# Documentation Platform guides, app manuals, and the Zild API reference. Source: https://zild.ai/en-US/docs - [Getting Started](/en-US/docs/getting-started/index) — Plan the first Zild implementation: pick the workflow, define the operating rules, and prepare what must be true before go-live. - [What is Zild?](/en-US/docs/getting-started/what-is-zild) — Zild is an AI Agent Management Platform (AMP): the operating layer that connects AI agents to models, business context, channels, actions, and governance. - [How Zild Works](/en-US/docs/getting-started/how-it-works) — Zild turns an incoming event into a governed operational decision: respond, use a tool, create work, or hand off to a person. - [Quickstart Guide](/en-US/docs/getting-started/quickstart-guide) — Use this checklist to prepare the first Zild workflow for implementation, controlled testing, and go-live. - [Zild Platform overview](/en-US/docs/platform/platform-overview) — Zild is an AI Agent Management Platform for creating, operating, integrating, monitoring, and governing AI agents across business channels and processes. - [Authentication and authorization](/en-US/docs/platform/authentication-authorization) — Zild uses access tokens, JWT claims, tenant context, roles, groups, and effective permissions to apply consistent access control across apps and services. - [Roles and permissions](/en-US/docs/platform/roles-permissions) — Zild Admin centralizes users, groups, roles, and permission scope so each person can access only the apps, data, and actions required for their work. - [Platform integrations](/en-US/docs/platform/integrations) — Zild connects communication channels, internal systems, automation platforms, telephony, AI providers, and desktop tools through governed integration boundaries. - [Zild Admin](/en-US/docs/apps/zild-admin/index) — Use Zild Admin to manage the tenant, users, groups, permissions, agents, connections, integrations, billing, and shared workspace settings. - [Agents](/en-US/docs/apps/zild-admin/agent) — Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records. - [Create agent](/en-US/docs/apps/zild-admin/agent-create) — Use this screen to create a agent. It brings together the fields needed to configure the item before saving. - [Edit agent](/en-US/docs/apps/zild-admin/agent-id) — Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows. - [Knowledge bases](/en-US/docs/apps/zild-admin/knowledge) — Use this screen to view, filter, create, edit, or delete knowledge bases. It is the starting point for managing these records. - [Create knowledge base](/en-US/docs/apps/zild-admin/knowledge-create) — Use this screen to create a knowledge base. It brings together the fields needed to configure the item before saving. - [Edit knowledge base](/en-US/docs/apps/zild-admin/knowledge-id) — Use this screen to review, change, or delete a knowledge base. Before saving, confirm the change will not affect other system flows. - [Skills](/en-US/docs/apps/zild-admin/skill) — Use this screen to view, filter, create, edit, or delete skills. It is the starting point for managing these records. - [Create skill](/en-US/docs/apps/zild-admin/skill-create) — Use this screen to create a skill. It brings together the fields needed to configure the item before saving. - [Edit skill](/en-US/docs/apps/zild-admin/skill-id) — Use this screen to review, change, or delete a skill. Before saving, confirm the change will not affect other system flows. - [Agent categories](/en-US/docs/apps/zild-admin/agent-category) — Use this screen to view, filter, create, edit, or delete agent categories. It is the starting point for managing these records. - [Create agent category](/en-US/docs/apps/zild-admin/agent-category-create) — Use this screen to create a agent category. It brings together the fields needed to configure the item before saving. - [Edit agent category](/en-US/docs/apps/zild-admin/agent-category-id) — Use this screen to review, change, or delete a agent category. Before saving, confirm the change will not affect other system flows. - [Agent backlog](/en-US/docs/apps/zild-admin/agent-backlog) — Use this screen to view, filter, create, edit, or delete agent backlog. It is the starting point for managing these records. - [Create backlog item](/en-US/docs/apps/zild-admin/agent-backlog-create) — Use this screen to create a backlog item. It brings together the fields needed to configure the item before saving. - [Edit backlog item](/en-US/docs/apps/zild-admin/agent-backlog-id) — Use this screen to review, change, or delete a backlog item. Before saving, confirm the change will not affect other system flows. - [Conversations](/en-US/docs/apps/zild-admin/conversation) — Use this screen to view, filter, create, edit, or delete conversations. It is the starting point for managing these records. - [Edit conversation](/en-US/docs/apps/zild-admin/conversation-id) — Use this screen to review, change, or delete a conversation. Before saving, confirm the change will not affect other system flows. - [Custom fields](/en-US/docs/apps/zild-admin/custom-field) — Use this screen to view, filter, create, edit, or delete custom fields. It is the starting point for managing these records. - [Create custom field](/en-US/docs/apps/zild-admin/custom-field-create) — Use this screen to create a custom field. It brings together the fields needed to configure the item before saving. - [Edit custom field](/en-US/docs/apps/zild-admin/custom-field-id) — Use this screen to review, change, or delete a custom field. Before saving, confirm the change will not affect other system flows. - [Users](/en-US/docs/apps/zild-admin/user) — Use this screen to view, filter, create, edit, or delete users. It is the starting point for managing these records. - [Create user](/en-US/docs/apps/zild-admin/user-create) — Use this screen to create a user. It brings together the fields needed to configure the item before saving. - [Edit user](/en-US/docs/apps/zild-admin/user-id) — Use this screen to review, change, or delete a user. Before saving, confirm the change will not affect other system flows. - [Groups](/en-US/docs/apps/zild-admin/group) — Use this screen to view, filter, create, edit, or delete groups. It is the starting point for managing these records. - [Create group](/en-US/docs/apps/zild-admin/group-create) — Use this screen to create a group. It brings together the fields needed to configure the item before saving. - [Edit group](/en-US/docs/apps/zild-admin/group-id) — Use this screen to review, change, or delete a group. Before saving, confirm the change will not affect other system flows. - [Roles](/en-US/docs/apps/zild-admin/role) — Use this screen to view, filter, create, edit, or delete roles. It is the starting point for managing these records. - [Create role](/en-US/docs/apps/zild-admin/role-create) — Use this screen to create a role. It brings together the fields needed to configure the item before saving. - [Edit role](/en-US/docs/apps/zild-admin/role-id) — Use this screen to review, change, or delete a role. Before saving, confirm the change will not affect other system flows. - [Integrations](/en-US/docs/apps/zild-admin/integration) — Use this screen to view, filter, create, edit, or delete integrations. It is the starting point for managing these records. - [Webhooks](/en-US/docs/apps/zild-admin/webhook) — Learn when each Zild webhook is sent and review the payloads delivered to your endpoint. - [Create webhook](/en-US/docs/apps/zild-admin/webhook-create) — Use this screen to create a webhook. It brings together the fields needed to configure the item before saving. - [Edit webhook](/en-US/docs/apps/zild-admin/webhook-id) — Use this screen to review, change, or delete a webhook. Before saving, confirm the change will not affect other system flows. - [Subscription](/en-US/docs/apps/zild-admin/subscription) — Use this screen to view, filter, create, edit, or delete subscription. It is the starting point for managing these records. - [Invoices](/en-US/docs/apps/zild-admin/invoice) — Use this screen to view, filter, create, edit, or delete invoices. It is the starting point for managing these records. - [Edit invoice](/en-US/docs/apps/zild-admin/invoice-id) — Use this screen to review, change, or delete a invoice. Before saving, confirm the change will not affect other system flows. - [Workspace](/en-US/docs/apps/zild-admin/settings-workspace) — Use this Zild Admin screen to complete the workspace activity in daily work. - [Zild Assist](/en-US/docs/apps/zild-assist/index) — Use Zild Assist to operate AI-assisted customer service across WhatsApp, email, and supported webchat journeys with contextual human handoff. - [Dashboard](/en-US/docs/apps/zild-assist/dashboard) — Use this screen to monitor indicators and identify situations that need attention in Zild Assist. - [Live service](/en-US/docs/apps/zild-assist/live) — Use this Zild Assist screen to complete the live service activity in daily work. - [Edit live](/en-US/docs/apps/zild-assist/live-id) — Use this screen to review, change, or delete a live. Before saving, confirm the change will not affect other system flows. - [Bulk Import](/en-US/docs/apps/zild-assist/bulk-import) — Use this screen to view, filter, create, edit, or delete bulk import. It is the starting point for managing these records. - [Edit bulk import](/en-US/docs/apps/zild-assist/bulk-import-id) — Use this screen to review, change, or delete a bulk import. Before saving, confirm the change will not affect other system flows. - [History](/en-US/docs/apps/zild-assist/history) — Use this screen to view, filter, create, edit, or delete history. It is the starting point for managing these records. - [Edit history](/en-US/docs/apps/zild-assist/history-id) — Use this screen to review, change, or delete a history. Before saving, confirm the change will not affect other system flows. - [Contacts](/en-US/docs/apps/zild-assist/contact) — Use this screen to view, filter, create, edit, or delete contacts. It is the starting point for managing these records. - [Create contact](/en-US/docs/apps/zild-assist/contact-create) — Use this screen to create a contact. It brings together the fields needed to configure the item before saving. - [Edit contact](/en-US/docs/apps/zild-assist/contact-id) — Use this screen to review, change, or delete a contact. Before saving, confirm the change will not affect other system flows. - [Edit contact](/en-US/docs/apps/zild-assist/contact-id-2) — Use this screen to review, change, or delete a contact. Before saving, confirm the change will not affect other system flows. - [Accounts](/en-US/docs/apps/zild-assist/account) — Use this screen to view, filter, create, edit, or delete accounts. It is the starting point for managing these records. - [Create account](/en-US/docs/apps/zild-assist/account-create) — Use this screen to create a account. It brings together the fields needed to configure the item before saving. - [Edit account](/en-US/docs/apps/zild-assist/account-id) — Use this screen to review, change, or delete a account. Before saving, confirm the change will not affect other system flows. - [Edit account](/en-US/docs/apps/zild-assist/account-id-2) — Use this screen to review, change, or delete a account. Before saving, confirm the change will not affect other system flows. - [Agents](/en-US/docs/apps/zild-assist/agent) — Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records. - [Create agent](/en-US/docs/apps/zild-assist/agent-create) — Use this screen to create a agent. It brings together the fields needed to configure the item before saving. - [Edit agent](/en-US/docs/apps/zild-assist/agent-id) — Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows. - [Queues](/en-US/docs/apps/zild-assist/queue) — Use this screen to view, filter, create, edit, or delete queues. It is the starting point for managing these records. - [Create queue](/en-US/docs/apps/zild-assist/queue-create) — Use this screen to create a queue. It brings together the fields needed to configure the item before saving. - [Edit queue](/en-US/docs/apps/zild-assist/queue-id) — Use this screen to review, change, or delete a queue. Before saving, confirm the change will not affect other system flows. - [Edit queue](/en-US/docs/apps/zild-assist/queue-id-2) — Use this screen to review, change, or delete a queue. Before saving, confirm the change will not affect other system flows. - [Conversation templates](/en-US/docs/apps/zild-assist/conversation-template) — Use this screen to view, filter, create, edit, or delete conversation templates. It is the starting point for managing these records. - [Create conversation template](/en-US/docs/apps/zild-assist/conversation-template-create) — Use this screen to create a conversation template. It brings together the fields needed to configure the item before saving. - [Edit conversation template](/en-US/docs/apps/zild-assist/conversation-template-id) — Use this screen to review, change, or delete a conversation template. Before saving, confirm the change will not affect other system flows. - [Edit conversation template](/en-US/docs/apps/zild-assist/conversation-template-id-2) — Use this screen to review, change, or delete a conversation template. Before saving, confirm the change will not affect other system flows. - [End reasons](/en-US/docs/apps/zild-assist/conversation-ended-reason) — Use this screen to view, filter, create, edit, or delete end reasons. It is the starting point for managing these records. - [Create end reason](/en-US/docs/apps/zild-assist/conversation-ended-reason-create) — Use this screen to create a end reason. It brings together the fields needed to configure the item before saving. - [Edit end reason](/en-US/docs/apps/zild-assist/conversation-ended-reason-id) — Use this screen to review, change, or delete a end reason. Before saving, confirm the change will not affect other system flows. - [Edit end reason](/en-US/docs/apps/zild-assist/conversation-ended-reason-id-2) — Use this screen to review, change, or delete a end reason. Before saving, confirm the change will not affect other system flows. - [Tags](/en-US/docs/apps/zild-assist/tag) — Use this screen to view, filter, create, edit, or delete tags. It is the starting point for managing these records. - [Create tag](/en-US/docs/apps/zild-assist/tag-create) — Use this screen to create a tag. It brings together the fields needed to configure the item before saving. - [Edit tag](/en-US/docs/apps/zild-assist/tag-id) — Use this screen to review, change, or delete a tag. Before saving, confirm the change will not affect other system flows. - [Edit tag](/en-US/docs/apps/zild-assist/tag-id-2) — Use this screen to review, change, or delete a tag. Before saving, confirm the change will not affect other system flows. - [Zild Chat](/en-US/docs/apps/zild-chat/index) — Use Zild Chat as a governed conversational workspace where employees find approved agents, apply corporate knowledge, and complete supported tasks. - [Explore agents](/en-US/docs/apps/zild-chat/explore) — Use this Zild Chat screen to complete the explore agents activity in daily work. - [Edit chat](/en-US/docs/apps/zild-chat/chat-id) — Use this screen to review, change, or delete a chat. Before saving, confirm the change will not affect other system flows. - [Create chat](/en-US/docs/apps/zild-chat/chat-new) — Use this screen to create a chat. It brings together the fields needed to configure the item before saving. - [Agents](/en-US/docs/apps/zild-chat/agent) — Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records. - [Create agent](/en-US/docs/apps/zild-chat/agent-create) — Use this screen to create a agent. It brings together the fields needed to configure the item before saving. - [Edit agent](/en-US/docs/apps/zild-chat/agent-id) — Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows. - [Edit agent history](/en-US/docs/apps/zild-chat/agent-history-id) — Use this screen to review, change, or delete a agent history. Before saving, confirm the change will not affect other system flows. - [Zild Coach](/en-US/docs/apps/zild-coach/index) — Use Zild Coach to run realistic simulations and voice role-plays, apply evaluation criteria, deliver feedback, and track team training work. - [Dashboard](/en-US/docs/apps/zild-coach/dashboard) — Use this screen to monitor indicators and identify situations that need attention in Zild Coach. - [Monitoring](/en-US/docs/apps/zild-coach/monitor) — Use this Zild Coach screen to complete the monitoring activity in daily work. - [Edit monitor](/en-US/docs/apps/zild-coach/monitor-id) — Use this screen to review, change, or delete a monitor. Before saving, confirm the change will not affect other system flows. - [Tasks](/en-US/docs/apps/zild-coach/tasks) — Use this screen to view, filter, create, edit, or delete tasks. It is the starting point for managing these records. - [Agents](/en-US/docs/apps/zild-coach/agent) — Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records. - [Create agent](/en-US/docs/apps/zild-coach/agent-create) — Use this screen to create a agent. It brings together the fields needed to configure the item before saving. - [Edit agent](/en-US/docs/apps/zild-coach/agent-id) — Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows. - [Edit training](/en-US/docs/apps/zild-coach/training-id) — Use this screen to review, change, or delete a training. Before saving, confirm the change will not affect other system flows. - [Zild Docs](/en-US/docs/apps/zild-docs/index) — Use Zild Docs for document reading, OCR, structured extraction, validation, assisted review, and traceable back-office processing. - [Dashboard](/en-US/docs/apps/zild-docs/dashboard) — Use this screen to monitor indicators and identify situations that need attention in Zild Docs. - [Documents](/en-US/docs/apps/zild-docs/document) — Use this screen to view, filter, create, edit, or delete documents. It is the starting point for managing these records. - [Create document](/en-US/docs/apps/zild-docs/document-create) — Use this screen to create a document. It brings together the fields needed to configure the item before saving. - [Edit document](/en-US/docs/apps/zild-docs/document-id) — Use this screen to review, change, or delete a document. Before saving, confirm the change will not affect other system flows. - [Document statuses](/en-US/docs/apps/zild-docs/document-status) — Use this screen to view, filter, create, edit, or delete document statuses. It is the starting point for managing these records. - [Edit document status](/en-US/docs/apps/zild-docs/document-status-id) — Use this screen to review, change, or delete a document status. Before saving, confirm the change will not affect other system flows. - [Document checklists](/en-US/docs/apps/zild-docs/document-checklist) — Use this screen to view, filter, create, edit, or delete document checklists. It is the starting point for managing these records. - [Create document checklist](/en-US/docs/apps/zild-docs/document-checklist-create) — Use this screen to create a document checklist. It brings together the fields needed to configure the item before saving. - [Edit document checklist](/en-US/docs/apps/zild-docs/document-checklist-id) — Use this screen to review, change, or delete a document checklist. Before saving, confirm the change will not affect other system flows. - [Zild Insight](/en-US/docs/apps/zild-insight/index) — Use Zild Insight for conversation monitoring, quality scoring, checklist execution, structured extraction, and evidence-based performance analysis. - [Dashboard](/en-US/docs/apps/zild-insight/dashboard) — Use this screen to monitor indicators and identify situations that need attention in Zild Insight. - [Monitoring](/en-US/docs/apps/zild-insight/monitor) — Use this Zild Insight screen to complete the monitoring activity in daily work. - [Edit monitor](/en-US/docs/apps/zild-insight/monitor-id) — Use this screen to review, change, or delete a monitor. Before saving, confirm the change will not affect other system flows. - [Edit chat](/en-US/docs/apps/zild-insight/chat-id) — Use this screen to review, change, or delete a chat. Before saving, confirm the change will not affect other system flows. - [Create chat](/en-US/docs/apps/zild-insight/chat-new) — Use this screen to create a chat. It brings together the fields needed to configure the item before saving. - [Checklists](/en-US/docs/apps/zild-insight/checklist) — Use this screen to view, filter, create, edit, or delete checklists. It is the starting point for managing these records. - [Create checklist](/en-US/docs/apps/zild-insight/checklist-create) — Use this screen to create a checklist. It brings together the fields needed to configure the item before saving. - [Edit checklist](/en-US/docs/apps/zild-insight/checklist-id) — Use this screen to review, change, or delete a checklist. Before saving, confirm the change will not affect other system flows. - [Checklist groups](/en-US/docs/apps/zild-insight/checklistitemgroup) — Use this screen to view, filter, create, edit, or delete checklist groups. It is the starting point for managing these records. - [Create checklist group](/en-US/docs/apps/zild-insight/checklistitemgroup-create) — Use this screen to create a checklist group. It brings together the fields needed to configure the item before saving. - [Edit checklist group](/en-US/docs/apps/zild-insight/checklistitemgroup-id) — Use this screen to review, change, or delete a checklist group. Before saving, confirm the change will not affect other system flows. - [Checklist scripts](/en-US/docs/apps/zild-insight/checklistitemscript) — Use this screen to view, filter, create, edit, or delete checklist scripts. It is the starting point for managing these records. - [Create checklist script](/en-US/docs/apps/zild-insight/checklistitemscript-create) — Use this screen to create a checklist script. It brings together the fields needed to configure the item before saving. - [Edit checklist script](/en-US/docs/apps/zild-insight/checklistitemscript-id) — Use this screen to review, change, or delete a checklist script. Before saving, confirm the change will not affect other system flows. - [Queues](/en-US/docs/apps/zild-insight/queue) — Use this screen to view, filter, create, edit, or delete queues. It is the starting point for managing these records. - [Create queue](/en-US/docs/apps/zild-insight/queue-create) — Use this screen to create a queue. It brings together the fields needed to configure the item before saving. - [Edit queue](/en-US/docs/apps/zild-insight/queue-id) — Use this screen to review, change, or delete a queue. Before saving, confirm the change will not affect other system flows. - [Edit queue](/en-US/docs/apps/zild-insight/queue-id-2) — Use this screen to review, change, or delete a queue. Before saving, confirm the change will not affect other system flows. - [Zild Portal](/en-US/docs/apps/zild-portal/index) — Use Zild Portal as the business-user entry point for enabled agents, requests, and daily AI capabilities within the user's authorized scope. - [Home](/en-US/docs/apps/zild-portal/home) — Use this Zild Portal screen to complete the home activity in daily work. - [Agents](/en-US/docs/apps/zild-portal/agent) — Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records. - [Create agent](/en-US/docs/apps/zild-portal/agent-create) — Use this screen to create a agent. It brings together the fields needed to configure the item before saving. - [Edit agent](/en-US/docs/apps/zild-portal/agent-id) — Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows. - [Agent creation requests](/en-US/docs/apps/zild-portal/agent-create-request) — Use this screen to view, filter, create, edit, or delete agent creation requests. It is the starting point for managing these records. - [Sign up](/en-US/docs/apps/zild-portal/signup) — Use this Zild Portal screen to complete the sign up activity in daily work. - [Zild Flow](/en-US/docs/apps/zild-tasks/index) — Manage tasks assigned to people or AI agents with a clear view of process execution. - [Task dashboard](/en-US/docs/apps/zild-tasks/task-dashboard) — Use this screen to monitor indicators and identify situations that need attention in Zild Flow. - [Agent](/en-US/docs/apps/zild-tasks/task-agent) — Use this screen to view, filter, create, edit, or delete agent. It is the starting point for managing these records. - [Create agent](/en-US/docs/apps/zild-tasks/task-agent-create) — Use this screen to create a agent. It brings together the fields needed to configure the item before saving. - [Edit agent](/en-US/docs/apps/zild-tasks/task-agent-id) — Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows. - [History](/en-US/docs/apps/zild-tasks/task-history) — Use this screen to view, filter, create, edit, or delete history. It is the starting point for managing these records. - [Edit history](/en-US/docs/apps/zild-tasks/task-history-id) — Use this screen to review, change, or delete a history. Before saving, confirm the change will not affect other system flows. - [Zild Voice](/en-US/docs/apps/zild-voice/index) — Use Zild Voice to operate inbound and outbound AI calls with SIP or PSTN connectivity, transcription, business integrations, and human handoff. - [Dashboard](/en-US/docs/apps/zild-voice/dashboard) — Use this screen to monitor indicators and identify situations that need attention in Zild Voice. - [Agents](/en-US/docs/apps/zild-voice/agent) — Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records. - [Create agent](/en-US/docs/apps/zild-voice/agent-create) — Use this screen to create a agent. It brings together the fields needed to configure the item before saving. - [Edit agent](/en-US/docs/apps/zild-voice/agent-id) — Use this screen to review, change, or delete a agent. Before saving, confirm the change will not affect other system flows. - [Batch calls](/en-US/docs/apps/zild-voice/batch-call) — Use this screen to view, filter, create, edit, or delete batch calls. It is the starting point for managing these records. - [Edit batch call](/en-US/docs/apps/zild-voice/batch-call-id) — Use this screen to review, change, or delete a batch call. Before saving, confirm the change will not affect other system flows. - [Softphone](/en-US/docs/apps/zild-voice/softphone) — Use this Zild Voice screen to complete the softphone activity in daily work. - [Phone numbers](/en-US/docs/apps/zild-voice/phone-number) — Use this screen to view, filter, create, edit, or delete phone numbers. It is the starting point for managing these records. - [Create phone number](/en-US/docs/apps/zild-voice/phone-number-create) — Use this screen to create a phone number. It brings together the fields needed to configure the item before saving. - [Edit phone number](/en-US/docs/apps/zild-voice/phone-number-id) — Use this screen to review, change, or delete a phone number. Before saving, confirm the change will not affect other system flows. - [Contacts](/en-US/docs/apps/zild-voice/contact) — Use this screen to view, filter, create, edit, or delete contacts. It is the starting point for managing these records. - [Create contact](/en-US/docs/apps/zild-voice/contact-create) — Use this screen to create a contact. It brings together the fields needed to configure the item before saving. - [Edit contact](/en-US/docs/apps/zild-voice/contact-id) — Use this screen to review, change, or delete a contact. Before saving, confirm the change will not affect other system flows. - [Edit contact](/en-US/docs/apps/zild-voice/contact-id-2) — Use this screen to review, change, or delete a contact. Before saving, confirm the change will not affect other system flows. - [Accounts](/en-US/docs/apps/zild-voice/account) — Use this screen to view, filter, create, edit, or delete accounts. It is the starting point for managing these records. - [Create account](/en-US/docs/apps/zild-voice/account-create) — Use this screen to create a account. It brings together the fields needed to configure the item before saving. - [Edit account](/en-US/docs/apps/zild-voice/account-id) — Use this screen to review, change, or delete a account. Before saving, confirm the change will not affect other system flows. - [Edit account](/en-US/docs/apps/zild-voice/account-id-2) — Use this screen to review, change, or delete a account. Before saving, confirm the change will not affect other system flows. - [History](/en-US/docs/apps/zild-voice/history) — Use this screen to view, filter, create, edit, or delete history. It is the starting point for managing these records. - [Edit history](/en-US/docs/apps/zild-voice/history-id) — Use this screen to review, change, or delete a history. Before saving, confirm the change will not affect other system flows. - [Security overview](/en-US/docs/security/overview) — Zild treats identity, tenant segregation, encryption, secret protection, abuse prevention, data minimization, observability, and audit as platform-wide controls. - [Compliance and audit](/en-US/docs/security/compliance) — Zild supports corporate compliance with identity controls, tenant segregation, protected data flows, approved integrations, event history, and traceable administrative actions. - [Data privacy](/en-US/docs/security/data-privacy) — Zild minimizes the data shared with AI providers and external channels, limits stored context, protects sensitive values, and prefers zero-retention options when available. - [Encryption](/en-US/docs/security/encryption) — Zild protects data in transit between users, services, channels, and providers, and protects persisted data in managed storage and Azure SQL. - [Frequently Asked Questions](/en-US/docs/faq) — Objective answers to common questions about implementation, channels, governance, APIs, and platform expansion. - [API introduction](/en-US/docs/api-reference/introduction) — Integrate with the Zild API using the current OpenAPI contract, API key authentication, and complete request and response examples. - [Core API concepts](/en-US/docs/api-reference/core-concepts) — The product and data model behind Zild integrations: conversations, agents, channels, queues, templates, evaluations, tasks, and documents. - [Conversation lifecycle](/en-US/docs/api-reference/conversation-lifecycle) — How a Zild conversation moves from ingestion to AI handling, human handoff, evaluation, reporting, and follow-up. - [Available webhooks](/en-US/docs/api-reference/webhooks) — Configure webhooks to receive Zild events, including every Zild Docs document status change. - [Errors, retries, and operational safety](/en-US/docs/api-reference/errors-and-retries) — How to design reliable Zild API integrations without duplicating conversations or bypassing guardrails. - [How to access the Zild API](/en-US/docs/api-reference/how-to-access-zild-api) — Generate a user API key, understand its permission scope, and connect tools such as Claude Code and Codex directly to the Zild API. - [List accounts](/en-US/docs/api-reference/get-api-Account) — List accounts. See the OpenAPI-defined parameters, request body, and responses below. - [Create account](/en-US/docs/api-reference/post-api-Account) — Create account. See the OpenAPI-defined parameters, request body, and responses below. - [Get account](/en-US/docs/api-reference/get-api-Account-id) — Get account. See the OpenAPI-defined parameters, request body, and responses below. - [Update account](/en-US/docs/api-reference/put-api-Account-id) — Update account. See the OpenAPI-defined parameters, request body, and responses below. - [Delete account](/en-US/docs/api-reference/delete-api-Account-id) — Delete account. See the OpenAPI-defined parameters, request body, and responses below. - [List agents](/en-US/docs/api-reference/get-api-Agent) — This endpoint returns all registered agents. - [Create agent](/en-US/docs/api-reference/post-api-Agent) — This endpoint creates an agent. - [Get agent](/en-US/docs/api-reference/get-api-Agent-id) — This endpoint returns the details of an agent specified by the identifier. - [Update agent](/en-US/docs/api-reference/put-api-Agent-id) — This endpoint updates the agent. - [Delete agent](/en-US/docs/api-reference/delete-api-Agent-id) — This endpoint deletes an existing agent identified by id, including removal of the agent from the ElevenLabs service. - [Attach file to agent](/en-US/docs/api-reference/post-api-Agent-file) — This endpoint adds a file to the specified agent. - [Remove file from agent](/en-US/docs/api-reference/delete-api-Agent-file) — This endpoint removes a file previously attached to the agent. - [Add web knowledge to agent](/en-US/docs/api-reference/post-api-Agent-web-link) — This endpoint fetches the content of a web page and adds it as knowledge to the agent. - [Update agent web knowledge](/en-US/docs/api-reference/put-api-Agent-web-link) — This endpoint removes the old web page content and fetches the updated content, replacing it in the agent's knowledge. - [Create phone call](/en-US/docs/api-reference/post-api-Agent-create-phone-call) — This endpoint creates a phone call for an ElevenLabs agent. - [Create batch calls](/en-US/docs/api-reference/post-api-Agent-create-batch-call) — This endpoint creates multiple batch phone calls for an ElevenLabs agent. - [List available voices](/en-US/docs/api-reference/get-api-Agent-voice) — This endpoint returns the available voices from a specific provider (ElevenLabs) for use with agents. - [List voice tools](/en-US/docs/api-reference/get-api-Agent-voice-tools) — Returns available voice tools for the current tenant - [Reference a voice tool](/en-US/docs/api-reference/post-api-Agent-voice-tools) — References a voice tool for the current tenant - [Remove voice tool reference](/en-US/docs/api-reference/delete-api-Agent-voice-tools-toolId) — Removes a voice tool reference from the current tenant - [List ElevenLabs models](/en-US/docs/api-reference/get-api-Agent-elevenlabs-llms) — This endpoint returns the available ElevenLabs LLM models and safe capabilities for use with agents. - [Upload agent logo](/en-US/docs/api-reference/post-api-Agent-id-logo-icon) — This endpoint uploads a logo/icon image for the specified agent. - [Remove agent logo](/en-US/docs/api-reference/delete-api-Agent-id-logo-icon) — This endpoint removes the logo/icon image of the specified agent. - [Create agent conversation](/en-US/docs/api-reference/post-api-Agent-conversation) — This endpoint creates a new conversation between a user and the agent. - [Run agent](/en-US/docs/api-reference/post-api-Agent-run) — This endpoint runs the agent with the provided input message. - [List knowledge sources](/en-US/docs/api-reference/get-api-Knowledge) — List knowledge sources. See the OpenAPI-defined parameters, request body, and responses below. - [Create knowledge source](/en-US/docs/api-reference/post-api-Knowledge) — Create knowledge source. See the OpenAPI-defined parameters, request body, and responses below. - [Get knowledge source](/en-US/docs/api-reference/get-api-Knowledge-id) — Get knowledge source. See the OpenAPI-defined parameters, request body, and responses below. - [Update knowledge source](/en-US/docs/api-reference/put-api-Knowledge-id) — Update knowledge source. See the OpenAPI-defined parameters, request body, and responses below. - [Delete knowledge source](/en-US/docs/api-reference/delete-api-Knowledge-id) — Delete knowledge source. See the OpenAPI-defined parameters, request body, and responses below. - [List skills](/en-US/docs/api-reference/get-api-Skill) — List skills. See the OpenAPI-defined parameters, request body, and responses below. - [Create skill](/en-US/docs/api-reference/post-api-Skill) — Create skill. See the OpenAPI-defined parameters, request body, and responses below. - [Get skill](/en-US/docs/api-reference/get-api-Skill-id) — Get skill. See the OpenAPI-defined parameters, request body, and responses below. - [Update skill](/en-US/docs/api-reference/put-api-Skill-id) — Update skill. See the OpenAPI-defined parameters, request body, and responses below. - [Delete skill](/en-US/docs/api-reference/delete-api-Skill-id) — Delete skill. See the OpenAPI-defined parameters, request body, and responses below. - [Get agent data collection variable](/en-US/docs/api-reference/get-api-AgentDataCollection-id) — Get agent data collection variable. See the OpenAPI-defined parameters, request body, and responses below. - [Update agent data collection variable](/en-US/docs/api-reference/put-api-AgentDataCollection-id) — Update agent data collection variable. See the OpenAPI-defined parameters, request body, and responses below. - [Delete agent data collection variable](/en-US/docs/api-reference/delete-api-AgentDataCollection-id) — Delete agent data collection variable. See the OpenAPI-defined parameters, request body, and responses below. - [Create agent data collection variable](/en-US/docs/api-reference/post-api-AgentDataCollection) — Create agent data collection variable. See the OpenAPI-defined parameters, request body, and responses below. - [Get agent dynamic variable](/en-US/docs/api-reference/get-api-AgentDynamicVariable-id) — Get agent dynamic variable. See the OpenAPI-defined parameters, request body, and responses below. - [Update agent dynamic variable](/en-US/docs/api-reference/put-api-AgentDynamicVariable-id) — Update agent dynamic variable. See the OpenAPI-defined parameters, request body, and responses below. - [Delete agent dynamic variable](/en-US/docs/api-reference/delete-api-AgentDynamicVariable-id) — Delete agent dynamic variable. See the OpenAPI-defined parameters, request body, and responses below. - [Create agent dynamic variable](/en-US/docs/api-reference/post-api-AgentDynamicVariable) — Create agent dynamic variable. See the OpenAPI-defined parameters, request body, and responses below. - [Get agent history record](/en-US/docs/api-reference/get-api-AgentHistory-id) — Get agent history record. See the OpenAPI-defined parameters, request body, and responses below. - [Get a specific agent version](/en-US/docs/api-reference/get-api-AgentHistory-agent-agentId-version-version) — Get a specific agent version. See the OpenAPI-defined parameters, request body, and responses below. - [Filter agent history](/en-US/docs/api-reference/post-api-AgentHistory-filter) — Filter agent history. See the OpenAPI-defined parameters, request body, and responses below. - [Restore an agent version](/en-US/docs/api-reference/post-api-AgentHistory-rollback) — Restore an agent version. See the OpenAPI-defined parameters, request body, and responses below. - [Get agent tool](/en-US/docs/api-reference/get-api-AgentTool-id) — Get agent tool. See the OpenAPI-defined parameters, request body, and responses below. - [Update agent tool](/en-US/docs/api-reference/put-api-AgentTool-id) — Update agent tool. See the OpenAPI-defined parameters, request body, and responses below. - [Delete agent tool](/en-US/docs/api-reference/delete-api-AgentTool-id) — Delete agent tool. See the OpenAPI-defined parameters, request body, and responses below. - [List agent tools](/en-US/docs/api-reference/get-api-AgentTool) — List agent tools. See the OpenAPI-defined parameters, request body, and responses below. - [Create agent tool](/en-US/docs/api-reference/post-api-AgentTool) — Create agent tool. See the OpenAPI-defined parameters, request body, and responses below. - [List checklists](/en-US/docs/api-reference/get-api-Checklist) — List checklists. See the OpenAPI-defined parameters, request body, and responses below. - [Create checklist](/en-US/docs/api-reference/post-api-Checklist) — Create checklist. See the OpenAPI-defined parameters, request body, and responses below. - [Get checklist](/en-US/docs/api-reference/get-api-Checklist-id) — Get checklist. See the OpenAPI-defined parameters, request body, and responses below. - [Update checklist](/en-US/docs/api-reference/put-api-Checklist-id) — Update checklist. See the OpenAPI-defined parameters, request body, and responses below. - [List checklist items](/en-US/docs/api-reference/get-api-ChecklistItem) — List checklist items. See the OpenAPI-defined parameters, request body, and responses below. - [Create checklist item](/en-US/docs/api-reference/post-api-ChecklistItem) — Create checklist item. See the OpenAPI-defined parameters, request body, and responses below. - [Get checklist item](/en-US/docs/api-reference/get-api-ChecklistItem-id) — Get checklist item. See the OpenAPI-defined parameters, request body, and responses below. - [Update checklist item](/en-US/docs/api-reference/put-api-ChecklistItem-id) — Update checklist item. See the OpenAPI-defined parameters, request body, and responses below. - [Delete checklist item](/en-US/docs/api-reference/delete-api-ChecklistItem-id) — Delete checklist item. See the OpenAPI-defined parameters, request body, and responses below. - [List contacts](/en-US/docs/api-reference/get-api-Contact) — List contacts. See the OpenAPI-defined parameters, request body, and responses below. - [Create contact](/en-US/docs/api-reference/post-api-Contact) — Create contact. See the OpenAPI-defined parameters, request body, and responses below. - [List contacts by account](/en-US/docs/api-reference/get-api-Contact-GetByAccountId-accountId) — List contacts by account. See the OpenAPI-defined parameters, request body, and responses below. - [Get contact](/en-US/docs/api-reference/get-api-Contact-id) — Get contact. See the OpenAPI-defined parameters, request body, and responses below. - [Update contact](/en-US/docs/api-reference/put-api-Contact-id) — Update contact. See the OpenAPI-defined parameters, request body, and responses below. - [Delete contact](/en-US/docs/api-reference/delete-api-Contact-id) — Delete contact. See the OpenAPI-defined parameters, request body, and responses below. - [Process inbound email](/en-US/docs/api-reference/post-api-Conversation-email) — Process inbound email. See the OpenAPI-defined parameters, request body, and responses below. - [List paginated conversations](/en-US/docs/api-reference/get-api-Conversation-paged) — List paginated conversations. See the OpenAPI-defined parameters, request body, and responses below. - [Export conversations](/en-US/docs/api-reference/post-api-Conversation-export) — Export conversations. See the OpenAPI-defined parameters, request body, and responses below. - [Get conversation](/en-US/docs/api-reference/get-api-Conversation-id) — Get conversation. See the OpenAPI-defined parameters, request body, and responses below. - [Reevaluate conversation checklist](/en-US/docs/api-reference/post-api-Conversation-reevaluate) — Reevaluate conversation checklist. See the OpenAPI-defined parameters, request body, and responses below. - [Create proactive WhatsApp conversation](/en-US/docs/api-reference/post-api-Conversation-whatsapp-proactive-conversation) — Create proactive WhatsApp conversation. See the OpenAPI-defined parameters, request body, and responses below. - [Connect phone call to user](/en-US/docs/api-reference/post-api-Conversation-create-phone-call-to-user) — Connect phone call to user. See the OpenAPI-defined parameters, request body, and responses below. - [List messages by conversation](/en-US/docs/api-reference/get-api-Message) — List messages by conversation. See the OpenAPI-defined parameters, request body, and responses below. - [Create message](/en-US/docs/api-reference/post-api-Message) — Create message. See the OpenAPI-defined parameters, request body, and responses below. - [Get message](/en-US/docs/api-reference/get-api-Message-id) — Get message. See the OpenAPI-defined parameters, request body, and responses below. - [Update message](/en-US/docs/api-reference/put-api-Message-id) — Update message. See the OpenAPI-defined parameters, request body, and responses below. - [Resend message](/en-US/docs/api-reference/post-api-Message-resend) — Resend message. See the OpenAPI-defined parameters, request body, and responses below. - [Mark message as read](/en-US/docs/api-reference/put-api-Message-messageId-read) — Mark message as read. See the OpenAPI-defined parameters, request body, and responses below. - [List conversation templates](/en-US/docs/api-reference/get-api-ConversationTemplate) — List conversation templates. See the OpenAPI-defined parameters, request body, and responses below. - [Create conversation template](/en-US/docs/api-reference/post-api-ConversationTemplate) — Create conversation template. See the OpenAPI-defined parameters, request body, and responses below. - [Get conversation template](/en-US/docs/api-reference/get-api-ConversationTemplate-id) — Get conversation template. See the OpenAPI-defined parameters, request body, and responses below. - [Update conversation template](/en-US/docs/api-reference/put-api-ConversationTemplate-id) — Update conversation template. See the OpenAPI-defined parameters, request body, and responses below. - [Delete conversation template](/en-US/docs/api-reference/delete-api-ConversationTemplate-id) — Delete conversation template. See the OpenAPI-defined parameters, request body, and responses below. - [Check template approval](/en-US/docs/api-reference/post-api-ConversationTemplate-id-check-approval) — Check template approval. See the OpenAPI-defined parameters, request body, and responses below. - [Introduction](/en-US/docs/api-reference/documents-introduction) — Learn how to upload a file to the Documents API and asynchronously receive the processing result through the DocumentCompleted webhook. - [List paginated documents](/en-US/docs/api-reference/get-api-Document-paged) — List paginated documents. See the OpenAPI-defined parameters, request body, and responses below. - [Get document dashboard](/en-US/docs/api-reference/get-api-Document-dashboard) — Get document dashboard. See the OpenAPI-defined parameters, request body, and responses below. - [Get document](/en-US/docs/api-reference/get-api-Document-id) — Get document. See the OpenAPI-defined parameters, request body, and responses below. - [Delete document](/en-US/docs/api-reference/delete-api-Document-id) — Delete document. See the OpenAPI-defined parameters, request body, and responses below. - [Create document](/en-US/docs/api-reference/post-api-Document) — Create document. See the OpenAPI-defined parameters, request body, and responses below. - [Reprocess document](/en-US/docs/api-reference/post-api-Document-id-reprocess) — Reprocess document. See the OpenAPI-defined parameters, request body, and responses below. - [Get Flow dashboard](/en-US/docs/api-reference/get-api-Flow-dashboard) — Get Flow dashboard. See the OpenAPI-defined parameters, request body, and responses below. - [List flows](/en-US/docs/api-reference/get-api-Flow) — List flows. See the OpenAPI-defined parameters, request body, and responses below. - [Create flow](/en-US/docs/api-reference/post-api-Flow) — Create flow. See the OpenAPI-defined parameters, request body, and responses below. - [Get flow](/en-US/docs/api-reference/get-api-Flow-id) — Get flow. See the OpenAPI-defined parameters, request body, and responses below. - [Update flow](/en-US/docs/api-reference/put-api-Flow-id) — Update flow. See the OpenAPI-defined parameters, request body, and responses below. - [Delete flow](/en-US/docs/api-reference/delete-api-Flow-id) — Delete flow. See the OpenAPI-defined parameters, request body, and responses below. - [List recurring task occurrences](/en-US/docs/api-reference/get-api-FlowRecurringTask-id-occurrences) — List recurring task occurrences. See the OpenAPI-defined parameters, request body, and responses below. - [List recurring tasks](/en-US/docs/api-reference/get-api-FlowRecurringTask) — List recurring tasks. See the OpenAPI-defined parameters, request body, and responses below. - [Create recurring task](/en-US/docs/api-reference/post-api-FlowRecurringTask) — Create recurring task. See the OpenAPI-defined parameters, request body, and responses below. - [Get recurring task](/en-US/docs/api-reference/get-api-FlowRecurringTask-id) — Get recurring task. See the OpenAPI-defined parameters, request body, and responses below. - [Update recurring task](/en-US/docs/api-reference/put-api-FlowRecurringTask-id) — Update recurring task. See the OpenAPI-defined parameters, request body, and responses below. - [Delete recurring task](/en-US/docs/api-reference/delete-api-FlowRecurringTask-id) — Delete recurring task. See the OpenAPI-defined parameters, request body, and responses below. - [Get flow stage](/en-US/docs/api-reference/get-api-FlowStage-id) — Get flow stage. See the OpenAPI-defined parameters, request body, and responses below. - [Update flow stage](/en-US/docs/api-reference/put-api-FlowStage-id) — Update flow stage. See the OpenAPI-defined parameters, request body, and responses below. - [Delete flow stage](/en-US/docs/api-reference/delete-api-FlowStage-id) — Delete flow stage. See the OpenAPI-defined parameters, request body, and responses below. - [Create flow stage](/en-US/docs/api-reference/post-api-FlowStage) — Create flow stage. See the OpenAPI-defined parameters, request body, and responses below. - [Get flow task](/en-US/docs/api-reference/get-api-FlowTask-id) — Get flow task. See the OpenAPI-defined parameters, request body, and responses below. - [Update flow task](/en-US/docs/api-reference/put-api-FlowTask-id) — Update flow task. See the OpenAPI-defined parameters, request body, and responses below. - [Delete flow task](/en-US/docs/api-reference/delete-api-FlowTask-id) — Delete flow task. See the OpenAPI-defined parameters, request body, and responses below. - [Create flow task](/en-US/docs/api-reference/post-api-FlowTask) — Create flow task. See the OpenAPI-defined parameters, request body, and responses below. - [Get task history](/en-US/docs/api-reference/get-api-FlowTaskHistory-id) — Get task history. See the OpenAPI-defined parameters, request body, and responses below. - [Update task history](/en-US/docs/api-reference/put-api-FlowTaskHistory-id) — Update task history. See the OpenAPI-defined parameters, request body, and responses below. - [Delete task history](/en-US/docs/api-reference/delete-api-FlowTaskHistory-id) — Delete task history. See the OpenAPI-defined parameters, request body, and responses below. - [Create task history](/en-US/docs/api-reference/post-api-FlowTaskHistory) — Create task history. See the OpenAPI-defined parameters, request body, and responses below. - [Import audio for Insight](/en-US/docs/api-reference/post-api-Insight-audio) — Import audio for Insight. See the OpenAPI-defined parameters, request body, and responses below. - [Import Microsoft Teams conversations](/en-US/docs/api-reference/post-api-Insight-import-ms-teams) — Import Microsoft Teams conversations. See the OpenAPI-defined parameters, request body, and responses below. - [List subscription consumption](/en-US/docs/api-reference/get-api-SubscriptionConsumption) — List subscription consumption. See the OpenAPI-defined parameters, request body, and responses below. - [List webhooks](/en-US/docs/api-reference/get-api-Webhook) — List webhooks. See the OpenAPI-defined parameters, request body, and responses below. - [Create webhook](/en-US/docs/api-reference/post-api-Webhook) — Create webhook. See the OpenAPI-defined parameters, request body, and responses below. - [Get webhook](/en-US/docs/api-reference/get-api-Webhook-id) — Get webhook. See the OpenAPI-defined parameters, request body, and responses below. - [Update webhook](/en-US/docs/api-reference/put-api-Webhook-id) — Update webhook. See the OpenAPI-defined parameters, request body, and responses below. - [Delete webhook](/en-US/docs/api-reference/delete-api-Webhook-id) — Delete webhook. See the OpenAPI-defined parameters, request body, and responses below.