Reference
This section collects the lookup material used across these docs — definitions, permission matrices, and status lists. The pages here are not how-tos: each one is a compact set of tables and links back to the workflow pages where the items are used.
Pages in this section
| Page | What you'll find |
|---|---|
| Glossary | Definitions of the terms used across the portal and these docs |
| Roles and Permissions | The four user roles, the menu sections each role sees, and the actions each role can perform |
| Supported channels | The catalog of channels agents can connect to, with channel statuses |
| Knowledge source types | Source types, supported formats, size limits, and indexing statuses |
| Agent statuses | What each agent status means and which actions are available in it |
| Session statuses | The statuses a session can end with and how they roll up in campaigns |
When to come here
- You met an unfamiliar term in the portal or the docs — look it up in the Glossary.
- A teammate cannot see a screen you can — check Roles and Permissions.
- You plan a new channel and want to confirm it is supported — check Supported channels.
- An upload or indexing run fails — check the formats and limits in Knowledge source types.
- An agent or a session shows a status you do not recognize — check Agent statuses or Session statuses.
Related pages
- Key concepts — a guided introduction to the core terms
- Portal tour — where each concept lives in the portal
- Release notes — what changed in recent versions