# Pylon ## Pylon - [Introduction](https://docs.usepylon.com/pylon-docs/getting-started/quickstart.md) - [Quick Start](https://docs.usepylon.com/pylon-docs/getting-started/publish-your-docs.md) - [Setup](https://docs.usepylon.com/pylon-docs/getting-started/setup.md) - [Channel Configuration](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/getting-started/user-guide.md): Common tips and tracks on how to setup and use Pylon! - [Assist Agent](https://docs.usepylon.com/pylon-docs/agents/assist-agent.md): Get your questions answered and perform actions anywhere - [Automations](https://docs.usepylon.com/pylon-docs/agents/automations.md): Automate repeatable support work with workflows that investigate issues, classify and route work, update fields, create tickets, and more. - [Slack Agent](https://docs.usepylon.com/pylon-docs/agents/slack-agent.md): Answer product and customer questions and take action directly from Slack. - [Skills](https://docs.usepylon.com/pylon-docs/agents/skills.md): Reusable instructions that define how agents handle specific scenarios and take action. - [Connectors](https://docs.usepylon.com/pylon-docs/agents/connectors.md): Connect Pylon to any tool that you use - [User Memories](https://docs.usepylon.com/pylon-docs/agents/user-memories.md): Pylon AI remembers how you work so you don't have to repeat the same context and preferences. - [Support Agent](https://docs.usepylon.com/pylon-docs/agents/support-agent.md): Support Agents can deflect customer questions using content, gather internal context for your team, and take action. - [Build](https://docs.usepylon.com/pylon-docs/agents/support-agent/build.md): Build your swarm of AI Agents to help augment your team. - [Runbooks](https://docs.usepylon.com/pylon-docs/agents/support-agent/build/runbooks.md): Give your agents manuals to execute complex procedures. - [Bring Your Own Agent](https://docs.usepylon.com/pylon-docs/agents/support-agent/build/bring-your-own-agent.md): Bring your own agent to connect into Pylon. - [Test](https://docs.usepylon.com/pylon-docs/agents/support-agent/test.md): Testing makes sure you can be confident your AI Agent will behave as you want it to. - [Deploy](https://docs.usepylon.com/pylon-docs/agents/support-agent/deploy.md): Unleash your AI Agent! - [Monitor & Iterate](https://docs.usepylon.com/pylon-docs/agents/support-agent/monitor-and-iterate.md): Inspect why the AI acted in a certain way, view analytics, and continue to improve your flywheel. - [Omnichannel Support](https://docs.usepylon.com/pylon-docs/support-workflows/omnichannel-support.md): Pylon can support you wherever you interact with your customers. - [Issues](https://docs.usepylon.com/pylon-docs/support-workflows/issues.md): Track, manage, and act on all your customer requests in a single place - [Views](https://docs.usepylon.com/pylon-docs/support-workflows/issues/views.md): Customize how you view and act on issues. Pick a default view or save your own, then change the layout, filters, and columns. - [Statuses](https://docs.usepylon.com/pylon-docs/support-workflows/issues/statuses.md): An overview of issue statuses in Pylon. - [Message Editor](https://docs.usepylon.com/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](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/support-workflows/issues/sidebar.md): Everything you need to know about the issue sidebar. - [Internal Threads](https://docs.usepylon.com/pylon-docs/support-workflows/issues/internal-threads.md): Have internal discussions on customer issues - [Proactive Issues](https://docs.usepylon.com/pylon-docs/support-workflows/issues/proactive-issues.md): Initiate conversations from Pylon to customers proactively - [Translation](https://docs.usepylon.com/pylon-docs/support-workflows/issues/translation.md): Automatically detect language for and translate inbound and outbound messages. - [Bulk actions](https://docs.usepylon.com/pylon-docs/support-workflows/issues/bulk-actions.md): Take bulk actions to manage issues - [Merge and split issues](https://docs.usepylon.com/pylon-docs/support-workflows/issues/merge-and-split-issues.md): Combine duplicate issues into one, or split a conversation into a new issue. - [Issue Groups](https://docs.usepylon.com/pylon-docs/support-workflows/issues/issue-groups.md): Group related issues together during incidents - [Anomaly Detection](https://docs.usepylon.com/pylon-docs/support-workflows/issues/anomaly-detection.md): Automatically detect outages and issues across your customer base. - [SLAs and Timers](https://docs.usepylon.com/pylon-docs/support-workflows/slas-and-timers.md): Set differentiated service level agreement timers on customer issues. - [Active Time](https://docs.usepylon.com/pylon-docs/support-workflows/slas-and-timers/active-time.md) - [Support Hours](https://docs.usepylon.com/pylon-docs/support-workflows/support-hours.md): Set schedules your company's operates on. - [CSAT](https://docs.usepylon.com/pylon-docs/support-workflows/csat.md): Pylon has a built-in tool to help you collect satisfaction scores from customers! - [Ticket Forms](https://docs.usepylon.com/pylon-docs/support-workflows/ticket-forms.md): Let your customers submit structured tickets across different channels. - [Assignment Rules](https://docs.usepylon.com/pylon-docs/support-workflows/assignment-rules.md): Setup assignment rules to make sure issues make their way to the right person. - [User Status](https://docs.usepylon.com/pylon-docs/support-workflows/assignment-rules/user-status.md): Allow users to set their status to active, away, or out of office - [Email](https://docs.usepylon.com/pylon-docs/support-workflows/email.md): Connect your email addresses with Pylon to track and respond to support requests over email. - [Phone Support](https://docs.usepylon.com/pylon-docs/support-workflows/phone-support.md) - [User QA](https://docs.usepylon.com/pylon-docs/support-workflows/user-qa.md): Apply rubrics to issues to make sure guidelines and process are being followed. - [Custom Fields](https://docs.usepylon.com/pylon-docs/platform/custom-fields.md): Set up custom fields to add structured data to your issues, accounts, and contacts. - [Required and Conditional Fields](https://docs.usepylon.com/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](https://docs.usepylon.com/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](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/platform/teams.md): Represent your organizational structure within Pylon to set up workflows and automations - [Triggers](https://docs.usepylon.com/pylon-docs/platform/triggers.md): Set up complex workflows and automations to execute your business processes - [Conditions](https://docs.usepylon.com/pylon-docs/platform/triggers/conditions.md): How trigger If, Else if, and time delay conditions are evaluated, and what each condition field means. - [Logs & History](https://docs.usepylon.com/pylon-docs/platform/triggers/logs-and-history.md): Advanced tooling helps you set up, debug, and iterate on your automations. - [Template variables](https://docs.usepylon.com/pylon-docs/platform/triggers/template-variables.md): Every variable you can insert into trigger actions, webhook payloads, and macros, with exact syntax and formatting rules. - [Macros](https://docs.usepylon.com/pylon-docs/platform/macros.md): Set up macros to simplify sending templated responses and taking common actions on customer issues. - [Command Search](https://docs.usepylon.com/pylon-docs/platform/command-search.md): Use Pylon's powerful Command Search to search, navigate, and perform commands in Pylon. - [Roles & User Management](https://docs.usepylon.com/pylon-docs/platform/roles-and-user-management.md): What Admins, Members, and Viewers can do, how to invite, deactivate, and reactivate users, and how to build custom roles. - [Resources](https://docs.usepylon.com/pylon-docs/platform/training-data.md): Connect resources that Pylon's AI features can reference when answering questions. - [Ask AI](https://docs.usepylon.com/pylon-docs/platform/ask-ai.md): Get all your questions about customers answered! - [AI Reports](https://docs.usepylon.com/pylon-docs/platform/ai-reports.md): Automatically generate and send summaries and insights to specified destinations - [Surveys](https://docs.usepylon.com/pylon-docs/platform/surveys.md): Create and send out-of-the-box and customized surveys to your customers - [Audit Logs](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/platform/languages-and-localization.md): Using Pylon in different languages for both your team and your customers. - [Custom Objects](https://docs.usepylon.com/pylon-docs/platform/custom-objects.md): Represent complex data and relationships within Pylon. - [Overview](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/knowledge-base/articles-and-collections.md): How articles and collections within the knowledge base function - [Editor](https://docs.usepylon.com/pylon-docs/knowledge-base/articles-and-collections/editor.md): How to use Pylon's WYSIWG editor to write knowledge base content - [Copilot](https://docs.usepylon.com/pylon-docs/knowledge-base/articles-and-collections/copilot.md): Use AI Assistant features to help streamline your knowledge curation. - [Templates](https://docs.usepylon.com/pylon-docs/knowledge-base/articles-and-collections/templates.md): Create templates for common article formats - [Collaboration](https://docs.usepylon.com/pylon-docs/knowledge-base/articles-and-collections/collaboration.md): Work on knowledge base content together with your team - [Article Review](https://docs.usepylon.com/pylon-docs/knowledge-base/articles-and-collections/article-review.md): Request reviews on articles before publishing to ensure content quality and accuracy. - [Synced Blocks](https://docs.usepylon.com/pylon-docs/knowledge-base/articles-and-collections/synced-blocks.md): Synced blocks let you reuse the same content across multiple knowledge base articles. - [Translations](https://docs.usepylon.com/pylon-docs/knowledge-base/translations.md): Translate knowledge base articles, collections, and headers into your supported languages. - [Missing Content](https://docs.usepylon.com/pylon-docs/knowledge-base/missing-content.md): Discover gaps in your documentation - [Analytics](https://docs.usepylon.com/pylon-docs/knowledge-base/analytics.md): See how your knowledge base is used, what customers search for, and how helpful articles are. - [Styling & Customization](https://docs.usepylon.com/pylon-docs/knowledge-base/styling-and-customization.md): Customize the look and feel of your knowledge base - [Custom themes](https://docs.usepylon.com/pylon-docs/knowledge-base/styling-and-customization/custom-themes.md): Build your own knowledge base layouts with templates, CSS, and scripts, then preview and publish them. - [Custom Authentication](https://docs.usepylon.com/pylon-docs/knowledge-base/custom-authentication.md): Add unified sign-in between the customer portal and your product dashboard - [Search](https://docs.usepylon.com/pylon-docs/knowledge-base/search.md): Allow your team and users to search for knowledge - [Redirects](https://docs.usepylon.com/pylon-docs/knowledge-base/redirects.md): Keep old links working when you move to Pylon or reorganize your knowledge base. - [SEO & AI Crawlers](https://docs.usepylon.com/pylon-docs/knowledge-base/seo-and-ai-crawlers.md): How Pylon makes your public knowledge base discoverable by search engines and AI tools. - [Overview](https://docs.usepylon.com/pylon-docs/customer-portal/overview.md): A dedicated place for customers to view and submit tickets. - [Styling & Customization](https://docs.usepylon.com/pylon-docs/customer-portal/styling-and-customization.md): Customize the look, settings, and content of your customer portal - [Portal Experience](https://docs.usepylon.com/pylon-docs/customer-portal/portal-experience.md): How the portal experience works for your customers - [Access Control](https://docs.usepylon.com/pylon-docs/customer-portal/access-control.md): Control who gets access to the portal and what level of access they get - [Custom Authentication](https://docs.usepylon.com/pylon-docs/customer-portal/custom-authentication.md): Add unified sign-in between the customer portal and your product dashboard - [Overview](https://docs.usepylon.com/pylon-docs/chat-widget/overview.md): Embed chat in your dashboard to allow users to ask for help where they need it - [Styling](https://docs.usepylon.com/pylon-docs/chat-widget/styling.md): Customize your Chat Widget to look how you want - [Functionality](https://docs.usepylon.com/pylon-docs/chat-widget/functionality.md): Customize the behavior of your Chat Widget - [Chat Experience](https://docs.usepylon.com/pylon-docs/chat-widget/chat-experience.md): How the chat experience works for your customers - [Chat Setup](https://docs.usepylon.com/pylon-docs/chat-widget/chat-setup.md): How to setup Pylon's Chat Widget - [Custom Domain](https://docs.usepylon.com/pylon-docs/chat-widget/custom-domain.md): Serve the Chat Widget from your own domain - [Identity Verification](https://docs.usepylon.com/pylon-docs/chat-widget/identity-verification.md): Use identity verification to secure your chat from user impersonation - [JavaScript API](https://docs.usepylon.com/pylon-docs/chat-widget/javascript-api.md): Available API methods to programmatically interface with the chat widget - [Mobile SDKs](https://docs.usepylon.com/pylon-docs/chat-widget/mobile-sdks.md): Embed Pylon's chat widget in your iOS, Android, or React Native application. - [Customer Overview](https://docs.usepylon.com/pylon-docs/account-intelligence/customer-overview.md): See the accounts, signals, and work that need your attention in one place - [Signals](https://docs.usepylon.com/pylon-docs/account-intelligence/customer-overview/signals.md): Let AI flag the accounts that need your attention. - [Overview Boards](https://docs.usepylon.com/pylon-docs/account-intelligence/customer-overview/overview-boards.md): Choose which views each team sees on their Overview. - [Views](https://docs.usepylon.com/pylon-docs/account-intelligence/customer-overview/views.md): Create, customize, and share views on your Overview. - [Blocks](https://docs.usepylon.com/pylon-docs/account-intelligence/customer-overview/blocks.md): Add blocks to a view to build the layout you want. - [Accounts](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts.md): Track, manage, and action on all your accounts with intelligent context - [Views](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts/views.md): Customize how you view and act on accounts - [Copilot](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts/copilot.md): Use AI to help quickly pull up information from an account - [Memories](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts/sidebar.md): Everything you need to know about the account sidebar. - [Personal Email](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts/personal-email.md): Connect your inbox to surface relevant emails on accounts in Pylon. - [Internal Channels & DMs](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts/partner-accounts.md): Create partner accounts to represent agencies or consultants who work across multiple customer accounts. - [Subaccounts](https://docs.usepylon.com/pylon-docs/account-intelligence/accounts/subaccounts.md): Connect related accounts together so parent accounts automatically roll up issues and contacts from their subaccounts. - [Opportunities](https://docs.usepylon.com/pylon-docs/account-intelligence/opportunities.md): Track opportunities and their account context, organize views, and connect CRM records. - [Notebooks](https://docs.usepylon.com/pylon-docs/account-intelligence/notebooks.md): Create notebooks to see curated context on accounts for different use cases. - [Blocks](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/account-intelligence/tasks-and-projects.md): Create tasks and projects in order to track work being done for customers - [Project Templates](https://docs.usepylon.com/pylon-docs/account-intelligence/tasks-and-projects/project-templates.md): Templates for projects that repeated across customers - [Smart Projects](https://docs.usepylon.com/pylon-docs/account-intelligence/tasks-and-projects/smart-projects.md) - [AI Tasks](https://docs.usepylon.com/pylon-docs/account-intelligence/tasks-and-projects/ai-tasks.md): Pylon's AI will automatically create tasks for you - [Views](https://docs.usepylon.com/pylon-docs/account-intelligence/tasks-and-projects/views.md): Customize how you view and act on accounts - [Activities](https://docs.usepylon.com/pylon-docs/account-intelligence/activities.md): See a timeline of all changes and activities for an account - [Custom Activities](https://docs.usepylon.com/pylon-docs/account-intelligence/activities/custom-activities.md): Define custom activity types to write in important account events into Pylon. - [Fields](https://docs.usepylon.com/pylon-docs/account-intelligence/fields.md): Use default and custom fields on an account to add and view additional data about accounts - [Formulas](https://docs.usepylon.com/pylon-docs/account-intelligence/fields/formulas.md): Intelligently calculated account fields to help with decisioning on accounts - [AI Fields](https://docs.usepylon.com/pylon-docs/account-intelligence/fields/ai-fields.md): Rollup qualitative data onto your account views to quickly assess accounts - [Web Research](https://docs.usepylon.com/pylon-docs/account-intelligence/fields/web-research.md): Gather customer intelligence from live web sources into your account fields. - [Rollups](https://docs.usepylon.com/pylon-docs/account-intelligence/fields/rollups.md): Aggregated fields that summarize a related set of records — counts, totals, or lists — onto a parent account. - [Feature Requests](https://docs.usepylon.com/pylon-docs/product-intelligence/feature-requests.md): Automatically extract and organize customer feedback into feature requests to share with your product team. - [Analytics](https://docs.usepylon.com/pylon-docs/reporting-and-analytics/analytics.md): View out-of-the-box analytics about customer issues - [Default Dashboards](https://docs.usepylon.com/pylon-docs/reporting-and-analytics/default-dashboards.md): Prebuilt dashboards with all your typical metrics. - [Custom Dashboards](https://docs.usepylon.com/pylon-docs/reporting-and-analytics/custom-dashboards.md): Create dedicated dashboards that display the metrics you care about. - [Overview](https://docs.usepylon.com/pylon-docs/broadcasts/overview.md): Send proactive updates to your customers - [Create a Broadcast](https://docs.usepylon.com/pylon-docs/broadcasts/create-a-broadcast.md): Instructions on how to create and send a broadcast. - [Analytics](https://docs.usepylon.com/pylon-docs/broadcasts/analytics.md): View engagement data on your broadcasts - [CRM](https://docs.usepylon.com/pylon-docs/integrations/crm.md): Sync CRM data to and from Pylon - [Salesforce](https://docs.usepylon.com/pylon-docs/integrations/crm/salesforce.md) - [Hubspot](https://docs.usepylon.com/pylon-docs/integrations/crm/hubspot.md) - [Attio](https://docs.usepylon.com/pylon-docs/integrations/crm/attio.md) - [Pipedrive](https://docs.usepylon.com/pylon-docs/integrations/crm/pipedrive.md) - [Ticketing](https://docs.usepylon.com/pylon-docs/integrations/ticketing.md): Link customer issues in Pylon with tickets in other systems. - [Linear](https://docs.usepylon.com/pylon-docs/integrations/ticketing/linear.md): Link customer issues in Pylon to issues in Linear - [GitHub Issues](https://docs.usepylon.com/pylon-docs/integrations/ticketing/github-issues.md): Link customer issues in Pylon to issues in GitHub - [Asana](https://docs.usepylon.com/pylon-docs/integrations/ticketing/asana.md): Link customer issues in Pylon to tasks in Asana - [Jira](https://docs.usepylon.com/pylon-docs/integrations/ticketing/jira.md): Link customer issues in Pylon to ticket in Jira - [Shortcut](https://docs.usepylon.com/pylon-docs/integrations/ticketing/shortcut.md): Link customer issues in Pylon to stories in Shortcut - [Alerting](https://docs.usepylon.com/pylon-docs/integrations/alerting.md): Connect Pylon to your alerting system to notify individuals about incidents. - [PagerDuty](https://docs.usepylon.com/pylon-docs/integrations/alerting/pagerduty.md): Connect Pylon to PagerDuty to create incidents. - [Opsgenie](https://docs.usepylon.com/pylon-docs/integrations/alerting/opsgenie.md): Connect Pylon to Opsgenie to create incidents. - [Chat](https://docs.usepylon.com/pylon-docs/integrations/chat.md): Connect Pylon to platforms where you talk to your customers to automatically track conversations. - [Slack](https://docs.usepylon.com/pylon-docs/integrations/chat/slack.md): Connect Pylon with Slack to automatically track customer conversations and receive notifications. - [Internal Threads](https://docs.usepylon.com/pylon-docs/integrations/chat/slack/editor.md): Internal discussions for customer conversations in Slack - [Collect Data](https://docs.usepylon.com/pylon-docs/integrations/chat/slack/collect-data.md): Collect additional structured information when a ticket is opened in Slack - [Support Ticket Flow](https://docs.usepylon.com/pylon-docs/integrations/chat/slack/support-ticket-flow.md): Enable customers to self-serve into support workflows in Slack - [Welcome Message](https://docs.usepylon.com/pylon-docs/integrations/chat/slack/welcome-message.md) - [Bookmarks](https://docs.usepylon.com/pylon-docs/integrations/chat/slack/bookmarks.md): Give customers easy access to quick links like docs or tutorials - [Onboard Employees](https://docs.usepylon.com/pylon-docs/integrations/chat/slack/onboard-employees.md): Onboard new employees into your customer channels - [Left Company](https://docs.usepylon.com/pylon-docs/integrations/chat/slack/left-company.md): Receive real-time notifications when champions leave or join your customer Slack channel - [Slack Community](https://docs.usepylon.com/pylon-docs/integrations/chat/slack/slack-community.md) - [Microsoft Teams](https://docs.usepylon.com/pylon-docs/integrations/chat/microsoft-teams.md): View, respond to, and track customer requests coming from Microsoft Teams. - [Discord](https://docs.usepylon.com/pylon-docs/integrations/chat/discord.md): View, respond to, and track customer requests coming from Discord. - [Telegram](https://docs.usepylon.com/pylon-docs/integrations/chat/telegram.md): View, respond to, and track customer requests coming from Telegram. - [Whatsapp](https://docs.usepylon.com/pylon-docs/integrations/chat/whatsapp.md): View, respond to, and track customer requests coming from WhatsApp. - [SMS](https://docs.usepylon.com/pylon-docs/integrations/chat/sms.md): View, respond to, and track customer requests coming from SMS text messages. - [Incident Management](https://docs.usepylon.com/pylon-docs/integrations/incident-management.md): Connect customer issues in Pylon to incidents in your incident tracking system. - [incident.io](https://docs.usepylon.com/pylon-docs/integrations/incident-management/incident.io.md): Connect customer issues in Pylon to incidents in incident.io. - [Rootly](https://docs.usepylon.com/pylon-docs/integrations/incident-management/rootly.md): Connect customer issues in Pylon to incidents in Rootly. - [Call Recording](https://docs.usepylon.com/pylon-docs/integrations/call-recording.md): Ingest call recordings into Pylon - [Gong](https://docs.usepylon.com/pylon-docs/integrations/call-recording/gong.md): Connect Pylon to Gong to ingest call recordings. - [Fathom](https://docs.usepylon.com/pylon-docs/integrations/call-recording/fathom.md): Connect Pylon to Fathom to ingest call recordings. - [Grain](https://docs.usepylon.com/pylon-docs/integrations/call-recording/grain.md): Connect Pylon to Grain to ingest call recordings. - [Granola](https://docs.usepylon.com/pylon-docs/integrations/call-recording/granola.md): Connect Pylon to Granola to ingest call recordings. - [Fireflies](https://docs.usepylon.com/pylon-docs/integrations/call-recording/fireflies.md): Connect Pylon to Fireflies to ingest call recordings. - [Circleback](https://docs.usepylon.com/pylon-docs/integrations/call-recording/circleback.md): Connect Pylon to Circleback to ingest call recordings. - [Attention](https://docs.usepylon.com/pylon-docs/integrations/call-recording/attention.md): Connect Pylon to Attention to ingest call recordings. - [Google Meet](https://docs.usepylon.com/pylon-docs/integrations/call-recording/google-meet.md): Connect Pylon to Google Meet to ingest call recordings. - [Calendar](https://docs.usepylon.com/pylon-docs/integrations/calendar.md): Connect Pylon to your Google or Outlook calendar to ingest meeting events. - [Google Calendar](https://docs.usepylon.com/pylon-docs/integrations/calendar/google-calendar.md): Ingest events from Google calendar - [Outlook Calendar](https://docs.usepylon.com/pylon-docs/integrations/calendar/outlook-calendar.md): Ingest events from Outlook calendar - [Data Warehouse](https://docs.usepylon.com/pylon-docs/integrations/data-warehouse.md): Sync customer issue data directly into your warehouse - [Snowflake](https://docs.usepylon.com/pylon-docs/integrations/data-warehouse/snowflake.md): Sync customer issue data into Snowflake - [BigQuery](https://docs.usepylon.com/pylon-docs/integrations/data-warehouse/bigquery.md): Sync customer issue data into BigQuery - [Redshift](https://docs.usepylon.com/pylon-docs/integrations/data-warehouse/redshift.md): Sync customer issue data into Redshift - [AWS S3](https://docs.usepylon.com/pylon-docs/integrations/data-warehouse/aws-s3.md): Sync customer issue data into AWS S3 - [Codebase ](https://docs.usepylon.com/pylon-docs/integrations/codebase.md): Connect development tools to Pylon so your support and success teams have technical context when helping customers. - [Devin](https://docs.usepylon.com/pylon-docs/integrations/codebase/devin.md): Bring Devin into your support workflow. Ask about your codebase, hand off fixes, and track the work, all from Pylon. - [Cursor](https://docs.usepylon.com/pylon-docs/integrations/codebase/cursor.md): Bring the power of Cursor's codebase understanding to help you answer questions directly in Pylon. - [Pylon MCP](https://docs.usepylon.com/pylon-docs/integrations/pylon-mcp.md): Expose Pylon data to AI tools and assistants via Model Context Protocol. - [Security Overview](https://docs.usepylon.com/pylon-docs/security/security-overview.md): Learn more about Pylon's Security - [IP Addresses](https://docs.usepylon.com/pylon-docs/security/ip-addresses.md): Pylon's static outbound IP addresses, for allowlisting Pylon in your firewall - [API](https://docs.usepylon.com/pylon-docs/developer/api.md): Programmatic access to read and write data in Pylon - [Authentication](https://docs.usepylon.com/pylon-docs/developer/api/authentication.md): How to authenticate with Pylon's API - [API conventions](https://docs.usepylon.com/pylon-docs/developer/api/conventions.md): How Pylon's API handles IDs, timestamps, pagination, search filters, updates, files, and slugs - [Errors](https://docs.usepylon.com/pylon-docs/developer/api/errors.md): Handling errors from Pylon's API - [Rate limits](https://docs.usepylon.com/pylon-docs/developer/api/rate-limits.md): How Pylon limits API request volume and how to handle 429 responses - [API reference](https://docs.usepylon.com/pylon-docs/developer/api/api-reference.md): Documentation on available endpoints. - [Accounts](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/accounts.md) - [Activities](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/accounts/activities.md): Create custom activity types and write new activity onto accounts. - [Files](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/accounts/files.md): APIs for adding file attachments to accounts - [Highlights](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/accounts/highlights.md): APIs for adding highlights on accounts. - [Attachments](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/attachments.md) - [Audit Logs](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/audit-logs.md) - [Call Recordings](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/call-recordings.md) - [Contacts](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/contacts.md) - [Custom Fields](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/custom-fields.md) - [Custom Objects](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/custom-objects.md) - [Email](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/email.md): Endpoints for reviewing and removing email suppressions. - [Issues](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/issues.md) - [Feature Requests](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/feature-requests.md) - [Knowledge Base](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/knowledge-base.md) - [Macros](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/macros.md) - [Me](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/me.md) - [Messages](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/messages.md) - [Surveys](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/surveys.md) - [Tags](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/tags.md) - [Tasks & Projects](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/tasks-and-projects.md) - [Teams](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/teams.md) - [Ticket Forms](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/ticket-forms.md) - [Training Data](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/training-data.md): Endpoints for managing training data sources used by Pylon AI. - [User roles](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/user-roles.md) - [Users](https://docs.usepylon.com/pylon-docs/developer/api/api-reference/users.md) - [External IDs](https://docs.usepylon.com/pylon-docs/developer/api/external-ids.md): Identifiers from external systems - [SDKs](https://docs.usepylon.com/pylon-docs/developer/api/sdks.md): Official TypeScript, Python, and Go libraries for the Pylon API - [Custom Apps](https://docs.usepylon.com/pylon-docs/developer/custom-apps.md) - [Embedded Iframes](https://docs.usepylon.com/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](https://docs.usepylon.com/pylon-docs/developer/webhooks.md): Receive webhooks for various events happening in Pylon. --- # 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 This site has an agentic ask interface you may use to query the documentation dynamically 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/index.md?ask=&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.