> For the complete documentation index, see [llms.txt](https://docs.usepylon.com/pylon-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts.md).

# Accounts

Track, manage, and action on all your accounts with intelligent context

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2Fo3F6vyqbO6dmn6OZBFn2%2FAccount%20Intelligence%20Higher%20Res.gif?alt=media&amp;token=9c1aa1ed-915e-40d8-bc4c-a2639a705ada" alt=""><figcaption></figcaption></figure>

Track potential business and CRM records associated with an account using [Opportunities](/pylon-docs/account-intelligence/opportunities.md).

## Enable or disable accounts

Select accounts in the accounts table and use **Status** to enable or disable them in bulk. Confirm the selected action before it runs.

Disabling an account removes Pylon from its external channels and turns off Pylon functionality on the account. Existing ticket history is preserved.

Enabling an account adds Pylon to its public external channels. For private channels, add Pylon to the channel directly before enabling the account.

***

{% content-ref url="/pages/GS5WrehW7GRhAfQCdqu0" %}
[Notebooks](/pylon-docs/account-intelligence/notebooks.md)
{% endcontent-ref %}

{% content-ref url="/pages/7eNsxvVzvIF8PQiNXPZD" %}
[Tasks & Projects](/pylon-docs/account-intelligence/tasks-and-projects.md)
{% endcontent-ref %}

{% content-ref url="/pages/gAte8BEVixexc5X4zGmZ" %}
[Formulas](/pylon-docs/account-intelligence/fields/formulas.md)
{% endcontent-ref %}

{% content-ref url="/pages/xmV6ZVrzvIHQcahAUYwB" %}
[AI Fields](/pylon-docs/account-intelligence/fields/ai-fields.md)
{% endcontent-ref %}

{% content-ref url="/pages/jjszFPoAYTX0gMdqeHbm" %}
[Views](/pylon-docs/account-intelligence/accounts/views.md)
{% endcontent-ref %}

{% content-ref url="/pages/KwZgqP7j5peulcTwyeTo" %}
[Copilot](/pylon-docs/account-intelligence/accounts/copilot.md)
{% endcontent-ref %}

{% content-ref url="/pages/ztrI63HFvw1QcxuqbiTg" %}
[Memories](/pylon-docs/account-intelligence/accounts/memories.md)
{% endcontent-ref %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.usepylon.com/pylon-docs/account-intelligence/accounts.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.