# Proto

## Proto Docs

- [Home](https://documentation.proto.cx/docs/home.md)
- [Advisor](https://documentation.proto.cx/docs/advisor.md): The in-dashboard assistant for using the Proto platform.
- [Glossary](https://documentation.proto.cx/docs/getting-started/glossary.md): A guide to the terminology of Proto.
- [Interactions](https://documentation.proto.cx/docs/getting-started/interactions.md): Understand interaction consumption and purchase more when needed.
- [Signing in](https://documentation.proto.cx/docs/getting-started/signing-in.md): Login steps for Proto.
- [Staying up to date](https://documentation.proto.cx/docs/getting-started/staying-up-to-date.md): How Proto lets you know when a new version of the dashboard is ready.
- [Data privacy](https://documentation.proto.cx/docs/getting-started/data-privacy.md): Learn about the standards and options for best-in-class audience privacy.
- [Build your first AI agent](https://documentation.proto.cx/docs/getting-started/build-your-first-ai-agent.md)
- [AI Agents](https://documentation.proto.cx/docs/modules/ai-agents.md): Harness artificial intelligence to automate audience engagement.
- [Manage AI agents](https://documentation.proto.cx/docs/modules/ai-agents/manage-ai-agents.md): Learn how to create and manage AI agents.
- [Workflows and actions](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions.md)
- [Message received](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/message-received.md)
- [Attachment received](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/attachment-received.md)
- [Fallback](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/fallback.md)
- [Chat closed](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/chat-closed.md)
- [Send message](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/send-message.md): Define an AI agent's reply when triggered.
- [Send attachment](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/send-attachment.md)
- [Send file](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/send-file.md): Send a file to the chat.
- [Show carousel](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/show-carousel.md): A carousel bot action contains multiple cards that the chatbot will send to customers. It has an image, title, sub-title, and buttons.
- [Ask survey](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/ask-survey.md)
- [Show survey](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/show-survey.md): Solicit mid-chat feedback with a survey form.
- [Live agent handoff](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/live-agent-handoff.md)
- [Human handoff](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/human-handoff.md): Allow AI to transfer a person to a live agent.
- [External handoff](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/external-handoff.md): Allow chatbot to transfer to a third-party live agent platform.
- [AI agent handoff](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/ai-agent-handoff.md): Allow one AI agent to transfer a conversation to another AI agent.
- [Create ticket](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/create-ticket.md): Generate an issue-tracking case for an audience member.
- [Jump](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/jump.md): Move to a different position in the chat flow.
- [Branch](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/branch.md): Create multiple flows using if/else logic
- [Set variable](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/set-variable.md): Leverage dynamic data in a chat session.
- [Switch language](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/switch-language.md)
- [Send API](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/send-api.md)
- [Send API request](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/send-api-request.md): Leverage third-party utilities in a chat.
- [LLM processing](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/llm-processing.md): The AI Agent will use LLMs to generate a text response based on the provided inputs and context.
- [Auto fill field](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/auto-fill-field.md): Automatically populate predefined fields based on conversation context.
- [Auto team match](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/auto-team-match.md): Match a team based on conversation context.
- [SQL query](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/sql-query.md)
- [Send graph](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/send-graph.md)
- [Collect feedback](https://documentation.proto.cx/docs/modules/ai-agents/workflows-and-actions/collect-feedback.md): Issue a CSAT at the end of a live agent chat.
- [Knowledge](https://documentation.proto.cx/docs/modules/ai-agents/knowledge.md): Empower AI agents with trained, unstructured dialogue.
- [Example system prompt](https://documentation.proto.cx/docs/modules/ai-agents/knowledge/example-system-prompt.md)
- [Cloudflare Training](https://documentation.proto.cx/docs/modules/ai-agents/knowledge/cloudflare-training.md): Optimize Cloudflare-hosted sites for AI training.
- [Content Filtering System](https://documentation.proto.cx/docs/modules/ai-agents/knowledge/content-filtering-system.md)
- [Master prompt](https://documentation.proto.cx/docs/modules/ai-agents/knowledge/master-prompt.md)
- [Publishing](https://documentation.proto.cx/docs/modules/ai-agents/publishing.md): Deploy AI agents to a variety of audience messaging channels.
- [Webchat](https://documentation.proto.cx/docs/modules/ai-agents/publishing/webchat.md): Deploy an AI agent to websites.
- [Proactive messages](https://documentation.proto.cx/docs/modules/ai-agents/publishing/webchat/proactive-messages.md): Engage website visitors by sending the initial popup message.
- [Facebook Messenger](https://documentation.proto.cx/docs/modules/ai-agents/publishing/facebook-messenger.md): Deploy an AI agent to Facebook Messenger.
- [WhatsApp](https://documentation.proto.cx/docs/modules/ai-agents/publishing/whatsapp.md): Deploy an AI agent to WhatsApp.
- [Telegram](https://documentation.proto.cx/docs/modules/ai-agents/publishing/telegram.md): Deploy an AI agent to Telegram.
- [LINE](https://documentation.proto.cx/docs/modules/ai-agents/publishing/line.md): Deploy an AI agent to LINE.
- [Africa's Talking](https://documentation.proto.cx/docs/modules/ai-agents/publishing/africas-talking.md): Deploy an AI agent to Africa's Talking.
- [Zendesk](https://documentation.proto.cx/docs/modules/ai-agents/publishing/zendesk.md): Hand off AI agent chats to your Zendesk helpdesk.
- [Bitrix24](https://documentation.proto.cx/docs/modules/ai-agents/publishing/bitrix24.md): Deploy an AI agent to Bitrix24.
- [Inbox](https://documentation.proto.cx/docs/modules/inbox.md): The helpdesk interface for live agents to engage with livechats and tickets.
- [Find and view conversations](https://documentation.proto.cx/docs/modules/inbox/find-and-view-conversations.md): Filter and display conversations with ease.
- [Message editor](https://documentation.proto.cx/docs/modules/inbox/message-editor.md): Supercharge live agents with all the tools of the trade.
- [Transfers and takeovers](https://documentation.proto.cx/docs/modules/inbox/transfers-and-takeovers.md): Re-assign conversations from one user to another.
- [Livechats](https://documentation.proto.cx/docs/modules/livechats.md): Manage a repository of all human-to-human chats.
- [Tickets](https://documentation.proto.cx/docs/modules/tickets.md): Manage a repository of all ticketed support cases.
- [People](https://documentation.proto.cx/docs/modules/people.md): Manage your audience with built-in CRM tools.
- [Analytics](https://documentation.proto.cx/docs/modules/analytics.md): View detailed AICX reports for actionable insights.
- [Live report](https://documentation.proto.cx/docs/modules/analytics/live-report.md): Real-time snapshot of open queues, agent capacity, and responsiveness today.
- [Interactions](https://documentation.proto.cx/docs/modules/analytics/interactions.md)
- [Chats](https://documentation.proto.cx/docs/modules/analytics/chats.md): Chat volume, responsiveness, engagement, and abandonment metrics.
- [CSAT](https://documentation.proto.cx/docs/modules/analytics/csat.md)
- [Tickets](https://documentation.proto.cx/docs/modules/analytics/tickets.md)
- [Live agents](https://documentation.proto.cx/docs/modules/analytics/live-agents-overview.md)
- [Perception](https://documentation.proto.cx/docs/modules/perception.md): Monitor public sentiment about your organisation across the web.
- [Workspace](https://documentation.proto.cx/docs/settings/general.md): Manage your organisation's top-level workspace in Proto.
- [Plan & billing](https://documentation.proto.cx/docs/settings/general/plan-and-billing.md)
- [Roles & permissions](https://documentation.proto.cx/docs/settings/general/roles-and-permissions.md): Create and manage custom user roles and permissions in Proto AICX.
- [Users](https://documentation.proto.cx/docs/settings/general/users.md): Invite and manager users to your workspace.
- [Teams](https://documentation.proto.cx/docs/settings/general/teams.md)
- [IP allowlist](https://documentation.proto.cx/docs/settings/general/ip-allowlist.md): Provide enhanced security for your workspace by limiting the IP addresses that can sign-in.
- [Whitelabelling](https://documentation.proto.cx/docs/settings/general/whitelabelling.md): Make Proto AICX your own by giving it a new visual brand.
- [Teamspaces](https://documentation.proto.cx/docs/settings/teamspaces.md)
- [AI Analysis](https://documentation.proto.cx/docs/settings/teamspaces/ai-analysis.md): Generate automated summaries and sentiment readings for conversations.
- [Banning](https://documentation.proto.cx/docs/settings/teamspaces/banning.md): Prevent abusive persons from engaging with AI or live agents.
- [Canned Replies](https://documentation.proto.cx/docs/settings/teamspaces/canned-replies.md): Use preset messages as live chat replies.
- [Chat Assignment](https://documentation.proto.cx/docs/settings/teamspaces/chat-assignment.md): Automate how new chats are delegated to live agents.
- [Custom Analytics](https://documentation.proto.cx/docs/settings/teamspaces/custom-analytics.md): Embed a third-party analytics dashboard directly in Proto AICX.
- [Custom Fields](https://documentation.proto.cx/docs/settings/teamspaces/custom-fields.md): Establish custom data points in Proto AICX.
- [Custom Profiles](https://documentation.proto.cx/docs/settings/teamspaces/custom-profiles.md): Embed a third-party CRM dashboard into Proto AICX.
- [Database Connections](https://documentation.proto.cx/docs/settings/teamspaces/database-connections.md): Connect a database for AI agents to query within workflows.
- [Email Domains](https://documentation.proto.cx/docs/settings/teamspaces/email-domains.md): Sync different email domain inboxes with incoming and outgoing tickets.
- [Email Templates](https://documentation.proto.cx/docs/settings/teamspaces/email-templates.md): Use templated emails for ticket replies.
- [Exports](https://documentation.proto.cx/docs/settings/teamspaces/exports.md): Export CSVs of livechats, tickets, or people.
- [Inbox Copilot](https://documentation.proto.cx/docs/settings/teamspaces/inbox-copilot.md): An LLM assistant that drafts reply suggestions for live agents.
- [Overdue Rules](https://documentation.proto.cx/docs/settings/teamspaces/overdue-rules.md): Automatically mark tickets as overdue and optionally reassign them.
- [Tags](https://documentation.proto.cx/docs/settings/teamspaces/tags.md): Create unique identifiers for quick filtering of saved content.
- [User Account](https://documentation.proto.cx/docs/settings/user-account.md): Manage your profile settings.
- [Online Status](https://documentation.proto.cx/docs/settings/user-account/online-status.md): For users participating as live agents in conversation, it's important to manage your online status when away from your terminal.
- [User Aliases](https://documentation.proto.cx/docs/settings/user-account/user-aliases.md): Setup and manage different personas for conversations with people.
- [Chat scripts](https://documentation.proto.cx/docs/developers/chat-scripts.md): Apply custom logic to actions in chats.
- [Chat variables](https://documentation.proto.cx/docs/developers/chat-variables.md): Leverage dynamic data during live messaging.
- [Webchat script](https://documentation.proto.cx/docs/developers/webchat-script.md): Customise the display of a Webchat popup on a webpage.
- [APIs](https://documentation.proto.cx/docs/developers/apis.md): Connect to Proto directly through an easy API.
- [Conversations API](https://documentation.proto.cx/docs/developers/apis/conversations-api.md): Create and manage conversations.
- [Customers API](https://documentation.proto.cx/docs/developers/apis/customers-api.md): Retrieve and manage people in your workspace.
- [Custom fields API](https://documentation.proto.cx/docs/developers/apis/custom-fields-api.md): List, create, and delete custom fields in your workspace.
- [Voice API](https://documentation.proto.cx/docs/developers/apis/voice-api.md): APIs for text-to-speech (TTS) and automatic speech recognition (ASR).
- [Local languages](https://documentation.proto.cx/docs/developers/local-languages.md)
- [Language training](https://documentation.proto.cx/docs/developers/local-languages/language-training.md): Adding a new language to your AI Agent requires preparing two types of data, depending on whether you need text-only or voice-enabled support.
- [Text data preparation](https://documentation.proto.cx/docs/developers/local-languages/language-training/text-data-preparation.md): This guide walks you through preparing the text content needed to add a new language to your AI Agent. Follow each step in order.
- [Voice data collection](https://documentation.proto.cx/docs/developers/local-languages/language-training/voice-data-collection.md): This guide walks you through preparing and recording voice data so your AI Agent can understand spoken messages (speech-to-text) and respond out loud in the target language (text-to-speech).
- [On-premise & hybrid hosting](https://documentation.proto.cx/docs/developers/on-premise-and-hybrid-hosting.md): An alternative to default cloud hosting, bespoke on-premise or hybrid hosting gives you location control over data residency.