How-to guides

Task-oriented recipes. Pick the area of the product you’re working in.

• Agent Hub: Active Agents, browsing and hiring from the Agent Store
• CRM: leads, segments, companies, forms, and importing leads
• Marketing: ads, campaigns, blogs, email sequences, webinars, videos
• Workflows: My Workflows, Template Gallery, building flows
• Knowledge: brand context, document ingestion, RAG behavior
• Connectors: Gmail, Outlook, Webflow, Sanity, Google/LinkedIn/Meta Ads, HubSpot, Salesforce
• Developers: auth, API keys, pagination, webhooks, rate limits, MCP setup

How to find the right guide

Start at the section that matches the product surface you’re using. If you’re not sure which surface owns a feature, the tutorials walk through end-to-end flows; the reference documents every endpoint and tool.