# Teloring Documentation

> Teloring is an omni-channel customer communication platform and mini CRM. This is the authoritative public documentation index for the English documentation.

Use the canonical HTML pages for citations and the linked Markdown versions for compact machine-readable content.

## Languages

- [Hebrew (עברית)](https://docs.teloring.com/he/llms.txt): Documentation index for the Hebrew (עברית) version of this site.

## Machine-readable resources

- [Complete documentation](https://docs.teloring.com/llms-full.txt): All public documentation pages combined into one Markdown document.
- [AI search index](https://docs.teloring.com/ai-search-index.json): Titles, descriptions, headings, keywords, page text, canonical URLs, and Markdown URLs.
- [Studio node catalog](https://docs.teloring.com/data/studio-nodes.json): Structured definitions of supported Studio triggers, actions, conditions, inputs, and output variables.
- [OpenAPI JSON](https://docs.teloring.com/openapi.json): Machine-readable Teloring API schema.
- [OpenAPI YAML](https://docs.teloring.com/openapi.yaml): Source Teloring API schema.
- [XML sitemap](https://docs.teloring.com/sitemap.xml): Complete search-engine discovery map.

## Overview

- [Teloring User Guides](https://docs.teloring.com/docs/): Teloring is an omni-channel customer communication platform and mini CRM. It brings conversations, customer records, agents, AI tools, automation, files, and reporting into one workspace so teams can manage customer communication without s… ([Markdown](https://docs.teloring.com/markdown/docs/index.md))

## Getting Started

- [Workspace Tour](https://docs.teloring.com/docs/getting-started/workspace-tour): The Teloring workspace is built around one idea: every customer channel should be handled from one place, while the CRM and automation context stay close to the conversation. ([Markdown](https://docs.teloring.com/markdown/docs/getting-started/workspace-tour.md))
- [First Login Checklist](https://docs.teloring.com/docs/getting-started/first-login): Use this checklist when a new account or new team starts using Teloring. ([Markdown](https://docs.teloring.com/markdown/docs/getting-started/first-login.md))
- [Conversations](https://docs.teloring.com/docs/getting-started/conversations): Conversations are the main agent workspace. This is where messages from connected inboxes become one organized customer service desk. ([Markdown](https://docs.teloring.com/markdown/docs/getting-started/conversations.md))

## Glossary

- [Teloring Glossary](https://docs.teloring.com/docs/glossary): Definitions and common synonyms for Teloring product, inbox, CRM, automation, AI, agent, role and permission terminology. ([Markdown](https://docs.teloring.com/markdown/docs/glossary.md))

## The Ring — Inboxes

- [The Ring — inboxes overview](https://docs.teloring.com/docs/product/ring/overview): The Ring is where you connect and manage every channel your customers use to reach you. Each channel you connect becomes an inbox, and every inbox feeds the same Conversations workspace — so WhatsApp, email, a website chat, a phone call, a… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/overview.md))
- [Complete WhatsApp onboarding with Meta](https://docs.teloring.com/docs/product/ring/whatsapp/onboarding): Step-by-step guide to finishing the Meta onboarding link for a WhatsApp inbox in Teloring, with screenshots of every screen and what happens after you finish. ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/whatsapp/onboarding.md))
- [WhatsApp](https://docs.teloring.com/docs/product/ring/whatsapp): The WhatsApp inbox connects a WhatsApp Business number to Teloring. Every message a customer sends to that number becomes a conversation in the shared inbox, and agents reply from the same place they handle every other channel. WhatsApp al… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/whatsapp.md))
- [Email](https://docs.teloring.com/docs/product/ring/email): The Email inbox turns an email address into a shared team inbox. Incoming mail is threaded into conversations, so agents reply from Teloring instead of a personal mail client, and replies go back out from the same address and stay attached… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/email.md))
- [SMS](https://docs.teloring.com/docs/product/ring/sms): The SMS inbox handles two-way text-message conversations. Teloring is carrier-agnostic — it doesn't lock you to one SMS provider. Instead, you connect your own carrier or SMS gateway: incoming texts arrive at a Teloring webhook URL that yo… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/sms.md))
- [Telegram](https://docs.teloring.com/docs/product/ring/telegram): The Telegram inbox connects a Telegram bot to Teloring. Customers message your bot, and those messages become conversations in the shared inbox; agents reply through the bot. Connecting is quick — you create a bot in Telegram, paste its to… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/telegram.md))
- [LINE](https://docs.teloring.com/docs/product/ring/line): The LINE inbox connects a LINE Official Account to Teloring. Messages people send to your Official Account become conversations in the shared inbox, and agents reply through LINE. You connect it with two credentials from the LINE Developer… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/line.md))
- [Live Chat](https://docs.teloring.com/docs/product/ring/live-chat): The Live Chat inbox is a chat widget you embed on your own website. Visitors click a floating bubble to open a chat panel and message your team; those messages arrive in Teloring as conversations, and agents reply from the same inbox they… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/live-chat.md))
- [Messenger](https://docs.teloring.com/docs/product/ring/messenger): The Messenger inbox brings private messages sent to your Facebook Page into Teloring. When someone messages your Page on Facebook, it becomes a conversation in the shared inbox, and agents reply as the Page — from the same place they handl… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/messenger.md))
- [Facebook Page](https://docs.teloring.com/docs/product/ring/facebook-page): The Facebook Page inbox brings comments on your Facebook Page's posts into Teloring. Each post's comment thread becomes a conversation, so your team can reply to public comments as the Page — right alongside every other channel. You can al… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/facebook-page.md))
- [Instagram DM](https://docs.teloring.com/docs/product/ring/instagram-dm): The Instagram DM inbox brings direct messages sent to your Instagram account into Teloring. Each Instagram conversation becomes a conversation in the shared inbox, and agents reply as your Instagram account — from the same place they handl… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/instagram-dm.md))
- [Instagram Posts](https://docs.teloring.com/docs/product/ring/instagram-posts): The Instagram Posts inbox brings comments on your Instagram posts and reels into Teloring. Each post's comment thread becomes a conversation, so your team can reply to public comments as your Instagram account. You can also publish new Ins… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/instagram-posts.md))
- [Voice](https://docs.teloring.com/docs/product/ring/voice): The Voice inbox is a phone-call channel. It gives your account a phone number, and agents answer and place calls from a browser softphone — a small popup window — instead of a physical desk phone. Every call becomes a conversation, so a ca… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/voice.md))
- [TikTok Messenger](https://docs.teloring.com/docs/product/ring/tiktok): The TikTok Messenger inbox brings direct messages from a TikTok Business account into Teloring. When someone messages your business on TikTok — from your profile, an ad, or a tiktok.me link — it becomes a conversation in the shared inbox,… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/tiktok.md))
- [API](https://docs.teloring.com/docs/product/ring/api): The API inbox is a developer inbox for pushing messages into Teloring from any custom system — your own app, a legacy platform, or a channel Teloring doesn't natively support. You create the inbox, get an endpoint, and POST messages to it.… ([Markdown](https://docs.teloring.com/markdown/docs/product/ring/api.md))

## Studio

- [Build a flow with AI (Hermes)](https://docs.teloring.com/docs/product/studio/ai-flow-builder): Hermes is the AI flow builder in Teloring Studio. Answer a short interview in plain language and Hermes designs the automation, then places the blocks on your canvas as a draft you can edit and publish. ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/ai-flow-builder.md))
- [Triggers — the WHEN blocks](https://docs.teloring.com/docs/product/studio/triggers): A trigger is the entry point of a flow. It answers one question: what has to happen for this flow to run? ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/triggers.md))
- [Actions — the THEN blocks](https://docs.teloring.com/docs/product/studio/actions): An action is a step that does something: sends a message, updates a conversation, writes to your CRM, calls an external API, sends an email, or transforms a value for the next block. ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/actions.md))
- [Conditions — the IF blocks](https://docs.teloring.com/docs/product/studio/conditions): A condition decides which way the flow goes. It carries the amber IF badge and has one output port per outcome, so you can wire a different path to each one. ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/conditions.md))
- [Studio](https://docs.teloring.com/docs/product/studio): Studio is Teloring's visual flow builder. You draw a flow on a canvas — when this happens, do that — and Teloring runs it automatically, around the clock, for every conversation, call, form, schedule, or external event you point it at. ([Markdown](https://docs.teloring.com/markdown/docs/product/studio.md))
- [Variables](https://docs.teloring.com/docs/product/studio/variables): A variable is a placeholder that Studio fills in while the flow runs. Write {{contact.name}} in a message and the customer sees Dana. ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/variables.md))
- [Voice call flows](https://docs.teloring.com/docs/product/studio/voice-flows): A voice flow is a Studio flow that answers the phone. It plays your greeting, offers a keypad menu, checks whether you are open, rings an agent's browser, transfers to an outside number, and hangs up — all from the same canvas you use for… ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/voice-flows.md))
- [Test, publish, and versions](https://docs.teloring.com/docs/product/studio/publishing): Studio keeps what you are editing and what is running strictly apart. You can rebuild a live flow in the middle of a busy Monday and nothing changes for your customers until you press Publish. ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/publishing.md))
- [Flow recipes](https://docs.teloring.com/docs/product/studio/examples): Complete, working flows you can build in a few minutes each. Every recipe lists the blocks, their settings, and the reasoning behind them. ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/examples.md))
- [Troubleshooting](https://docs.teloring.com/docs/product/studio/troubleshooting): Most Studio problems fall into three buckets: the flow never started, the flow started but took the wrong path, or a block did not do what you expected. Work through them in that order. ([Markdown](https://docs.teloring.com/markdown/docs/product/studio/troubleshooting.md))

## Product Guides

- [Roles and Permissions](https://docs.teloring.com/docs/product/roles/overview): Create roles in Teloring, decide what each role may reach across the workspace and inside every inbox, assign a role to an agent, and use the five default roles — Owner, Team Leader, Marketing, Agent and Viewer. ([Markdown](https://docs.teloring.com/markdown/docs/product/roles/overview.md))
- [CRM & Customers](https://docs.teloring.com/docs/product/crm): Customers is Teloring's mini CRM. It connects conversations, contacts, calls, documents, journey events, and custom business records around a customer profile. ([Markdown](https://docs.teloring.com/markdown/docs/product/crm.md))
- [On Hold](https://docs.teloring.com/docs/product/on-hold): Park a Teloring conversation until a chosen time. On Hold is a top-level conversation status with its own queue — the conversation leaves your active lists and comes back automatically when the time is up, or the moment the customer replie… ([Markdown](https://docs.teloring.com/markdown/docs/product/on-hold.md))
- [System permissions reference](https://docs.teloring.com/docs/product/roles/system-permissions): Every Teloring feature you can grant in a role, what Read, Create, Update and Delete unlock for each one, and exactly what the five default roles allow. ([Markdown](https://docs.teloring.com/markdown/docs/product/roles/system-permissions.md))
- [Channel permissions reference](https://docs.teloring.com/docs/product/roles/channel-permissions): Control what an agent may do in each Teloring inbox — which conversation queues they see, whether they can reply, resolve, assign, put on hold, label or delete — plus the Future inbox default that applies to every channel you connect later. ([Markdown](https://docs.teloring.com/markdown/docs/product/roles/channel-permissions.md))
- [Views](https://docs.teloring.com/docs/product/views): Views turn your CRM into tables you build yourself. A view is a saved, filterable, sortable table over any object in Teloring — your customers, or any record that lives under a customer (notes, calls, deals, tasks, service calls, documents… ([Markdown](https://docs.teloring.com/markdown/docs/product/views.md))
- [Conversation Attributes](https://docs.teloring.com/docs/product/conversation-attributes): Custom fields that belong to one conversation instead of to the contact. Build them in Settings, fill them in from the conversation panel, set them from Studio, and report on them in Analytics. ([Markdown](https://docs.teloring.com/markdown/docs/product/conversation-attributes.md))
- [Example roles and recipes](https://docs.teloring.com/docs/product/roles/examples): Ready-made Teloring role setups to copy — front-line agent, shift supervisor, quality reviewer, marketing, external contractor, accountant, read-only stakeholder, and channel-specific teams. ([Markdown](https://docs.teloring.com/markdown/docs/product/roles/examples.md))
- [Forms Builder](https://docs.teloring.com/docs/product/forms): Forms Builder lets your team create structured forms, publish them to customers, collect submissions, and trigger Studio automations when a form is completed. ([Markdown](https://docs.teloring.com/markdown/docs/product/forms.md))
- [Analytics](https://docs.teloring.com/docs/product/analytics): Analytics is where your team turns everyday activity into reports. You build dashboards from the data Teloring already collects — conversations, messages, contacts, agents, customers, custom objects, form submissions, and e‑signatures — an… ([Markdown](https://docs.teloring.com/markdown/docs/product/analytics.md))
- [AI World](https://docs.teloring.com/docs/product/ai-world): AI World is the control room for every artificial‑intelligence feature in Teloring. It's a single page of on/off switches — one per capability — that decide how much AI helps your team across conversations, the knowledge base, and analytic… ([Markdown](https://docs.teloring.com/markdown/docs/product/ai-world.md))
- [Settings](https://docs.teloring.com/docs/product/settings): Settings is the account control center for identity, time logic, login security, API access, and account data. Most settings are account-wide, which means they affect every agent in the same Teloring account. ([Markdown](https://docs.teloring.com/markdown/docs/product/settings.md))
- [Achievements](https://docs.teloring.com/docs/product/achievements): Achievements turn everyday milestones — connecting your first channel, building an automation, growing your team — into free top-up credits you can spend anywhere in Teloring. Every time your account reaches a goal, a reward becomes ready… ([Markdown](https://docs.teloring.com/markdown/docs/product/achievements.md))
- [Knowledge Base](https://docs.teloring.com/docs/product/knowledge-base): The Knowledge Base is where you teach Teloring's AI about your business. You upload files and websites, Teloring reads and indexes them, and then anyone (a person or the AI) can ask a question in plain language and get an answer built only… ([Markdown](https://docs.teloring.com/markdown/docs/product/knowledge-base.md))
- [Files Warehouse](https://docs.teloring.com/docs/product/files-warehouse): The Files Warehouse is the account-wide inventory of file records that supported Teloring features register while your team works. It brings together registered customer attachments, files sent by agents, call recordings, signed documents,… ([Markdown](https://docs.teloring.com/markdown/docs/product/files-warehouse.md))
- [Agents and AI Agents](https://docs.teloring.com/docs/product/agents): Invite human agents, manage roles, passwords, 2FA and voice access, and create AI Agents that answer customers, collect CRM data, and hand conversations back to people. ([Markdown](https://docs.teloring.com/markdown/docs/product/agents.md))
- [Teams](https://docs.teloring.com/docs/product/teams): Group agents into teams in Teloring, route conversations to a whole team instead of one person, auto-assign to an online team member, and control who can pick up which conversation from the waiting line. ([Markdown](https://docs.teloring.com/markdown/docs/product/teams.md))
- [Notifications](https://docs.teloring.com/docs/product/notifications): Set up personal Teloring notifications — choose what you want to be told about (conversation assigned to you, new message, Studio alerts) and how you want to hear about it (sound, email, browser push, notification bell). ([Markdown](https://docs.teloring.com/markdown/docs/product/notifications.md))

## API Reference

- [Teloring API](https://docs.teloring.com/api/): Automate everything the Teloring console can do, from your own systems. ([Markdown](https://docs.teloring.com/markdown/api/index.md))
- [Teloring API](https://docs.teloring.com/api/teloring-api): The Teloring REST API gives your own systems the same reach an agent has in ([Markdown](https://docs.teloring.com/markdown/api/teloring-api.md))
- [Authentication](https://docs.teloring.com/api/guide-authentication): Client credentials, one-hour access tokens, and what each failure means. ([Markdown](https://docs.teloring.com/markdown/api/guide-authentication.md))
- [Scopes](https://docs.teloring.com/api/guide-scopes): What each scope unlocks, and how to choose the smallest set that works. ([Markdown](https://docs.teloring.com/markdown/api/guide-scopes.md))
- [Pagination, filtering & errors](https://docs.teloring.com/api/guide-conventions): The conventions every endpoint follows — paging, filters, errors, rate limits and idempotency. ([Markdown](https://docs.teloring.com/markdown/api/guide-conventions.md))
- [SSO login](https://docs.teloring.com/api/guide-sso): Sign one of your agents into Teloring from your own system — standalone, or embedded in your SaaS. ([Markdown](https://docs.teloring.com/markdown/api/guide-sso.md))
- [Postman collection](https://docs.teloring.com/api/guide-postman): Import every endpoint into Postman and start clicking. Token handling included. ([Markdown](https://docs.teloring.com/markdown/api/guide-postman.md))
- [Account](https://docs.teloring.com/api/account): Account ([Markdown](https://docs.teloring.com/markdown/api/account.md))
- [Add a source](https://docs.teloring.com/api/add-knowledge-base-source): Add a source — a URL, or an uploaded file. ([Markdown](https://docs.teloring.com/markdown/api/add-knowledge-base-source.md))
- [Agents & teams](https://docs.teloring.com/api/agents-teams): Agents & teams ([Markdown](https://docs.teloring.com/markdown/api/agents-teams.md))
- [AI World](https://docs.teloring.com/api/ai-world): AI World ([Markdown](https://docs.teloring.com/markdown/api/ai-world.md))
- [Analytics](https://docs.teloring.com/api/analytics): Analytics ([Markdown](https://docs.teloring.com/markdown/api/analytics.md))
- [Audit log](https://docs.teloring.com/api/audit-log): Audit log ([Markdown](https://docs.teloring.com/markdown/api/audit-log.md))
- [Authentication](https://docs.teloring.com/api/authentication): Authentication ([Markdown](https://docs.teloring.com/markdown/api/authentication.md))
- [Billing](https://docs.teloring.com/api/billing): Billing ([Markdown](https://docs.teloring.com/markdown/api/billing.md))
- [Delete many files](https://docs.teloring.com/api/bulk-delete-files): Delete up to 100 files in one call. ([Markdown](https://docs.teloring.com/markdown/api/bulk-delete-files.md))
- [Move the conversation to a different customer](https://docs.teloring.com/api/change-conversation-customer): Re-parent this conversation's contact under a different customer. ([Markdown](https://docs.teloring.com/markdown/api/change-conversation-customer.md))
- [Queue counts](https://docs.teloring.com/api/conversation-counts): The numbers behind the inbox sidebar badges, in one call. ([Markdown](https://docs.teloring.com/markdown/api/conversation-counts.md))
- [Conversations](https://docs.teloring.com/api/conversations): Conversations ([Markdown](https://docs.teloring.com/markdown/api/conversations.md))
- [Get an access token](https://docs.teloring.com/api/create-access-token): Exchange a client id and secret for a bearer token that lasts one hour. ([Markdown](https://docs.teloring.com/markdown/api/create-access-token.md))
- [Create a human agent](https://docs.teloring.com/api/create-agent): Create a human agent. ([Markdown](https://docs.teloring.com/markdown/api/create-agent.md))
- [Create an AI agent](https://docs.teloring.com/api/create-ai-agent): Create an AI agent. ⚠️ **This may charge the card on file** — an AI agent costs ([Markdown](https://docs.teloring.com/markdown/api/create-ai-agent.md))
- [Create a schedule](https://docs.teloring.com/api/create-business-hours): Create a named schedule. ([Markdown](https://docs.teloring.com/markdown/api/create-business-hours.md))
- [Create a conversation](https://docs.teloring.com/api/create-conversation): Open a conversation in an inbox. ([Markdown](https://docs.teloring.com/markdown/api/create-conversation.md))
- [Create a customer](https://docs.teloring.com/api/create-customer): Create a customer. ([Markdown](https://docs.teloring.com/markdown/api/create-customer.md))
- [Create a record](https://docs.teloring.com/api/create-customer-object-record): Create a record under a customer. ([Markdown](https://docs.teloring.com/markdown/api/create-customer-object-record.md))
- [Create a knowledge base](https://docs.teloring.com/api/create-knowledge-base): Create an empty knowledge base. Counts against the plan's knowledge-base limit. ([Markdown](https://docs.teloring.com/markdown/api/create-knowledge-base.md))
- [Create a quick reply](https://docs.teloring.com/api/create-quick-reply): Create a quick reply. ([Markdown](https://docs.teloring.com/markdown/api/create-quick-reply.md))
- [Create a signing link](https://docs.teloring.com/api/create-signing-link): Create a signing link for an **active** document. **Costs credits.** ([Markdown](https://docs.teloring.com/markdown/api/create-signing-link.md))
- [Create a single-use sign-in link](https://docs.teloring.com/api/create-sso-link): Mint a link that signs one of your agents straight into the console — no login ([Markdown](https://docs.teloring.com/markdown/api/create-sso-link.md))
- [Create a team](https://docs.teloring.com/api/create-team): Create a team. ([Markdown](https://docs.teloring.com/markdown/api/create-team.md))
- [Customer objects](https://docs.teloring.com/api/customer-objects): Customer objects ([Markdown](https://docs.teloring.com/markdown/api/customer-objects.md))
- [Customers](https://docs.teloring.com/api/customers): Customers ([Markdown](https://docs.teloring.com/markdown/api/customers.md))
- [Deactivate an agent](https://docs.teloring.com/api/delete-agent): Deactivate an agent. ([Markdown](https://docs.teloring.com/markdown/api/delete-agent.md))
- [Remove a profile picture](https://docs.teloring.com/api/delete-agent-avatar): Removes the picture; the console falls back to the agent's initials. ([Markdown](https://docs.teloring.com/markdown/api/delete-agent-avatar.md))
- [Delete an AI agent](https://docs.teloring.com/api/delete-ai-agent): Deletes the AI profile and deactivates the agent record fronting it. Conversations it handled keep their history; the seat is released at the next billing cycle. ([Markdown](https://docs.teloring.com/markdown/api/delete-ai-agent.md))
- [Delete a schedule](https://docs.teloring.com/api/delete-business-hours): Delete a schedule. System schedules cannot be deleted. ([Markdown](https://docs.teloring.com/markdown/api/delete-business-hours.md))
- [Delete a conversation (email inboxes only)](https://docs.teloring.com/api/delete-conversation): Permanently delete a conversation, its messages, notes and stored attachments. ([Markdown](https://docs.teloring.com/markdown/api/delete-conversation.md))
- [Delete a customer](https://docs.teloring.com/api/delete-customer): Delete a customer. ([Markdown](https://docs.teloring.com/markdown/api/delete-customer.md))
- [Delete a record](https://docs.teloring.com/api/delete-customer-object-record): Deletes the record and removes any cross-object links pointing at it. ([Markdown](https://docs.teloring.com/markdown/api/delete-customer-object-record.md))
- [Delete a file](https://docs.teloring.com/api/delete-file): Delete one file. The stored object goes with it and cannot be recovered. ([Markdown](https://docs.teloring.com/markdown/api/delete-file.md))
- [Delete a form](https://docs.teloring.com/api/delete-form): Delete a form. Its public link stops working immediately. ([Markdown](https://docs.teloring.com/markdown/api/delete-form.md))
- [Delete a knowledge base](https://docs.teloring.com/api/delete-knowledge-base): Delete a knowledge base and every source and chunk inside it. Irreversible. ([Markdown](https://docs.teloring.com/markdown/api/delete-knowledge-base.md))
- [Delete a source](https://docs.teloring.com/api/delete-knowledge-base-source): Deletes one source and every chunk derived from it. ([Markdown](https://docs.teloring.com/markdown/api/delete-knowledge-base-source.md))
- [Delete a message](https://docs.teloring.com/api/delete-message): Remove one message from a conversation. ([Markdown](https://docs.teloring.com/markdown/api/delete-message.md))
- [Delete a quick reply](https://docs.teloring.com/api/delete-quick-reply): Delete a quick reply ([Markdown](https://docs.teloring.com/markdown/api/delete-quick-reply.md))
- [Revoke a signing link](https://docs.teloring.com/api/delete-signing-link): Revoke a pending signing link. ([Markdown](https://docs.teloring.com/markdown/api/delete-signing-link.md))
- [Delete a team](https://docs.teloring.com/api/delete-team): Conversations still assigned to the team are detached and return to the general waiting line rather than becoming unreachable. The response says how many. ([Markdown](https://docs.teloring.com/markdown/api/delete-team.md))
- [Document signature](https://docs.teloring.com/api/document-signature): Document signature ([Markdown](https://docs.teloring.com/markdown/api/document-signature.md))
- [Get an invoice download URL](https://docs.teloring.com/api/download-invoice): A short-lived signed URL for one invoice PDF. ([Markdown](https://docs.teloring.com/markdown/api/download-invoice.md))
- [Files](https://docs.teloring.com/api/files): Files ([Markdown](https://docs.teloring.com/markdown/api/files.md))
- [Forms](https://docs.teloring.com/api/forms): Forms ([Markdown](https://docs.teloring.com/markdown/api/forms.md))
- [Get account details](https://docs.teloring.com/api/get-account): Everything on Settings → General, plus the read-only facts: the account id, the ([Markdown](https://docs.teloring.com/markdown/api/get-account.md))
- [Get an agent](https://docs.teloring.com/api/get-agent): Get an agent ([Markdown](https://docs.teloring.com/markdown/api/get-agent.md))
- [Get an agent's profile](https://docs.teloring.com/api/get-agent-profile): One agent's personal settings: display name, timezone, language and picture. ([Markdown](https://docs.teloring.com/markdown/api/get-agent-profile.md))
- [Get an AI agent](https://docs.teloring.com/api/get-ai-agent): Get an AI agent ([Markdown](https://docs.teloring.com/markdown/api/get-ai-agent.md))
- [Get one capability](https://docs.teloring.com/api/get-ai-feature): Get one capability ([Markdown](https://docs.teloring.com/markdown/api/get-ai-feature.md))
- [Get a conversation](https://docs.teloring.com/api/get-conversation): Everything stored about one conversation, including its custom attributes. ([Markdown](https://docs.teloring.com/markdown/api/get-conversation.md))
- [Read a conversation's custom attributes](https://docs.teloring.com/api/get-conversation-custom-attributes): The attribute values stored on this conversation, with their definitions resolved. ([Markdown](https://docs.teloring.com/markdown/api/get-conversation-custom-attributes.md))
- [Get credit balances](https://docs.teloring.com/api/get-credits): The account's current credit balances. ([Markdown](https://docs.teloring.com/markdown/api/get-credits.md))
- [Get a customer](https://docs.teloring.com/api/get-customer): One customer. Pass `include=contacts` to get its channel identities in the same call. ([Markdown](https://docs.teloring.com/markdown/api/get-customer.md))
- [Get an object type](https://docs.teloring.com/api/get-customer-object): One object type and its full field schema. ([Markdown](https://docs.teloring.com/markdown/api/get-customer-object.md))
- [Get a record](https://docs.teloring.com/api/get-customer-object-record): Get a record ([Markdown](https://docs.teloring.com/markdown/api/get-customer-object-record.md))
- [Get a dashboard](https://docs.teloring.com/api/get-dashboard): A dashboard with its graphs, and optionally their current values. ([Markdown](https://docs.teloring.com/markdown/api/get-dashboard.md))
- [Get a file](https://docs.teloring.com/api/get-file): One file's metadata with a short-lived signed `download_url`. The URL expires within the hour and is minted per request — fetch a fresh one rather than storing it. ([Markdown](https://docs.teloring.com/markdown/api/get-file.md))
- [Get storage statistics](https://docs.teloring.com/api/get-file-stats): Total files and bytes stored, against the plan's storage quota, broken down by ([Markdown](https://docs.teloring.com/markdown/api/get-file-stats.md))
- [Get a form](https://docs.teloring.com/api/get-form): One form, including its field definitions. ([Markdown](https://docs.teloring.com/markdown/api/get-form.md))
- [Get a submission](https://docs.teloring.com/api/get-form-submission): Get a submission ([Markdown](https://docs.teloring.com/markdown/api/get-form-submission.md))
- [Get a knowledge base](https://docs.teloring.com/api/get-knowledge-base): One knowledge base with its indexing statistics. ([Markdown](https://docs.teloring.com/markdown/api/get-knowledge-base.md))
- [Get a message](https://docs.teloring.com/api/get-message): Get a message ([Markdown](https://docs.teloring.com/markdown/api/get-message.md))
- [Get notification settings](https://docs.teloring.com/api/get-notification-settings): How this agent is notified, plus the values each setting accepts. ([Markdown](https://docs.teloring.com/markdown/api/get-notification-settings.md))
- [Get the current plan](https://docs.teloring.com/api/get-plan): The plan this account is on: its ceilings and which features it includes. ([Markdown](https://docs.teloring.com/markdown/api/get-plan.md))
- [Get a quick reply](https://docs.teloring.com/api/get-quick-reply): Get a quick reply ([Markdown](https://docs.teloring.com/markdown/api/get-quick-reply.md))
- [Get a flow with its blocks](https://docs.teloring.com/api/get-studio-flow): One flow, with every block and trigger it contains and the settings inside each. ([Markdown](https://docs.teloring.com/markdown/api/get-studio-flow.md))
- [Get a team](https://docs.teloring.com/api/get-team): One team, with its members resolved. ([Markdown](https://docs.teloring.com/markdown/api/get-team.md))
- [Get the unread count](https://docs.teloring.com/api/get-unread-count): Just the badge number — the cheap call to poll. ([Markdown](https://docs.teloring.com/markdown/api/get-unread-count.md))
- [Put a conversation on hold](https://docs.teloring.com/api/hold-conversation): Park a conversation until a deadline. It leaves the active queues and comes back ([Markdown](https://docs.teloring.com/markdown/api/hold-conversation.md))
- [Inspect the current token](https://docs.teloring.com/api/introspect-token): What this token can do: which account it belongs to and exactly which scopes it ([Markdown](https://docs.teloring.com/markdown/api/introspect-token.md))
- [Knowledge base](https://docs.teloring.com/api/knowledge-base): Knowledge base ([Markdown](https://docs.teloring.com/markdown/api/knowledge-base.md))
- [List agents](https://docs.teloring.com/api/list-agents): Every agent in the account, human and AI, with their role. The `id` here is what goes in `assignee_id` on a conversation and in the SSO agent allowlist. ([Markdown](https://docs.teloring.com/markdown/api/list-agents.md))
- [List AI agents](https://docs.teloring.com/api/list-ai-agents): AI agent profiles, with every setting they carry. `agent_id` is the agent record each one fronts — that is what you assign a conversation to. ([Markdown](https://docs.teloring.com/markdown/api/list-ai-agents.md))
- [List AI capabilities](https://docs.teloring.com/api/list-ai-features): Every AI capability and whether it is switched on for this account. ([Markdown](https://docs.teloring.com/markdown/api/list-ai-features.md))
- [List submissions](https://docs.teloring.com/api/list-all-form-submissions): Submissions across every form, newest first. ([Markdown](https://docs.teloring.com/markdown/api/list-all-form-submissions.md))
- [List audit actions](https://docs.teloring.com/api/list-audit-actions): The distinct action names present in this account's log, with counts — so you can build a filter list without hardcoding names that vary by which features the account uses. ([Markdown](https://docs.teloring.com/markdown/api/list-audit-actions.md))
- [Read the audit log](https://docs.teloring.com/api/list-audit-log): Audit entries, newest first. ([Markdown](https://docs.teloring.com/markdown/api/list-audit-log.md))
- [List business-hours schedules](https://docs.teloring.com/api/list-business-hours): Every named schedule, with the holidays that will next close it. ([Markdown](https://docs.teloring.com/markdown/api/list-business-hours.md))
- [Get the conversation-attribute schema](https://docs.teloring.com/api/list-conversation-attributes): The account's conversation-attribute schema: the custom fields a conversation can ([Markdown](https://docs.teloring.com/markdown/api/list-conversation-attributes.md))
- [List conversations](https://docs.teloring.com/api/list-conversations): Conversations in one status bucket, filtered and paginated. ([Markdown](https://docs.teloring.com/markdown/api/list-conversations.md))
- [List credit transactions](https://docs.teloring.com/api/list-credit-transactions): Credit movements, newest first — every spend, top-up and refund, with where the credits came from. ([Markdown](https://docs.teloring.com/markdown/api/list-credit-transactions.md))
- [List a customer's contacts](https://docs.teloring.com/api/list-customer-contacts): The channel identities linked to this customer — what you pass as `contact_id` when starting a conversation. ([Markdown](https://docs.teloring.com/markdown/api/list-customer-contacts.md))
- [List one customer's records](https://docs.teloring.com/api/list-customer-object-records): Records of one object type belonging to one customer. ([Markdown](https://docs.teloring.com/markdown/api/list-customer-object-records.md))
- [List object types](https://docs.teloring.com/api/list-customer-objects): Every object type in the account, with its field definitions. ([Markdown](https://docs.teloring.com/markdown/api/list-customer-objects.md))
- [List customers](https://docs.teloring.com/api/list-customers): Customers in the account, filtered and paginated. ([Markdown](https://docs.teloring.com/markdown/api/list-customers.md))
- [List a dashboard's graphs](https://docs.teloring.com/api/list-dashboard-graphs): The graphs on one dashboard. `?include=values` computes each one. ([Markdown](https://docs.teloring.com/markdown/api/list-dashboard-graphs.md))
- [List dashboards](https://docs.teloring.com/api/list-dashboards): Every dashboard in the account. ([Markdown](https://docs.teloring.com/markdown/api/list-dashboards.md))
- [List files](https://docs.teloring.com/api/list-files): Files in the warehouse, newest first — attachments customers sent in, files agents sent out, and uploads from forms and knowledge bases. ([Markdown](https://docs.teloring.com/markdown/api/list-files.md))
- [List a form's submissions](https://docs.teloring.com/api/list-form-submissions): List a form's submissions ([Markdown](https://docs.teloring.com/markdown/api/list-form-submissions.md))
- [List forms](https://docs.teloring.com/api/list-forms): Every form in the account, with its submission count and public URL. ([Markdown](https://docs.teloring.com/markdown/api/list-forms.md))
- [List holiday calendars](https://docs.teloring.com/api/list-holidays): Holiday calendars available to schedules, with their dates for a year. ([Markdown](https://docs.teloring.com/markdown/api/list-holidays.md))
- [List inboxes](https://docs.teloring.com/api/list-inboxes): Every inbox in the account, with the id you pass as `inbox_id`. ([Markdown](https://docs.teloring.com/markdown/api/list-inboxes.md))
- [List invoices](https://docs.teloring.com/api/list-invoices): Issued tax invoices, newest first. ([Markdown](https://docs.teloring.com/markdown/api/list-invoices.md))
- [List indexed chunks](https://docs.teloring.com/api/list-knowledge-base-chunks): The indexed passages in a knowledge base — literally what the AI can see. ([Markdown](https://docs.teloring.com/markdown/api/list-knowledge-base-chunks.md))
- [List sources](https://docs.teloring.com/api/list-knowledge-base-sources): The sources in a knowledge base, with their ingestion status. ([Markdown](https://docs.teloring.com/markdown/api/list-knowledge-base-sources.md))
- [List knowledge bases](https://docs.teloring.com/api/list-knowledge-bases): Every knowledge base in the account. ([Markdown](https://docs.teloring.com/markdown/api/list-knowledge-bases.md))
- [List messages](https://docs.teloring.com/api/list-messages): Messages in a conversation, oldest first by default. ([Markdown](https://docs.teloring.com/markdown/api/list-messages.md))
- [List an agent's notifications](https://docs.teloring.com/api/list-notifications): The notifications in one agent's bell, newest first. ([Markdown](https://docs.teloring.com/markdown/api/list-notifications.md))
- [List records across all customers](https://docs.teloring.com/api/list-object-records): Every record of one object type, across every customer. This is how you ask ([Markdown](https://docs.teloring.com/markdown/api/list-object-records.md))
- [List quick replies](https://docs.teloring.com/api/list-quick-replies): Quick replies in the account. ([Markdown](https://docs.teloring.com/markdown/api/list-quick-replies.md))
- [List categories](https://docs.teloring.com/api/list-quick-reply-categories): The categories quick replies can be filed under. ([Markdown](https://docs.teloring.com/markdown/api/list-quick-reply-categories.md))
- [List roles](https://docs.teloring.com/api/list-roles): The roles defined in this account, for use as `role_id` when creating or ([Markdown](https://docs.teloring.com/markdown/api/list-roles.md))
- [List documents](https://docs.teloring.com/api/list-signature-documents): Every document in the signature library. ([Markdown](https://docs.teloring.com/markdown/api/list-signature-documents.md))
- [List signed documents](https://docs.teloring.com/api/list-signed-documents): Completed and declined signings, newest first. A declined signing carries the reason the signer gave. ([Markdown](https://docs.teloring.com/markdown/api/list-signed-documents.md))
- [List signing links](https://docs.teloring.com/api/list-signing-links): Signing links. `status=pending` is the waiting-to-sign list. ([Markdown](https://docs.teloring.com/markdown/api/list-signing-links.md))
- [List block and trigger types](https://docs.teloring.com/api/list-studio-block-types): The catalog of every block and trigger Studio offers, with each one's settings ([Markdown](https://docs.teloring.com/markdown/api/list-studio-block-types.md))
- [List flows](https://docs.teloring.com/api/list-studio-flows): Every flow in the account, most recently edited first. ([Markdown](https://docs.teloring.com/markdown/api/list-studio-flows.md))
- [List teams](https://docs.teloring.com/api/list-teams): Every team in the account. `?include=members` adds each team's roster. ([Markdown](https://docs.teloring.com/markdown/api/list-teams.md))
- [Get the usage price list](https://docs.teloring.com/api/list-usage-pricing): What each metered action costs in credits: an outbound SMS, a WhatsApp template ([Markdown](https://docs.teloring.com/markdown/api/list-usage-pricing.md))
- [List WhatsApp templates](https://docs.teloring.com/api/list-whats-app-templates): Approved WhatsApp templates for one inbox, with how many body variables each ([Markdown](https://docs.teloring.com/markdown/api/list-whats-app-templates.md))
- [Messages](https://docs.teloring.com/api/messages): Messages ([Markdown](https://docs.teloring.com/markdown/api/messages.md))
- [Notifications](https://docs.teloring.com/api/notifications): Notifications ([Markdown](https://docs.teloring.com/markdown/api/notifications.md))
- [Profile](https://docs.teloring.com/api/profile): Profile ([Markdown](https://docs.teloring.com/markdown/api/profile.md))
- [Quick replies](https://docs.teloring.com/api/quick-replies): Quick replies ([Markdown](https://docs.teloring.com/markdown/api/quick-replies.md))
- [Release a hold](https://docs.teloring.com/api/release-conversation-hold): Release a hold early and return the conversation to its queue. ([Markdown](https://docs.teloring.com/markdown/api/release-conversation-hold.md))
- [Search customers](https://docs.teloring.com/api/search-customers): Find customers by an exact identifier, or by free text. ([Markdown](https://docs.teloring.com/markdown/api/search-customers.md))
- [Send a message](https://docs.teloring.com/api/send-message): Send a message, an internal note, or a WhatsApp template. `type` selects the ([Markdown](https://docs.teloring.com/markdown/api/send-message.md))
- [Switch a capability on or off](https://docs.teloring.com/api/set-ai-feature): Turn one AI capability on or off. ([Markdown](https://docs.teloring.com/markdown/api/set-ai-feature.md))
- [SSO](https://docs.teloring.com/api/sso): SSO ([Markdown](https://docs.teloring.com/markdown/api/sso.md))
- [Studio](https://docs.teloring.com/api/studio): Studio ([Markdown](https://docs.teloring.com/markdown/api/studio.md))
- [Update account details](https://docs.teloring.com/api/update-account): Update the account's general and invoicing details. ([Markdown](https://docs.teloring.com/markdown/api/update-account.md))
- [Update an agent](https://docs.teloring.com/api/update-agent): Update an agent's profile, role or activation state. ([Markdown](https://docs.teloring.com/markdown/api/update-agent.md))
- [Update an agent's profile](https://docs.teloring.com/api/update-agent-profile): Update display name, timezone, language or contact details. ([Markdown](https://docs.teloring.com/markdown/api/update-agent-profile.md))
- [Update an AI agent](https://docs.teloring.com/api/update-ai-agent): Only the fields you send change. ([Markdown](https://docs.teloring.com/markdown/api/update-ai-agent.md))
- [Update a schedule](https://docs.teloring.com/api/update-business-hours): System schedules cannot be edited — those answer `403` with `code: system_schedule`. ([Markdown](https://docs.teloring.com/markdown/api/update-business-hours.md))
- [Update a conversation](https://docs.teloring.com/api/update-conversation): Change assignment, routing, priority, flag, labels, subject or status. Only the ([Markdown](https://docs.teloring.com/markdown/api/update-conversation.md))
- [Set custom attribute values](https://docs.teloring.com/api/update-conversation-custom-attributes): A partial merge: attributes you do not mention keep their value. Send `null` for ([Markdown](https://docs.teloring.com/markdown/api/update-conversation-custom-attributes.md))
- [Update a customer](https://docs.teloring.com/api/update-customer): Only the fields you send change. Changing `lifecycle_stage` writes a journey event. ([Markdown](https://docs.teloring.com/markdown/api/update-customer.md))
- [Update a record](https://docs.teloring.com/api/update-customer-object-record): Only the fields present in `data` change. Status transitions write journey events — a deal moving to `Won` or `Lost`, a service call being resolved. ([Markdown](https://docs.teloring.com/markdown/api/update-customer-object-record.md))
- [Update notification settings](https://docs.teloring.com/api/update-notification-settings): Replace an agent's notification settings. ([Markdown](https://docs.teloring.com/markdown/api/update-notification-settings.md))
- [Update a quick reply](https://docs.teloring.com/api/update-quick-reply): Only the fields you send change. ([Markdown](https://docs.teloring.com/markdown/api/update-quick-reply.md))
- [Update a team](https://docs.teloring.com/api/update-team): Only the fields you send change. Sending `agent_ids` replaces the whole roster. ([Markdown](https://docs.teloring.com/markdown/api/update-team.md))
- [Set a profile picture](https://docs.teloring.com/api/upload-agent-avatar): `multipart/form-data` with an `avatar` part — PNG, JPEG, GIF or WebP, up to 5 MB. ([Markdown](https://docs.teloring.com/markdown/api/upload-agent-avatar.md))
- [Upload a PDF](https://docs.teloring.com/api/upload-signature-document): Upload a PDF into the signature library. `multipart/form-data` with a `file` ([Markdown](https://docs.teloring.com/markdown/api/upload-signature-document.md))