# Botcadence Documentation

- [Dashboard Map](https://docs.botcadence.com/docs/dashboard.md): Find the guide for every main Botcadence dashboard screen
- [Introduction](https://docs.botcadence.com/docs/introduction.md): Welcome to Botcadence - Build intelligent chat agents with AI-powered conversations, voice capabilities, and seamless integrations
- [Quickstart](https://docs.botcadence.com/docs/quickstart.md): Get started with Botcadence in minutes - choose Web Chat or voice calling
- [Simple glossary](https://docs.botcadence.com/docs/glossary.md): Plain-English explanations of the Botcadence words you see in the dashboard
- [Account](https://docs.botcadence.com/docs/account.md): Manage your Botcadence profile, password, and sign-in access
- [Profile and Password](https://docs.botcadence.com/docs/account/profile.md): Update your personal details, notification preferences, and password
- [Sign In and Account Recovery](https://docs.botcadence.com/docs/account/sign-in.md): Create an account, verify your email, sign in, or reset a forgotten password
- [Getting Started](https://docs.botcadence.com/docs/getting-started.md): Follow the dashboard setup guide from a new project to your first live AI Agent
- [Create](https://docs.botcadence.com/docs/organization/create.md): Sign up and get an organization automatically
- [Setup](https://docs.botcadence.com/docs/organization/setup.md): Configure organization name, billing address, and phone numbers
- [Members](https://docs.botcadence.com/docs/organization/members.md): Invite organization members and manage roles
- [Billing](https://docs.botcadence.com/docs/organization/billing.md): Choose an organization plan, review payments, and update billing details
- [Audit Logs](https://docs.botcadence.com/docs/organization/audit.md): Review actions and changes made inside an organization
- [Manage Projects](https://docs.botcadence.com/docs/projects/manage.md): Open, edit, and organize projects inside an organization
- [Create](https://docs.botcadence.com/docs/projects/create.md): Create a project to hold Build, Deploy, Operate, and Outreach work
- [Overview](https://docs.botcadence.com/docs/operate.md): Work conversations, customers, tickets, bookings, and handover insights from the project sidebar
- [Conversations](https://docs.botcadence.com/docs/operate/conversations.md): Monitor and manage customer conversations in the Operate inbox
- [Customers](https://docs.botcadence.com/docs/operate/customers.md): Unified customer profiles across chat channels, campaigns, and voice
- [Tickets](https://docs.botcadence.com/docs/operate/tickets.md): Create and manage support tickets linked to conversations in Botcadence
- [Bookings](https://docs.botcadence.com/docs/operate/bookings.md): View bookings your agents created, cancelled, or rescheduled
- [Handover](https://docs.botcadence.com/docs/operate/handover.md): Monitor handover insights and handle live handovers in Conversations
- [Overview](https://docs.botcadence.com/docs/insights.md): Insights Overview KPIs across chat, calls, tickets, bookings, and outreach
- [Chat](https://docs.botcadence.com/docs/insights/chat.md): Chat Insights for messaging channels and Web voice performance
- [Calls](https://docs.botcadence.com/docs/insights/calls.md): Call Insights for phone inbound and outbound voice performance
- [Overview](https://docs.botcadence.com/docs/outreach.md): Reach customers with Lists, voice Campaigns, WhatsApp, and Broadcasts
- [Lists](https://docs.botcadence.com/docs/outreach/lists.md): Create and manage contact lists for campaigns and broadcasts
- [List Contacts](https://docs.botcadence.com/docs/outreach/lists/contacts.md): View, search, and manage the people in an outreach list
- [List Settings](https://docs.botcadence.com/docs/outreach/lists/settings.md): Rename a list and review its sync and contact settings
- [Overview](https://docs.botcadence.com/docs/outreach/campaigns.md): Launch outbound voice call campaigns from contact lists
- [Create Campaign](https://docs.botcadence.com/docs/outreach/campaigns/create.md): Set up a new voice call campaign.
- [Manage Campaign](https://docs.botcadence.com/docs/outreach/campaigns/manage.md): Launch, monitor, and analyze your voice campaigns.
- [Overview](https://docs.botcadence.com/docs/outreach/whatsapp.md): Connect WhatsApp Business, manage numbers, templates, catalog, and opt-outs
- [Numbers](https://docs.botcadence.com/docs/outreach/whatsapp/numbers.md): Add, sync, and register WhatsApp Cloud API phone numbers for your project
- [Business Profile](https://docs.botcadence.com/docs/outreach/whatsapp/business-profile.md): Edit the WhatsApp business profile customers see for your numbers
- [Templates](https://docs.botcadence.com/docs/outreach/whatsapp/templates.md): Create, sync, and manage Meta WhatsApp message templates
- [Catalog](https://docs.botcadence.com/docs/outreach/whatsapp/catalog.md): Sync Shopify products into Meta for WhatsApp catalog templates
- [Opt-outs](https://docs.botcadence.com/docs/outreach/whatsapp/opt-outs.md): Manage WhatsApp STOP opt-outs and re-consent clearances
- [Settings](https://docs.botcadence.com/docs/outreach/whatsapp/settings.md): WhatsApp calling status, webhooks, AI Agent link, and compliance
- [Broadcasts](https://docs.botcadence.com/docs/outreach/broadcasts.md): Send approved WhatsApp templates to contact lists on a schedule
- [Overview](https://docs.botcadence.com/docs/build.md): Build agents with knowledge, prompts, actions, workflows, integrations, automations, and playgrounds
- [Knowledge Base](https://docs.botcadence.com/docs/build/knowledge-base.md): Learn how to add files, URLs, domains, media, and Google Business Profile locations to your chat agent's knowledge base for accurate, context-aware responses
- [Prompts](https://docs.botcadence.com/docs/build/prompts.md): Write, generate, and refine the instructions that guide your Botcadence agents
- [Custom actions](https://docs.botcadence.com/docs/build/actions.md): Define HTTP actions the agent can call when a built-in tool is not enough
- [MCP](https://docs.botcadence.com/docs/build/mcp-servers.md): Connect an MCP server, sync its tools, and let the agent call the ones you enable
- [Overview](https://docs.botcadence.com/docs/build/workflows.md): Design chat and voice agent flows with nodes, paths, and tools
- [Workflow Designer](https://docs.botcadence.com/docs/build/workflows/designer.md): Build, test, publish, and update a chat or voice conversation plan
- [Start Node](https://docs.botcadence.com/docs/build/workflows/start.md): Load date, profile, memory, summaries, and open work before the first agent runs
- [Agent](https://docs.botcadence.com/docs/build/workflows/agent.md): A conversation step with prompt, AI model, and tools
- [Supervisor](https://docs.botcadence.com/docs/build/workflows/supervisor.md): Orchestrate tasks and other agents, then continue the conversation
- [Task Node](https://docs.botcadence.com/docs/build/workflows/task.md): Collect one typed value, then continue the flow
- [Task Group](https://docs.botcadence.com/docs/build/workflows/task-group.md): Run ordered intake steps, each with its own prompt, output, and tools
- [Transfer](https://docs.botcadence.com/docs/build/workflows/transfer.md): Hand a chat or call to a human from the workflow
- [End Node](https://docs.botcadence.com/docs/build/workflows/end.md): End the chat or hang up the call when the agent routes here
- [Overview](https://docs.botcadence.com/docs/build/workflows/tools.md): Turn on agent capabilities for knowledge, messaging, booking, tickets, and more
- [Search knowledge base](https://docs.botcadence.com/docs/build/workflows/tools/search-knowledge-base.md): Answer from project sources during the conversation
- [Search media](https://docs.botcadence.com/docs/build/workflows/tools/search-media.md): Find images, videos, and documents from the project media library
- [Create ticket](https://docs.botcadence.com/docs/build/workflows/tools/create-ticket.md): Open a support ticket for staff to follow up later
- [Get ticket status](https://docs.botcadence.com/docs/build/workflows/tools/get-ticket-status.md): Look up an existing ticket and customer-visible updates
- [Escalate to on-call](https://docs.botcadence.com/docs/build/workflows/tools/escalate-to-oncall.md): Start a named on-call escalation when the customer needs a live human now
- [Send email](https://docs.botcadence.com/docs/build/workflows/tools/send-email.md): Email the customer from a selected email connection
- [Send WhatsApp Template](https://docs.botcadence.com/docs/build/workflows/tools/send-whatsapp.md): Send an approved WhatsApp template from a chat or voice workflow
- [Send SMS](https://docs.botcadence.com/docs/build/workflows/tools/send-sms.md): Send the customer an SMS from a selected Twilio number
- [Send Slack](https://docs.botcadence.com/docs/build/workflows/tools/send-slack.md): Post to a default Slack member or channel, or route each send from IDs in the agent prompt
- [Verify email (OTP)](https://docs.botcadence.com/docs/build/workflows/tools/verify-email-otp.md): Confirm the customer owns an email address with a one-time code
- [Verify phone (OTP)](https://docs.botcadence.com/docs/build/workflows/tools/verify-phone-otp.md): Confirm the customer owns a phone number with a one-time SMS code
- [Scheduling tools](https://docs.botcadence.com/docs/build/workflows/tools/scheduling.md): Use one scheduling connection for booking options, availability, and links
- [Get Shopify order status](https://docs.botcadence.com/docs/build/workflows/tools/shopify-order-status.md): Look up a Shopify order by order ID, email, or phone number
- [Track shipment](https://docs.botcadence.com/docs/build/workflows/tools/track-shipment.md): Track shipment status and delivery updates using the selected shipping integration
- [Google Sheets](https://docs.botcadence.com/docs/build/workflows/tools/google-sheets.md): Append, read, and update rows in a configured Google Sheet
- [Overview](https://docs.botcadence.com/docs/build/integrations.md): Connect third-party accounts so your agents, automations, and post-conversation export can use them
- [Google Sheets](https://docs.botcadence.com/docs/build/integrations/google-sheets.md): Connect Google Sheets to export conversation data and let your agent read or write a spreadsheet
- [Gmail](https://docs.botcadence.com/docs/build/integrations/gmail.md): Send follow-ups, campaign email, and notifications from a connected Gmail account
- [Mailgun](https://docs.botcadence.com/docs/build/integrations/mailgun.md): Send transactional email from a verified Mailgun domain
- [Calendly](https://docs.botcadence.com/docs/build/integrations/calendly.md): Let your agent book appointments using your Calendly event types
- [Cal.com](https://docs.botcadence.com/docs/build/integrations/calcom.md): Check availability and create bookings through Cal.com
- [Google Calendar](https://docs.botcadence.com/docs/build/integrations/google-calendar.md): Check availability and create, update, or cancel bookings in Google Calendar
- [Shopify](https://docs.botcadence.com/docs/build/integrations/shopify.md): Connect a Shopify store for catalog, checkout links, and order status in chat
- [Shiprocket](https://docs.botcadence.com/docs/build/integrations/shiprocket.md): Look up shipment and delivery status with Shiprocket during a conversation
- [Shipprime](https://docs.botcadence.com/docs/build/integrations/shipprime.md): Look up shipment and delivery status with Shipprime during a conversation
- [Slack](https://docs.botcadence.com/docs/build/integrations/slack.md): Send automation notifications and agent messages to Slack members or channels
- [Zapier](https://docs.botcadence.com/docs/build/integrations/zapier.md): Send conversation events to a Zapier Catch Hook, or trigger Botcadence from a Zap
- [HubSpot](https://docs.botcadence.com/docs/build/integrations/hubspot.md): Sync HubSpot contacts into lists and publish conversation activity back to HubSpot
- [LeadSquared](https://docs.botcadence.com/docs/build/integrations/leadsquared.md): Sync LeadSquared leads into lists and publish conversation activity back to LeadSquared
- [Custom Webhook](https://docs.botcadence.com/docs/build/integrations/custom-webhook.md): POST conversation events to your HTTPS endpoint with optional authentication
- [AWS SES](https://docs.botcadence.com/docs/build/integrations/aws-ses.md): Send email from a verified Amazon SES identity
- [Zoho Mail](https://docs.botcadence.com/docs/build/integrations/zoho-mail.md): Send email from a connected Zoho mailbox
- [Google Business Profile](https://docs.botcadence.com/docs/build/integrations/google-business-profile.md): Import Google Business Profile locations and content into the Knowledge Base
- [Meta Lead Ads](https://docs.botcadence.com/docs/build/integrations/meta-lead-ads.md): Import Facebook and Instagram Instant Form leads into a contact list
- [Google Ads lead forms](https://docs.botcadence.com/docs/build/integrations/google-ads-lead-forms.md): Receive Google Ads lead-form submissions through a secure webhook
- [Freshdesk](https://docs.botcadence.com/docs/build/integrations/freshdesk.md): Connect Freshdesk for workflow ticket creation and status lookup
- [Intercom](https://docs.botcadence.com/docs/build/integrations/intercom.md): Connect Intercom for workflow ticket creation and status lookup
- [Zendesk](https://docs.botcadence.com/docs/build/integrations/zendesk.md): Connect Zendesk for workflow ticket creation and status lookup
- [Automations](https://docs.botcadence.com/docs/build/automations.md): React to project events with notifications, escalations, and data delivery
- [Playground](https://docs.botcadence.com/docs/build/playground.md): Test Chat and Voice workflows before deploying them to a live channel
- [Voice Lab](https://docs.botcadence.com/docs/build/voice-lab.md): Preview TTS providers, models, voices, and delivery settings before deploying a voice agent
- [Overview](https://docs.botcadence.com/docs/deploy.md): Go live with Channels and Inbounds so customers can reach your agents
- [Overview](https://docs.botcadence.com/docs/deploy/channels.md): Connect Web Chat, WhatsApp, email, SMS, and other inboxes so customers can reach your agent
- [Channel Settings and Reports](https://docs.botcadence.com/docs/deploy/channels/manage.md): Connect a workflow, change channel settings, and review channel conversations
- [Web Chat](https://docs.botcadence.com/docs/deploy/channels/web-chat.md): Create the Web Chat channel, configure the widget experience, and add it to your website
- [Web Voice](https://docs.botcadence.com/docs/deploy/channels/web-voice.md): Add a voice-only site launcher, or a phone icon inside Web Chat
- [API](https://docs.botcadence.com/docs/deploy/channels/api.md): Connect a REST channel so your own app can send messages to the agent with an API key
- [Catalog](https://docs.botcadence.com/docs/deploy/channels/catalog.md): Create a catalog channel for media, locations, and a shoppable catalog experience
- [WhatsApp AI Agent](https://docs.botcadence.com/docs/deploy/channels/whatsapp.md): Enable the WhatsApp inbox channel so inbound chats get AI replies
- [Email](https://docs.botcadence.com/docs/deploy/channels/email.md): Receive and reply to customer Gmail in Conversations
- [SMS](https://docs.botcadence.com/docs/deploy/channels/sms.md): Connect a Twilio number so inbound texts land in Conversations
- [Telegram](https://docs.botcadence.com/docs/deploy/channels/telegram.md): Connect a Telegram bot so customers can chat with your agent in Telegram
- [Slack](https://docs.botcadence.com/docs/deploy/channels/slack.md): Connect Slack so workspace messages appear in Conversations
- [Instagram](https://docs.botcadence.com/docs/deploy/channels/instagram.md): Connect Instagram Direct Messages on a Business or Creator account
- [Facebook Messenger](https://docs.botcadence.com/docs/deploy/channels/messenger.md): Connect Messenger DMs on a Facebook Page
- [Inbounds](https://docs.botcadence.com/docs/deploy/inbounds.md): Attach phone or WhatsApp calling numbers to a voice workflow so callers reach your inbound agent
- [Overview](https://docs.botcadence.com/docs/admin.md): Manage project team access and project settings under Admin
- [Team](https://docs.botcadence.com/docs/admin/team.md): Add and manage project team members and roles
- [Settings](https://docs.botcadence.com/docs/admin/settings.md): Configure project overview, handover agents, notifications, security, API keys, and advanced options
- [API Reference](https://docs.botcadence.com/docs/api-reference/introduction.md): Botcadence API reference for projects, sources, customers, campaigns, WhatsApp, conversations, and analytics
- [Authentication](https://docs.botcadence.com/docs/api-reference/authentication.md): Authenticate API requests with a project API key
- [List projects](https://docs.botcadence.com/docs/api-reference/projects/list.md): List projects in an organization with pagination
- [Get project](https://docs.botcadence.com/docs/api-reference/projects/get.md): Retrieve a single project by ID
- [Upload files](https://docs.botcadence.com/docs/api-reference/sources/upload-files.md): Upload knowledge-base files to a project
- [Upload URLs](https://docs.botcadence.com/docs/api-reference/sources/upload-urls.md): Add knowledge-base sources from one or more page URLs
- [Upload domains](https://docs.botcadence.com/docs/api-reference/sources/upload-domains.md): Crawl a domain into the project knowledge base
- [List sources](https://docs.botcadence.com/docs/api-reference/sources/list.md): List knowledge-base sources for a project
- [Get source](https://docs.botcadence.com/docs/api-reference/sources/get.md): Retrieve a single knowledge-base source by ID
- [Delete source](https://docs.botcadence.com/docs/api-reference/sources/delete.md): Delete a knowledge-base source and restore usage quota
- [List customer profiles](https://docs.botcadence.com/docs/api-reference/customer-profiles/list.md): Paginated list of unified customer profiles for a project
- [Get customer profile](https://docs.botcadence.com/docs/api-reference/customer-profiles/get.md): Retrieve a unified 360° customer profile
- [Get customer chat conversations](https://docs.botcadence.com/docs/api-reference/customer-profiles/chat-conversations.md): List chat threads for a customer profile
- [List campaigns](https://docs.botcadence.com/docs/api-reference/campaigns/list.md): List campaigns in a project with pagination and filters
- [Get campaign](https://docs.botcadence.com/docs/api-reference/campaigns/get.md): Retrieve a single campaign by ID
- [Retry single call](https://docs.botcadence.com/docs/api-reference/campaigns/retry-call.md): Immediately retry a campaign call by phone number
- [Trigger outbound call](https://docs.botcadence.com/docs/api-reference/campaigns/trigger-call.md): Place an immediate outbound campaign call via project API key
- [Send a WhatsApp template](https://docs.botcadence.com/docs/api-reference/whatsapp/send-message.md): Send one approved WhatsApp template through a broadcast and track its recipient in Botcadence
- [List conversations](https://docs.botcadence.com/docs/api-reference/conversations/list.md): Get paginated conversation history for a project
- [Get conversation by ID](https://docs.botcadence.com/docs/api-reference/conversations/get.md): Retrieve a single conversation record with transcript messages
- [Get conversation messages](https://docs.botcadence.com/docs/api-reference/conversations/messages.md): Retrieve the transcript messages for a conversation
- [Get recording signed URL](https://docs.botcadence.com/docs/api-reference/conversations/recording-url.md): Generate a temporary signed URL for a call recording
- [Get inbound report](https://docs.botcadence.com/docs/api-reference/conversations/inbound-report.md): Tabular inbound call report with optional CSV export
- [Get organization analytics](https://docs.botcadence.com/docs/api-reference/analytics/organization.md): Retrieve chat insight analytics for an organization
- [Get project analytics](https://docs.botcadence.com/docs/api-reference/analytics/project.md): Retrieve chat insight analytics for a project
- [Get organization conversation analytics](https://docs.botcadence.com/docs/api-reference/analytics/organization-conversation.md): Retrieve voice conversation analytics for an organization
- [Get project conversation analytics](https://docs.botcadence.com/docs/api-reference/analytics/project-conversation.md): Retrieve voice conversation analytics for a project


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