# Typewise Documentation ## Docs - [Product updates](https://docs.typewise.app/changelog/releases.md): Highlights and improvements across the platform - [AI actions](https://docs.typewise.app/documentation/actions/ai-actions.md): Configure actions that modify data in third-party services - [Manual actions](https://docs.typewise.app/documentation/actions/manual-actions.md): Actions that Human Agents perform when the AI Agent requests - [Overview](https://docs.typewise.app/documentation/actions/overview.md): Actions let the AI Agent perform tasks in your systems, not just answer questions. - [Security & verification](https://docs.typewise.app/documentation/actions/security.md): How Typewise protects sensitive inputs on actions and lookups - [Chat Configuration](https://docs.typewise.app/documentation/behavior/chat.md): Customize behavior, appearance, and installation of the chat widget - [Company configuration](https://docs.typewise.app/documentation/behavior/company.md): Company specifications for AI Agents - [Email Configuration](https://docs.typewise.app/documentation/behavior/email.md): Customize and configure incoming and outgoing emails - [Publishing changes](https://docs.typewise.app/documentation/behavior/publishing.md): Review, tweak, and publish changes to your AI Agent's behavior, knowledge, and actions. - [Specialists](https://docs.typewise.app/documentation/behavior/specialists.md): Create topic-specific AI behavior with clear instructions and routing - [WhatsApp Configuration](https://docs.typewise.app/documentation/behavior/whatsapp.md): Customize how Typewise AI handles WhatsApp conversations - [Insights Hub](https://docs.typewise.app/documentation/insights-hub/overview.md): Monitor performance metrics and analyze AI effectiveness - [MCP](https://docs.typewise.app/documentation/integrations/mcp.md): Add custom integrations by connecting your own Model Context Protocol (MCP) server. - [Overview](https://docs.typewise.app/documentation/integrations/overview.md) - [Freshdesk](https://docs.typewise.app/documentation/integrations/supported/freshdesk.md): Connect Freshdesk and use available lookups and actions. - [Parcel Tracking](https://docs.typewise.app/documentation/integrations/supported/parcel-tracking.md): Track shipments using carrier search and delivery status tools. - [Salesforce](https://docs.typewise.app/documentation/integrations/supported/salesforce-oauth.md): Connect Salesforce and use available lookups and actions. - [Zendesk](https://docs.typewise.app/documentation/integrations/supported/zendesk-oauth.md): Connect Zendesk and use available lookups and actions. - [Access levels](https://docs.typewise.app/documentation/knowledge/access-levels.md): Understand how different access levels control data visibility and usage by the AI Agent and Copilot. - [File](https://docs.typewise.app/documentation/knowledge/file.md): Upload static files that are indexed for AI Agent use. - [Lookups](https://docs.typewise.app/documentation/knowledge/integrations/lookups.md): Configure lookup tools from connected integrations. - [Salesforce Knowledge Base](https://docs.typewise.app/documentation/knowledge/integrations/salesforce-knowledge-base.md): Import Salesforce Knowledge articles as a knowledge source. - [Zendesk Knowledge Base](https://docs.typewise.app/documentation/knowledge/integrations/zendesk-knowledge-base.md): Import Zendesk Help Center articles as a knowledge source. - [Manual lookups](https://docs.typewise.app/documentation/knowledge/manual-lookups.md): Ask a Human Agent to manually look up information in systems that are not connected to Typewise yet. - [Overview](https://docs.typewise.app/documentation/knowledge/overview.md): Understand how to equip your AI Agent with the knowledge it needs to resolve tickets effectively. - [Text](https://docs.typewise.app/documentation/knowledge/text.md): Insert text you want to add as knowledge for the AI Agent. You can use formatting. - [Choosing a method](https://docs.typewise.app/documentation/knowledge/web/comparison.md): Learn about the different types of website lookups available - [Import website](https://docs.typewise.app/documentation/knowledge/web/import-website.md): Imports and indexes pages from a website into your company's knowledge base. Best for smaller sections of websites that need to be frequently accessed, e.g. FAQs or help centers. - [Live URL fetch](https://docs.typewise.app/documentation/knowledge/web/live-url-fetch.md): Fetches the latest content from any URL in real time, optionally using parameters such as an order ID or tracking number to build the URL dynamically. - [Live web search](https://docs.typewise.app/documentation/knowledge/web/live-web-search.md): Search the web or a specific site via a search engine for up-to-date information - [API keys](https://docs.typewise.app/documentation/settings/api-keys.md): Create and manage API keys for programmatic access to your workspace data. - [Authentication](https://docs.typewise.app/documentation/settings/authentication.md): Understand how magic link authentication works, session management, and security features - [Context Variables](https://docs.typewise.app/documentation/settings/context-variables.md): Tell Typewise which customer data your app sends, and use it to fill action and lookup inputs - [Notifications](https://docs.typewise.app/documentation/settings/notifications.md): Stay informed about new tickets, messages, and mentions in real time - [Team Management](https://docs.typewise.app/documentation/settings/team-management.md): Organize users into teams for better collaboration and routing - [User Management](https://docs.typewise.app/documentation/settings/user-management.md): Manage user access, roles, and permissions within your organization - [Getting started](https://docs.typewise.app/documentation/start/getting-started.md): Set up Typewise and reach your first AI‑handled ticket in minutes - [Bug reports](https://docs.typewise.app/documentation/testing-and-feedback/bug-reports.md): Report platform issues through the AI Operator and review them in the Bug reports dashboard - [Simulator](https://docs.typewise.app/documentation/testing-and-feedback/simulator.md): Simulate conversations and validate configuration - [Automated Tests](https://docs.typewise.app/documentation/testing-and-feedback/tests.md): Create test scenarios with assertions to validate your AI Agent's behavior automatically - [AI feedback](https://docs.typewise.app/documentation/tickets/ai-feedback.md): Flag AI messages and actions to improve accuracy and identify areas for improvement - [All tickets](https://docs.typewise.app/documentation/tickets/all-tickets.md): Browse current and historical tickets - [Start a conversation](https://docs.typewise.app/documentation/tickets/compose-outbound.md): Contact customers proactively by creating a new email ticket - [Composer](https://docs.typewise.app/documentation/tickets/conversation-view/composer.md): Understanding the composer - [Ticket conversation](https://docs.typewise.app/documentation/tickets/conversation-view/ticket-conversation.md): Understanding the ticket conversation - [Ticket details](https://docs.typewise.app/documentation/tickets/conversation-view/ticket-details.md): Understanding ticket details and metadata - [Export ticket as PDF](https://docs.typewise.app/documentation/tickets/export-ticket.md): Download a ticket conversation as a PDF or ZIP file - [Inbox](https://docs.typewise.app/documentation/tickets/inbox.md): Understanding the Inbox and its sections - [Mentions](https://docs.typewise.app/documentation/tickets/mentions.md): Mention users in notes on tickets - [Resolution status](https://docs.typewise.app/documentation/tickets/resolution-status.md): Understanding how resolution status affects pricing - [Snooze tickets](https://docs.typewise.app/documentation/tickets/snooze-tickets.md): Temporarily hide tickets from your inbox until a specific time or event - [Chat widget](https://docs.typewise.app/documentation/troubleshooting/chat-widget.md): No visitor activity from your website chat - [CRM sync](https://docs.typewise.app/documentation/troubleshooting/crm-sync.md): Ticket data isn't reaching your CRM - [Email delivery](https://docs.typewise.app/documentation/troubleshooting/email-delivery.md): Outbound emails aren't reaching customers - [Email forwarding](https://docs.typewise.app/documentation/troubleshooting/email-forwarding.md): Inbound customer emails aren't arriving - [MCP tools](https://docs.typewise.app/documentation/troubleshooting/mcp-tools.md): An integration isn't responding - [Health Alerts](https://docs.typewise.app/documentation/troubleshooting/overview.md): Typewise monitors your channels and integrations and alerts you when something breaks - [Create a workspace](https://docs.typewise.app/documentation/workspaces/create-workspace.md): Set up a new workspace from scratch or by cloning an existing one - [Import resources](https://docs.typewise.app/documentation/workspaces/import-resources.md): Copy knowledge, actions, specialists, or integrations from another workspace - [Overview](https://docs.typewise.app/documentation/workspaces/overview.md): Create multiple dedicated environments within a single account - [Workspace settings](https://docs.typewise.app/documentation/workspaces/workspace-settings.md): Manage workspace name, avatar, context variables, and deletion - [Handling wrong AI answers](https://docs.typewise.app/guides/best-practices/handling-wrong-ai-answers.md): What to do when AI answers are wrong - [Tips and Tricks](https://docs.typewise.app/guides/best-practices/tips-and-tricks.md): Tips and tricks for using Typewise - [Vacation & Leave](https://docs.typewise.app/guides/best-practices/vacation-and-leave.md): Best practices for managing your tickets before going on leave - [Chat identity verification](https://docs.typewise.app/guides/channels/chat-identity-verification.md): Sign chat widget variables so they pass the Trusted-only check on actions and lookups - [Configure CSP for the chat widget](https://docs.typewise.app/guides/channels/content-security-policy.md): Allow the Typewise chat widget through your Content Security Policy headers. - [Embed the chat widget in a mobile app](https://docs.typewise.app/guides/channels/embed-chat-in-mobile-app.md): Show the Typewise full-page chat inside an iOS or Android app using a WebView. - [Create tickets via Form API](https://docs.typewise.app/guides/channels/form-api.md): Push tickets into Typewise from Salesforce, internal tools, or any system that makes HTTP requests. - [Set up email](https://docs.typewise.app/guides/channels/setup-email.md): Send and receive customer emails in Typewise. - [Set up WhatsApp](https://docs.typewise.app/guides/channels/setup-whatsapp.md): Connect your WhatsApp Business number to Typewise. - [Set up WhatsApp on Meta](https://docs.typewise.app/guides/channels/setup-whatsapp-meta.md): Prepare your Meta Business Portfolio and WhatsApp number manually before connecting to Typewise. - [Tickets API](https://docs.typewise.app/guides/integrations/tickets-api.md): Retrieve tickets programmatically with filtering, sorting, and pagination. - [Migrate a shared support inbox to Typewise](https://docs.typewise.app/guides/migrate-to-typewise/migrate-shared-inbox-to-typewise.md): Safely move from a shared support email to Typewise with minimal risk ## Optional - [Login to Platform](https://platform.typewise.app)