# Custral Docs

- [Introduction](https://docs.custral.com/start/introduction.md): What Custral is and how its pieces fit together, the full-cycle customer platform.
- [Quick Start](https://docs.custral.com/start/quickstart.md): Set up your workspace, create your first record, and connect a channel in minutes.
- [Get support](https://docs.custral.com/support.md): How to reach the Custral team, and what to send so we can help on the first reply.
- [Workspace General Settings](https://docs.custral.com/start/onboarding/workspace.md): Configure your company profile, working hours, AI context, logo, and workspace templates.
- [Sandbox Onboarding & Guided Paths](https://docs.custral.com/start/onboarding/sandbox-tour.md): Your first run creates a seeded sandbox and offers guided paths you can choose from. Then you go live into a real workspace whenever you're ready.
- [Data Migration](https://docs.custral.com/start/onboarding/migration.md): Bring your existing contacts, deals, and records into Custral with the guided CSV import wizard.
- [Learn the Product](https://docs.custral.com/start/onboarding/learn.md): Get oriented in Custral, the core concepts and where to go to learn each one.
- [Where Custral runs](https://docs.custral.com/start/apps/overview.md): Custral in the browser, as a Mac desktop app, and on iPhone, iPad and Android.
- [Desktop app](https://docs.custral.com/start/apps/desktop.md): The Custral desktop app for macOS: native notifications, workspace tabs, and auto-updates.
- [Mobile app](https://docs.custral.com/start/apps/mobile.md): Custral for iPhone, iPad and Android: triage the inbox, take calls, look records up, and talk to the assistant.
- [Settings](https://docs.custral.com/start/settings/overview.md): Find and configure every Custral setting: account, workspace, channels, AI, billing, and team.
- [My Account](https://docs.custral.com/start/account/overview.md): Manage your personal profile, security, connected accounts, notifications, and shortcuts.
- [Sessions](https://docs.custral.com/start/security/sessions.md): See every device signed in to your account and sign any of them out.
- [Notifications](https://docs.custral.com/start/settings/notifications.md): Choose which events notify you, and pick your notification sounds.
- [Command palette](https://docs.custral.com/start/command-palette.md): Search, run actions, and reach the assistant from anywhere with ⌘K.
- [Widget windows](https://docs.custral.com/start/widget-windows.md): Open the Assistant, dialer, calendar, and tasks as floating windows over your work.
- [Billing & Credits](https://docs.custral.com/start/custral/billing.md): Understanding Custral's plans, seats, and credit-based usage system.
- [Pricing](https://docs.custral.com/start/custral/pricing.md): How Custral pricing works, subscription plans plus a usage-based credit balance.
- [Sandboxes](https://docs.custral.com/start/sandboxes/overview.md): Spin up isolated test workspaces, seed them from templates, then wipe or convert them to real workspaces.
- [Use Cases](https://docs.custral.com/start/use/overview.md): How teams across the customer lifecycle use Custral.
- [Marketing](https://docs.custral.com/start/use/marketing.md): Run campaigns, capture leads, and route them into pipelines.
- [Sales](https://docs.custral.com/start/use/sales.md): Manage deals, sequences, and outreach across email, SMS, and voice.
- [Implementation](https://docs.custral.com/start/use/implementation.md): Onboard new customers with tasks, workflows, and shared pages.
- [Success](https://docs.custral.com/start/use/success.md): Monitor health, track renewals, and resolve issues from one inbox.
- [Product](https://docs.custral.com/start/use/product.md): Capture feedback, link it to features, and close the loop with users.
- [Recipes](https://docs.custral.com/recipes/overview.md): End-to-end walkthroughs that string objects, automations, and AI together.
- [Build a sales pipeline](https://docs.custral.com/recipes/sales-pipeline.md): From scratch: Deals object, stages, automation, dashboard.
- [Run an outbound sequence](https://docs.custral.com/recipes/outbound-sequence.md): Multi-channel, multi-step outreach with reporting.
- [Assemble a support inbox](https://docs.custral.com/recipes/support-inbox.md): Channels, routing, tickets, SLA.
- [Hubs](https://docs.custral.com/start/best/hubs.md): Organize your workspace into role-based hubs so each team lands on the data and tools they need.
- [AI](https://docs.custral.com/ai/overview.md): The Custral assistant, chat agents, property auto-fill, and the tools that power them.
- [Get started with AI](https://docs.custral.com/ai/getting-started.md): Ask the Custral assistant to do something, and see it act on your data.
- [Models & Providers](https://docs.custral.com/ai/models/overview.md): The catalog of selectable models and what each one is good for.
- [Best Practices](https://docs.custral.com/ai/best-practices/overview.md): How to get reliable, predictable output from agents.
- [What the assistant can do](https://docs.custral.com/ai/tools/library.md): A plain-language catalog of what you can ask the Custral AI assistant to do, with example prompts for each capability.
- [Tools](https://docs.custral.com/ai/tools/overview.md): What the AI can do. Read records, create properties, send email, search the web.
- [Dashboard preview](https://docs.custral.com/ai/dashboard-preview.md): When you ask the assistant to build a dashboard or view, it shows you a wireframe preview to approve (Build, Refine, or Cancel) before anything is created.
- [Schema preview](https://docs.custral.com/ai/schema-preview.md): When you ask the assistant to create an object or add properties, it shows you a preview of the exact fields to approve (Build, Refine, or Cancel) before anything is created.
- [Inspect the page](https://docs.custral.com/ai/inspect.md): Point the assistant at what you see (a record, a row, or a whole chart) and ask it to act.
- [Permissions](https://docs.custral.com/ai/permissions.md): The assistant's Ask / Auto modes, plus the standing “always allow” rules that let it run an action without asking.
- [Chat Agents](https://docs.custral.com/ai/chat-agents/overview.md): Reusable AI personas with custom instructions and scoped access.
- [Instructions](https://docs.custral.com/ai/chat-agents/instructions.md): How to write the system-prompt text for a chat agent.
- [Scoping](https://docs.custral.com/ai/chat-agents/scoping.md): Point an agent at specific objects and pages.
- [Tool Gating](https://docs.custral.com/ai/chat-agents/tools.md): Pick which tools an agent can call.
- [Property Auto-Fill Agents](https://docs.custral.com/ai/property-agents/overview.md): AI that fills a property on demand or on triggers.
- [Triggers](https://docs.custral.com/ai/property-agents/triggers.md): When a property agent runs.
- [Sources](https://docs.custral.com/ai/property-agents/sources.md): What data the agent reads before writing a value.
- [Troubleshooting](https://docs.custral.com/ai/property-agents/troubleshooting.md): When auto-fill goes wrong, here is how to read the run trace.
- [Modules](https://docs.custral.com/ai/modules.md): Install starter kits (bundles of AI agents, commands, and rules) into your workspace in one click.
- [Rules & Skills](https://docs.custral.com/ai/rules-and-skills.md): Teach the AI assistant standing guidance (rules) and reusable procedures you can run as /commands (skills).
- [Provider Tools](https://docs.custral.com/ai/provider-tools.md): Tools connected providers give the assistant, including write actions, gated by your approval.
- [MCP Connections](https://docs.custral.com/ai/mcp-connections.md): Connect external MCP servers so your AI agents can use their read-only tools.
- [Recommendations](https://docs.custral.com/ai/recommendations.md): Proactive nudges about your accounts, conversations, and team: surfaced where you already work.
- [Communications](https://docs.custral.com/comms/overview.md): Email, SMS, voice, and chat. Every channel in one shared inbox.
- [Email](https://docs.custral.com/comms/email/overview.md): Send and receive email in Custral: with tracking, AI drafting, threading, templates, scheduling, and deliverability built in.
- [Get started with Email](https://docs.custral.com/comms/email/getting-started.md): Connect a mailbox and send your first tracked email.
- [Compose & Send](https://docs.custral.com/comms/email/compose.md): Send new email from any record, conversation, or the email browser.
- [Composer Commands](https://docs.custral.com/comms/email/commands.md): Type / in the email composer to insert live meeting times, a form, a file, or a snippet.
- [Smart Compose](https://docs.custral.com/comms/email/smart-compose.md): AI inline autocomplete that finishes your sentences as you write a reply, aware of who you're emailing and the thread you're in.
- [AI Writing Assistance](https://docs.custral.com/comms/email/ai-assist.md): Summarize a thread, draft a reply from a short instruction, and rewrite your draft (translate it, change its tone, fix grammar, or adjust length) right inside the email composer.
- [Templates](https://docs.custral.com/comms/email/templates.md): Reusable email bodies with personalisation tokens.
- [Scheduling](https://docs.custral.com/comms/email/scheduling.md): Defer email sends until a chosen timestamp.
- [Reminders (Return to Inbox)](https://docs.custral.com/comms/email/reminders.md): Snooze a thread and bring it back at a chosen time.
- [Threads](https://docs.custral.com/comms/email/threads.md): Read, reply, forward, and link email back to records.
- [Blocked Senders](https://docs.custral.com/comms/email/blocked-senders.md): Send a sender's future emails straight to Trash on a chosen inbox.
- [How threading works](https://docs.custral.com/comms/email/threading.md): How Custral decides which messages join a conversation and which start a new one.
- [Troubleshooting](https://docs.custral.com/comms/email/troubleshooting.md): Fixes for email that won't send, won't arrive, or won't thread.
- [SMS](https://docs.custral.com/comms/sms/overview.md): Two-way SMS/MMS over Twilio numbers, threaded into conversations.
- [Sending SMS](https://docs.custral.com/comms/sms/sending.md): Compose, attach, and send SMS to one or many recipients.
- [Receiving SMS](https://docs.custral.com/comms/sms/receiving.md): How inbound SMS is matched, routed, and assigned.
- [A2P 10DLC Registration](https://docs.custral.com/comms/sms/a2p-registration.md): Register your business so carriers deliver your text messages.
- [Troubleshooting](https://docs.custral.com/comms/sms/troubleshooting.md): Fixes for texts that won't deliver, opt-outs, inbound routing, and number issues.
- [Voice & Calls](https://docs.custral.com/comms/voice/overview.md): Make and receive calls in the browser: with recording, transcription, voicemail, and smart caller ID.
- [Dialer](https://docs.custral.com/comms/voice/dialer.md): Make and receive calls from the browser.
- [Recording](https://docs.custral.com/comms/voice/recording.md): Call recording for the dialer, plus the Meeting Assistant for video calls.
- [Voicemail](https://docs.custral.com/comms/voice/voicemail.md): Capture, transcribe, and triage voicemails left when a call isn't answered.
- [Caller verification](https://docs.custral.com/comms/voice/verification.md): Prove who is on the phone before you act for them, and prove your agent is real.
- [Caller ID](https://docs.custral.com/comms/voice/caller-id.md): Choose which number shows on outbound calls, and set a caller-ID name.
- [Phone & SMS Numbers](https://docs.custral.com/comms/voice/numbers.md): Buy numbers, build pools, link messaging services, and verify caller IDs from the Phone & SMS settings.
- [Sending Pools](https://docs.custral.com/comms/voice/pools.md): Group the numbers you send FROM so outbound messages rotate across them and stay under daily limits.
- [Troubleshooting](https://docs.custral.com/comms/voice/troubleshooting.md): Fixes for calls that won't connect, missing audio, recordings, voicemail, and caller ID.
- [Chat & Widget](https://docs.custral.com/comms/chat/overview.md): Embeddable widget for live chat with hand-off to a human.
- [Install the widget](https://docs.custral.com/comms/chat/widget-install.md): Configure and embed the live chat widget on your site.
- [Chat Routing](https://docs.custral.com/comms/chat/routing.md): Decide which team or user picks up an inbound chat.
- [Visitors](https://docs.custral.com/comms/chat/visitors.md): People who interact with your website chat widget, tracked and synced to records.
- [Conversations & Threading](https://docs.custral.com/comms/conversations/overview.md): How email, SMS, voice, and chat share one thread model.
- [Stages & Rules](https://docs.custral.com/comms/conversations/stages.md): Define pipeline stages for conversations and rules that scope dispositions by type.
- [Inbox](https://docs.custral.com/comms/inbox/overview.md): The shared inbox surface for every channel.
- [Inbox Views](https://docs.custral.com/comms/inbox/views.md): Saved views and how to slice your conversation queue.
- [Routing Rules](https://docs.custral.com/comms/inbox/routing.md): Decide who receives an inbound message on a channel, by time, team, load, or skill.
- [Templates](https://docs.custral.com/comms/templates/overview.md): Reusable message, document, and report templates with personalisation tokens and optional AI.
- [Snippets](https://docs.custral.com/comms/templates/snippets.md): Short, reusable pieces of text you insert into any editor by typing a ;shortcut.
- [Deliverability](https://docs.custral.com/comms/deliverability/overview.md): SPF, DKIM, DMARC, sender reputation, and how to manage sending domains in Custral.
- [Suppressions](https://docs.custral.com/comms/suppressions/overview.md): Bounce, complaint, and unsubscribe handling.
- [Troubleshooting](https://docs.custral.com/comms/deliverability/troubleshooting.md): Fixes for email that lands in spam, bounces, or gets throttled: the inbox-placement side of deliverability.
- [Calendar](https://docs.custral.com/comms/calendar/overview.md): View and manage connected calendars, schedule events, and set default meeting providers.
- [Recurring events](https://docs.custral.com/comms/calendar/recurring-events.md): Create events that repeat on a schedule, and edit or delete a single occurrence or the whole series.
- [Responding to invites](https://docs.custral.com/comms/calendar/responding-to-invites.md): RSVP yes, no, or maybe to meetings, see who has accepted or declined, and email everyone on an event.
- [Meeting Assistant](https://docs.custral.com/comms/calendar/meeting-assistant.md): A bot that auto-joins your video calls to record and transcribe them.
- [Scheduling](https://docs.custral.com/comms/scheduling/overview.md): Share meeting booking links with availability rules; bookings create calendar events.
- [Forms](https://docs.custral.com/comms/forms/overview.md): Build public forms whose submissions create records in your workspace.
- [Playbooks](https://docs.custral.com/comms/playbooks/overview.md): Build call scripts, objection handlers, and upsell prompts your team follows during live conversations.
- [Playbook groups & assignments](https://docs.custral.com/comms/playbooks/groups.md): Bundle playbooks into groups and route the right playbook to each conversation type.
- [Playbook analytics](https://docs.custral.com/comms/playbooks/analytics.md): See how often playbooks run, how well reps follow them, and which steps get skipped.
- [Coaching Scorecards](https://docs.custral.com/comms/coaching/scorecards.md): Build weighted scorecard templates and review rep performance on individual conversations.
- [Coaching Trends](https://docs.custral.com/comms/coaching/trends.md): Roll up submitted coaching reviews into average scores, per-scorecard breakdowns, and a recent-reviews feed.
- [Data Structures](https://docs.custral.com/data/overview.md): Model your business as objects, records, and properties. The flexible schema behind every surface in Custral.
- [Getting Started](https://docs.custral.com/data/getting-started.md): Learn the basics of how data is structured and modeled in Custral.
- [Data Models](https://docs.custral.com/data/models.md): Understand how Custral structures information using Organizations, Objects, Records, and Properties.
- [Overview](https://docs.custral.com/data/objects/overview.md): Objects define how your business data is structured, connected, and displayed.
- [Standard Objects](https://docs.custral.com/data/objects/standard-objects.md): Map the standard CRM concepts (Customer, Company, Person, Deal, Ticket) onto your workspace's own objects.
- [Modifying Objects](https://docs.custral.com/data/objects/modify.md): Edit, rename, and delete object definitions.
- [Object Views](https://docs.custral.com/data/objects/views.md): How an Object renders across the workspace.
- [Object Templates](https://docs.custral.com/data/objects/templates.md): Reusable starter records for an Object.
- [Discover Contacts](https://docs.custral.com/data/contacts/discover.md): Find real people you've emailed with who aren't contacts yet, and add them in one click.
- [Overview](https://docs.custral.com/data/properties/overview.md): The typed building blocks that define what data a record can hold.
- [Overview](https://docs.custral.com/data/properties/general/overview.md): Attachment-shaped property types. Files and images stored on a record.
- [File](https://docs.custral.com/data/properties/general/file.md): One or more uploaded files attached to a record.
- [Image](https://docs.custral.com/data/properties/general/image.md): Uploaded images, with optional dimensions and a built-in cropper.
- [Overview](https://docs.custral.com/data/properties/common/overview.md): The everyday property types most objects start with.
- [Checkbox](https://docs.custral.com/data/properties/common/checkbox.md): A simple on/off (true or false) field.
- [Overview](https://docs.custral.com/data/properties/text/overview.md): Property types for text and string-shaped values.
- [Text](https://docs.custral.com/data/properties/text/text.md): Free-form short text.
- [Long Text](https://docs.custral.com/data/properties/text/long-text.md): Multi-line, paragraph-length text stored inline on the record.
- [Email](https://docs.custral.com/data/properties/text/email.md): An RFC-compliant email address.
- [Phone](https://docs.custral.com/data/properties/text/phone.md): An E.164 phone number.
- [Website / URL](https://docs.custral.com/data/properties/text/website.md): A URL property with light validation.
- [Address](https://docs.custral.com/data/properties/text/address.md): A structured postal address.
- [ID](https://docs.custral.com/data/properties/text/id.md): A short text value enforced to be unique within the object.
- [Overview](https://docs.custral.com/data/properties/number/overview.md): Property types for numeric and monetary values.
- [Number](https://docs.custral.com/data/properties/number/number.md): A signed numeric value.
- [Currency](https://docs.custral.com/data/properties/number/currency.md): A monetary value with a currency code.
- [Timer](https://docs.custral.com/data/properties/number/timer.md): A duration in milliseconds.
- [Overview](https://docs.custral.com/data/properties/date/overview.md): Property types for dates, times, and ranges.
- [Date](https://docs.custral.com/data/properties/date/date.md): A single timestamp.
- [Date Range](https://docs.custral.com/data/properties/date/date-range.md): A span of time at the granularity you choose: day, month, quarter, or year.
- [Time](https://docs.custral.com/data/properties/date/time.md): A time of day, no date.
- [Overview](https://docs.custral.com/data/properties/select/overview.md): Property types for choosing from options, users, and related records.
- [Select](https://docs.custral.com/data/properties/select/select.md): Pick one or many values from a defined option list.
- [Status](https://docs.custral.com/data/properties/select/status.md): A select with lifecycle ordering and stage semantics.
- [Relation](https://docs.custral.com/data/properties/select/relation.md): Link a record to one or many other records.
- [User](https://docs.custral.com/data/properties/select/user.md): Assign a record to one or many workspace users.
- [Conversation](https://docs.custral.com/data/properties/select/conversation.md): Link a record to one or many Conversation threads.
- [Overview](https://docs.custral.com/data/properties/communication/overview.md): Property types that embed rich communication surfaces on a record.
- [Spreadsheet](https://docs.custral.com/data/properties/communication/spreadsheet.md): An embedded spreadsheet attached to a record.
- [Whiteboard](https://docs.custral.com/data/properties/communication/whiteboard.md): A free-form drawing canvas attached to a record.
- [Notes](https://docs.custral.com/data/properties/communication/notes.md): A rich-text document attached to a record.
- [Presentation](https://docs.custral.com/data/properties/communication/presentation.md): A slide deck attached to a record.
- [Overview](https://docs.custral.com/data/properties/complex/overview.md): Property types that compute or resolve their value from elsewhere.
- [Formula](https://docs.custral.com/data/properties/complex/formula.md): A computed value derived from other fields.
- [External](https://docs.custral.com/data/properties/complex/external.md): A value resolved from a third-party provider.
- [Object Mapping](https://docs.custral.com/data/properties/complex/object-mapping.md): Map a record's fields onto another object's shape.
- [Grade](https://docs.custral.com/data/properties/complex/grade.md): Score a record out of 100 from a rubric you write, with the reasoning attached.
- [Rollup](https://docs.custral.com/data/properties/complex/rollup.md): Aggregate a value across every related record.
- [Usage](https://docs.custral.com/data/properties/complex/usage.md): Roll product-usage events up onto a record.
- [Records](https://docs.custral.com/data/records/overview.md): Individual instances of an Object.
- [Fields](https://docs.custral.com/data/records/fields.md): The values stored on a Record, one per Property.
- [Lists](https://docs.custral.com/data/collections/overview.md): Curated, smart, and rolling lists of records. The working sets your team acts on.
- [Static lists](https://docs.custral.com/data/collections/list.md): A hand-picked set of records you curate.
- [Smart lists](https://docs.custral.com/data/collections/queue.md): A saved filter, resolved live. Membership is always whatever matches.
- [Cohorts](https://docs.custral.com/data/collections/stack.md): A recurring list that rolls on a schedule and remembers who you've worked.
- [Conversations](https://docs.custral.com/data/conversations/overview.md): The thread model that unifies email, SMS, voice, and chat into a single timeline.
- [Media](https://docs.custral.com/data/media/overview.md): Browse, filter, download, and delete every file uploaded across your workspace.
- [Company Audit](https://docs.custral.com/data/audits/company.md): Automated checks that scan your workspace and create admin tasks for improvements.
- [Workspace Audit](https://docs.custral.com/data/audits/workspace.md): Review your whole workspace structure in one designer and apply changes. With AI help.
- [Surfaces](https://docs.custral.com/surfaces/overview.md): The pages, views, and components that turn your objects and records into an interactive, no-code workspace.
- [Entities](https://docs.custral.com/surfaces/entities.md): The shareable, permissionable things in your workspace: objects, pages, views, records, and channels.
- [Navigation Overview](https://docs.custral.com/surfaces/navigation/overview.md): Understand how Navigation, Sections, Folders, and Pages organize your workspace in Custral.
- [Sections](https://docs.custral.com/surfaces/navigation/sections.md): Top-level groupings in the sidebar.
- [Folders](https://docs.custral.com/surfaces/navigation/folders.md): Containers that group Pages and other Folders into a navigable hierarchy.
- [Pages](https://docs.custral.com/surfaces/navigation/pages.md): Sidebar entries that open a Surface.
- [Library](https://docs.custral.com/surfaces/navigation/library.md): One place to browse and create every document, whiteboard, spreadsheet, and presentation.
- [Page recovery](https://docs.custral.com/surfaces/navigation/page-recovery.md): Find pages that fell out of the sidebar, and restore ones you deleted.
- [Views Overview](https://docs.custral.com/surfaces/views/overview.md): Learn how Views bring your data to life through dynamic layouts and connected Components.
- [Database View](https://docs.custral.com/surfaces/views/types/database.md): A View backed by an Object's records.
- [Dashboard View](https://docs.custral.com/surfaces/views/types/dashboard.md): A View composed of charts, stats, and indicators across many objects.
- [Document View](https://docs.custral.com/surfaces/views/types/document.md): A View whose primary content is a long-form rich-text document.
- [Filters](https://docs.custral.com/surfaces/views/filters.md): Narrow a View to exactly the records you want to see.
- [Saved Views](https://docs.custral.com/surfaces/views/saved.md): Capture a View's filters, sorting, and layout so your team can reuse it.
- [Action Buttons](https://docs.custral.com/surfaces/views/action-buttons.md): Buttons you configure yourself, on a view header or a sidebar page row: create a record, run a workflow, apply a filter, jump somewhere.
- [Record Routing](https://docs.custral.com/surfaces/records/overview.md): Understand how Custral connects Object structure with Record-level navigation.
- [Object Views](https://docs.custral.com/surfaces/records/views.md): How the Views you configure on an Object appear, in context, on every Record.
- [Components](https://docs.custral.com/surfaces/components/overview.md): The interactive UI elements that make up a View.
- [Component Filters](https://docs.custral.com/surfaces/components/filters.md): Narrow the data shown inside one component without changing the View.
- [Saved Components](https://docs.custral.com/surfaces/components/saved.md): Reuse a component configuration across many surfaces.
- [Modifying Components](https://docs.custral.com/surfaces/components/modify.md): Customize a component's parameters, layout, and behavior.
- [Reusables](https://docs.custral.com/surfaces/components/reusables.md): Save components and views as reusable templates and drop them onto other pages.
- [Blocks](https://docs.custral.com/blocks/overview.md): Tables, charts, docs, and widgets: the configurable pieces that fill every page, dashboard, and record.
- [Get started with Blocks](https://docs.custral.com/blocks/getting-started.md): Add your first block to a page or record.
- [Core Concepts](https://docs.custral.com/blocks/concept.md): Understand the architecture and mechanics of Custral Blocks.
- [Embedded Components](https://docs.custral.com/blocks/embedded/overview.md): UI-centric blocks for building data-driven interfaces.
- [Label](https://docs.custral.com/blocks/embedded/label.md): A text label for titling and annotating dashboard sections.
- [Embed](https://docs.custral.com/blocks/embedded/embed.md): Show any web page on a Custral page: a dashboard, a report, a recording.
- [Table](https://docs.custral.com/blocks/embedded/databases/table.md): Spreadsheet-style view of an object's records.
- [List](https://docs.custral.com/blocks/embedded/databases/list.md): Vertical list view of records.
- [Checklist](https://docs.custral.com/blocks/embedded/databases/checklist.md): A checklist of records. Check an item to complete it, writing a real field.
- [Board](https://docs.custral.com/blocks/embedded/databases/board.md): Kanban view grouped by a status property.
- [Grid](https://docs.custral.com/blocks/embedded/databases/grid.md): Card grid for visual record scanning.
- [Calendar](https://docs.custral.com/blocks/embedded/databases/calendar.md): Records placed on a calendar by their date property.
- [Timeline](https://docs.custral.com/blocks/embedded/databases/timeline.md): A Gantt-style timeline placing records across a start and end date.
- [Collection](https://docs.custral.com/blocks/embedded/databases/collection.md): A saved collection of records, rendered as a list.
- [Property Lists](https://docs.custral.com/blocks/embedded/object/property-list.md): Display record details in a clean, structured format.
- [Field List](https://docs.custral.com/blocks/embedded/object/field-list.md): Read-write list of a record's properties.
- [Notes](https://docs.custral.com/blocks/embedded/object/notes.md): Collaborative rich-text notes on a record.
- [Calendar & Meetings](https://docs.custral.com/blocks/embedded/object/calendar.md): A record's own meetings, as a month calendar grid or an upcoming/past list.
- [Whiteboard](https://docs.custral.com/blocks/embedded/object/whiteboard.md): Collaborative free-form drawing canvas.
- [Spreadsheet](https://docs.custral.com/blocks/embedded/object/spreadsheet.md): Collaborative spreadsheet attached to a record or page.
- [Conversation List](https://docs.custral.com/blocks/embedded/object/conversation-list.md): Conversations linked to the record.
- [Quick Actions](https://docs.custral.com/blocks/embedded/object/quick-actions.md): A one-click action bar on a record: Note, Email, Call, Log, Task, Meet.
- [Timeline](https://docs.custral.com/blocks/embedded/object/timeline.md): A unified, chronological feed of all activity on a record.
- [History](https://docs.custral.com/blocks/embedded/object/history.md): A record's status changes over time, with time-in-stage.
- [Associations](https://docs.custral.com/blocks/embedded/object/associations.md): Everything linked to a record, relations and conversations, in tabs.
- [Analytics](https://docs.custral.com/blocks/embedded/object/analytics.md): A record's product-usage activity and tracked events over time.
- [Inbox](https://docs.custral.com/blocks/embedded/object/inbox.md): Email threads from a connected mailbox, scoped to the record's contact.
- [Form](https://docs.custral.com/blocks/embedded/object/form.md): Embed a form that creates records when submitted.
- [Conversation Table](https://docs.custral.com/blocks/embedded/conversations/conversation-table.md): Tabular view of Conversations with filters and bulk actions.
- [Upcoming Events](https://docs.custral.com/blocks/embedded/calendar/upcoming-events.md): Personal upcoming-events panel.
- [Calendar View](https://docs.custral.com/blocks/embedded/calendar/calendar-view.md): A full calendar of a connected channel's events.
- [Usage Stat](https://docs.custral.com/blocks/embedded/usage/usage-stat.md): One aggregated usage number for a usage module.
- [Usage Event Log](https://docs.custral.com/blocks/embedded/usage/usage-table.md): A paginated log of a usage module's events.
- [SMS Overview](https://docs.custral.com/blocks/embedded/phone/sms-overview.md): At-a-glance SMS deliverability and A2P registration status.
- [Phone & SMS Settings](https://docs.custral.com/blocks/embedded/phone/settings.md): Manage numbers, A2P 10DLC compliance, and call recording in a dashboard.
- [Widgets](https://docs.custral.com/blocks/widgets/overview.md): Specialized interactive tools for your workspace.
- [Conversation Widget](https://docs.custral.com/blocks/widgets/conversation.md): Every channel for one customer, in one thread.
- [Phone & SMS System](https://docs.custral.com/blocks/widgets/dialer.md): Native VoIP and SMS, without leaving the record you’re on.
- [AI Agent Widget](https://docs.custral.com/blocks/widgets/agent.md): Your persistent, context-aware AI assistant.
- [Presentations](https://docs.custral.com/blocks/presentations/overview.md): Build slide decks on a record or dashboard with the Presentation block.
- [Presentation Templates](https://docs.custral.com/blocks/presentations/templates.md): Reusable deck snapshots with typed variables that fill from a record.
- [Presentation Themes](https://docs.custral.com/blocks/presentations/themes.md): Brand kits: colours, fonts, logo, and default text styles for decks.
- [Slide Layouts](https://docs.custral.com/blocks/presentations/layouts.md): Single-slide starters offered by the Add-slide picker, grouped by category.
- [Team & Permissions](https://docs.custral.com/team/overview.md): Manage who's in your workspace and what they can access: users, groups, and access-control grants.
- [Getting Started](https://docs.custral.com/team/getting-started.md): Add, invite, and manage users in your Custral workspace.
- [Users](https://docs.custral.com/team/users/overview.md): How users work in Custral and how to manage their access.
- [Teams](https://docs.custral.com/team/users/groups.md): Learn how teams let you grant access to many users at once and keep permissions consistent as your team grows.
- [On-Call](https://docs.custral.com/team/on-call.md): Rotate who picks up inbound work, hand off on a schedule, and let anyone book cover.
- [Permissions Overview](https://docs.custral.com/team/permissions/overview.md): Understand how teams organize users, permissions, and collaboration across Custral.
- [Access Levels](https://docs.custral.com/team/permissions/access.md): Understand what each permission level allows and how to choose the right one.
- [Global Permissions](https://docs.custral.com/team/permissions/global.md): Workspace-wide access grants that cascade to everything in the workspace.
- [Task Overview](https://docs.custral.com/team/tasks/overview.md): Learn how Tasks help you manage follow-ups, reminders, and actions directly within Custral.
- [Task Types](https://docs.custral.com/team/tasks/types.md): Learn the built-in task types in Custral (Call, Email, Meeting, Follow-up, and more) and the fields every task shares.
- [Automations](https://docs.custral.com/automation/overview.md): Trigger instant workflows, run multi-step sequences over time, and schedule bulk jobs: one automation engine across your customer lifecycle.
- [Workflows](https://docs.custral.com/automation/workflows/overview.md): Event-driven automations that fire when records, fields, or conversations change.
- [Edges & Logic](https://docs.custral.com/automation/workflows/edges.md): Connect nodes and add conditional branching.
- [Workflow Triggers](https://docs.custral.com/automation/workflows/triggers.md): Define the events that start your automation.
- [Workflow Actions](https://docs.custral.com/automation/workflows/actions.md): Every built-in action a workflow or sequence can run.
- [Task Types](https://docs.custral.com/automation/workflows/task-types.md): The task blocks Custral can create and assign, and what each is for.
- [Troubleshooting](https://docs.custral.com/automation/workflows/troubleshooting.md): Fixes for workflows that don't fire, stop partway, take the wrong branch, or leave tokens unresolved.
- [Sequences](https://docs.custral.com/automation/sequences/overview.md): Build long-running, multi-step automated processes.
- [Jobs](https://docs.custral.com/automation/jobs/overview.md): Background tasks, scheduled operations, and bulk migrations.
- [Data Import](https://docs.custral.com/automation/jobs/migrations.md): Import CSV data into objects and records with guided column mapping, a test run, and one-click undo.
- [Bulk edit](https://docs.custral.com/automation/jobs/bulk-edit.md): Find many records by query and apply the same field changes to all of them at once.
- [Business Intelligence](https://docs.custral.com/bi/overview.md): Turn your live Custral data into charts, dashboards, and team-performance reports.
- [Build your first report](https://docs.custral.com/bi/getting-started.md): Add a chart to a dashboard and drill into the records behind it.
- [BI Best Practices](https://docs.custral.com/bi/best-practices.md): Get the most out of Custral reporting with these core principles.
- [Reporting](https://docs.custral.com/bi/reporting/overview.md): Build interactive charts and dashboards on your live Custral data.
- [Chart drill-down](https://docs.custral.com/bi/reporting/drill-down.md): Click any chart segment to see the records behind it.
- [Bar Chart](https://docs.custral.com/bi/reporting/charts/bar.md): Compare categories and track distributions.
- [Line Chart](https://docs.custral.com/bi/reporting/charts/line.md): Trend over time.
- [Area Chart](https://docs.custral.com/bi/reporting/charts/area.md): Trend lines with shaded areas for cumulative comparisons.
- [Pie Chart](https://docs.custral.com/bi/reporting/charts/pie.md): Categorical share of a whole.
- [Donut Chart](https://docs.custral.com/bi/reporting/charts/donut.md): Categorical share-of-whole with a centered metric.
- [Radar Chart](https://docs.custral.com/bi/reporting/charts/radar.md): Multi-dimensional comparison on a polygon.
- [Radial Bar Chart](https://docs.custral.com/bi/reporting/charts/radial-bar.md): Bars wrapped around a circular axis.
- [Scatter Chart](https://docs.custral.com/bi/reporting/charts/scatter.md): Two-dimensional plot for relationships and outliers.
- [Bubble Chart](https://docs.custral.com/bi/reporting/charts/bubble.md): Three-dimensional scatter with size as the third axis.
- [Funnel Chart](https://docs.custral.com/bi/reporting/charts/funnel.md): Conversion through ordered stages.
- [Heatmap](https://docs.custral.com/bi/reporting/charts/heatmap.md): Density across two categorical axes.
- [Composite Chart](https://docs.custral.com/bi/reporting/charts/composite.md): Mixed bar / line / area on a shared axis.
- [Sparkline](https://docs.custral.com/bi/reporting/charts/sparkline.md): Tiny inline trend with a headline number.
- [Bars List](https://docs.custral.com/bi/reporting/charts/bars-list.md): Ranked categories as a compact horizontal bar list.
- [Treemap](https://docs.custral.com/bi/reporting/charts/treemap.md): Share-of-whole as rectangles sized by value.
- [Stat card](https://docs.custral.com/bi/reporting/stat-card.md): A single headline KPI number from your records.
- [Usage tracking](https://docs.custral.com/bi/reporting/usage.md): Track how much each customer uses your product, and show it on records and dashboards.
- [Team performance](https://docs.custral.com/bi/reporting/team-performance.md): A row-per-teammate report of calls, demos, emails, and deals: with rates, ratios, and team-average comparisons.
- [Troubleshooting](https://docs.custral.com/bi/reporting/troubleshooting.md): Fixes for empty charts, wrong numbers, and drill-downs that show nothing.
- [Developer Overview](https://docs.custral.com/dev/overview.md): Build on Custral: the REST API, the official SDKs, the CLI, and MCP.
- [Getting Started](https://docs.custral.com/dev/getting-started.md): Build, integrate, and automate Custral from your code.
- [Applications & API keys](https://docs.custral.com/dev/applications.md): Register an application and mint the API keys your integration authenticates with.
- [Events](https://docs.custral.com/dev/events.md): Browse the log of domain events in your workspace. What happened, to which record, and by whom.
- [Request logs](https://docs.custral.com/dev/logs.md): Inspect the HTTP requests served for your workspace: status, method, URL, and the full captured request.
- [API Reference](https://docs.custral.com/dev/api-reference/overview.md): The curated, versioned, API-key-authenticated /v1 REST surface.
- [Authentication](https://docs.custral.com/dev/auth/overview.md): How API keys and session tokens authenticate Custral requests.
- [Requests & responses](https://docs.custral.com/dev/api-reference/requests.md): The envelope every /v1 endpoint returns, how to page through a list, and the conventions that hold across the API.
- [How the schema works](https://docs.custral.com/dev/api-reference/schema.md): Objects, properties, records, and fields: the four ideas the whole API is built on.
- [Errors](https://docs.custral.com/dev/errors/overview.md): Error codes returned by the Custral API.
- [The Object object](https://docs.custral.com/dev/api-reference/objects.md): The tables in your workspace, and the properties that define their columns.
- [List objects](https://docs.custral.com/api-reference/objects/list-objects.md): List every object (table / entity type) in the workspace. **Requires scope:** `objects:read`.
- [Retrieve an object](https://docs.custral.com/api-reference/objects/retrieve-an-object.md): Fetch a single object by id. **Requires scope:** `objects:read`.
- [The Record object](https://docs.custral.com/dev/api-reference/records.md): The rows inside an object: one contact, one company, one deal.
- [List records](https://docs.custral.com/api-reference/records/list-records.md): List records in an object. Filter by property (`filter[key]=value`), `sort`, full-text `q` search, and offset **or** cursor pagination (follow `nextCursor`). **Requires scope:** `records:read`.
- [Retrieve a record](https://docs.custral.com/api-reference/records/retrieve-a-record.md): Fetch one record by object + id. **Requires scope:** `records:read`.
- [Create a record](https://docs.custral.com/api-reference/records/create-a-record.md): Push a record into an object from a `{property: value}` map. **Requires scope:** `records:write`.
- [Update a record](https://docs.custral.com/api-reference/records/update-a-record.md): Update fields (and/or the name) on an existing record. Field keys resolve the same way as create; unmatched keys come back in `ignoredFields`. **Requires scope:** `records:write`.
- [Run a record's AI auto-fills](https://docs.custral.com/api-reference/records/run-a-records-ai-auto-fills.md): Run a record's configured AI auto-fills — loads every enabled Property Agent on the record's object and runs them in dependency order, writing the AI-filled properties. **Requires scope:** `records:write`.
- [The Document object](https://docs.custral.com/dev/api-reference/documents.md): A record's notes (or a document page), rendered to markdown.
- [Retrieve a document](https://docs.custral.com/api-reference/documents/retrieve-a-document.md): Fetch a document (e.g. a record’s notes) by its `doc_…` id, rendered to markdown. The value a notes-type field holds is that `doc_` id. **Requires scope:** `documents:read`.
- [Update a document](https://docs.custral.com/api-reference/documents/update-a-document.md): Replace an existing document's content with markdown, by its `doc_…` id. Update-only — an unknown id returns `404 document_not_found`, never a silent create. The write merges into the document's live state, so it lands in any open editor. **Requires scope:** `documents:write`.
- [Widget visitor identity](https://docs.custral.com/dev/api-reference/widget-identity.md): Vouch for who a chat-widget visitor is, so their conversations attach to the right person.
- [Introspect the current key](https://docs.custral.com/api-reference/identity/introspect-the-current-key.md): "Does my key work, and what can it do?" — the canonical first request an integration makes. Any valid, active key may call it; **no scope required**. Never returns the secret, only non-sensitive metadata.
- [List objects](https://docs.custral.com/api-reference/objects/list-objects.md): List every object (table / entity type) in the workspace. **Requires scope:** `objects:read`.
- [Retrieve an object](https://docs.custral.com/api-reference/objects/retrieve-an-object.md): Fetch a single object by id. **Requires scope:** `objects:read`.
- [List records](https://docs.custral.com/api-reference/records/list-records.md): List records in an object. Filter by property (`filter[key]=value`), `sort`, full-text `q` search, and offset **or** cursor pagination (follow `nextCursor`). **Requires scope:** `records:read`.
- [Create a record](https://docs.custral.com/api-reference/records/create-a-record.md): Push a record into an object from a `{property: value}` map. **Requires scope:** `records:write`.
- [Retrieve a record](https://docs.custral.com/api-reference/records/retrieve-a-record.md): Fetch one record by object + id. **Requires scope:** `records:read`.
- [Update a record](https://docs.custral.com/api-reference/records/update-a-record.md): Update fields (and/or the name) on an existing record. Field keys resolve the same way as create; unmatched keys come back in `ignoredFields`. **Requires scope:** `records:write`.
- [Run a record's AI auto-fills](https://docs.custral.com/api-reference/records/run-a-records-ai-auto-fills.md): Run a record's configured AI auto-fills — loads every enabled Property Agent on the record's object and runs them in dependency order, writing the AI-filled properties. **Requires scope:** `records:write`.
- [List conversations](https://docs.custral.com/api-reference/conversations/list-conversations.md): List conversations (offset pagination, newest first). List rows omit `messages` and `participants`. **Requires scope:** `conversations:read`.
- [Create a conversation](https://docs.custral.com/api-reference/conversations/create-a-conversation.md): Create a conversation, optionally attaching participants and importing an initial transcript. **Requires scope:** `conversations:write`.
- [Retrieve a conversation](https://docs.custral.com/api-reference/conversations/retrieve-a-conversation.md): Fetch one conversation with its transcript (`messages`) and `participants`. **Requires scope:** `conversations:read`.
- [Update status & outcome](https://docs.custral.com/api-reference/conversations/update-status-&-outcome.md): Set a conversation's `status` and/or `outcome` directly — the value you send is the value that sticks (no re-analysis). **Requires scope:** `conversations:write`.
- [Append a message](https://docs.custral.com/api-reference/conversations/append-a-message.md): Append a single message to a conversation, fanning it out to any teammate watching live. **Requires scope:** `conversations:write`.
- [List dispositions](https://docs.custral.com/api-reference/conversations/list-dispositions.md): List the workspace's dispositions — the valid `outcome` keys for updating a conversation. **Requires scope:** `conversations:read`.
- [List auto-fill agents](https://docs.custral.com/api-reference/property-agents/list-auto-fill-agents.md): List AI auto-fill agents (offset pagination, newest first). **Requires scope:** `property_agents:read`.
- [Set up auto-fill on a property](https://docs.custral.com/api-reference/property-agents/set-up-auto-fill-on-a-property.md): Create an AI auto-fill agent on a property. One auto-fill is allowed per property. **Requires scope:** `property_agents:write`.
- [Retrieve an auto-fill agent](https://docs.custral.com/api-reference/property-agents/retrieve-an-auto-fill-agent.md): Fetch one auto-fill agent. **Requires scope:** `property_agents:read`.
- [Delete an auto-fill agent](https://docs.custral.com/api-reference/property-agents/delete-an-auto-fill-agent.md): Delete an auto-fill agent, removing the auto-fill from its property. **Requires scope:** `property_agents:write`.
- [Update an auto-fill agent](https://docs.custral.com/api-reference/property-agents/update-an-auto-fill-agent.md): Patch an auto-fill agent — only the provided fields change. **Requires scope:** `property_agents:write`.
- [List MCP tools](https://docs.custral.com/api-reference/mcp/list-mcp-tools.md): The exact `tools/list` an MCP client (Claude, Cursor, …) sees when it connects to `POST /mcp` with this key — the read surface always, plus each write action the key's scopes authorise (`applications:manage`, `webhooks:manage`). Lets a UI or script verify the MCP surface without performing the JSON-…
- [Retrieve a document](https://docs.custral.com/api-reference/documents/retrieve-a-document.md): Fetch a document (e.g. a record’s notes) by its `doc_…` id, rendered to markdown. The value a notes-type field holds is that `doc_` id. **Requires scope:** `documents:read`.
- [Update a document](https://docs.custral.com/api-reference/documents/update-a-document.md): Replace an existing document's content with markdown, by its `doc_…` id. Update-only — an unknown id returns `404 document_not_found`, never a silent create. The write merges into the document's live state, so it lands in any open editor. **Requires scope:** `documents:write`.
- [List usage modules](https://docs.custral.com/api-reference/usage-modules/list-usage-modules.md): List the workspace's metered-product setups. **Requires scope:** `usage:read`.
- [Create a usage module](https://docs.custral.com/api-reference/usage-modules/create-a-usage-module.md): Create a metered-product setup. Both objects must already exist in this workspace. **Requires scope:** `usage:write`.
- [Retrieve a usage module](https://docs.custral.com/api-reference/usage-modules/retrieve-a-usage-module.md): Fetch one usage module. **Requires scope:** `usage:read`.
- [List usage events](https://docs.custral.com/api-reference/usage-modules/list-usage-events.md): Read consumption events recorded against a module. **Requires scope:** `usage:read`.
- [The Conversation object](https://docs.custral.com/dev/api-reference/conversations.md): Threads of messages: a chat, a call, an email exchange, or your own bridged channel.
- [List conversations](https://docs.custral.com/api-reference/conversations/list-conversations.md): List conversations (offset pagination, newest first). List rows omit `messages` and `participants`. **Requires scope:** `conversations:read`.
- [Retrieve a conversation](https://docs.custral.com/api-reference/conversations/retrieve-a-conversation.md): Fetch one conversation with its transcript (`messages`) and `participants`. **Requires scope:** `conversations:read`.
- [Create a conversation](https://docs.custral.com/api-reference/conversations/create-a-conversation.md): Create a conversation, optionally attaching participants and importing an initial transcript. **Requires scope:** `conversations:write`.
- [Update status & outcome](https://docs.custral.com/api-reference/conversations/update-status-&-outcome.md): Set a conversation's `status` and/or `outcome` directly — the value you send is the value that sticks (no re-analysis). **Requires scope:** `conversations:write`.
- [Append a message](https://docs.custral.com/api-reference/conversations/append-a-message.md): Append a single message to a conversation, fanning it out to any teammate watching live. **Requires scope:** `conversations:write`.
- [List dispositions](https://docs.custral.com/api-reference/conversations/list-dispositions.md): List the workspace's dispositions — the valid `outcome` keys for updating a conversation. **Requires scope:** `conversations:read`.
- [The Property Agent object](https://docs.custral.com/dev/api-reference/property-agents.md): AI auto-fill. The config attached to a property that fills its value with AI.
- [List auto-fill agents](https://docs.custral.com/api-reference/property-agents/list-auto-fill-agents.md): List AI auto-fill agents (offset pagination, newest first). **Requires scope:** `property_agents:read`.
- [Retrieve an auto-fill agent](https://docs.custral.com/api-reference/property-agents/retrieve-an-auto-fill-agent.md): Fetch one auto-fill agent. **Requires scope:** `property_agents:read`.
- [Set up auto-fill on a property](https://docs.custral.com/api-reference/property-agents/set-up-auto-fill-on-a-property.md): Create an AI auto-fill agent on a property. One auto-fill is allowed per property. **Requires scope:** `property_agents:write`.
- [Update an auto-fill agent](https://docs.custral.com/api-reference/property-agents/update-an-auto-fill-agent.md): Patch an auto-fill agent — only the provided fields change. **Requires scope:** `property_agents:write`.
- [Delete an auto-fill agent](https://docs.custral.com/api-reference/property-agents/delete-an-auto-fill-agent.md): Delete an auto-fill agent, removing the auto-fill from its property. **Requires scope:** `property_agents:write`.
- [Applications & keys](https://docs.custral.com/dev/api-reference/applications.md): Create the application your integration lives in, and mint the API keys it authenticates with.
- [Introspect the current key](https://docs.custral.com/api-reference/identity/introspect-the-current-key.md): "Does my key work, and what can it do?" — the canonical first request an integration makes. Any valid, active key may call it; **no scope required**. Never returns the secret, only non-sensitive metadata.
- [List MCP tools](https://docs.custral.com/api-reference/mcp/list-mcp-tools.md): The exact `tools/list` an MCP client (Claude, Cursor, …) sees when it connects to `POST /mcp` with this key — the read surface always, plus each write action the key's scopes authorise (`applications:manage`, `webhooks:manage`). Lets a UI or script verify the MCP surface without performing the JSON-…
- [The Usage module object](https://docs.custral.com/dev/api-reference/usage-modules.md): Metered products: what you sell, who consumed it, and how much.
- [List usage modules](https://docs.custral.com/api-reference/usage-modules/list-usage-modules.md): List the workspace's metered-product setups. **Requires scope:** `usage:read`.
- [Create a usage module](https://docs.custral.com/api-reference/usage-modules/create-a-usage-module.md): Create a metered-product setup. Both objects must already exist in this workspace. **Requires scope:** `usage:write`.
- [Retrieve a usage module](https://docs.custral.com/api-reference/usage-modules/retrieve-a-usage-module.md): Fetch one usage module. **Requires scope:** `usage:read`.
- [List usage events](https://docs.custral.com/api-reference/usage-modules/list-usage-events.md): Read consumption events recorded against a module. **Requires scope:** `usage:read`.
- [Embed blocks](https://docs.custral.com/dev/embeds/overview.md): Put your own UI on a Custral page, with scoped read access to the block it sits on.
- [Real-time updates](https://docs.custral.com/dev/realtime/overview.md): How to react to changes in a workspace as they happen.
- [Webhooks](https://docs.custral.com/dev/webhooks/overview.md): Custral posts a signed JSON payload to your endpoint when something happens in a workspace. No polling, no socket to hold open.
- [Quickstart](https://docs.custral.com/dev/webhooks/quickstart.md): Register an endpoint, verify a signature, and receive your first event.
- [Payload format](https://docs.custral.com/dev/webhooks/payload.md): The envelope, the headers, and the one thing about field values that will surprise you.
- [Verifying signatures](https://docs.custral.com/dev/webhooks/security.md): Your webhook URL is a public endpoint. The signature is what proves a delivery came from Custral.
- [Delivery and retries](https://docs.custral.com/dev/webhooks/delivery.md): What counts as success, how long Custral waits, how often it retries, and what your handler has to tolerate.
- [Event catalog](https://docs.custral.com/dev/webhooks/events/overview.md): Every event you can subscribe to, what makes it fire, and how to match several at once.
- [Records](https://docs.custral.com/dev/webhooks/events/records.md): Rows created, changed and deleted across every object in the workspace.
- [record.created](https://docs.custral.com/dev/webhooks/events/record-created.md): A record was created on any object in the workspace.
- [record.updated](https://docs.custral.com/dev/webhooks/events/record-updated.md): One field on a record changed. Carries the old value, the new value, and the whole record after the change.
- [record.deleted](https://docs.custral.com/dev/webhooks/events/record-deleted.md): A record was deleted from any object in the workspace.
- [Forms](https://docs.custral.com/dev/webhooks/events/forms.md): Public form submissions, and the records they create.
- [form.submitted](https://docs.custral.com/dev/webhooks/events/form-submitted.md): Somebody completed a form. Carries which form, which record it created, and how they reached it.
- [Tasks](https://docs.custral.com/dev/webhooks/events/tasks.md): Follow-ups being completed, and the record they hang off.
- [task.completed](https://docs.custral.com/dev/webhooks/events/task-completed.md): A task was marked done, with the record it hangs off.
- [Email](https://docs.custral.com/dev/webhooks/events/email.md): Mail arriving in and leaving connected mailboxes, and what recipients do with mail a workflow or sequence sent.
- [email.received](https://docs.custral.com/dev/webhooks/events/email-received.md): A message from outside the workspace arrived in a connected mailbox, in a thread that is a conversation.
- [email.replied](https://docs.custral.com/dev/webhooks/events/email-replied.md): Fires alongside email.received for every incoming message in a thread that is a conversation.
- [email.sent](https://docs.custral.com/dev/webhooks/events/email-sent.md): A message from one of the workspace's connected mailboxes, in a thread that is a conversation.
- [email.opened](https://docs.custral.com/dev/webhooks/events/email-opened.md): Mail a workflow or sequence sent was opened, as reported by its tracking pixel.
- [email.clicked](https://docs.custral.com/dev/webhooks/events/email-clicked.md): A tracked link in mail a workflow or sequence sent was clicked.
- [email.bounced](https://docs.custral.com/dev/webhooks/events/email-bounced.md): A message sent from a connected mailbox bounced.
- [email.unsubscribed](https://docs.custral.com/dev/webhooks/events/email-unsubscribed.md): A recipient used the unsubscribe link in mail a workflow or sequence sent.
- [Widget](https://docs.custral.com/dev/webhooks/events/widget.md): Chats, visitor details and messages from the chat widget on your website.
- [widget.conversation.started](https://docs.custral.com/dev/webhooks/events/widget-conversation-started.md): A website visitor started a new chat in the widget.
- [widget.visitor.identified](https://docs.custral.com/dev/webhooks/events/widget-visitor-identified.md): A website visitor gave the widget their name, email or phone number.
- [widget.keyword.matched](https://docs.custral.com/dev/webhooks/events/widget-keyword-matched.md): A website visitor sent a message in a widget chat. Fires for every message.
- [Conversations](https://docs.custral.com/dev/webhooks/events/conversations.md): Calls, chats and threads being assigned, completed, given an outcome and deleted.
- [conversation.assigned](https://docs.custral.com/dev/webhooks/events/conversation-assigned.md): A conversation was given an owner, with who held it before.
- [conversation.completed](https://docs.custral.com/dev/webhooks/events/conversation-completed.md): A conversation reached the completed status, by hand or when its analysis finished.
- [conversation.deleted](https://docs.custral.com/dev/webhooks/events/conversation-deleted.md): A conversation was deleted.
- [conversation.outcome_set](https://docs.custral.com/dev/webhooks/events/conversation-outcome-set.md): A conversation was given an outcome, with the one it replaced.
- [Managing subscriptions](https://docs.custral.com/dev/webhooks/managing.md): Create, inspect, rotate and delete webhook endpoints, from the app or from an MCP client.
- [Troubleshooting](https://docs.custral.com/dev/webhooks/troubleshooting.md): Nothing arriving, signatures failing, or the same event arriving twice.
- [SDKs](https://docs.custral.com/dev/sdks/overview.md): Official Custral client libraries.
- [TypeScript SDK](https://docs.custral.com/dev/sdks/typescript.md): Install and use the @custral/sdk server-side REST client.
- [Browser SDK](https://docs.custral.com/dev/sdks/browser.md): Track usage and talk to the Custral API from the browser with a publishable key.
- [React SDK](https://docs.custral.com/dev/sdks/react.md): Drop the Custral chat widget into a React app, or build your own on the same engine.
- [CLI](https://docs.custral.com/dev/cli/overview.md): Sign in from your terminal and work with your workspace as yourself.
- [MCP Server](https://docs.custral.com/dev/mcp/overview.md): Connect an AI client (Claude, Cursor) to your Custral workspace.
- [Product Updates](https://docs.custral.com/product/overview.md): Stay up to date with the latest features and improvements in Custral.
- [Change Log](https://docs.custral.com/product/updates.md): What's new in Custral.
- [Integrations](https://docs.custral.com/integrations/overview.md): Connect the providers and accounts you already use (email, SMS, voice, Slack, and CRM syncs) into Custral.
- [Connected Accounts](https://docs.custral.com/integrations/connected-accounts.md): Connect and manage your own email, calendar, video, and communication accounts.
- [GitHub](https://docs.custral.com/integrations/github.md): Sync issues and pull requests into tables, link PRs to the records they name, and show live PR status on a record.
- [HubSpot](https://docs.custral.com/integrations/hubspot.md): Bidirectional sync of Contacts, Companies, Deals, and custom objects.
- [Slack](https://docs.custral.com/integrations/slack.md): Bring Slack messages into Custral as conversations and reply back from the inbox.
- [Stripe](https://docs.custral.com/integrations/stripe.md): Sync products, customers, and invoices, and bill from inside Custral.
- [Typeform](https://docs.custral.com/integrations/typeform.md): Turn Typeform submissions into records, conversations, and automation triggers.
- [Zoom](https://docs.custral.com/integrations/zoom.md): Attach a Zoom link to meetings booked through Custral.
- [Google Meet](https://docs.custral.com/integrations/google-meet.md): Attach a Google Meet link to meetings booked through Custral.
- [Microsoft Teams](https://docs.custral.com/integrations/microsoft-teams.md): Attach a Microsoft Teams link to meetings booked through Custral.
- [Nylas](https://docs.custral.com/integrations/nylas.md): Connect mailboxes for inbound and outbound email.
- [Twilio](https://docs.custral.com/integrations/twilio.md): Provision numbers, send SMS, and place voice calls.
- [Deepgram](https://docs.custral.com/integrations/deepgram.md): Transcribe call recordings.

## OpenAPI Specs

- [openapi-v1](/openapi-v1.json)