# First Touch Help Documentation First Touch helps teams build and run outbound workflows across audiences, flows, email, social actions, HubSpot, signals, tasks, enrichment, and AI-assisted workflow control through FirstTouch MCP. Use this file as a concise map of the public First Touch documentation. Agent and Public API resources below use absolute URLs for direct retrieval; other product help links are relative to https://docs.firsttouch.com. ## Agent And API Resources - [Check Your Setup Before LinkedIn Outreach](https://docs.firsttouch.com/api-reference/recipes/approved-linkedin-outreach.md): Tested read-only MCP requests to inspect caller, team, sender capabilities, and workflow guidance. - [Agent Start Here](https://docs.firsttouch.com/api-reference/agent-start.md): Choose HTTP or MCP, identify the active team, and route a request to the right workflow. - [Operation Catalog](https://docs.firsttouch.com/api-reference/operation-catalog.md): All 68 operations checked September 9, 2026, grouped by workflow with exact tool names and direct Markdown links. - [Canonical OpenAPI](https://gateway.firsttouch.ai/api/public/openapi.json): Current operation paths, descriptions, schemas, and MCP annotations. Use this document to resolve schema references. - [Execution And Recovery](https://docs.firsttouch.com/api-reference/execution-and-recovery.md): Write receipts, pending approval tasks, pagination, partial imports, and operation-specific retry handling. - [FirstTouch Agent Guide](https://docs.firsttouch.com/.well-known/agent-skills/firsttouch/skill.md): MCP workflow guidance, prerequisites, identity, permissions, and credit behavior. - [Agent Skill Discovery](https://docs.firsttouch.com/.well-known/agent-skills/index.json): Standard skill manifest with the guide URL and a SHA-256 content digest. - [Full Documentation](https://docs.firsttouch.com/llms-full.txt): Bulk documentation export when a broad local corpus is needed; use the catalog for focused operation retrieval. ## Start Here - [Home](/): Start from the FirstTouch documentation homepage. - [Getting Started](/getting-started/overview): Set up First Touch and launch the first workflows. - [Setup Reference](/getting-started/setup/setup): Review setup prerequisites and launch checklist. - [Account Access](/WebApp/Account-Access): Troubleshoot sign-in, verification, invites, and Team access. - [Web App Overview](/WebApp/overview): Understand the main First Touch web app areas: Audiences, agents, signals, and Flow Plans. ## Core Workflows - [Audiences](/WebApp/Audiences): Create, manage, sync, and use audience lists. - [Signals](/WebApp/Signals/Overview): Manage signal-based flow sources and signal-triggered enrollments. - [Website Visitors](/WebApp/Signals/Website-Visitors): Install and verify the FirstTouch tracking pixel when Website Visit Signals are enabled. - [Social Engagement](/WebApp/Signals/Social-Engagement): Monitor LinkedIn profile or company page engagement and route captured engagers. - [Tasks](/WebApp/Tasks): Review and complete approval, call, and manual tasks. - [Activities](/WebApp/Activities): Review active and completed outreach for enrolled contacts. - [Outreach Queue](/WebApp/Outreach-Queue): Monitor email and LinkedIn actions across In queue, Awaiting, Done, Canceled, and Failed views. - [Exclusion Lists](/WebApp/Exclusion-Lists): Block outreach to specific contacts, company domains, and synced HubSpot lists. - [Dashboard and Analytics](/WebApp/Dashboard-and-Analytics): Review FirstTouch actions and tasks, engagement, and opportunities. - [Billing](/WebApp/Billing): Understand billing access, plans, credits, top-ups, and subscription controls. - [Team Management](/WebApp/Team-Management): Invite teammates, update roles, manage sender access, and review removal behavior. - [Roles and Permissions](/WebApp/Roles-and-Permissions): Compare Team Roles, Seat Types, billing access, and sender permissions. ## Flows - [Create and Edit Flows](/WebApp/Flows/creating-and-editing): Create, configure, and update Flow Plans. - [First Flow Guide](/WebApp/Flows/first-flow-guide): Walk through building a first flow. - [Choose a Source](/WebApp/Flows/choosing-a-trigger): Choose how contacts enter a Flow Plan. - [Flow Settings](/WebApp/Flows/flow-settings): Review main flow settings. - [Publish and Route Flows](/WebApp/Flows/publishing): Publish Flow Plans, assign ownership, and manage live behavior. - [Flow Enrollments](/WebApp/Flows/enrollments): Review Awaiting, In progress, Issues, Disqualified, cancellation, and re-enrollment. - [Messaging Guide](/WebApp/Flows/Master-Messaging-Guide): Write and preview messaging for email and social flow steps. ## Flow Actions - [Email Steps](/WebApp/Flows/Available-Flow-Actions/Email-Steps): Configure email steps. - [Action Delays](/WebApp/Flows/Available-Flow-Actions/Delays): Configure the delay on each Flow Plan action. - [Conditional Split](/WebApp/Flows/Available-Flow-Actions/Conditional-Split): Route contacts down different paths based on rules. - [Manual Tasks](/WebApp/Flows/Available-Flow-Actions/Manual-Tasks): Add human work steps. - [Manual Assignment](/WebApp/Flows/Available-Flow-Actions/Manual-Assignment): Reassign ownership inside a flow. - [CRM Enrichment](/WebApp/Flows/Available-Flow-Actions/CRM-Enrichment): Copy an existing Flow Enrollment value to a specific custom HubSpot property. Normal mapped write-back, including LinkedIn URLs, is automatic when HubSpot is connected and the Flow Plan's CRM integration is enabled; no CRM Enrichment step is required. ## Agents - [Agents Overview](/WebApp/Flows/Agents/overview): Learn which AI agents are available in flows. - [Research Agent](/WebApp/Flows/Agents/researcher): Answer up to five research questions and use the results later in a flow. - [Qualification Agent](/WebApp/Flows/Agents/qualification): Score and filter contacts before they continue through a flow. ## Email - [Email Automation](/WebApp/Email/Overview): Understand connected inboxes, email steps, approvals, scheduling, tracking, and replies. - [Email Sending and Scheduling](/WebApp/Email/Sending-and-Scheduling): Understand when FirstTouch sends email and why an email may wait. - [Email Tracking, Replies, and Bounces](/WebApp/Email/Tracking-and-Replies): Understand human-reply stopping, seven-day out-of-office postponement, bounces, and HubSpot logging. - [Email Troubleshooting](/WebApp/Email/Troubleshooting): Fix missing, waiting, failed, bounced, or untracked email actions. ## Data Enrichment - [Data Enrichment](/WebApp/Data-Enrichment/Overview): Understand prospect, company, email, and phone enrichment across FirstTouch. - [Data Enrichment Troubleshooting](/WebApp/Data-Enrichment/Troubleshooting): Fix missing, partial, locked, failed, or unsynced enrichment results. - [Sales Navigator Import](/WebApp/Sales-Navigator-Import): Create Audiences from Sales Navigator people searches or lists. ## FirstTouch MCP - [FirstTouch MCP Overview](/WebApp/Mcp/overview): Use FirstTouch from Claude, Codex, Cursor, Windsurf, and other AI assistants. - [Connect FirstTouch MCP](/WebApp/Mcp/connect): Add FirstTouch MCP to an AI assistant or with browser OAuth or a secure API-key header. - [FirstTouch MCP Use Cases](/WebApp/Mcp/use-cases): See workflows for audiences, flows, discovery, enrichment, queues, approvals, metrics, LinkedIn Signals, and Dynamic Actions. - [FirstTouch MCP Prompt Library](/WebApp/Mcp/prompt-library): Copy practical prompts for common MCP workflows. - [FirstTouch MCP Troubleshooting](/WebApp/Mcp/troubleshooting): Fix MCP connection, permission, credit, LinkedIn, email, flow, and signal issues. ## Public API - [Public API Overview](https://docs.firsttouch.com/api-reference/introduction.md): Use the FirstTouch MCP tool catalog through conventional JSON requests. - [Public API Authentication](https://docs.firsttouch.com/api-reference/authentication.md): Create and secure a user-scoped `X-API-Key` credential for a FirstTouch team. - [Public API Quickstart](https://docs.firsttouch.com/api-reference/quickstart.md): Call `get_current_user` and discover the generated API operations. ## Social And Chrome Extension - [Social Integration](/WebApp/Social/social-Integration): Connect and manage a social account safely. - [Social Orchestration](/WebApp/Social/Social-Orchestration): Use profile views, connection requests, and messages inside flows. - [LinkedIn Unibox](/WebApp/Social/LinkedIn-Unibox): Review LinkedIn conversations, unread state, tags, history import, sync, and reply eligibility. - [Chrome Extension Overview](/ChromeExtension/overview): Use the First Touch browser extension for prospecting. - [Chrome Extension Action Bar](/ChromeExtension/action-bar): Send email, generate a manual LinkedIn connection note, create call/value-plan guidance, and add prospects to Flow Plans. - [Chrome Extension Enrichment](/ChromeExtension/enrichment): Run email and phone lookups from the extension. - [Chrome Extension Research](/ChromeExtension/research): Research prospects and companies from the extension. ## HubSpot - [HubSpot Setup Guide](/WebApp/HubSpot/HubSpot-Quickstart-Guide): Connect, configure, and manage the HubSpot integration. - [HubSpot UI Card](/WebApp/HubSpot/UI-Card): Manage First Touch tasks, approvals, and enrichment inside HubSpot contact records. - [Workflow Actions](/WebApp/HubSpot/Workflow-Actions): Trigger First Touch flows automatically using HubSpot Workflows. - [HubSpot Integration Settings](/WebApp/Settings/integrations): Configure how data flows between First Touch and HubSpot. - [HubSpot Task and Activity Sync](/WebApp/HubSpot/Task-and-Activity-Sync): Understand task synchronization, Engagement Tracking, CRM State Rollups, and timeline behavior. - [HubSpot Property Mapping](/WebApp/HubSpot/Property-Mapping): Map FirstTouch contact and company fields to HubSpot properties. - [HubSpot Troubleshooting](/WebApp/HubSpot/Troubleshooting): Fix connection, workflow action, task sync, activity logging, and property update issues. ## Settings - [User Settings](/WebApp/Settings/profile): Configure personal information and AI writing style. - [User Accounts](/WebApp/Settings/user-accounts): Connect LinkedIn and email accounts. - [Sending Schedule](/WebApp/Settings/sending-schedule): Control when First Touch can send email and perform social actions. - [Knowledge Base](/WebApp/Settings/knowledge-base): Manage AI context, product information, target audience, and case studies. - [Security](/WebApp/Settings/security): Change the First Touch account password. - [Public API Keys](/WebApp/Settings/api-keys): Create, rotate, revoke, and review Public API and MCP credentials. ## Safety, Trust, And Data - [Safety Checklist](/Safety-Checklist): Complete a setup audit before launch. - [Trust and Safety Policies](/Trust-and-Safety-Policies): Keep a LinkedIn account healthy and understand restrictions. - [Data Processing and Security](/data-compliance): Learn how First Touch processes, enriches, and protects data. - [Approved Subprocessors](/approved-subprocessors): Review First Touch subprocessors.