# Consuelo Docs

> Documentation for Consuelo — open-source sales infrastructure with power dialer, AI coaching, CRM, and automation. Everything your sales team needs in one platform.

## Docs

- [App Tooltip](https://docs.consuelohq.com/consuelo-ui/display/app-tooltip.md)
- [Checkmark](https://docs.consuelohq.com/consuelo-ui/display/checkmark.md)
- [Chip](https://docs.consuelohq.com/consuelo-ui/display/chip.md)
- [Icons](https://docs.consuelohq.com/consuelo-ui/display/icons.md)
- [Soon Pill](https://docs.consuelohq.com/consuelo-ui/display/soon-pill.md)
- [Tag](https://docs.consuelohq.com/consuelo-ui/display/tag.md)
- [Block Editor](https://docs.consuelohq.com/consuelo-ui/input/block-editor.md)
- [Buttons](https://docs.consuelohq.com/consuelo-ui/input/buttons.md)
- [Checkbox](https://docs.consuelohq.com/consuelo-ui/input/checkbox.md)
- [Color Scheme](https://docs.consuelohq.com/consuelo-ui/input/color-scheme.md)
- [Icon Picker](https://docs.consuelohq.com/consuelo-ui/input/icon-picker.md)
- [Image Input](https://docs.consuelohq.com/consuelo-ui/input/image-input.md)
- [Radio](https://docs.consuelohq.com/consuelo-ui/input/radio.md)
- [Select](https://docs.consuelohq.com/consuelo-ui/input/select.md)
- [Text](https://docs.consuelohq.com/consuelo-ui/input/text.md)
- [Toggle](https://docs.consuelohq.com/consuelo-ui/input/toggle.md)
- [Overview](https://docs.consuelohq.com/consuelo-ui/introduction.md): Component library for Consuelo CRM
- [Navigation](https://docs.consuelohq.com/consuelo-ui/navigation.md)
- [Breadcrumb](https://docs.consuelohq.com/consuelo-ui/navigation/breadcrumb.md)
- [Links](https://docs.consuelohq.com/consuelo-ui/navigation/links.md)
- [Menu Item](https://docs.consuelohq.com/consuelo-ui/navigation/menu-item.md)
- [Navigation Bar](https://docs.consuelohq.com/consuelo-ui/navigation/navigation-bar.md)
- [Step Bar](https://docs.consuelohq.com/consuelo-ui/navigation/step-bar.md)
- [Feedback](https://docs.consuelohq.com/consuelo-ui/progress-bar.md)
- [Best Practices](https://docs.consuelohq.com/developers/contribute/capabilities/backend-development/best-practices-server.md)
- [Custom Objects](https://docs.consuelohq.com/developers/contribute/capabilities/backend-development/custom-objects.md)
- [Feature Flags](https://docs.consuelohq.com/developers/contribute/capabilities/backend-development/feature-flags.md)
- [Folder Architecture](https://docs.consuelohq.com/developers/contribute/capabilities/backend-development/folder-architecture-server.md)
- [Message Queue](https://docs.consuelohq.com/developers/contribute/capabilities/backend-development/queue.md)
- [Backend Commands](https://docs.consuelohq.com/developers/contribute/capabilities/backend-development/server-commands.md)
- [Zapier App](https://docs.consuelohq.com/developers/contribute/capabilities/backend-development/zapier.md)
- [Bugs, Requests & Pull Requests](https://docs.consuelohq.com/developers/contribute/capabilities/bug-and-requests.md)
- [Best Practices](https://docs.consuelohq.com/developers/contribute/capabilities/frontend-development/best-practices-front.md)
- [Folder Architecture](https://docs.consuelohq.com/developers/contribute/capabilities/frontend-development/folder-architecture-front.md)
- [Frontend Commands](https://docs.consuelohq.com/developers/contribute/capabilities/frontend-development/frontend-commands.md)
- [Hotkeys](https://docs.consuelohq.com/developers/contribute/capabilities/frontend-development/hotkeys.md)
- [Storybook](https://docs.consuelohq.com/developers/contribute/capabilities/frontend-development/storybook.md): Browse Consuelo's UI component library
- [Style Guide](https://docs.consuelohq.com/developers/contribute/capabilities/frontend-development/style-guide.md)
- [Work with Figma](https://docs.consuelohq.com/developers/contribute/capabilities/frontend-development/work-with-figma.md)
- [Local Setup](https://docs.consuelohq.com/developers/contribute/capabilities/local-setup.md): The guide for contributors (or curious developers) who want to run Consuelo locally.
- [Contribute](https://docs.consuelohq.com/developers/contribute/contribute.md): Contribute to Consuelo's open-source development.
- [APIs](https://docs.consuelohq.com/developers/extend/capabilities/apis.md): Query and modify your CRM data programmatically using REST or GraphQL.
- [Consuelo Apps](https://docs.consuelohq.com/developers/extend/capabilities/apps.md): Build and manage Consuelo customizations as code.
- [Webhooks](https://docs.consuelohq.com/developers/extend/capabilities/webhooks.md): Receive real-time notifications when events occur in your CRM.
- [Extend](https://docs.consuelohq.com/developers/extend/extend.md): Extend Consuelo's functionality with APIs, webhooks, and custom apps.
- [Getting Started](https://docs.consuelohq.com/developers/introduction.md): Welcome to Consuelo Developer Documentation, your resources for extending, self-hosting, and contributing to Consuelo.
- [Other methods](https://docs.consuelohq.com/developers/self-host/capabilities/cloud-providers.md)
- [1-Click w/ Docker Compose](https://docs.consuelohq.com/developers/self-host/capabilities/docker-compose.md)
- [Setup](https://docs.consuelohq.com/developers/self-host/capabilities/setup.md)
- [Troubleshooting](https://docs.consuelohq.com/developers/self-host/capabilities/troubleshooting.md)
- [Upgrade guide](https://docs.consuelohq.com/developers/self-host/capabilities/upgrade-guide.md)
- [Self-Host](https://docs.consuelohq.com/developers/self-host/self-host.md): Deploy and manage Consuelo on your own infrastructure.
- [Connecting External Analytics](https://docs.consuelohq.com/graphql-api/analytics/connecting-external-analytics.md): Integrate PostHog, Amplitude, and other analytics tools via iFrame widgets.
- [Growth Metrics Dashboards](https://docs.consuelohq.com/graphql-api/analytics/growth-metrics-dashboards.md): Set up dashboards to track key growth metrics and funnels.
- [Scheduled Reports](https://docs.consuelohq.com/graphql-api/analytics/scheduled-reports.md): Automate report generation and delivery using workflow schedules.
- [Data Cleanup Automation](https://docs.consuelohq.com/graphql-api/automation/data-cleanup-automation.md): Automate data quality maintenance and cleanup tasks.
- [Internal Workflows Overview](https://docs.consuelohq.com/graphql-api/automation/internal-workflows-overview.md): Automation patterns for internal operations, maintenance, and team workflows.
- [Lead Scoring Setup](https://docs.consuelohq.com/graphql-api/automation/lead-scoring-setup.md): Configure automated lead scoring using workflows and custom fields.
- [Bulk Update Script](https://docs.consuelohq.com/graphql-api/general/bulk-update-script.md): Node.js script template for bulk updating records via GraphQL API.
- [Export Analytics](https://docs.consuelohq.com/graphql-api/general/export-analytics.md): Query and export analytics data for external analysis and reporting.
- [Import Automation](https://docs.consuelohq.com/graphql-api/general/import-automation.md): Automate data imports from external systems using the GraphQL API.
- [Internal API Access](https://docs.consuelohq.com/graphql-api/general/internal-api-access.md): Access patterns and authentication for internal Consuelo API usage.
- [Rate Limits and Best Practices](https://docs.consuelohq.com/graphql-api/general/rate-limits-and-best-practices.md): API rate limits, quotas, and best practices for optimal performance.
- [Setting Up Your Internal Workspace](https://docs.consuelohq.com/graphql-api/getting-started/setting-up-internal-workspace.md): Configure Consuelo as your internal growth operating system.
- [GraphQL API](https://docs.consuelohq.com/graphql-api/overview.md): Using Consuelo's GraphQL API for internal operations, analytics, and growth automation.
- [Common Operations Issues](https://docs.consuelohq.com/graphql-api/troubleshooting/common-ops-issues.md): Troubleshooting guide for internal operations and automation issues.
- [decision.md](https://docs.consuelohq.com/os/agent-context/decision.md): The evidence loop that turns retrieval, reads, tests, and runtime signals into next actions.
- [scripts.md](https://docs.consuelohq.com/os/agent-context/scripts.md): The procedural script reference for operators and task-scoped repository workflows.
- [steering.md](https://docs.consuelohq.com/os/agent-context/steering.md): The operating doctrine loaded into Suelo before repository work begins.
- [tools.md](https://docs.consuelohq.com/os/agent-context/tools.md): The human-readable catalog of workspace facade tools available through `workspace.call`.
- [Approvals](https://docs.consuelohq.com/os/concepts/approvals.md): Human guardrails for high-impact Consuelo OS actions.
- [Context and Memory](https://docs.consuelohq.com/os/concepts/context-and-memory.md): How Consuelo OS gives agents useful workspace context.
- [Data Model and GraphQL](https://docs.consuelohq.com/os/concepts/data-model-and-graphql.md): How Consuelo OS reads structured workspace data.
- [Files and Artifacts](https://docs.consuelohq.com/os/concepts/files-and-artifacts.md): How Consuelo OS tracks generated files and outputs.
- [Integrations and Capabilities](https://docs.consuelohq.com/os/concepts/integrations-and-capabilities.md): How Consuelo OS adds capabilities as the workspace connects more systems.
- [Local and Cloud](https://docs.consuelohq.com/os/concepts/local-and-cloud.md): The two runtime modes for Consuelo OS.
- [Observability](https://docs.consuelohq.com/os/concepts/observability.md): How Consuelo OS records what happened.
- [OS Portal](https://docs.consuelohq.com/os/concepts/portal.md): The safe entry point agents use to understand the workspace and run approved skills.
- [Scripts](https://docs.consuelohq.com/os/concepts/scripts.md): Executable implementation behind Consuelo OS skills.
- [Skills](https://docs.consuelohq.com/os/concepts/skills.md): Approved workflows agents can run through Consuelo OS.
- [Glossary](https://docs.consuelohq.com/os/glossary.md): Key Consuelo OS terms and naming rules.
- [How Consuelo OS Works](https://docs.consuelohq.com/os/how-it-works.md): The operating model behind the Consuelo OS portal, skills, tools, artifacts, approvals, and context.
- [Consuelo OS](https://docs.consuelohq.com/os/overview.md): Consuelo OS turns your company into an agent-ready workspace.
- [Browser](https://docs.consuelohq.com/os/skills/browser.md): use for known-url browser work, rendered-page extraction, authenticated pages, live UI verification, Interact with docs and JS-heavy pages, screenshots, accessibility snapshots, and browser evidence. use when provided a URL to inspect, test or verify a webpage or UI, needs scraping/fetching from, wa…
- [Consuelo Design](https://docs.consuelohq.com/os/skills/consuelo-design.md): Top-level orchestration skill for Consuelo Design artifact work. Teaches agents how to chain existing workspace tools, design facade scripts, templates, browser validation, durable publishing, and design wiki verification.
- [Consuelo Design Landing Page (compatibility alias)](https://docs.consuelohq.com/os/skills/consuelo-design-landing-page.md): Deprecated compatibility alias for the landing-page subskill under the top-level consuelo-design skill. Prefer consuelo-design with subskill=landing-page for new design work.
- [Consuelo Workspace Snapshot](https://docs.consuelohq.com/os/skills/consuelo-workspace-snapshot.md): Reads a structured, read-only snapshot of Consuelo workspace objects, including Files and Attachments, through the configured Consuelo GraphQL/API facade.
- [Daily Revenue Brief](https://docs.consuelohq.com/os/skills/daily-revenue-brief.md): Builds a daily workspace revenue brief from approved structured context and writes a local artifact.
- [Debugger](https://docs.consuelohq.com/os/skills/debugger.md): Use this OS skill for runtime debugging across browser behavior, deployment logs, error tracking, analytics, and code evidence. Invoke it for bug triage, incidents, post-merge validation, frontend regressions, worker or queue issues, telephony flows, observability checks, and reconciling runtime tru…
- [Handoff](https://docs.consuelohq.com/os/skills/handoff.md): Use this skill when the user asks to create, read, update, search, summarize, or continue from handoff/context records so another agent or future session can pick up the work safely.
- [Campaign Brief](https://docs.consuelohq.com/os/skills/planned/campaign-brief.md): Campaign Brief is a planned Consuelo OS skill.
- [Follow-Up Generator](https://docs.consuelohq.com/os/skills/planned/follow-up-generator.md): Follow-Up Generator is a planned Consuelo OS skill.
- [Google Ads Review](https://docs.consuelohq.com/os/skills/planned/google-ads-review.md): Google Ads Review is a planned Consuelo OS skill.
- [Landing Page Builder](https://docs.consuelohq.com/os/skills/planned/landing-page-builder.md): Landing Page Builder is a planned Consuelo OS skill.
- [Lead Prioritizer](https://docs.consuelohq.com/os/skills/planned/lead-prioritizer.md): Lead Prioritizer is a planned Consuelo OS skill.
- [Meta Ads Review](https://docs.consuelohq.com/os/skills/planned/meta-ads-review.md): Meta Ads Review is a planned Consuelo OS skill.
- [Post-Call Analysis](https://docs.consuelohq.com/os/skills/planned/post-call-analysis.md): Post-Call Analysis is a planned Consuelo OS skill.
- [Sales Coaching](https://docs.consuelohq.com/os/skills/planned/sales-coaching.md): Sales Coaching is a planned Consuelo OS skill.
- [Weekly Manager Report](https://docs.consuelohq.com/os/skills/planned/weekly-manager-report.md): Weekly Manager Report is a planned Consuelo OS skill.
- [Research Ingest](https://docs.consuelohq.com/os/skills/research-ingest.md): use this skill when ko sends a youtube, podcast, article, paper, pdf, media link, or local source and wants to learn from it, discuss it, turn it into notes, compare it with other sources, or save it as durable research. this skill governs the research ingest workflow: run the workspace research ing…
- [Senior Engineer](https://docs.consuelohq.com/os/skills/senior-engineer.md): Use this skill for any coding, debugging, refactoring, architecture, validation, or task in the repository. This skill is the default engineering mode. Invoke it whenever the assistant is expected to read code, change code, diagnose a bug, design an implementation plan, review a diff, run tests, val…
- [Skill Creator](https://docs.consuelohq.com/os/skills/skill-creator.md): Use this OS operator skill when creating, migrating, editing, validating, or reviewing opensaas/Consuelo OS skills. It turns skill workflows into repo-backed skill folders, skill.json metadata, migration fixtures, replacement allowlists, registry generation, install seeding, and tests, with exact-co…
- [Task Workflow](https://docs.consuelohq.com/os/skills/task.md): Use this skill for any opensaas task lifecycle work: starting a task, researching, editing, publishing, creating the stream review PR, handling task metadata conflicts, or cleaning up. It enforces stream.context → task.start → task.push → task.pr → task.finish, explicit branch usage, verified tool r…
- [Browser tools](https://docs.consuelohq.com/os/tools/browser-tools.md): Use the browser tool family for rendered-page validation, screenshots, accessibility snapshots, and user-flow testing.
- [Exploration tools](https://docs.consuelohq.com/os/tools/exploration-tools.md): Use explore and the decision-engine loop to orient in the repository before choosing files to edit.
- [Filesystem tools](https://docs.consuelohq.com/os/tools/filesystem-tools.md): Use the OS filesystem tool family to inspect, search, patch, write, and intentionally trash files inside task-scoped worktrees.
- [GitHub and review tools](https://docs.consuelohq.com/os/tools/github-and-review-tools.md): Use GitHub, review, and verification tools to turn task evidence into trustworthy PR promotion.
- [Tools overview](https://docs.consuelohq.com/os/tools/overview.md): Understand how Consuelo OS exposes callable tools, scripts, skills, manifests, and guardrails.
- [Task and stream tools](https://docs.consuelohq.com/os/tools/task-and-stream-tools.md): Understand the stream model and the task lifecycle tools that move OS work from isolated branches into review.
- [Tool search](https://docs.consuelohq.com/os/tools/tool-search.md): Use tools.search to discover available OS tools by intent, especially beyond the default core surface.
- [AI Agents](https://docs.consuelohq.com/user-guide/ai/capabilities/ai-agents.md): Automated workflows powered by AI — lead qualification, follow-up scheduling, and data enrichment.
- [AI Chatbot](https://docs.consuelohq.com/user-guide/ai/capabilities/ai-chatbot.md): Talk to your CRM with natural language. Ask questions, create tasks, and manage your pipeline.
- [Permissions & Access Control](https://docs.consuelohq.com/user-guide/ai/capabilities/permissions-access-control.md): Control which team members can access and configure AI features.
- [AI FAQ](https://docs.consuelohq.com/user-guide/ai/how-tos/ai-faq.md): Frequently asked questions about Consuelo AI features.
- [AI](https://docs.consuelohq.com/user-guide/ai/overview.md): AI-powered features in Consuelo — on-call coaching, post-call analytics, and intelligent automation.
- [Pricing Plans](https://docs.consuelohq.com/user-guide/billing/capabilities/pricing-plans.md): Learn about Consuelo's pricing plans and how to switch between them.
- [Workflow Credits](https://docs.consuelohq.com/user-guide/billing/capabilities/workflow-credits.md): Understanding workflow credits, consumption, and how to purchase more.
- [Billing FAQ](https://docs.consuelohq.com/user-guide/billing/how-tos/billing-faq.md): Frequently asked questions about Consuelo pricing and billing.
- [Billing](https://docs.consuelohq.com/user-guide/billing/overview.md): Understand Consuelo pricing and manage your subscription.
- [Calendar](https://docs.consuelohq.com/user-guide/calendar-emails/capabilities/calendar.md): Understanding calendar integration features in Consuelo.
- [Mailbox](https://docs.consuelohq.com/user-guide/calendar-emails/capabilities/mailbox.md): Understanding email integration features in Consuelo.
- [Can I Book Meetings from Consuelo?](https://docs.consuelohq.com/user-guide/calendar-emails/how-tos/can-i-book-meetings-from-consuelo.md): Information about booking meetings directly from Consuelo.
- [Can I Send Emails from Consuelo?](https://docs.consuelohq.com/user-guide/calendar-emails/how-tos/can-i-send-emails-from-consuelo.md): Information about sending emails directly from Consuelo.
- [Can I Track Email Activity on All Objects?](https://docs.consuelohq.com/user-guide/calendar-emails/how-tos/can-i-track-email-activity-on-all-objects.md): Understanding email activity tracking across different objects.
- [Connect Several Mailboxes per User](https://docs.consuelohq.com/user-guide/calendar-emails/how-tos/connect-several-mailboxes-per-user.md): Connect multiple email accounts for a single user.
- [I Don't See Emails on Records](https://docs.consuelohq.com/user-guide/calendar-emails/how-tos/i-dont-see-emails-on-records.md): Troubleshooting missing emails on records.
- [Limit Emails Imported](https://docs.consuelohq.com/user-guide/calendar-emails/how-tos/limit-emails-imported.md): Control which emails are imported into Consuelo.
- [Calendar & Emails](https://docs.consuelohq.com/user-guide/calendar-emails/overview.md): Connect your email and calendar accounts to Consuelo.
- [Chart Settings](https://docs.consuelohq.com/user-guide/dashboards/capabilities/chart-settings.md): Configure your charts to display data exactly how you need it.
- [Dashboards](https://docs.consuelohq.com/user-guide/dashboards/capabilities/dashboards.md): Create and organize dashboards with tabs to visualize your CRM data.
- [Widgets](https://docs.consuelohq.com/user-guide/dashboards/capabilities/widgets.md): Explore the widget types and visualization options in Consuelo.
- [Dashboards FAQ](https://docs.consuelohq.com/user-guide/dashboards/how-tos/dashboards-faq.md): Frequently asked questions about dashboards in Consuelo.
- [Widget FAQ](https://docs.consuelohq.com/user-guide/dashboards/how-tos/widget-faq.md): Common questions and error messages explained.
- [Dashboards](https://docs.consuelohq.com/user-guide/dashboards/overview.md): Learn the basics of reporting and dashboards in Consuelo.
- [Error Handling & Validation](https://docs.consuelohq.com/user-guide/data-migration/capabilities/error-handling.md): Review and fix import errors directly in the UI before confirming.
- [Field Mapping](https://docs.consuelohq.com/user-guide/data-migration/capabilities/field-mapping.md): How field mapping works during data import.
- [Supported File Formats](https://docs.consuelohq.com/user-guide/data-migration/capabilities/file-formats.md): File formats supported for data import in Consuelo.
- [Import Relations Between Objects](https://docs.consuelohq.com/user-guide/data-migration/capabilities/import-relations.md): Import relationships between records via CSV.
- [Uniqueness Constraints](https://docs.consuelohq.com/user-guide/data-migration/capabilities/uniqueness-constraints.md): How Consuelo enforces data uniqueness during import.
- [Export Your Data](https://docs.consuelohq.com/user-guide/data-migration/how-tos/export-your-data.md): Complete step-by-step guide to exporting data from Consuelo.
- [Fix Import Errors](https://docs.consuelohq.com/user-guide/data-migration/how-tos/fix-import-errors.md): Complete troubleshooting guide for resolving CSV import errors.
- [Import Companies via CSV](https://docs.consuelohq.com/user-guide/data-migration/how-tos/import-companies-via-csv.md): Complete step-by-step guide to importing companies into Consuelo.
- [Import Contacts via CSV](https://docs.consuelohq.com/user-guide/data-migration/how-tos/import-contacts-via-csv.md): Complete step-by-step guide to importing people/contacts into Consuelo.
- [Import Data via API](https://docs.consuelohq.com/user-guide/data-migration/how-tos/import-data-via-api.md): When and how to use Consuelo's APIs for large-scale data imports.
- [Import Relations Between Objects via CSV](https://docs.consuelohq.com/user-guide/data-migration/how-tos/import-relations-between-objects-via-csv.md): Complete step-by-step guide to linking records during CSV import.
- [Migrating from Other CRMs](https://docs.consuelohq.com/user-guide/data-migration/how-tos/migrating-from-other-crms.md): Step-by-step guide to migrate your data from any CRM to Consuelo.
- [Migrating from Self-Hosted to Cloud](https://docs.consuelohq.com/user-guide/data-migration/how-tos/migrating-from-self-hosted-to-cloud.md): Step-by-step guide to migrate your Consuelo self-hosted instance to Consuelo Cloud.
- [Prepare Your CSV Files](https://docs.consuelohq.com/user-guide/data-migration/how-tos/prepare-your-csv-files.md): Complete step-by-step guide to format your data for import into Consuelo.
- [Update Existing Records via Import](https://docs.consuelohq.com/user-guide/data-migration/how-tos/update-existing-records-via-import.md): Complete step-by-step guide to bulk updating records using CSV import.
- [Upload CSV Programmatically](https://docs.consuelohq.com/user-guide/data-migration/how-tos/upload-csv-programmatically.md): Import contacts and companies from CSV files using the API — with AI-powered column matching.
- [Data Migration](https://docs.consuelohq.com/user-guide/data-migration/overview.md): Import and export your CRM data via CSV files or API.
- [Fields](https://docs.consuelohq.com/user-guide/data-model/capabilities/fields.md): Understand the role of fields and how to manage them.
- [Objects](https://docs.consuelohq.com/user-guide/data-model/capabilities/objects.md): Learn about standard and custom objects in Consuelo.
- [Relation Fields](https://docs.consuelohq.com/user-guide/data-model/capabilities/relation-fields.md): Connect records across different objects using relation fields.
- [Create Custom Fields](https://docs.consuelohq.com/user-guide/data-model/how-tos/create-custom-fields.md): Step-by-step guide to adding custom fields to any object.
- [Create Custom Objects](https://docs.consuelohq.com/user-guide/data-model/how-tos/create-custom-objects.md): Step-by-step guide to creating custom objects in Consuelo.
- [Create Many-to-Many Relations](https://docs.consuelohq.com/user-guide/data-model/how-tos/create-many-to-many-relations.md): Connect records where many items on both sides can be linked together using junction objects.
- [Create Relation Fields](https://docs.consuelohq.com/user-guide/data-model/how-tos/create-relation-fields.md): Step-by-step guide to connecting objects with relation fields.
- [Customize Your Data Model](https://docs.consuelohq.com/user-guide/data-model/how-tos/customize-your-data-model.md): Overview of data model customization options.
- [Data Model FAQ](https://docs.consuelohq.com/user-guide/data-model/how-tos/data-model-faq.md): Frequently asked questions about Consuelo's data model.
- [Data Model](https://docs.consuelohq.com/user-guide/data-model/overview.md): Learn what a data model is and how to design one that fits your business.
- [Discord Bot Setup](https://docs.consuelohq.com/user-guide/dialer/how-tos/discord-setup.md): How to set up and configure the Consuelo Discord bot.
- [Dialer](https://docs.consuelohq.com/user-guide/dialer/overview.md): Make calls, run queues, and coach reps — all inside the CRM.
- [Call Controls](https://docs.consuelohq.com/user-guide/discord-bot/capabilities/call-controls.md): Transfer calls and manage active calls from Discord.
- [Contact Search & History](https://docs.consuelohq.com/user-guide/discord-bot/capabilities/contact-search.md): Access your CRM contacts and call history from Discord.
- [Queue Management](https://docs.consuelohq.com/user-guide/discord-bot/capabilities/queue-management.md): Manage call queues directly from Discord.
- [Team Collaboration](https://docs.consuelohq.com/user-guide/discord-bot/capabilities/team-collaboration.md): Collaborate with your team through Discord notifications and transfers.
- [Getting Started](https://docs.consuelohq.com/user-guide/discord-bot/getting-started.md): How to set up and configure the Consuelo Discord bot.
- [Discord](https://docs.consuelohq.com/user-guide/discord-bot/overview.md): Manage calls and queues directly from Discord with the Consuelo bot.
- [Auto-Indexing](https://docs.consuelohq.com/user-guide/file-system/capabilities/auto-indexing.md): How Consuelo automatically indexes uploaded files for semantic search.
- [File Categories](https://docs.consuelohq.com/user-guide/file-system/capabilities/file-categories.md): Understand the different file categories and how they organize your content.
- [Knowledge Base](https://docs.consuelohq.com/user-guide/file-system/capabilities/knowledge-base.md): Semantic search across all your file contents — powered by AI embeddings and pgvector.
- [File System FAQ](https://docs.consuelohq.com/user-guide/file-system/how-tos/file-system-faq.md): Common questions about the file system and knowledge base.
- [File System](https://docs.consuelohq.com/user-guide/file-system/overview.md): The shared operational memory for your team and AI agents — upload, organize, search, and access all your sales content in one place.
- [Glossary](https://docs.consuelohq.com/user-guide/getting-started/capabilities/glossary.md): Get familiar with essential terminology used in Consuelo.
- [Implementation Services](https://docs.consuelohq.com/user-guide/getting-started/capabilities/implementation-services.md): Whether you need help getting started or creating advanced customizations, we have a solution.
- [Keyboard Shortcuts](https://docs.consuelohq.com/user-guide/getting-started/capabilities/keyboard-shortcuts.md): Navigate Consuelo faster with keyboard shortcuts. Every shortcut is designed to keep your hands on the keyboard and your workflow uninterrupted.
- [What is Consuelo](https://docs.consuelohq.com/user-guide/getting-started/capabilities/what-is-consuelo.md): Consuelo is an open-source CRM that gives you the building blocks to create exactly what your business needs.
- [Configure Your Workspace](https://docs.consuelohq.com/user-guide/getting-started/how-tos/configure-your-workspace.md): Every business works differently. Start with these 3 steps to shape Consuelo around your needs.
- [Create a Workspace](https://docs.consuelohq.com/user-guide/getting-started/how-tos/create-workspace.md): Follow a step-by-step guide on how to register on Consuelo, choose a subscription plan, and set up your account.
- [Navigate Around Consuelo](https://docs.consuelohq.com/user-guide/getting-started/how-tos/navigate-around-consuelo.md): Get a quick overview of how to navigate through the platform and where to take different types of actions.
- [What is Consuelo?](https://docs.consuelohq.com/user-guide/introduction.md): Consuelo is an open-source sales infrastructure platform built for insurance agents and sales teams.
- [Permissions](https://docs.consuelohq.com/user-guide/permissions-access/capabilities/permissions.md): Control access to objects, fields, and settings with role-based permissions.
- [SSO Configuration](https://docs.consuelohq.com/user-guide/permissions-access/capabilities/sso-configuration.md): Configure Single Sign-On for secure enterprise authentication.
- [Permissions FAQ](https://docs.consuelohq.com/user-guide/permissions-access/how-tos/permissions-faq.md): Frequently asked questions about roles and permissions.
- [Permissions & Access](https://docs.consuelohq.com/user-guide/permissions-access/overview.md): Manage roles, permissions, and access control in your workspace.
- [Domain Settings](https://docs.consuelohq.com/user-guide/settings/capabilities/domains-settings.md): Configure workspace domain, approved access domains, and public domains.
- [Experience Settings](https://docs.consuelohq.com/user-guide/settings/capabilities/experience-settings.md): Customize your interface theme and regional preferences.
- [Member Management](https://docs.consuelohq.com/user-guide/settings/capabilities/member-management.md): Invite team members and manage workspace access.
- [Profile Settings](https://docs.consuelohq.com/user-guide/settings/capabilities/profile-settings.md): Manage your personal profile and security settings.
- [Updates Settings](https://docs.consuelohq.com/user-guide/settings/capabilities/updates-settings.md): Enable Early Access features in Consuelo.
- [Workspace Settings](https://docs.consuelohq.com/user-guide/settings/capabilities/workspace-settings.md): Customize your workspace name and branding.
- [Settings FAQ](https://docs.consuelohq.com/user-guide/settings/how-tos/settings-faq.md): Frequently asked questions about Consuelo settings.
- [Settings](https://docs.consuelohq.com/user-guide/settings/overview.md): Set up your Consuelo workspace with essential configurations.
- [Calendar View](https://docs.consuelohq.com/user-guide/views-pipelines/capabilities/calendar-view.md): Display records with date fields on a calendar.
- [Fields & Columns](https://docs.consuelohq.com/user-guide/views-pipelines/capabilities/fields-and-columns.md): Choose which fields to display and how to organize them.
- [Filters & Sorting](https://docs.consuelohq.com/user-guide/views-pipelines/capabilities/filters-and-sorting.md): Filter and sort records to find exactly what you need.
- [Kanban Board Views](https://docs.consuelohq.com/user-guide/views-pipelines/capabilities/kanban-views.md): Learn how to use Kanban views to visualize and manage your workflows.
- [Table Views](https://docs.consuelohq.com/user-guide/views-pipelines/capabilities/table-views.md): Display your data in a spreadsheet-like list format.
- [View Settings](https://docs.consuelohq.com/user-guide/views-pipelines/capabilities/view-settings.md): Manage view visibility, naming, icons, and organization.
- [Create a Calendar View for Tasks Due](https://docs.consuelohq.com/user-guide/views-pipelines/how-tos/create-a-calendar-view-for-tasks-due.md): Visualize your tasks and deadlines on a calendar.
- [Create a Kanban View for Projects](https://docs.consuelohq.com/user-guide/views-pipelines/how-tos/create-a-kanban-view-for-projects.md): Track projects through stages using a visual board.
- [Create a Table View with Grouping](https://docs.consuelohq.com/user-guide/views-pipelines/how-tos/create-a-table-view-with-grouping.md): Organize your records into collapsible groups by field value.
- [Restrict Access to Your View](https://docs.consuelohq.com/user-guide/views-pipelines/how-tos/restrict-access-to-your-view.md): Control who can see your custom views.
- [Set Up a Sales Pipeline](https://docs.consuelohq.com/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline.md): Configure your sales pipeline to track opportunities through stages.
- [Show Expected Amount in Your Pipeline](https://docs.consuelohq.com/user-guide/views-pipelines/how-tos/show-expected-amount-in-pipeline.md): Calculate and display weighted deal values based on stage probability.
- [Track How Long Opportunities Stay in Each Stage](https://docs.consuelohq.com/user-guide/views-pipelines/how-tos/track-time-in-stage.md): Monitor deal velocity by tracking when opportunities enter each stage.
- [Views & Pipelines](https://docs.consuelohq.com/user-guide/views-pipelines/overview.md): Learn how to create and manage views in Consuelo.
- [Send Emails from Workflows](https://docs.consuelohq.com/user-guide/workflows/capabilities/send-emails-from-workflows.md): Send personalized emails automatically using workflow actions.
- [Use Branches in Workflows](https://docs.consuelohq.com/user-guide/workflows/capabilities/use-branches-in-workflows.md): Understand how branches work and how to control which path is executed.
- [Use Iterator](https://docs.consuelohq.com/user-guide/workflows/capabilities/use-iterator.md): Loop through arrays of records to perform actions on each item.
- [Workflow Actions](https://docs.consuelohq.com/user-guide/workflows/capabilities/workflow-actions.md): Learn about the actions available in Consuelo workflows.
- [Workflow Branches](https://docs.consuelohq.com/user-guide/workflows/capabilities/workflow-branches.md): Create parallel paths and conditional logic in your workflows.
- [Workflow Credits](https://docs.consuelohq.com/user-guide/workflows/capabilities/workflow-credits.md): Understand workflow credit consumption and management.
- [Workflow Runs](https://docs.consuelohq.com/user-guide/workflows/capabilities/workflow-runs.md): Monitor and manage workflow executions.
- [Workflow Triggers](https://docs.consuelohq.com/user-guide/workflows/capabilities/workflow-triggers.md): Learn about the different triggers that start your workflows.
- [Workflow Versions](https://docs.consuelohq.com/user-guide/workflows/capabilities/workflow-versions.md): Manage workflow versions and drafts.
- [Handle Arrays in Code Actions](https://docs.consuelohq.com/user-guide/workflows/how-tos/advanced-configurations/handle-arrays-in-code-actions.md): Learn how to properly handle array inputs in workflow Code actions.
- [Bring Product Data into Consuelo](https://docs.consuelohq.com/user-guide/workflows/how-tos/connect-to-other-tools/bring-product-data-in-consuelo.md): Sync product catalog data from a data warehouse into your CRM on a schedule.
- [Bring Typeform Submissions into Consuelo](https://docs.consuelohq.com/user-guide/workflows/how-tos/connect-to-other-tools/bring-typeform-submissions-in-consuelo.md): Handle Typeform's webhook payload to create leads from form submissions.
- [Generate a PDF from Consuelo](https://docs.consuelohq.com/user-guide/workflows/how-tos/connect-to-other-tools/generate-pdf-from-consuelo.md): Create a workflow to generate and attach a PDF (such as a quote) to a record.
- [Generate a Quote or Invoice from Consuelo](https://docs.consuelohq.com/user-guide/workflows/how-tos/connect-to-other-tools/generate-quote-or-invoice-from-consuelo.md): Automatically create invoices in external tools when deals close.
- [Set Up a Webhook Trigger](https://docs.consuelohq.com/user-guide/workflows/how-tos/connect-to-other-tools/set-up-a-webhook-trigger.md): Receive data from external services to trigger workflows.
- [Closed Won Automations](https://docs.consuelohq.com/user-guide/workflows/how-tos/crm-automations/closed-won-automations.md): Automate post-win activities when opportunities close.
- [Detect Stale Opportunities](https://docs.consuelohq.com/user-guide/workflows/how-tos/crm-automations/detect-stale-opportunities.md): Automatically notify managers when opportunities haven't been updated.
- [Display Number of Emails Received](https://docs.consuelohq.com/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received.md): Create a workflow to automatically count and display the number of emails received from each contact.
- [Display Related Record Data](https://docs.consuelohq.com/user-guide/workflows/how-tos/crm-automations/display-related-record-data.md): Show data from related records (e.g., Company info on Opportunities) using workflows.
- [Formula Fields](https://docs.consuelohq.com/user-guide/workflows/how-tos/crm-automations/formula-fields.md): Create formula fields using workflows until native support is available.
- [Notify Teammates of a Note to Review](https://docs.consuelohq.com/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review.md): Send automatic email notifications when assigning a colleague to review a note.
- [Send Email Alerts with Tasks Due](https://docs.consuelohq.com/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due.md): Automatically notify team members about their upcoming or overdue tasks.
- [Professional Services](https://docs.consuelohq.com/user-guide/workflows/how-tos/need-more-help/professional-services.md): Get professional help building complex workflows and automations from Consuelo's team and certified partners.
- [Workflow Troubleshooting](https://docs.consuelohq.com/user-guide/workflows/how-tos/need-more-help/workflow-troubleshooting.md): Common workflow issues and how to resolve them.
- [Workflows FAQ](https://docs.consuelohq.com/user-guide/workflows/how-tos/need-more-help/workflows-faq.md): Frequently asked questions about workflows in Consuelo.
- [Workflows](https://docs.consuelohq.com/user-guide/workflows/overview.md): Learn how to build automations in Consuelo.

## OpenAPI Specs

- [openapi](https://docs.consuelohq.com/api-reference/openapi.json)