📄️ Overview
Lookup material for the docs: the glossary, the roles and permissions matrix, supported channels, knowledge source types and limits, and agent and session status references.
📄️ Glossary
Definitions of the terms used across the portal and these docs, grouped by area, with links to the pages where each concept is explained.
📄️ Roles and permissions
Lookup matrix for the four user roles: which menu sections each role sees and which actions each role can perform in the portal.
📄️ Supported Channels
Catalog of all supported channels - web widget, messaging, email, and voice - with connection statuses and channel-sharing rules.
📄️ Knowledge Source Types
Lookup tables for the five knowledge source types: accepted formats, size limits, indexing statuses, and common limit errors.
📄️ Agent Statuses
What each of the six agent statuses means, which action is available in each, and how to recover an agent from Error.
📄️ Session Statuses
Every final status a session can receive, what each one means, and how statuses group into campaign communication outcomes.