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User Guide
API Reference

- Getting Started
  - Introduction
  - Quickstart
  - Video: Agent Building Basics
  - Tutorials: Common First Agents
    Employee Onboarding Assistant
    Overview
    Answer Basic Questions
    Searching Internal and External Knowledge
    Connect with Internal Systems
    IT Security Assistant
    Overview
    Answer Questions with Data
    Track Tickets in Jira
    Publish to Slack
    Snowflake Query Assistant
    Overview
    Initial Snowflake Setup
    Query Approaches
    Testing your solution
    Salesforce Query Assistant
    Overview
  - FAQs
- Platform
  - Agent Builder
    Configuration
    Setting Up An Agent
    Choosing a Model
    Writing Instructions
    Add Connectors
    Overview
    Data
    Actions
    Document Collections
    Overview
    Smart Filtering (beta)
    Collection Schemas
    AI Entity Extraction (beta)
    Bring Your Own Custom Data Sources
    Credal MCP Servers
    Agent Collaboration
    Memory and Feedback
    Testing Your Agent
    Evaluating Your Agent
    Overview
    Agent Benchmark
    Agent Reliability Score
    Publishing Agents
    Overview
    Versions & Forking
    Agents in Slack
    Custom Dedicated Slack Bots
    Slack Workflow Automation
    Microsoft Teams Setup
    API Deployment
    Agents and MCP Servers
  - Governed Actions
    Overview
    Action Templates
    Custom Names and Descriptions
    Open Source Actions
    Credentials and Security
    Human Approval Options
    Action Parameters
  - MCP Server Builder
    Overview
    Create a new Server
    Attaching connectors
    Connecting Agents
    Testing your Server
    Publishing your Server
    Advanced Usage
  - Managing MCP Servers
    Third-party Server Registration
    Setting up Controls
    Publishing the server
    Monitoring Usage
  - Bulk Analysis (FDE Engagements Only)
  - Administration
    Single Sign-On (SSO)
    Audit Logs API
    Data Warehouse Integration
    Connect MCP Clients

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Agent Builder
Configuration

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Connectors

Data Sources

Actions

Document Collections

Credal MCP Servers

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Documentation menu

- Getting Started
  - Introduction
  - Quickstart
  - Video: Agent Building Basics
  - Tutorials: Common First Agents
    Employee Onboarding Assistant
    Overview
    Answer Basic Questions
    Searching Internal and External Knowledge
    Connect with Internal Systems
    IT Security Assistant
    Overview
    Answer Questions with Data
    Track Tickets in Jira
    Publish to Slack
    Snowflake Query Assistant
    Overview
    Initial Snowflake Setup
    Query Approaches
    Testing your solution
    Salesforce Query Assistant
    Overview
  - FAQs
- Platform
  - Agent Builder
    Configuration
    Setting Up An Agent
    Choosing a Model
    Writing Instructions
    Add Connectors
    Overview
    Data
    Actions
    Document Collections
    Overview
    Smart Filtering (beta)
    Collection Schemas
    AI Entity Extraction (beta)
    Bring Your Own Custom Data Sources
    Credal MCP Servers
    Agent Collaboration
    Memory and Feedback
    Testing Your Agent
    Evaluating Your Agent
    Overview
    Agent Benchmark
    Agent Reliability Score
    Publishing Agents
    Overview
    Versions & Forking
    Agents in Slack
    Custom Dedicated Slack Bots
    Slack Workflow Automation
    Microsoft Teams Setup
    API Deployment
    Agents and MCP Servers
  - Governed Actions
    Overview
    Action Templates
    Custom Names and Descriptions
    Open Source Actions
    Credentials and Security
    Human Approval Options
    Action Parameters
  - MCP Server Builder
    Overview
    Create a new Server
    Attaching connectors
    Connecting Agents
    Testing your Server
    Publishing your Server
    Advanced Usage
  - Managing MCP Servers
    Third-party Server Registration
    Setting up Controls
    Publishing the server
    Monitoring Usage
  - Bulk Analysis (FDE Engagements Only)
  - Administration
    Single Sign-On (SSO)
    Audit Logs API
    Data Warehouse Integration
    Connect MCP Clients

Powered by Doctorine