# Pylon

## Pylon

- [Introduction](/pylon-docs/getting-started/quickstart.md)
- [Quick Start](/pylon-docs/getting-started/publish-your-docs.md)
- [Slack Setup](/pylon-docs/getting-started/slack-setup.md)
- [Channel Configuration](/pylon-docs/getting-started/channel-configuration.md): To integrate Pylon seamlessly with Slack, there's two main steps to configuration: setting up your Internal Threads workflow, and then actually connecting individual channels in Pylon.
- [User Guide](/pylon-docs/getting-started/user-guide.md): Common tips and tracks on how to setup and use Pylon!
- [Omnichannel Support](/pylon-docs/support-workflows/omnichannel-support.md): Pylon can support you wherever you interact with your customers.
- [Issues](/pylon-docs/support-workflows/issues.md): Track, manage, and act on all your customer requests in a single place
- [Views](/pylon-docs/support-workflows/issues/views.md): Customize how you view and act on issues. Change the view by clicking on the icon just left of the "Create Issue" button.
- [Statuses](/pylon-docs/support-workflows/issues/statuses.md): An overview of issue statuses in Pylon.
- [Message Editor](/pylon-docs/support-workflows/issues/message-editor.md): Pylon's message editor can be used to reply to customer issues (synced to their source system) or to leave internal notes for your team.
- [Copilot](/pylon-docs/support-workflows/issues/copilot.md): Use AI to help streamline your issue responses by clicking on the AI icon in the text formatting bar.
- [Sidebar](/pylon-docs/support-workflows/issues/sidebar.md): Everything you need to know about the issue sidebar.
- [Internal Threads](/pylon-docs/support-workflows/issues/internal-threads.md): Have internal discussions on customer issues
- [Proactive Issues](/pylon-docs/support-workflows/issues/proactive-issues.md): Initiate conversations from Pylon to customers proactively
- [Translation](/pylon-docs/support-workflows/issues/translation.md): Automatically detect language for and translate inbound and outbound messages.
- [Bulk actions](/pylon-docs/support-workflows/issues/bulk-actions.md): Take bulk actions to manage issues
- [Issue Groups](/pylon-docs/support-workflows/issues/issue-groups.md): Group related issues together during incidents
- [Anomaly Detection](/pylon-docs/support-workflows/issues/anomaly-detection.md): Automatically detect outages and issues across your customer base.
- [SLAs](/pylon-docs/support-workflows/slas.md): Set differentiated service level agreement timers on customer issues.
- [Support Hours](/pylon-docs/support-workflows/support-hours.md): Set schedules your company's operates on.
- [CSAT](/pylon-docs/support-workflows/csat.md): Pylon has a built-in tool to help you collect satisfaction scores from customers!
- [Ticket Forms](/pylon-docs/support-workflows/ticket-forms.md): Let your customers submit structured tickets across different channels.
- [Assignment Rules](/pylon-docs/support-workflows/assignment-rules.md): Setup assignment rules to make sure issues make their way to the right person.
- [User Status](/pylon-docs/support-workflows/assignment-rules/user-status.md): Allow users to set their status to active, busy, our out of office
- [Email](/pylon-docs/support-workflows/email.md): Connect your email addresses with Pylon to track and response to support requests over email.
- [AI Issue QA](/pylon-docs/support-workflows/ai-issue-qa.md): Apply rubrics to issues to make sure guidelines and process are being followed.
- [Custom Fields](/pylon-docs/platform/custom-fields.md): Set up custom fields to add structured data to your issues, accounts, and contacts.
- [Required and Conditional Fields](/pylon-docs/platform/custom-fields/required-and-conditional-fields.md): Different field types allow you to collect only the information relevant to the current Issue you're editing.
- [Field History](/pylon-docs/platform/custom-fields/field-history.md): Track how field values change over time to monitor trends and identify important shifts in your customer data.
- [Tags](/pylon-docs/platform/tags.md): Use tags to quickly create labels to categorize issues and accounts, or to enable step-by-step workflows that fire throughout the lifecycle of an issue.
- [Teams](/pylon-docs/platform/teams.md): Represent your organizational structure within Pylon to set up workflows and automations
- [Triggers](/pylon-docs/platform/triggers.md): Set up complex workflows and automations to execute your business processes
- [Logs & History](/pylon-docs/platform/triggers/logs-and-history.md): Advanced tooling helps you set up, debug, and iterate on your automations.
- [Macros](/pylon-docs/platform/macros.md): Set up macros to simplify sending templated responses and taking common actions on customer issues.
- [Command Search](/pylon-docs/platform/command-search.md): Use Pylon's powerful Command Search to search, navigate, and perform commands in Pylon.
- [Roles & User Management](/pylon-docs/platform/roles-and-user-management.md): Create custom roles and permissions to lock down access to parts of Pylon for different users.
- [Training Data](/pylon-docs/platform/training-data.md): Supercharge all of Pylon's AI features by connecting training data for the AI to consume.
- [Ask AI](/pylon-docs/platform/ask-ai.md): Get all your questions about customers answered!
- [MCP Connections](/pylon-docs/platform/mcp-connections.md): Connect first party or third party tools into Pylon's AI.
- [AI Reports](/pylon-docs/platform/ai-reports.md): Automatically generate and send summaries and insights to specified destinations
- [Surveys](/pylon-docs/platform/surveys.md): Create and send out-of-the-box and customized surveys to your customers
- [Audit Logs](/pylon-docs/platform/audit-logs.md): View granular logging of key actions taken in Pylon to maintain an audit trail for your workspace.
- [Languages & Localization](/pylon-docs/platform/languages-and-localization.md): Using Pylon in different languages for both your team and your customers.
- [Custom Objects](/pylon-docs/platform/custom-objects.md): Represent complex data and relationships within Pylon.
- [Overview](/pylon-docs/ai-agents/overview.md): AI Agents can deflect customer questions using content, gather internal context for your team, and take action.
- [Build](/pylon-docs/ai-agents/build.md): Build your swarm of AI Agents to help augment your team.
- [Resources](/pylon-docs/ai-agents/build/resources.md): Give the Agent the knowledge it needs to operate.
- [Runbooks](/pylon-docs/ai-agents/build/runbooks.md): Give your agents manuals to execute complex procedures.
- [Bring Your Own Agent](/pylon-docs/ai-agents/build/bring-your-own-agent.md): Bring your own agent to connect into Pylon.
- [Test](/pylon-docs/ai-agents/test.md): Testing makes sure you can be confident your AI Agent will behave as you want it to.
- [Deploy](/pylon-docs/ai-agents/deploy.md): Unleash your AI Agent!
- [Monitor & Iterate](/pylon-docs/ai-agents/monitor-and-iterate.md): Inspect why the AI acted in a certain way, view analytics, and continue to improve your flywheel.
- [Overview](/pylon-docs/knowledge-base/overview.md): A dedicated place to host your support content, including question-and-answer style articles, internal runbooks, and more -- all supercharged with AI and tightly integrated with the Pylon platform.
- [Articles & Collections](/pylon-docs/knowledge-base/articles-and-collections.md): How articles and collections within the knowledge base function
- [Editor](/pylon-docs/knowledge-base/articles-and-collections/editor.md): How to use Pylon's WYSIWG editor to write knowledge base content
- [Copilot](/pylon-docs/knowledge-base/articles-and-collections/copilot.md): Use AI Assistant features to help streamline your knowledge curation.
- [Templates](/pylon-docs/knowledge-base/articles-and-collections/templates.md): Create templates for common article formats
- [Collaboration](/pylon-docs/knowledge-base/articles-and-collections/collaboration.md): Work on knowledge base content together with your team
- [Article Review](/pylon-docs/knowledge-base/articles-and-collections/article-review.md): Request reviews on articles before publishing to ensure content quality and accuracy.
- [Synced Blocks](/pylon-docs/knowledge-base/articles-and-collections/synced-blocks.md): Synced blocks let you reuse the same content across multiple knowledge base articles.
- [Gaps](/pylon-docs/knowledge-base/gaps.md): Discover gaps in your documentation
- [Styling & Customization](/pylon-docs/knowledge-base/styling-and-customization.md): Customize the look and feel of your knowledge base
- [Custom Authentication](/pylon-docs/knowledge-base/custom-authentication.md): Add unified sign-in between the customer portal and your product dashboard
- [Search](/pylon-docs/knowledge-base/search.md): Allow your team and users to search for knowledge
- [Overview](/pylon-docs/customer-portal/overview.md): A dedicated place for customers to view and submit tickets.
- [Styling & Customization](/pylon-docs/customer-portal/styling-and-customization.md): Customize the look and feel of your knowledge base
- [Access Control](/pylon-docs/customer-portal/access-control.md): Control who gets access to the portal and what level of access they get
- [Portal Experience](/pylon-docs/customer-portal/portal-experience.md): How the portal experience works for your customers
- [Custom Authentication](/pylon-docs/customer-portal/custom-authentication.md): Add unified sign-in between the customer portal and your product dashboard
- [Overview](/pylon-docs/chat-widget/overview.md): Embed chat in your dashboard to allow users to ask for help where they need it
- [Styling](/pylon-docs/chat-widget/styling.md): Customize your Chat Widget to look how you want
- [Functionality](/pylon-docs/chat-widget/functionality.md): Customize the behavior of your Chat Widget
- [Chat Experience](/pylon-docs/chat-widget/chat-experience.md): How the chat experience works for your customers
- [Chat Setup](/pylon-docs/chat-widget/chat-setup.md): How to setup Pylon's Chat Widget
- [Identity Verification](/pylon-docs/chat-widget/identity-verification.md): Use identity verification to secure your chat from user impersonation
- [JavaScript API](/pylon-docs/chat-widget/javascript-api.md): Available API methods to programmatically interface with the chat widget
- [Mobile SDKs](/pylon-docs/chat-widget/mobile-sdks.md): Embed Pylon's chat widget in your iOS, Android, or React Native application.
- [Accounts](/pylon-docs/account-intelligence/accounts.md): Track, manage, and action on all your accounts with intelligent context
- [Views](/pylon-docs/account-intelligence/accounts/views.md): Customize how you view and act on accounts
- [Copilot](/pylon-docs/account-intelligence/accounts/copilot.md): Use AI to help quickly pull up information from an account
- [Memories](/pylon-docs/account-intelligence/accounts/memories.md): Collect key notes about an account to keep everyone on the same page without any manual work
- [Sidebar](/pylon-docs/account-intelligence/accounts/sidebar.md): Everything you need to know about the account sidebar.
- [Personal Email](/pylon-docs/account-intelligence/accounts/personal-email.md): Connect your inbox to surface relevant emails on accounts in Pylon.
- [Internal Channels & DMs](/pylon-docs/account-intelligence/accounts/internal-channels-and-dms.md): Connect internal Slack channels to customer accounts to keep Pylon in sync with internal customer context and conversations.
- [Partner Accounts](/pylon-docs/account-intelligence/accounts/partner-accounts.md): Create partner accounts to represent agencies or consultants who work across multiple customer accounts.
- [Subaccounts](/pylon-docs/account-intelligence/accounts/subaccounts.md): Connect related accounts together so parent accounts automatically roll up issues and contacts from their subaccounts.
- [Notebooks](/pylon-docs/account-intelligence/notebooks.md): Create notebooks to see curated context on accounts for different use cases.
- [Blocks](/pylon-docs/account-intelligence/notebooks/blocks.md): Drag and drop blocks onto your notebook to create exactly the layout and views you want based on your use cases.
- [Tasks & Projects](/pylon-docs/account-intelligence/tasks-and-projects.md): Create tasks and projects in order to track work being done for customers
- [Project Templates](/pylon-docs/account-intelligence/tasks-and-projects/project-templates.md): Templates for projects that repeated across customers
- [AI Tasks](/pylon-docs/account-intelligence/tasks-and-projects/ai-tasks.md): Pylon's AI will automatically create tasks for you
- [Views](/pylon-docs/account-intelligence/tasks-and-projects/views.md): Customize how you view and act on accounts
- [Activities](/pylon-docs/account-intelligence/activities.md): See a timeline of all changes and activities for an account
- [Custom Activities](/pylon-docs/account-intelligence/activities/custom-activities.md): Define custom activity types to write in important account events into Pylon.
- [Fields](/pylon-docs/account-intelligence/fields.md): Use default and custom fields on an account to add and view additional data about accounts
- [Formulas](/pylon-docs/account-intelligence/fields/formulas.md): Intelligently calculated account fields to help with decisioning on accounts
- [AI Fields](/pylon-docs/account-intelligence/fields/ai-fields.md): Rollup qualitative data onto your account views to quickly assess accounts
- [Web Research](/pylon-docs/account-intelligence/fields/web-research.md): Gather customer intelligence from live web sources into your account fields.
- [Feature Requests](/pylon-docs/product-intelligence/feature-requests.md): Automatically extract and organize customer feedback into feature requests to share with your product team.
- [Analytics](/pylon-docs/reporting-and-analytics/analytics.md): View out-of-the-box analytics about customer issues
- [Default Dashboards](/pylon-docs/reporting-and-analytics/default-dashboards.md): Prebuilt dashboards with all your typical metrics.
- [Custom Dashboards](/pylon-docs/reporting-and-analytics/custom-dashboards.md): Create dedicated dashboards that display the metrics you care about.
- [Overview](/pylon-docs/broadcasts/overview.md): Send proactive updates to your customers
- [Create a Broadcast](/pylon-docs/broadcasts/create-a-broadcast.md): Instructions on how to create and send a broadcast.
- [Analytics](/pylon-docs/broadcasts/analytics.md): View engagement data on your broadcasts
- [CRM](/pylon-docs/integrations/crm.md): Sync CRM data to and from Pylon
- [Salesforce](/pylon-docs/integrations/crm/salesforce.md)
- [Hubspot](/pylon-docs/integrations/crm/hubspot.md)
- [Attio](/pylon-docs/integrations/crm/attio.md)
- [Pipedrive](/pylon-docs/integrations/crm/pipedrive.md)
- [Ticketing](/pylon-docs/integrations/ticketing.md): Link customer issues in Pylon with tickets in other systems.
- [Linear](/pylon-docs/integrations/ticketing/linear.md): Link customer issues in Pylon to issues in Linear
- [GitHub Issues](/pylon-docs/integrations/ticketing/github-issues.md): Link customer issues in Pylon to issues in GitHub
- [Asana](/pylon-docs/integrations/ticketing/asana.md): Link customer issues in Pylon to tasks in Asana
- [Jira](/pylon-docs/integrations/ticketing/jira.md): Link customer issues in Pylon to ticket in Jira
- [Shortcut](/pylon-docs/integrations/ticketing/shortcut.md): Link customer issues in Pylon to stories in Shortcut
- [Alerting](/pylon-docs/integrations/alerting.md): Connect Pylon to your alerting system to notify individuals about incidents.
- [PagerDuty](/pylon-docs/integrations/alerting/pagerduty.md): Connect Pylon to PagerDuty to create incidents.
- [Opsgenie](/pylon-docs/integrations/alerting/opsgenie.md): Connect Pylon to Opsgenie to create incidents.
- [Chat](/pylon-docs/integrations/chat.md): Connect Pylon to platforms where you talk to your customers to automatically track conversations.
- [Slack](/pylon-docs/integrations/chat/slack.md): Connect Pylon with Slack to automatically track customer conversations and receive notifications.
- [Internal Threads](/pylon-docs/integrations/chat/slack/editor.md): Internal discussions for customer conversations in Slack
- [Collect Data](/pylon-docs/integrations/chat/slack/collect-data.md): Collect additional structured information when a ticket is opened in Slack
- [Support Ticket Flow](/pylon-docs/integrations/chat/slack/support-ticket-flow.md): Enable customers to self-serve into support workflows in Slack
- [Welcome Message](/pylon-docs/integrations/chat/slack/welcome-message.md)
- [Bookmarks](/pylon-docs/integrations/chat/slack/bookmarks.md): Give customers easy access to quick links like docs or tutorials
- [Onboard Employees](/pylon-docs/integrations/chat/slack/onboard-employees.md): Onboard new employees into your customer channels
- [Left Company](/pylon-docs/integrations/chat/slack/left-company.md): Receive real-time notifications when champions leave or join your customer Slack channel
- [Slack Community](/pylon-docs/integrations/chat/slack/slack-community.md)
- [Microsoft Teams](/pylon-docs/integrations/chat/microsoft-teams.md): View, respond to, and track customer requests coming from Microsoft Teams.
- [Discord](/pylon-docs/integrations/chat/discord.md): View, respond to, and track customer requests coming from Discord.
- [Telegram](/pylon-docs/integrations/chat/telegram.md): View, respond to, and track customer requests coming from Telegram.
- [Whatsapp](/pylon-docs/integrations/chat/whatsapp.md): View, respond to, and track customer requests coming from WhatsApp.
- [SMS](/pylon-docs/integrations/chat/sms.md): View, respond to, and track customer requests coming from SMS text messages.
- [Incident Management](/pylon-docs/integrations/incident-management.md): Connect customer issues in Pylon to incidents in your incident tracking system.
- [incident.io](/pylon-docs/integrations/incident-management/incident.io.md): Connect customer issues in Pylon to incidents in incident.io.
- [Rootly](/pylon-docs/integrations/incident-management/rootly.md): Connect customer issues in Pylon to incidents in Rootly.
- [Call Recording](/pylon-docs/integrations/call-recording.md): Ingest call recordings into Pylon
- [Gong](/pylon-docs/integrations/call-recording/gong.md): Connect Pylon to Gong to ingest call recordings.
- [Fathom](/pylon-docs/integrations/call-recording/fathom.md): Connect Pylon to Fathom to ingest call recordings.
- [Grain](/pylon-docs/integrations/call-recording/grain.md): Connect Pylon to Grain to ingest call recordings.
- [Granola](/pylon-docs/integrations/call-recording/granola.md): Connect Pylon to Granola to ingest call recordings.
- [Fireflies](/pylon-docs/integrations/call-recording/fireflies.md): Connect Pylon to Fireflies to ingest call recordings.
- [Circleback](/pylon-docs/integrations/call-recording/circleback.md): Connect Pylon to Circleback to ingest call recordings.
- [Attention](/pylon-docs/integrations/call-recording/attention.md): Connect Pylon to Attention to ingest call recordings.
- [Google Meet](/pylon-docs/integrations/call-recording/google-meet.md): Connect Pylon to Google Meet to ingest call recordings.
- [Calendar](/pylon-docs/integrations/calendar.md): Connect Pylon to your Google or Outlook calendar to ingest meeting events.
- [Google Calendar](/pylon-docs/integrations/calendar/google-calendar.md): Ingest events from Google calendar
- [Outlook Calendar](/pylon-docs/integrations/calendar/outlook-calendar.md): Ingest events from Outlook calendar
- [Data Warehouse](/pylon-docs/integrations/data-warehouse.md): Sync customer issue data directly into your warehouse
- [Snowflake](/pylon-docs/integrations/data-warehouse/snowflake.md): Sync customer issue data into Snowflake
- [BigQuery](/pylon-docs/integrations/data-warehouse/bigquery.md): Sync customer issue data into BigQuery
- [Redshift](/pylon-docs/integrations/data-warehouse/redshift.md): Sync customer issue data into Redshift
- [AWS S3](/pylon-docs/integrations/data-warehouse/aws-s3.md): Sync customer issue data into AWS S3
- [Codebase ](/pylon-docs/integrations/codebase.md): Connect development tools to Pylon so your support and success teams have technical context when helping customers.
- [Cursor](/pylon-docs/integrations/codebase/cursor.md): Bring the power of Cursor's codebase understanding to help you answer questions directly in Pylon.
- [MCP](/pylon-docs/integrations/mcp.md): Expose Pylon data to AI tools and assistants via Model Context Protocol.
- [Security Overview](/pylon-docs/security/security-overview.md): Learn more about Pylon's Security
- [API](/pylon-docs/developer/api.md): Programmatic access to read and write data in Pylon
- [Authentication](/pylon-docs/developer/api/authentication.md): How to authenticate with Pylon's API
- [Errors](/pylon-docs/developer/api/errors.md): Handling errors from Pylon's API
- [API reference](/pylon-docs/developer/api/api-reference.md): Documentation on available endpoints.
- [Accounts](/pylon-docs/developer/api/api-reference/accounts.md)
- [Activities](/pylon-docs/developer/api/api-reference/accounts/activities.md): Create custom activity types and write new activity onto accounts.
- [Files](/pylon-docs/developer/api/api-reference/accounts/files.md): APIs for adding file attachments to accounts
- [Highlights](/pylon-docs/developer/api/api-reference/accounts/highlights.md): APIs for adding highlights on accounts.
- [Attachments](/pylon-docs/developer/api/api-reference/attachments.md)
- [Audit Logs](/pylon-docs/developer/api/api-reference/audit-logs.md)
- [Contacts](/pylon-docs/developer/api/api-reference/contacts.md)
- [Custom Fields](/pylon-docs/developer/api/api-reference/custom-fields.md)
- [Feature Requests](/pylon-docs/developer/api/api-reference/feature-requests.md)
- [Issues](/pylon-docs/developer/api/api-reference/issues.md)
- [Knowledge Base](/pylon-docs/developer/api/api-reference/knowledge-base.md)
- [Macros](/pylon-docs/developer/api/api-reference/macros.md)
- [Me](/pylon-docs/developer/api/api-reference/me.md)
- [Messages](/pylon-docs/developer/api/api-reference/messages.md)
- [Surveys](/pylon-docs/developer/api/api-reference/surveys.md)
- [Tags](/pylon-docs/developer/api/api-reference/tags.md)
- [Tasks & Projects](/pylon-docs/developer/api/api-reference/tasks-and-projects.md)
- [Teams](/pylon-docs/developer/api/api-reference/teams.md)
- [Ticket Forms](/pylon-docs/developer/api/api-reference/ticket-forms.md)
- [Training Data](/pylon-docs/developer/api/api-reference/training-data.md): Endpoints for managing training data sources used by Pylon AI.
- [User roles](/pylon-docs/developer/api/api-reference/user-roles.md)
- [Users](/pylon-docs/developer/api/api-reference/users.md)
- [External IDs](/pylon-docs/developer/api/external-ids.md): Identifiers from external systems
- [Custom Apps](/pylon-docs/developer/custom-apps.md)
- [Embedded Iframes](/pylon-docs/developer/embedded-iframes.md): Pylon provides an out-of-the-box customizable iframe app that allows embedding of webpages within the issues and accounts view.
- [Webhooks](/pylon-docs/developer/webhooks.md): Receive webhooks for various events happening in Pylon.