
- [Check if a contact is blocked](https://docs.open.cx/api-reference/blocklist/check_contact.md): Check whether a specific contact is currently blocked. Use when managing the outbound-messaging exclusion list — e.g. honouring a recipient opt-out or reconciling against an…
- [Check if a domain or email is blocked](https://docs.open.cx/api-reference/blocklist/check_domain.md): Check if a domain or email is blocked. Use when managing the outbound-messaging exclusion list — e.g. honouring a recipient opt-out or reconciling against an external suppression…
- [Blocklist](https://docs.open.cx/api-reference/blocklist/index.md): The Blocklist API lets you manage blocked contacts and blocked email domains. Blocked contacts and domains are ignored by the AI — their messages receive no automated response.
- [List blocked contacts](https://docs.open.cx/api-reference/blocklist/list_contacts.md): List all blocked contacts. Use when managing the outbound-messaging exclusion list — e.g. honouring a recipient opt-out or reconciling against an external suppression system.
- [List blocked domains](https://docs.open.cx/api-reference/blocklist/list_domains.md): List all blocked email domains. Use when managing the outbound-messaging exclusion list — e.g. honouring a recipient opt-out or reconciling against an external suppression system.
- [Unblock a contact](https://docs.open.cx/api-reference/blocklist/unblock_contact.md): Unblock a contact — Remove a contact from the blocklist. Use when managing the outbound-messaging exclusion list — e.g. honouring a recipient opt-out or reconciling against an…
- [Unblock a domain](https://docs.open.cx/api-reference/blocklist/unblock_domain.md): Unblock a domain — Remove a domain from the blocklist. Use when managing the outbound-messaging exclusion list — e.g. honouring a recipient opt-out or reconciling against an…
- [Create a chat session](https://docs.open.cx/api-reference/chat-sessions/create.md): Create a chat session — Creates a new chat session for the organization. Use when orchestrating conversations from code — creating sessions, sending messages, or listing history…
- [Filter chat sessions](https://docs.open.cx/api-reference/chat-sessions/filter.md): Search and filter chat sessions with advanced criteria. Use when orchestrating conversations from code — creating sessions, sending messages, or listing history for an external…
- [Get a chat session](https://docs.open.cx/api-reference/chat-sessions/get.md): Get a chat session — Retrieves details of a specific chat session by its ID. Use when orchestrating conversations from code — creating sessions, sending messages, or listing…
- [Sessions](https://docs.open.cx/api-reference/chat-sessions/index.md): A session in Open represents any interaction between a customer and your support team.
- [List chat sessions](https://docs.open.cx/api-reference/chat-sessions/list.md): Returns a paginated list of chat sessions for the organization. Use when orchestrating conversations from code — creating sessions, sending messages, or listing history for an…
- [List chat session history](https://docs.open.cx/api-reference/chat-sessions/list_history.md): Returns a paginated list of events (messages, handoffs, status changes, etc.) for a chat session.
- [Search contacts and messages](https://docs.open.cx/api-reference/chat-sessions/search.md): Full-text search across contacts (by name, email, phone) and chat messages. Use when orchestrating conversations from code — creating sessions, sending messages, or listing…
- [Send a message](https://docs.open.cx/api-reference/chat-sessions/send.md): Send a message — Sends a message in a chat session. Use when orchestrating conversations from code — creating sessions, sending messages, or listing history for an external…
- [Update a chat session](https://docs.open.cx/api-reference/chat-sessions/update.md): Update a chat session — Updates a chat session. Use when orchestrating conversations from code — creating sessions, sending messages, or listing history for an external surface.
- [Create a contact](https://docs.open.cx/api-reference/contacts/create.md): Create a new contact. Use when your application needs to create, look up, or maintain the contact records that the AI agents converse with.
- [Delete a contact](https://docs.open.cx/api-reference/contacts/delete.md): Delete a contact. Use when your application needs to create, look up, or maintain the contact records that the AI agents converse with.
- [Introduction to contacts](https://docs.open.cx/api-reference/contacts/introduction.md): Some of the APIs in the contact APIs section allow you to create, list, and delete contacts.
- [List contacts](https://docs.open.cx/api-reference/contacts/list.md): List contacts. Use when your application needs to create, look up, or maintain the contact records that the AI agents converse with.
- [Update a contact](https://docs.open.cx/api-reference/contacts/update.md): Update a contact. Use when your application needs to create, look up, or maintain the contact records that the AI agents converse with.
- [Cancel active crawl](https://docs.open.cx/api-reference/crawl/cancel-crawl.md): Cancel the currently active crawl for the given website datasource. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating indexed…
- [Create a website datasource](https://docs.open.cx/api-reference/crawl/create-datasource.md): Create a new website datasource and optionally start an initial crawl. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating…
- [Delete a website datasource](https://docs.open.cx/api-reference/crawl/delete-datasource.md): Delete a website datasource and all its crawl jobs and pages. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating indexed pages.
- [Exclude pages from sync](https://docs.open.cx/api-reference/crawl/exclude-pages.md): Exclude pages from sync — Bulk exclude pages from future syncs. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating indexed…
- [Get crawl job status](https://docs.open.cx/api-reference/crawl/get-crawl-job.md): Retrieve the status and details of a specific crawl job. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating indexed pages.
- [Get website datasource details](https://docs.open.cx/api-reference/crawl/get-datasource.md): Get website datasource details — Retrieve a website datasource with page statistics and active crawl job information.
- [Include excluded pages back into sync](https://docs.open.cx/api-reference/crawl/include-pages.md): Bulk include previously excluded pages back into the sync cycle. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating indexed…
- [Crawl](https://docs.open.cx/api-reference/crawl/index.md): The Crawl API allows you to programmatically crawl and index websites into your knowledge base.
- [List crawl history](https://docs.open.cx/api-reference/crawl/list-crawl-jobs.md): List crawl history — Retrieve a paginated list of crawl jobs for a website datasource.
- [List website datasources](https://docs.open.cx/api-reference/crawl/list-datasources.md): Retrieve a paginated list of all website datasources for your organization. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating…
- [List crawled pages](https://docs.open.cx/api-reference/crawl/list-pages.md): List crawled pages — Retrieve a paginated list of pages for a website datasource.
- [Start a new crawl](https://docs.open.cx/api-reference/crawl/start-crawl.md): Start a new crawl for the given website datasource. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating indexed pages.
- [Update website datasource settings](https://docs.open.cx/api-reference/crawl/update-datasource.md): Update configuration for a website datasource. Use when driving the website crawler programmatically — queueing crawls, inspecting jobs, and curating indexed pages.
- [Check if CSAT is enabled for a channel](https://docs.open.cx/api-reference/csat/check_channel.md): Check whether CSAT collection is enabled for the specified channel. Use when integrating CSAT results into a downstream BI or analytics pipeline.
- [Check if CSAT has been sent for a session](https://docs.open.cx/api-reference/csat/check_sent.md): Check whether a CSAT request has been sent for the specified session. Use when integrating CSAT results into a downstream BI or analytics pipeline.
- [Get specific CSAT score](https://docs.open.cx/api-reference/csat/get.md): Retrieve details of a specific CSAT score. Use when integrating CSAT results into a downstream BI or analytics pipeline.
- [Get all CSAT scores](https://docs.open.cx/api-reference/csat/get_all.md): Get all CSAT scores — Retrieve all CSAT scores for the organization with pagination
- [Get session CSAT score](https://docs.open.cx/api-reference/csat/get_session.md): Retrieve CSAT score for a specific session. Use when integrating CSAT results into a downstream BI or analytics pipeline.
- [CSAT](https://docs.open.cx/api-reference/csat/index.md): The CSAT (Customer Satisfaction) API allows you to programmatically manage customer satisfaction scores and settings within your organization.
- [Assign insight to a group (team)](https://docs.open.cx/api-reference/customer-insights/assign.md): Assign a customer insight to a specific group or team. Use when routing insights to the right owner or integrating with an external triage workflow.
- [Get categories](https://docs.open.cx/api-reference/customer-insights/categories/get.md): Retrieve the categories OpenCX uses to group customer-feedback insights. Use when driving the customer insights categorisation workflow from external code.
- [Get one](https://docs.open.cx/api-reference/customer-insights/get.md): Get a specific customer insight — Retrieve detailed information about a specific insight
- [Get customer insights](https://docs.open.cx/api-reference/customer-insights/get_all.md): Retrieve every customer insight the AI has surfaced, paginated. Use when driving the customer insights categorisation workflow from external code.
- [Customer Insights](https://docs.open.cx/api-reference/customer-insights/index.md): The Customer Insights API allows you to programmatically access and manage AI-generated insights from your customer interactions.
- [Mark an insight as resolved](https://docs.open.cx/api-reference/customer-insights/resolve.md): Mark an insight as resolved — Resolves a customer insight and optionally adds resolution details
- [Delete a custom domain](https://docs.open.cx/api-reference/email/delete_domains.md): Delete a custom domain from your organization. Use when managing email-channel provisioning — domain verification, unsubscribe handling, outbound email injection.
- [Send emails](https://docs.open.cx/api-reference/email/email_api.md): Send emails to multiple contacts, possibly with a time delay. Use when managing email-channel provisioning — domain verification, unsubscribe handling, outbound email injection.
- [List all custom domains](https://docs.open.cx/api-reference/email/get_domains.md): List all custom domains for your organization, including their verification status and DNS records.
- [Email Support](https://docs.open.cx/api-reference/email/new.md): Open can handle support mail that you forward into the platform: conversations appear in the Open inbox, autopilot or agents can reply, and outbound mail is…
- [Start verification process for a custom domain](https://docs.open.cx/api-reference/email/patch_domains_verify.md): Start the verification process for a custom domain. Use when managing email-channel provisioning — domain verification, unsubscribe handling, outbound email injection.
- [Add or update a custom domain for email sending](https://docs.open.cx/api-reference/email/put_domains.md): Add or update a custom domain for sending emails. Use when managing email-channel provisioning — domain verification, unsubscribe handling, outbound email injection.
- [Unsubscribe Contacts](https://docs.open.cx/api-reference/email/unsubscribe_api.md): Your contacts must be able to unsubscribe/opt out of receiving marketing emails.
- [Directly Unsubscribe a Contact](https://docs.open.cx/api-reference/email/unsubscribe_directly_api.md): Mark a contact as unsubscribed from outbound email. Use when enforcing an opt-out from an external unsubscribe workflow or suppression-list sync.
- [Get an Unsubscribe Link](https://docs.open.cx/api-reference/email/unsubscribe_url_api.md): Create a link that your contact can click to unsubscribe. This link will redirect your contact to Open.
- [Add user](https://docs.open.cx/api-reference/groups/add_user.md): Add user. Use when maintaining group membership and scoping from an external directory.
- [Create](https://docs.open.cx/api-reference/groups/create.md): Create. Use when maintaining group membership and scoping from an external directory.
- [Delete](https://docs.open.cx/api-reference/groups/delete.md): Delete. Use when maintaining group membership and scoping from an external directory.
- [Get](https://docs.open.cx/api-reference/groups/get.md): Get. Use when maintaining group membership and scoping from an external directory.
- [Get all](https://docs.open.cx/api-reference/groups/get_all.md): Get all. Use when maintaining group membership and scoping from an external directory.
- [Groups](https://docs.open.cx/api-reference/groups/index.md): The Groups API allows you to programmatically manage user groups within your organization.
- [Remove user](https://docs.open.cx/api-reference/groups/remove_user.md): Remove user. Use when maintaining group membership and scoping from an external directory.
- [Update](https://docs.open.cx/api-reference/groups/update.md): Update. Use when maintaining group membership and scoping from an external directory.
- [Get handoff analytics](https://docs.open.cx/api-reference/handoff-analytics/get.md): Get handoff analytics — Get a comprehensive overview of AI-to-human handoff events for a date range, including reason breakdowns, sentiment analysis, trends, and referenced…
- [Handoff Analytics](https://docs.open.cx/api-reference/handoff-analytics/index.md): Handoff analytics provide visibility into why and when the AI agent hands conversations off to human agents.
- [Media](https://docs.open.cx/api-reference/media/index.md): The Media API allows you to upload image files to OpenCX storage. Uploaded images return a permanent URL that can be embedded in training scenario content, help center articles, and other rich-text…
- [Upload an image](https://docs.open.cx/api-reference/media/upload.md): Upload an image to your organization storage. Use when uploading attachments to be referenced by other OpenCX resources.
- [Create an office hours schedule](https://docs.open.cx/api-reference/office-hours/create.md): Create a new office hours schedule with time shifts. Use when provisioning business-hours coverage schedules programmatically.
- [Delete an office hours schedule](https://docs.open.cx/api-reference/office-hours/delete.md): Delete an office hours schedule and all its shifts. Use when provisioning business-hours coverage schedules programmatically.
- [Get an office hours schedule](https://docs.open.cx/api-reference/office-hours/get.md): Get a specific office hours schedule by ID, including all its shifts. Use when provisioning business-hours coverage schedules programmatically.
- [Office Hours](https://docs.open.cx/api-reference/office-hours/index.md): The Office Hours API lets you manage when your support team is available. The AI agent uses office hours to set expectations with customers outside business hours and route conversations…
- [List office hours schedules](https://docs.open.cx/api-reference/office-hours/list.md): List all office hours schedules for your organization. Use when provisioning business-hours coverage schedules programmatically.
- [Update an office hours schedule](https://docs.open.cx/api-reference/office-hours/update.md): Update an office hours schedule. Use when provisioning business-hours coverage schedules programmatically.
- [Get current organization](https://docs.open.cx/api-reference/organization/get.md): Get current organization — Retrieve the organization associated with the current API key.
- [Organization](https://docs.open.cx/api-reference/organization/index.md): The Organization API allows you to programmatically retrieve and update your organization''s settings via the public API.
- [Update current organization](https://docs.open.cx/api-reference/organization/update.md): Update settings of the organization associated with the current API key. Use when syncing organisation-level settings programmatically.
- [Create an AI phone agent](https://docs.open.cx/api-reference/phone/create.md): Create an AI phone agent powered by the latest voice model. Use when orchestrating voice calls programmatically — placing outbound calls or listing call history.
- [List AI phone agents](https://docs.open.cx/api-reference/phone/list.md): List all AI phone agents in your organization with full details including name, type, model, voice, language, phone number, and configuration.
- [Make an AI phone call](https://docs.open.cx/api-reference/phone/make_outbound_call.md): Initiate an outbound call using an AI phone agent. Use when orchestrating voice calls programmatically — placing outbound calls or listing call history.
- [Redaction](https://docs.open.cx/api-reference/redaction/index.md): The Redaction API allows you to programmatically redact sensitive content from chat messages and sessions.
- [Redact a specific message](https://docs.open.cx/api-reference/redaction/redact-message.md): Redact a specific message by message ID, including any attached images. Use when applying or reversing PII redaction on a session or individual message.
- [Redact all messages in a session](https://docs.open.cx/api-reference/redaction/redact-session.md): Redact all messages in a session by session ID, including any attached images. Use when applying or reversing PII redaction on a session or individual message.
- [Salesforce MIAW](https://docs.open.cx/api-reference/salesforce-miaw/index.md): Send Salesforce Messaging for In-App and Web (MIAW) events into OpenCX via webhook. Use to sync human-agent replies from Salesforce back into an OpenCX session.
- [Webhook](https://docs.open.cx/api-reference/salesforce-miaw/webhook.md): POST /salesforce/miaw/webhook. Use when wiring Salesforce Messaging-for-In-App-and-Web events into OpenCX.
- [Search](https://docs.open.cx/api-reference/search/index.md): Query OpenCX for chat sessions, contacts, and training content from one endpoint. Use when building a custom search surface over organisation-wide data.
- [Add contacts to a continuous sequence](https://docs.open.cx/api-reference/sequencing/add-contacts-to-sequence.md): Add contacts to a continuous sequence (`is_continuous` property of the sequence must be `true`).
- [Cancel a sequence](https://docs.open.cx/api-reference/sequencing/cancel.md): Cancel a sequence. Use when driving the outbound-sequencing engine programmatically.
- [Create a sequence](https://docs.open.cx/api-reference/sequencing/create.md): Create a sequence. Use when driving the outbound-sequencing engine programmatically.
- [Get a sequence](https://docs.open.cx/api-reference/sequencing/get.md): Get a sequence. Use when driving the outbound-sequencing engine programmatically.
- [Start a sequence](https://docs.open.cx/api-reference/sequencing/start.md): Start a sequence. Use when driving the outbound-sequencing engine programmatically.
- [Update a sequence](https://docs.open.cx/api-reference/sequencing/update.md): Update a sequence. Use when driving the outbound-sequencing engine programmatically.
- [Add inbound trunk phone numbers](https://docs.open.cx/api-reference/sip/add_inbound_trunk_phone_numbers.md): Add inbound trunk phone numbers. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Assign agent transfer destination](https://docs.open.cx/api-reference/sip/assign_agent_transfer_destination.md): Assign agent transfer destination. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Create inbound trunk](https://docs.open.cx/api-reference/sip/create_inbound_trunk.md): Create inbound trunk. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Create outbound trunk](https://docs.open.cx/api-reference/sip/create_outbound_trunk.md): Create outbound trunk. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Create transfer destination](https://docs.open.cx/api-reference/sip/create_transfer_destination.md): Create transfer destination. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Delete inbound trunk](https://docs.open.cx/api-reference/sip/delete_inbound_trunk.md): Delete inbound trunk. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Delete outbound trunk](https://docs.open.cx/api-reference/sip/delete_outbound_trunk.md): Delete outbound trunk. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Delete transfer destination](https://docs.open.cx/api-reference/sip/delete_transfer_destination.md): Delete transfer destination. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Get agent sip config](https://docs.open.cx/api-reference/sip/get_agent_sip_config.md): Get agent SIP config. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Get inbound trunk](https://docs.open.cx/api-reference/sip/get_inbound_trunk.md): Get inbound trunk. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [SIP Integration](https://docs.open.cx/api-reference/sip/index.md): Connect your phone system to OpenCX AI agents via SIP trunking — inbound trunks, outbound trunks, per-agent number routing, and call transfer destinations.
- [List agent transfer destinations](https://docs.open.cx/api-reference/sip/list_agent_transfer_destinations.md): List agent transfer destinations. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [List outbound trunks](https://docs.open.cx/api-reference/sip/list_outbound_trunks.md): List outbound trunks. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [List transfer destinations](https://docs.open.cx/api-reference/sip/list_transfer_destinations.md): List transfer destinations. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Remove agent transfer destination](https://docs.open.cx/api-reference/sip/remove_agent_transfer_destination.md): Remove agent transfer destination. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Remove inbound trunk phone number](https://docs.open.cx/api-reference/sip/remove_inbound_trunk_phone_number.md): Remove inbound trunk phone number. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Set agent inbound numbers](https://docs.open.cx/api-reference/sip/set_agent_inbound_numbers.md): Set agent inbound numbers. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Set agent outbound trunk](https://docs.open.cx/api-reference/sip/set_agent_outbound_trunk.md): Set agent outbound trunk. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Sync inbound trunk](https://docs.open.cx/api-reference/sip/sync_inbound_trunk.md): Sync inbound trunk. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Update outbound trunk](https://docs.open.cx/api-reference/sip/update_outbound_trunk.md): Update outbound trunk. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Update transfer destination](https://docs.open.cx/api-reference/sip/update_transfer_destination.md): Update transfer destination. Use when provisioning SIP trunks, phone numbers, or agent-level trunk routing from external infrastructure tooling.
- [Get SLA breach heatmap](https://docs.open.cx/api-reference/sla-analytics/breach-heatmap.md): Get a heatmap of SLA breaches by hour of day and day of week. Use when pulling SLA-adherence metrics into a reporting system.
- [Get SLA analytics breakdown](https://docs.open.cx/api-reference/sla-analytics/breakdown.md): Get SLA analytics breakdown — Get SLA compliance rates grouped by policy, team, agent, or channel.
- [SLA Analytics](https://docs.open.cx/api-reference/sla-analytics/index.md): SLA analytics provide visibility into your organization''s SLA compliance, response and resolution times, and breach patterns.
- [Get SLA analytics overview](https://docs.open.cx/api-reference/sla-analytics/overview.md): Get SLA analytics overview — Get SLA compliance rates, coverage rate, and response/resolution time percentiles for a date range.
- [Get SLA analytics trend](https://docs.open.cx/api-reference/sla-analytics/trend.md): Get SLA analytics trend — Get SLA compliance rates over time, grouped by day or week.
- [Get auto-tagging status](https://docs.open.cx/api-reference/tags/auto_tagging_get.md): Get auto-tagging status — Check whether AI auto-tagging is enabled for your organization.
- [Enable or disable auto-tagging](https://docs.open.cx/api-reference/tags/auto_tagging_set.md): Enable or disable auto-tagging — Turn AI auto-tagging on or off. Use when managing the tag vocabulary your agents apply — e.g. when syncing a taxonomy from a CRM.
- [Delete a tag](https://docs.open.cx/api-reference/tags/delete.md): Delete a tag — Remove a tag from your organization. Use when managing the tag vocabulary your agents apply — e.g. when syncing a taxonomy from a CRM.
- [List tags in use](https://docs.open.cx/api-reference/tags/in_use.md): List tags in use — List all distinct tag names that are actually applied to sessions.
- [Tags](https://docs.open.cx/api-reference/tags/index.md): The Tags API lets you manage tags for your organization and control AI auto-tagging.
- [List tags](https://docs.open.cx/api-reference/tags/list.md): List all tags for your organization. Use when managing the tag vocabulary your agents apply — e.g. when syncing a taxonomy from a CRM.
- [Create or update a tag](https://docs.open.cx/api-reference/tags/upsert.md): Create a new tag or update an existing one. Use when managing the tag vocabulary your agents apply — e.g. when syncing a taxonomy from a CRM.
- [Add user to team](https://docs.open.cx/api-reference/teams/add_user.md): Add a user to an existing team. Use when syncing team structure between OpenCX and your organisation's identity/HR source of truth.
- [Create new team](https://docs.open.cx/api-reference/teams/create.md): Create a new team in the organization. Use when syncing team structure between OpenCX and your organisation's identity/HR source of truth.
- [Delete team](https://docs.open.cx/api-reference/teams/delete.md): Delete an existing team. Use when syncing team structure between OpenCX and your organisation's identity/HR source of truth.
- [Get specific team](https://docs.open.cx/api-reference/teams/get.md): Get specific team — Retrieve details of a specific team. Use when syncing team structure between OpenCX and your organisation's identity/HR source of truth.
- [Get all teams](https://docs.open.cx/api-reference/teams/get_all.md): Get all teams — Retrieve all teams for the organization. Use when syncing team structure between OpenCX and your organisation's identity/HR source of truth.
- [Get users in team](https://docs.open.cx/api-reference/teams/get_users.md): Get users in team — Retrieve all users in a specific team, including their availability and chat capacity for routing.
- [Teams](https://docs.open.cx/api-reference/teams/index.md): The Teams API allows you to programmatically manage user teams within your organization.
- [Remove user from team](https://docs.open.cx/api-reference/teams/remove_user.md): Remove a user from a team. Use when syncing team structure between OpenCX and your organisation's identity/HR source of truth.
- [Update team](https://docs.open.cx/api-reference/teams/update.md): Update an existing team. Use when syncing team structure between OpenCX and your organisation's identity/HR source of truth.
- [Create a training](https://docs.open.cx/api-reference/training/create.md): Create a new training scenario. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Create a training directory](https://docs.open.cx/api-reference/training/create_directory.md): Create a training directory — Create a new directory for organizing trainings. Use when pushing training scenarios or knowledge into the AI training index from an external…
- [Delete a training](https://docs.open.cx/api-reference/training/delete.md): Permanently delete a training. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Delete a training directory](https://docs.open.cx/api-reference/training/delete_directory.md): Delete a training directory and all trainings inside it. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Generate scenario](https://docs.open.cx/api-reference/training/generate_scenario.md): Generate scenario. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Get a training](https://docs.open.cx/api-reference/training/get.md): Get a single training by ID. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [List all trainings](https://docs.open.cx/api-reference/training/get_all.md): List all trainings — List all training scenarios for your organization. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Get directory tree](https://docs.open.cx/api-reference/training/get_directory_tree.md): Get directory tree — Get all directories with their trainings, plus uncategorized trainings.
- [AI Training](https://docs.open.cx/api-reference/training/index.md): The AI Training API allows you to programmatically manage training scenarios, directories, and knowledge search for your AI assistant.
- [List training directories](https://docs.open.cx/api-reference/training/list_directories.md): List training directories — List all directories used to organize trainings. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Move a training to a directory](https://docs.open.cx/api-reference/training/move.md): Move a training into a directory, or set directory_id to null to uncategorize it.
- [Semantic search across training and knowledge base](https://docs.open.cx/api-reference/training/search.md): Search across all training scenarios and knowledge base items using natural language.
- [Toggle draft status](https://docs.open.cx/api-reference/training/toggle_draft.md): Toggle draft status — Publish or unpublish a training. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Update a training](https://docs.open.cx/api-reference/training/update.md): Update an existing training. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Update a training directory](https://docs.open.cx/api-reference/training/update_directory.md): Update a training directory — Rename a training directory. Use when pushing training scenarios or knowledge into the AI training index from an external pipeline.
- [Event Types](https://docs.open.cx/api-reference/webhooks/types.md): Reference for every webhook event OpenCX emits — phone calls, chat sessions, handoffs, CSAT — with payload shapes and delivery guarantees.
- [Send a WhatsApp template](https://docs.open.cx/api-reference/whatsapp/send-template.md): Directly send a WhatsApp template to a contact. Use when sending WhatsApp messages that require template approval or driving WhatsApp operations from automation.
- [Authenticate a widget user](https://docs.open.cx/api-reference/widget/authenticate-contact.md): Authenticate a widget user — authenticate the contacts. Use when authenticating widget visitors against your own identity provider.
- [[Beta] Activate a workflow](https://docs.open.cx/api-reference/workflows/activate.md): Activate the latest version of a workflow. Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] Create a workflow](https://docs.open.cx/api-reference/workflows/create.md): [Beta] Create a workflow. Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] Deactivate a workflow](https://docs.open.cx/api-reference/workflows/deactivate.md): Deactivate the currently active version of a workflow. Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] List available action and trigger types](https://docs.open.cx/api-reference/workflows/definitions.md): List all available workflow action types and trigger types with their metadata. Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] Delete a workflow](https://docs.open.cx/api-reference/workflows/delete.md): Soft-delete a workflow and all its versions. Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] Get a workflow](https://docs.open.cx/api-reference/workflows/get.md): Get a specific workflow by its UUID, including its blocks, trigger configuration, and active status.
- [[Beta] Get a workflow run](https://docs.open.cx/api-reference/workflows/get_run.md): Get details of a specific workflow run, including status, duration, trigger info, and timestamps.
- [Workflows (Beta)](https://docs.open.cx/api-reference/workflows/index.md): The Workflows API lets you programmatically create, manage, and trigger automated workflows.
- [[Beta] List workflows](https://docs.open.cx/api-reference/workflows/list.md): List all workflows in your organization (latest version of each). Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] List workflow runs](https://docs.open.cx/api-reference/workflows/list_runs.md): List execution runs for a workflow with filtering and pagination. Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] Trigger a workflow](https://docs.open.cx/api-reference/workflows/trigger.md): Manually trigger a workflow. Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] Update a workflow (creates a new version)](https://docs.open.cx/api-reference/workflows/update.md): [Beta] Update a workflow (creates a new version). Use when managing deterministic workflow definitions and triggering or inspecting their runs.
- [[Beta] Validate a workflow definition](https://docs.open.cx/api-reference/workflows/validate.md): [Beta] Validate a workflow definition — Validate workflow blocks without creating a workflow.
- [Architecture overview](https://docs.open.cx/architecture-overview.md): How data flows through OpenCX — channels in, AI inference, knowledge base, helpdesk handoff out, and what your team controls along the way.
- [Help](https://docs.open.cx/archive/help/coming-soon.md): In-app support and live chat with the OpenCX team — coming soon.
- [Build Agents get started](https://docs.open.cx/build-agents/get-started.md): Pick the channel your customers reach you on and build an AI agent for it — widget, phone, WhatsApp, email, or SMS.
- [Changelog](https://docs.open.cx/changelog.md): Learn about the latest updates to the Open platform
- [Manage Contacts](https://docs.open.cx/contacts/manage-contacts.md): Learn how to manage your contacts and enrich them with our +200 million users database
- [Core Concepts](https://docs.open.cx/core-concepts.md): The OpenCX vocabulary — session, ticket, contact, autopilot, handoff, action, training scenario, insight, channel — defined in one place.
- [CRM Integrations](https://docs.open.cx/crms/introduction.md): When your AI agent hands off a conversation to a human agent, Open.cx automatically displays comprehensive customer information from your CRM system directly in your support inbox.
- [Customizing the Copilot](https://docs.open.cx/dashboard/custom_state.md): 1. Access the Directory: Users should navigate to the directory where the integration functions need to be stored. In this case, the directory path is: llm-server/integrations/trello.py 2. Create a…
- [Integrations](https://docs.open.cx/dashboard/introduction.md): Connect your helpdesks, CRMs, e-commerce platforms, and automation tools from the integrations settings.
- [Thanks for having the demo with us](https://docs.open.cx/dashboard/onboarding/intro.md): Welcome to Open.cx! We're excited to help you get started. Follow these simple steps to kick off your onboarding process.
- [Pricing](https://docs.open.cx/dashboard/onboarding/pricing.md): Simple, transparent pricing based on the value we deliver — base subscription plus usage-based resolution pricing, with comparison against other providers.
- [Dashboard overview](https://docs.open.cx/dashboard/overview.md): Landing tour of the OpenCX dashboard — where agents, inbox, knowledge, analytics, and organisation settings live, and how the top-level navigation is wired up.
- [Zapier](https://docs.open.cx/dashboard/zapier.md): Open is integrated with Zapier! You can automate multiple Open actions and triggers using zapier.com and using OpenCX app.
- [Connect Email](https://docs.open.cx/email/forwarding.md): Go live with AI email — verify your domain, register your support address, configure forwarding at your mail host, and pass the connection test.
- [Email Flow](https://docs.open.cx/email/forwarding-rules.md): How forwarded mail is matched to sessions — session tokens, new-thread vs reply logic, and outbound formatting.
- [Email overview](https://docs.open.cx/email/introduction.md): Overview of the AI email channel — forwarding setup, shared inbox, Autopilot replies, human handoff, and third-party integrations with Zendesk, HubSpot, and more.
- [Email troubleshooting](https://docs.open.cx/email/troubleshooting.md): Fix common email channel issues — connection test failures, missing AI replies, and unwanted auto-replies.
- [Features](https://docs.open.cx/features.md): | Platform | Features | |----------|----------| | Zendesk | Full ticket management, macros, agent handoff, native integration | | Intercom | Inbox integration…
- [Human Handoff](https://docs.open.cx/handoff/introduction.md): Human handoff transfers a live conversation from the AI to a human agent. It happens automatically when the AI decides it cannot resolve the issue, or when the customer explicitly asks for a human.
- [Handoff Settings](https://docs.open.cx/handoff/settings.md): This page is a complete reference for every option on the Settings → Handoff page in your dashboard.
- [Handoff Topics](https://docs.open.cx/handoff/topics.md): Tell the AI which topics to never handle — refunds, legal, safety — and have every matching conversation routed straight to a human agent.
- [Articles](https://docs.open.cx/help-center/articles.md): Write, version, publish, and AI-generate help center articles that ship to your public site and train the AI at the same time.
- [Categories](https://docs.open.cx/help-center/categories.md): Group articles into categories your customers browse and your team can bulk-edit.
- [Content rules](https://docs.open.cx/help-center/content-validation.md): Write quality rules in plain language — OpenCX checks every article on save or publish and can block publish when a must-rule fails.
- [Help Center](https://docs.open.cx/help-center/overview.md): Author a customer-facing knowledge base inside OpenCX — articles train the AI and ship to your public help site at the same time.
- [Translations](https://docs.open.cx/help-center/translations.md): Translate your Help Center into every language you support with AI — manual edits are protected from re-translation.
- [How OpenCX Works](https://docs.open.cx/how-opencx-works.md): The mental model behind OpenCX — channels ingest, AI answers from your knowledge, Autopilot gates replies, Actions do real work, Handoff routes the rest.
- [Inbox](https://docs.open.cx/inbox/intro.md): The Inbox is a centralized place to view, manage, and take action on your customer support conversations across all your channels (email, chat, phone, etc.).
- [AI Fields](https://docs.open.cx/integrations/creatio/ai-fields.md): Configure OpenCX to auto-fill Creatio case fields like priority, category, and custom fields based on conversation context.
- [Case Sync](https://docs.open.cx/integrations/creatio/case-sync.md): Understand how Creatio cases are created, what data syncs in each direction, and how to set up two-way communication via business process webhooks.
- [AI Email Support in Creatio](https://docs.open.cx/integrations/creatio/channels/email.md): Route email conversations into Creatio as cases so your reps work them from their existing queue.
- [AI Phone Support in Creatio](https://docs.open.cx/integrations/creatio/channels/phone.md): Route phone conversations into Creatio as cases with the call transcript attached.
- [AI SMS Support in Creatio](https://docs.open.cx/integrations/creatio/channels/sms.md): Route SMS conversations into Creatio as cases so your reps work them from their existing queue.
- [AI WhatsApp Support in Creatio](https://docs.open.cx/integrations/creatio/channels/whatsapp.md): Route WhatsApp conversations into Creatio as cases so your reps continue working from their existing queue.
- [AI Chat Widget in Creatio](https://docs.open.cx/integrations/creatio/channels/widget.md): Route AI Chat Widget conversations into Creatio as cases with the full transcript attached.
- [Connect Creatio](https://docs.open.cx/integrations/creatio/connect.md): Create an OAuth application in Creatio, enter credentials in OpenCX, configure optional routing settings, and verify the connection.
- [Creatio overview](https://docs.open.cx/integrations/creatio/overview.md): Run Creatio as the case management surface your agents work in while OpenCX resolves, routes, and hands off conversations with full context.
- [Creatio troubleshooting](https://docs.open.cx/integrations/creatio/troubleshooting.md): Debug Creatio connection, case creation, webhook, agent reply sync, and AI field issues.
- [Azure & Dynamics Setup](https://docs.open.cx/integrations/dynamics-365/azure-setup.md): Register an Azure AD app and wire it to a Dynamics 365 Application User so OpenCX can create incidents and live work items.
- [AI Email Support in Dynamics 365](https://docs.open.cx/integrations/dynamics-365/channels/email.md): Create Dynamics 365 incidents from every email handoff so your reps work them from the queue they already use.
- [AI Phone Support in Dynamics 365](https://docs.open.cx/integrations/dynamics-365/channels/phone.md): Hand off phone conversations from OpenCX into Dynamics 365 as incidents with the full call transcript and linked contact.
- [AI SMS Support in Dynamics 365](https://docs.open.cx/integrations/dynamics-365/channels/sms.md): Route inbound SMS conversations from OpenCX into Dynamics 365 Omnichannel for Customer Service as live work items.
- [AI WhatsApp Support in Dynamics 365](https://docs.open.cx/integrations/dynamics-365/channels/whatsapp.md): Route WhatsApp Business conversations from OpenCX into Dynamics 365 Omnichannel for Customer Service as live work items.
- [AI Chat Widget in Dynamics 365](https://docs.open.cx/integrations/dynamics-365/channels/widget.md): Route web chat conversations from the AI Chat Widget into Dynamics 365 Omnichannel for Customer Service as live work items.
- [Connect to OpenCX](https://docs.open.cx/integrations/dynamics-365/connect.md): Paste Azure AD credentials into the OpenCX dashboard and verify the connection to Dynamics 365.
- [Conversations in Dynamics 365](https://docs.open.cx/integrations/dynamics-365/conversations.md): How OpenCX routes handoffs into Dynamics 365 incidents or Omnichannel live work items, what gets written, and how to trace it back.
- [Dynamics 365 overview](https://docs.open.cx/integrations/dynamics-365/overview.md): Hand off AI conversations into Microsoft Dynamics 365 as incidents or Omnichannel live work items your reps already work.
- [Dynamics 365 troubleshooting](https://docs.open.cx/integrations/dynamics-365/troubleshooting.md): Debug Dynamics 365 credential verification, incident creation, Omnichannel routing, and contact linking issues.
- [Booking Flow](https://docs.open.cx/integrations/fareharbor/booking-flow.md): How the AI uses FareHarbor actions to list tours, check availability, validate pricing, and complete bookings.
- [Chat in FareHarbor](https://docs.open.cx/integrations/fareharbor/channels/chat.md): How FareHarbor booking conversations work in the AI chat widget, WhatsApp, and SMS channels.
- [Voice in FareHarbor](https://docs.open.cx/integrations/fareharbor/channels/voice.md): How FareHarbor booking conversations work on voice calls, with SMS payment link delivery.
- [Connect FareHarbor](https://docs.open.cx/integrations/fareharbor/connect.md): Add one or more FareHarbor connections, validate your keys, and configure per-connection AI actions.
- [Fareharbor overview](https://docs.open.cx/integrations/fareharbor/overview.md): Let your AI agent book tours, activities, and experiences for customers through FareHarbor — on chat or voice.
- [Fareharbor troubleshooting](https://docs.open.cx/integrations/fareharbor/troubleshooting.md): Fix connection failures, missing availability, booking errors, and SMS delivery issues with the FareHarbor integration.
- [Connect Freshchat](https://docs.open.cx/integrations/freshchat/connect.md): Generate a Freshchat API token, enter your credentials in OpenCX, register the webhook in Freshchat, and pick a routing mode.
- [Conversation flow](https://docs.open.cx/integrations/freshchat/conversations.md): How Freshchat conversations reach the AI, how handoff unassigns the chat with a private note, and how resolutions sync both ways.
- [Freshchat overview](https://docs.open.cx/integrations/freshchat/overview.md): Run Freshchat as the surface your agents work in while OpenCX answers, escalates, and keeps conversation status in sync.
- [Freshchat troubleshooting](https://docs.open.cx/integrations/freshchat/troubleshooting.md): Debug Freshchat credentials, webhook events, routing mode, handoff notes, and resolution sync.
- [Email in Front](https://docs.open.cx/integrations/front/channels/email.md): Route email conversations from Front through OpenCX AI with handoff to your Front inbox.
- [Phone in Front](https://docs.open.cx/integrations/front/channels/phone.md): Route phone call records from Front through OpenCX AI with handoff context for your reps.
- [SMS in Front](https://docs.open.cx/integrations/front/channels/sms.md): Route inbound SMS conversations from Front through OpenCX AI with handoff to your Front inbox.
- [Chat in Front](https://docs.open.cx/integrations/front/channels/web.md): Route web chat and messaging conversations from Front through OpenCX AI with handoff to your Front inbox.
- [Connect Front](https://docs.open.cx/integrations/front/connect.md): Generate an API token, enter credentials, select the AI teammate, and configure the webhook.
- [Conversations](https://docs.open.cx/integrations/front/conversations.md): How OpenCX processes Front conversations, hands off to your team, syncs tags, and resolves conversations.
- [Front overview](https://docs.open.cx/integrations/front/overview.md): Run Front as the shared inbox your team works in while OpenCX resolves, routes, and hands off conversations with full context.
- [Front troubleshooting](https://docs.open.cx/integrations/front/troubleshooting.md): Debug Front connection, webhook, handoff, and sync issues — 401 credential failures, missing AI replies, duplicate messages, broken escalations.
- [Connect Gorgias](https://docs.open.cx/integrations/gorgias/connect.md): Enter your Gorgias API credentials, copy the webhook URL, and configure the default assignee for AI-processed tickets.
- [Gorgias overview](https://docs.open.cx/integrations/gorgias/overview.md): Connect Gorgias as your ticketing system and let OpenCX AI resolve, reply, and hand off tickets to your e-commerce support team.
- [Ticket Flow](https://docs.open.cx/integrations/gorgias/ticket-flow.md): How OpenCX processes Gorgias tickets, replies to customers, and hands off to your team when the AI cannot resolve.
- [Gorgias troubleshooting](https://docs.open.cx/integrations/gorgias/troubleshooting.md): Debug Gorgias connection, webhook, AI reply, and handoff issues — 401 credential failures, silent ticket sync, duplicates, escalations that never fire.
- [AI Email Support](https://docs.open.cx/integrations/hubspot/channels/email.md): Route email conversations into HubSpot as tickets and conversation threads with per-domain email signatures.
- [AI Phone Support](https://docs.open.cx/integrations/hubspot/channels/phone.md): Route phone handoffs into HubSpot as tickets with the full call transcript and handoff context.
- [AI SMS Support](https://docs.open.cx/integrations/hubspot/channels/sms.md): File SMS handoffs as HubSpot tickets so your reps see the full conversation context.
- [AI WhatsApp Support](https://docs.open.cx/integrations/hubspot/channels/whatsapp.md): File WhatsApp handoffs as HubSpot tickets so your reps see the full conversation context.
- [AI Chat Widget](https://docs.open.cx/integrations/hubspot/channels/widget.md): Route web chat conversations from the AI Chat Widget into the HubSpot conversations inbox as live chats.
- [Connect HubSpot](https://docs.open.cx/integrations/hubspot/connect.md): Copy the OpenCX webhook URL, create a HubSpot Legacy App with scopes and webhook subscriptions, paste the access token, and configure email signatures.
- [Handoff & Sync](https://docs.open.cx/integrations/hubspot/handoff.md): How conversations move from AI to your HubSpot reps — ticket creation, contact sync, and CRM context.
- [Migrate to OAuth](https://docs.open.cx/integrations/hubspot/oauth-migration.md): Switch your HubSpot integration from a Private App access token to the OpenCX HubSpot OAuth app — one click, no token paste, no manual webhook config.
- [Hubspot overview](https://docs.open.cx/integrations/hubspot/overview.md): Run HubSpot as the surface your reps work in while OpenCX resolves, routes, and syncs every conversation and customer record.
- [Hubspot troubleshooting](https://docs.open.cx/integrations/hubspot/troubleshooting.md): Debug HubSpot connection, webhook, ticket creation, and reply-sync issues — access-token failures, missing tickets, silent AI replies, broken handoffs.
- [Webhook Reference](https://docs.open.cx/integrations/hubspot/webhooks.md): Payloads HubSpot sends to OpenCX and HubSpot API calls OpenCX makes on handoff, reply, and close.
- [Email](https://docs.open.cx/integrations/intercom/channels/email.md): Route email conversations from Intercom through OpenCX AI with handoff to your Intercom inbox.
- [Web (Messenger)](https://docs.open.cx/integrations/intercom/channels/web.md): Route Intercom Messenger conversations through OpenCX AI with handoff to your Intercom inbox.
- [Connect Intercom](https://docs.open.cx/integrations/intercom/connect.md): Generate an access token, copy your workspace and teammate IDs, enter credentials, configure the webhook, and choose how handoffs are routed.
- [Conversations](https://docs.open.cx/integrations/intercom/conversations.md): How OpenCX processes Intercom conversations, hands off to your team, syncs tags, and tracks resolution.
- [Intercom overview](https://docs.open.cx/integrations/intercom/overview.md): Run Intercom as the inbox your agents work in while OpenCX resolves, routes, and hands off conversations with full context.
- [Intercom troubleshooting](https://docs.open.cx/integrations/intercom/troubleshooting.md): Debug Intercom connection, webhook, handoff, Assist Mode, and sync issues — 401 credential failures, duplicate messages, silent AI, missing handoffs.
- [Connect Jira](https://docs.open.cx/integrations/jira/connect.md): Generate an Atlassian API token, enter your credentials in OpenCX, and verify the connection to start creating Jira issues.
- [Issue Flow](https://docs.open.cx/integrations/jira/issue-flow.md): How OpenCX creates and populates Jira issues from AI Recommendations, Customer Insights, and live conversations.
- [Jira overview](https://docs.open.cx/integrations/jira/overview.md): Turn customer conversations and AI-generated recommendations into structured Jira issues your product team can act on.
- [Jira troubleshooting](https://docs.open.cx/integrations/jira/troubleshooting.md): Debug Jira connection, issue creation, field mapping, and project access problems.
- [Pipedrive connect](https://docs.open.cx/integrations/pipedrive/connect.md): Generate a Pipedrive API token and company domain, then hand both to the Update Lead workflow action.
- [Pipedrive overview](https://docs.open.cx/integrations/pipedrive/overview.md): Keep Pipedrive leads current from OpenCX workflows, and trigger AI phone calls when new leads land in your pipeline.
- [Pipedrive troubleshooting](https://docs.open.cx/integrations/pipedrive/troubleshooting.md): Debug Pipedrive workflow errors: payloads that arrive untyped, E.164 phone failures, empty update errors, and search misses.
- [Update Lead Action](https://docs.open.cx/integrations/pipedrive/update-lead-action.md): Find a Pipedrive lead by ID, phone, email, person, or org, and update or create it from an OpenCX workflow.
- [Trigger workflows from Pipedrive](https://docs.open.cx/integrations/pipedrive/webhook-trigger.md): Fire an OpenCX workflow from a Pipedrive automation — typed payload, outbound phone calls, lead-by-lead branching.
- [AI Email in Salesforce](https://docs.open.cx/integrations/salesforce/channels/email.md): Create Salesforce Cases from every email handoff so your reps work them from the console they already live in.
- [AI Phone Support in Salesforce](https://docs.open.cx/integrations/salesforce/channels/phone.md): Route phone conversations from OpenCX into the Salesforce console with full transcript and handoff context.
- [AI SMS Support in Salesforce](https://docs.open.cx/integrations/salesforce/channels/sms.md): Route inbound SMS conversations from OpenCX into the Salesforce console as live messaging threads.
- [AI WhatsApp Support in Salesforce](https://docs.open.cx/integrations/salesforce/channels/whatsapp.md): Route WhatsApp Business conversations from OpenCX into the Salesforce console as live messaging threads.
- [AI Chat Widget in Salesforce](https://docs.open.cx/integrations/salesforce/channels/widget.md): Route web chat conversations from the AI Chat Widget into the Salesforce console as live messaging threads.
- [Email Cases](https://docs.open.cx/integrations/salesforce/email-cases.md): Connect Salesforce so email handoffs create Cases your reps work from the console they already use.
- [Live Messaging](https://docs.open.cx/integrations/salesforce/live-messaging.md): Route chat, SMS, WhatsApp, and phone handoffs from OpenCX into the Salesforce console via Messaging for In-App and Web.
- [Salesforce overview](https://docs.open.cx/integrations/salesforce/overview.md): Route email cases and live conversations from OpenCX to Salesforce Service Cloud agents.
- [Salesforce troubleshooting](https://docs.open.cx/integrations/salesforce/troubleshooting.md): Debug Salesforce connection, case creation, live messaging handoff, and agent reply sync issues.
- [AI Actions](https://docs.open.cx/integrations/shopify/ai-actions.md): Configure which Shopify actions the AI can perform during conversations — order lookup, product search, and shop details.
- [Connect Shopify](https://docs.open.cx/integrations/shopify/connect.md): Create a Shopify custom app with the required scopes and connect your store to OpenCX.
- [Contact Metadata](https://docs.open.cx/integrations/shopify/contact-metadata.md): See Shopify customer profiles and order history in the inbox sidebar for every conversation.
- [Shopify overview](https://docs.open.cx/integrations/shopify/overview.md): Connect your Shopify store so the AI resolves order inquiries, searches products, and enriches every conversation with customer data.
- [Shopify troubleshooting](https://docs.open.cx/integrations/shopify/troubleshooting.md): Debug Shopify connection errors, missing orders, search relevance, and inbox metadata issues.
- [SMS in Twilio Flex](https://docs.open.cx/integrations/twilio-flex/channels/sms.md): Route AI SMS conversations into Flex as messaging tasks so reps reply from the Flex UI to the contact's phone.
- [Voice in Twilio Flex](https://docs.open.cx/integrations/twilio-flex/channels/voice.md): Route AI Phone calls into Flex as voice tasks with transcript attached so reps pick up mid-call with full context.
- [Web Chat in Twilio Flex](https://docs.open.cx/integrations/twilio-flex/channels/web-chat.md): Route AI Chat Widget conversations into Flex tasks so reps pick up live chats in the Flex UI with full AI context.
- [WhatsApp in Twilio Flex](https://docs.open.cx/integrations/twilio-flex/channels/whatsapp.md): Route AI WhatsApp conversations into Flex as messaging tasks with the full transcript and contact profile attached.
- [Connect Twilio Flex](https://docs.open.cx/integrations/twilio-flex/connect.md): Save Flex credentials, copy the org-scoped webhook URL, and register it on both TaskRouter and the Conversations service.
- [Handoff and task attributes](https://docs.open.cx/integrations/twilio-flex/handoff.md): What OpenCX writes to Flex when the AI escalates, how the AI worker fits into your TaskRouter workflow, and who closes Flex tasks.
- [Twilio Flex overview](https://docs.open.cx/integrations/twilio-flex/overview.md): Run Twilio Flex as your contact center while OpenCX resolves what it can, escalates what it can''t, and writes every handoff back into the Flex task your reps already own.
- [Twilio Flex troubleshooting](https://docs.open.cx/integrations/twilio-flex/troubleshooting.md): Debug Flex credential errors, missing webhooks, tasks landing in the wrong queue, and duplicate messaging.
- [AI Email Support](https://docs.open.cx/integrations/zendesk/channels/email.md): Create Zendesk tickets from every email handoff so your reps work them from the inbox they already live in.
- [AI Phone Support](https://docs.open.cx/integrations/zendesk/channels/phone.md): Route phone conversations from OpenCX into the Zendesk Agent Workspace with full transcript and handoff context.
- [AI SMS Support](https://docs.open.cx/integrations/zendesk/channels/sms.md): Route inbound SMS conversations from OpenCX into the Zendesk Agent Workspace as live Sunshine chats.
- [AI WhatsApp Support](https://docs.open.cx/integrations/zendesk/channels/whatsapp.md): Route WhatsApp Business conversations from OpenCX into the Zendesk Agent Workspace as live Sunshine chats.
- [AI Chat Widget](https://docs.open.cx/integrations/zendesk/channels/widget.md): Route web chat conversations from the AI Chat Widget into the Zendesk Agent Workspace as live Sunshine chats.
- [Zendesk overview](https://docs.open.cx/integrations/zendesk/overview.md): Run Zendesk as the surface your agents work in while OpenCX resolves, routes, and grounds every conversation in your Help Center.
- [Sunshine Conversations](https://docs.open.cx/integrations/zendesk/sunshine-conversations.md): Route chat, SMS, WhatsApp, phone, and social handoffs from OpenCX straight into the Zendesk Agent Workspace.
- [Ticketing API](https://docs.open.cx/integrations/zendesk/ticketing-api.md): Connect Zendesk so email handoffs become tickets your reps work from the inbox they already live in.
- [Zendesk troubleshooting](https://docs.open.cx/integrations/zendesk/troubleshooting.md): Debug Zendesk connection, webhook, ticket creation, agent reply sync, and article sync issues.
- [Airtable](https://docs.open.cx/knowledge/additional-sources/airtable/overview.md): Sync records from an Airtable base into the AI's training index so answers reference your structured product or support data.
- [Asana](https://docs.open.cx/knowledge/additional-sources/asana/overview.md): Sync project descriptions, task details, and team wikis from Asana into the AI's training index.
- [BigQuery](https://docs.open.cx/knowledge/additional-sources/bigquery/overview.md): Sync tables or views from BigQuery into the AI's training index so answers reference your data warehouse content.
- [Coda](https://docs.open.cx/knowledge/additional-sources/coda/overview.md): Sync Coda docs and tables into the AI's training index so answers draw on your team's internal runbooks and reference material.
- [CSV / Excel](https://docs.open.cx/knowledge/additional-sources/csv-excel/overview.md): Upload CSV or Excel files for the AI to read as reference tables, FAQs, or structured product data.
- [GitHub](https://docs.open.cx/knowledge/additional-sources/github/overview.md): Sync Markdown files, wiki pages, and READMEs from a GitHub repository into the AI's training index so answers reference your engineering docs.
- [Google Docs](https://docs.open.cx/knowledge/additional-sources/google-docs/overview.md): Sync individual Google Docs or an entire shared drive folder into the AI's training index so answers cite your internal documents.
- [Google Sheets](https://docs.open.cx/knowledge/additional-sources/google-sheets/overview.md): Sync rows from Google Sheets into the AI's training index so answers can reference structured reference tables, FAQs, or product data.
- [HubSpot KB](https://docs.open.cx/knowledge/additional-sources/hubspot-kb/overview.md): Sync HubSpot Knowledge Base articles into the AI's training index so answers cite your published customer-facing articles.
- [Monday.com](https://docs.open.cx/knowledge/additional-sources/monday-com/overview.md): Sync board items and item updates from Monday.com into the AI's training index so answers reference your team's ongoing work.
- [MongoDB](https://docs.open.cx/knowledge/additional-sources/mongodb/overview.md): Sync documents from a MongoDB collection into the AI's training index so answers reference your structured content store.
- [OneDrive](https://docs.open.cx/knowledge/additional-sources/onedrive/overview.md): Sync files from a OneDrive folder into the AI's training index so answers reference your shared Word docs, PDFs, and spreadsheets.
- [REST API](https://docs.open.cx/knowledge/additional-sources/rest-api/overview.md): Configure a REST endpoint that OpenCX polls for content to ingest — useful when your content lives in a custom internal system.
- [SharePoint](https://docs.open.cx/knowledge/additional-sources/sharepoint/overview.md): Sync pages and documents from a SharePoint site into the AI's training index so answers draw on your intranet content.
- [Slack](https://docs.open.cx/knowledge/additional-sources/slack/overview.md): Sync pinned messages, canvases, or channel archives into the AI's training index so answers draw on institutional knowledge captured in Slack.
- [Snowflake](https://docs.open.cx/knowledge/additional-sources/snowflake/overview.md): Sync tables or views from Snowflake into the AI's training index so answers reference your data warehouse content (reference data, FAQs, SOPs).
- [Agent Knowledge](https://docs.open.cx/knowledge/introduction.md): Three ways to teach your AI — write instructions directly, author a Help Center, or sync content from the tools you already use.
- [Connect Confluence](https://docs.open.cx/knowledge/sources/confluence/connect.md): Paste your Atlassian domain, email, and API token — OpenCX pulls Confluence pages.
- [Confluence](https://docs.open.cx/knowledge/sources/confluence/overview.md): The Confluence source pulls pages from your Atlassian Cloud Confluence instance into the AI's training index.
- [Confluence troubleshooting](https://docs.open.cx/knowledge/sources/confluence/troubleshooting.md): Start at the Confluence source row in Data Sources. Recent sync errors show there; for "sync completed but pages are missing", open AI Instructions and filter by Confluence.
- [Connect Freshdesk](https://docs.open.cx/knowledge/sources/freshdesk/connect.md): Paste your Freshdesk domain, API key, and rate limit — OpenCX pulls Solution articles.
- [Freshdesk](https://docs.open.cx/knowledge/sources/freshdesk/overview.md): The Freshdesk source pulls Solution articles from your Freshdesk account into the AI's training index.
- [Freshdesk troubleshooting](https://docs.open.cx/knowledge/sources/freshdesk/troubleshooting.md): | Symptom | Likely cause | Fix | |---------|-------------|-----| | Sync fails with 429 / rate limit exceeded | Multiple tools are calling the same Freshdesk…
- [Connect Front](https://docs.open.cx/knowledge/sources/front/connect.md): | Field | Default | Notes | |-------|---------|-------| | Start date | One year ago | Earliest article activity to include.
- [Front](https://docs.open.cx/knowledge/sources/front/overview.md): Sync Front Help Center articles into the AI training index, with per-Help-Center scoping.
- [Front troubleshooting](https://docs.open.cx/knowledge/sources/front/troubleshooting.md): Start at the Front source row in Data Sources. If you changed your Help Center selection recently, remember the new selection only applies to future syncs — existing indexed content from deselected…
- [Connect GitBook](https://docs.open.cx/knowledge/sources/gitbook/connect.md): | Field | Example | Where to get it | |-------|---------|-----------------| | Space ID | abc123xyz | Open the space in GitBook — the ID is in the URL after /space/ or findable via the GitBook API.
- [GitBook](https://docs.open.cx/knowledge/sources/gitbook/overview.md): The GitBook source syncs the content stream (plus workspace metadata like users, organizations, and org members for context) from one GitBook space.
- [Gitbook troubleshooting](https://docs.open.cx/knowledge/sources/gitbook/troubleshooting.md): | Symptom | Likely cause | Fix | |---------|-------------|-----| | Sync fails with unauthorized | Access token is invalid, expired, or lacks read access to…
- [Connect Intercom](https://docs.open.cx/knowledge/sources/intercom/connect.md): | Field | Example | Where to get it | |-------|---------|-----------------| | Access token | dG9rOjVj… | Intercom Developer Hub → your app → Access Token.
- [Intercom](https://docs.open.cx/knowledge/sources/intercom/overview.md): The Intercom source syncs your customer segments into the AI's training index. The AI uses segment context to understand how your contacts are grouped and what language to use when answering a…
- [Intercom troubleshooting](https://docs.open.cx/knowledge/sources/intercom/troubleshooting.md): Start at the Intercom source row in Data Sources. If the latest sync errored, the message appears there. For "sync succeeded but I don't see anything", work through the scenarios below.
- [Connect Notion](https://docs.open.cx/knowledge/sources/notion/connect.md): Approve. You're redirected back to the OpenCX dashboard with the connection active.
- [Notion](https://docs.open.cx/knowledge/sources/notion/overview.md): The Notion source syncs the pages and blocks you grant access to in your Notion workspace.
- [Notion troubleshooting](https://docs.open.cx/knowledge/sources/notion/troubleshooting.md): Notion scope is set at OAuth authorization time, not at the OpenCX source. Most "missing content" issues trace back to the Notion integration's selected pages, not to OpenCX.
- [Connect a knowledge source](https://docs.open.cx/knowledge/sources/overview.md): Pick the source system where your content already lives and connect it — OpenCX keeps your AI in sync on a schedule.
- [Connect Shopify](https://docs.open.cx/knowledge/sources/shopify/connect.md): Create a Shopify custom app, authorize via OAuth, and pick which streams to sync.
- [Shopify](https://docs.open.cx/knowledge/sources/shopify/overview.md): Sync Shopify pages, blog articles, and product descriptions into the AI training index.
- [Shopify troubleshooting](https://docs.open.cx/knowledge/sources/shopify/troubleshooting.md): Start at the Shopify source row in Data Sources. OAuth errors appear there; for "stream missing" or visibility issues, open AI Instructions and filter by Shopify.
- [Connect a website](https://docs.open.cx/knowledge/sources/website/connect.md): | Field | Default | What it does | |-------|---------|--------------| | URL | — | Starting URL.
- [Website](https://docs.open.cx/knowledge/sources/website/overview.md): The Website source crawls a domain you control and ingests its pages into the AI's training index.
- [Website troubleshooting](https://docs.open.cx/knowledge/sources/website/troubleshooting.md): Start at the datasource row in Data Sources: it shows current status, last crawl timestamps, and an error message if the latest crawl failed.
- [Connect Zendesk](https://docs.open.cx/knowledge/sources/zendesk/connect.md): Paste your Zendesk subdomain, admin email, and API token — OpenCX pulls your Help Center articles.
- [Zendesk](https://docs.open.cx/knowledge/sources/zendesk/overview.md): The Zendesk source pulls your Help Center articles into the AI's training index.
- [Zendesk troubleshooting](https://docs.open.cx/knowledge/sources/zendesk/troubleshooting.md): Start at the Zendesk source row in Data Sources. If the latest sync failed, the error message appears there. For incremental issues (missing articles, wrong visibility), check AI Instructions —…
- [Claude Code](https://docs.open.cx/mcp/clients/claude-code.md): Set up and use the OpenCX MCP server in Claude Code — CLI commands, environment variables, scope, and automation.
- [Claude Desktop](https://docs.open.cx/mcp/clients/claude-desktop.md): Set up and use the OpenCX MCP server in Claude Desktop — config file locations, restart behavior, and multi-server setup.
- [Cursor](https://docs.open.cx/mcp/clients/cursor.md): Set up and use the OpenCX MCP server in Cursor — project vs global config, agent mode, and debugging.
- [Visual Studio Code](https://docs.open.cx/mcp/clients/vscode.md): Set up and use the OpenCX MCP server in Visual Studio Code with GitHub Copilot and mcp.json.
- [Windsurf](https://docs.open.cx/mcp/clients/windsurf.md): Set up and use the OpenCX MCP server in Windsurf — MCP settings and JSON configuration.
- [Zed](https://docs.open.cx/mcp/clients/zed.md): Set up and use the OpenCX MCP server in Zed — context_servers in settings and the Agent panel.
- [Mcp get started](https://docs.open.cx/mcp/install.md): Add the OpenCX MCP server to Claude Desktop, Cursor, VS Code, Windsurf, or Claude Code — from API key to first query in minutes.
- [MCP overview](https://docs.open.cx/mcp/introduction.md): Connect AI coding tools to your OpenCX account — manage sessions, train your agent, trigger workflows, and review analytics through natural language.
- [Prompt Library](https://docs.open.cx/mcp/prompts.md): Copy any prompt below and paste it into your AI client. Each one maps to one or more OpenCX MCP tools automatically — no special syntax needed.
- [Tools Reference](https://docs.open.cx/mcp/tools.md): Complete reference of every tool the OpenCX MCP server exposes, organized by domain.
- [Mcp troubleshooting](https://docs.open.cx/mcp/troubleshooting.md): Fix common MCP server issues — startup failures, missing tools, authentication errors, and empty responses.
- [Workflows](https://docs.open.cx/mcp/use-cases.md): Realistic multi-step workflows you can run from Claude Desktop, Cursor, or VS Code using the OpenCX MCP server.
- [Partner Admin Console](https://docs.open.cx/partners/admin-console.md): A single dashboard page that lists every customer org connected to your partner account, with health indicators and one-click access to manage any of them.
- [API Reference](https://docs.open.cx/partners/api-reference.md): All Partner API requests require a Bearer token in the Authorization header. Partner API keys are provisioned by the OpenCX team — they are separate from org-level API keys.
- [Branding](https://docs.open.cx/partners/branding.md): When your customers log into the OpenCX dashboard through an org you created, they see your brand instead of OpenCX's default branding.
- [Integration Guide](https://docs.open.cx/partners/integration-guide.md): End-to-end guide to provisioning a fully trained, live AI support agent for your customers.
- [Partner Platform](https://docs.open.cx/partners/introduction.md): Distribute AI-powered customer support to your merchants, tenants, or customers at scale.
- [Quickstart](https://docs.open.cx/partners/quickstart.md): Create your first partner-managed OpenCX org via the Partner API in under 5 minutes — provision a key, create an org, and send a test message.
- [Agent Configuration](https://docs.open.cx/phone/agent-config.md): Configure your AI phone agent — voice, language, instructions, flow builder, knowledge sources, actions, transfer destinations, and telephony routing.
- [AI Phone Agent](https://docs.open.cx/phone/ai-phone-agent.md): The AI Phone Agent is designed to enhance your organization's customer service by:
- [Create Phone Agent](https://docs.open.cx/phone/create-agent.md): Set up an AI voice agent — choose a voice, write instructions, assign a phone number, and make your first test call.
- [Human Agent](https://docs.open.cx/phone/human-phone-agent.md): The Human Phone Agent empowers your organization with a personal touch, enabling human agents to:
- [Inbound Calls](https://docs.open.cx/phone/inbound-calls.md): How inbound calls are routed to AI phone agents — call flow, session matching, silence detection, call endings, and recording.
- [Phone overview](https://docs.open.cx/phone/introduction.md): Overview of the AI phone channel — voice agents answer calls, make outbound calls, transfer to humans, and integrate with your carrier via SIP.
- [Outbound Calls](https://docs.open.cx/phone/outbound-calls.md): Make AI-powered outbound calls from the dashboard, via API, or through automated workflows.
- [Phone introduction](https://docs.open.cx/phone/phone-calling.md): Open provides a complete and powerful AI phone calling solution that can be used to automate your customer support and customer communications.
- [Phone Support](https://docs.open.cx/phone/phone-support.md): Run AI voice support on your own phone numbers — buy a number, configure the base prompt, pick knowledge sources, and hand off to a human agent on demand.
- [SIP Integration](https://docs.open.cx/phone/sip-integration.md): Bring your own carrier to OpenCX — configure inbound and outbound SIP trunks, route calls to agents, and set up SIP-based call transfers.
- [Phone troubleshooting](https://docs.open.cx/phone/troubleshooting.md): Fix common AI phone issues — no answer, latency, audio problems, failed transfers, outbound call failures, and test call tips.
- [Plan your rollout](https://docs.open.cx/plan-your-rollout.md): Pick the goal, the channels, and the order to roll out OpenCX — by the outcome you care about and the role you play on the team.
- [Quickstart](https://docs.open.cx/quickstart.md): Get a live OpenCX AI agent on your site in under 10 minutes — sign up, train it on a knowledge source, embed the chat widget, and watch Autopilot answer.
- [Collect Customer Satisfaction](https://docs.open.cx/resources/csat.md): Send a CSAT survey after a conversation resolves, capture the 1–5 rating and comment, and see the trend in your reports.
- [Guaranteed Message Delivery](https://docs.open.cx/resources/guaranteed-delivery.md): Our Guaranteed Delivery system makes sure your messages always reach customers - even if they've gone offline or switched devices.
- [Increase Automation](https://docs.open.cx/resources/increase-automation.md): Read the impact report, find where the AI gets stuck, and prioritize the next fix — more knowledge, a new action, or a topic routed to humans.
- [AI Context Rules](https://docs.open.cx/safety/ai-context.md): Contacts and sessions can carry custom data — plan type, preferred language, order IDs, and more.
- [Understanding AI Decisions](https://docs.open.cx/safety/debug-mode.md): Debug mode shows you the thinking behind AI responses - what information it used, why it made certain choices, and how it formed its answers.
- [Real-Time AI Monitoring](https://docs.open.cx/safety/inspect-mode.md): Real-time monitoring lets you watch AI conversations as they happen. Think of it as looking over the AI's shoulder while it works.
- [AI Safety & Control](https://docs.open.cx/safety/introduction.md): We understand that using AI for customer interactions needs to be safe and reliable.
- [PII Redaction](https://docs.open.cx/safety/pii-redaction.md): Our PII (Personally Identifiable Information) redaction system automatically removes sensitive data from conversations to protect privacy and ensure compliance.
- [Security Policy](https://docs.open.cx/security/bug-bounty.md): At Open.cx, we consider the security of our systems a top priority. But no matter how much effort we put into system security, there can still be vulnerabilities present.
- [Single sign-on (SSO)](https://docs.open.cx/security/sso.md): Single sign-on for OpenCX — SAML, OIDC, and enterprise identity provider support. Available on Enterprise plans; contact sales for onboarding.
- [US Number Compliance](https://docs.open.cx/sms/compliance.md): 10DLC and toll-free registration requirements for US phone numbers — what to prepare, how to register, and what happens without it.
- [Connect SMS](https://docs.open.cx/sms/connect-sms.md): Go live with AI SMS — verify a phone number, enable the SMS channel, handle 10DLC registration for US numbers, and confirm your first AI reply over text.
- [Sms overview](https://docs.open.cx/sms/introduction.md): Overview of the AI SMS channel — receive texts on a verified number, reply with Autopilot, escalate to human agents, and integrate with Zendesk, HubSpot, and more.
- [SMS Flow](https://docs.open.cx/sms/message-routing.md): How inbound texts are matched to sessions — delivery path, session continuity by phone number, and outbound plain-text format.
- [Sms troubleshooting](https://docs.open.cx/sms/troubleshooting.md): Fix common SMS channel issues — missing replies, undelivered texts, number verification errors, and carrier blocking.
- [What is RLHF?](https://docs.open.cx/votes/rlhf.md): When your users are interacting with your chatbot, phone, or email support, they have the option to vote (👍, 👎) on the quality of the AI response to their query.
- [OpenCX Documentation](https://docs.open.cx/welcome.md): AI-powered customer support - chat, phone, email, WhatsApp, SMS, and web.
- [Create WhatsApp Agent](https://docs.open.cx/whatsapp/connect-whatsapp.md): Go live with AI WhatsApp — connect your business account, register a number, subscribe webhooks, and enable the AI.
- [Whatsapp overview](https://docs.open.cx/whatsapp/introduction.md): Overview of the AI WhatsApp channel — receive messages on your business number, reply with Autopilot, send templates, and escalate to human agents.
- [WhatsApp Flow](https://docs.open.cx/whatsapp/messaging-rules.md): How inbound WhatsApp messages are matched to sessions — delivery path, reply format, interactive messages, and cross-session memory.
- [Whatsapp troubleshooting](https://docs.open.cx/whatsapp/troubleshooting.md): Fix common WhatsApp channel issues — missing replies, delivery failures, webhook problems, session-state issues, and template rejections.
- [Messaging Rules](https://docs.open.cx/whatsapp/whatsapp-rules.md): WhatsApp platform rules — the 24-hour reply window, template messages, and CSAT for WhatsApp conversations.
- [Authentication](https://docs.open.cx/widget/authentication.md): Choose how the AI Chat Widget should recognize visitors, protect conversation history, and support signed-in customers.
- [Widget configuration](https://docs.open.cx/widget/configuration.md): Customize the AI Chat Widget for your brand, launch behavior, visitor flow, prompts, session rules, and advanced website use cases.
- [Configuration Reference](https://docs.open.cx/widget/configuration-reference.md): Make your widget your own
- [Conversation Sessions](https://docs.open.cx/widget/conversation-sessions.md): Understand how the AI Chat Widget handles conversation history, returning visitors, handoff, resolution, and session continuity.
- [Widget overview](https://docs.open.cx/widget/custom-components.md): Decide when to replace plain text widget replies with custom UI, and choose the right path for React or headless implementations.
- [Headless](https://docs.open.cx/widget/custom-components-headless.md): Build custom widget rendering with the headless packages when you need your own UI, routing, or storage model.
- [React Components](https://docs.open.cx/widget/custom-components-react.md): Render AI action results with custom React components in the default AI Chat Widget.
- [Install Widget](https://docs.open.cx/widget/install-widget.md): Launch the AI Chat Widget on your website with HTML, the default React package, or a headless build.
- [Widget overview](https://docs.open.cx/widget/introduction.md): Add AI chat to your website, recognize returning visitors, hand conversations to your team, and customize the experience for your brand.
- [Playground](https://docs.open.cx/widget/playground.md): Tweak widget options in a live form and copy the generated code. No install required.
- [Widget troubleshooting](https://docs.open.cx/widget/troubleshooting.md): Fix common AI Chat Widget issues such as a missing embed, repeated identity prompts, missing history, and custom component failures.

## OpenAPI Specs

- [api-json](https://api.open.cx/api-json)
- [pnpm-lock](https://docs.open.cx/pnpm-lock.yaml)
- [package](https://docs.open.cx/package.json)