# SalesCaptain Docs ## Docs - [AI Agents](https://docs.salescaptain.com/Core-Features/AI-Agent/ai-agents.md): AI Agents in SalesCaptain provide 24/7 automated interaction across your phone and chat channels. This guide outlines how to build, refine, and deploy agents using our intuitive Chat Setup or the detailed Advanced Setup mode. - [Automation Builder](https://docs.salescaptain.com/Core-Features/Automations/Automation-Builder.md): Automations in SalesCaptain let you build workflows that perform tasks automatically based on specific triggers. By combining flow controls and actions, you can respond to new events, route messages, follow up with leads, or update contact records. - [Automation Triggers ](https://docs.salescaptain.com/Core-Features/Automations/Automation-Triggers.md): SalesCaptain Automations let you create workflows that run automatically based on specific triggers, saving time and ensuring your customers always get the right message at the right moment. - [After-hours Routing](https://docs.salescaptain.com/Core-Features/Calls/Call-Flows/After-Hours-Routing.md): “After-Hours” refers to times outside your defined business hours (for example, evenings, weekends, or holidays). SalesCaptain uses Time Rules to identify when a call arrives during those periods. Handling after-hours correctly ensures callers get the information they need and you capture leads even… - [Audio Message](https://docs.salescaptain.com/Core-Features/Calls/Call-Flows/Audio-Message.md): Audio Message elements let you play pre-recorded or dynamically generated messages (via text-to-speech or uploaded MP3) to the caller at specific points during an incoming call. This could be a greeting, an announcement, or any audio you want to present before further routing or action. - [Call Flows](https://docs.salescaptain.com/Core-Features/Calls/Call-Flows/Creating-Call-Flows.md): A call flow is the step-by-step path an incoming call follows when it reaches your business. Instead of ringing one phone and hoping someone answers, a call flow ensures every call is handled consistently — whether by routing to the right team, playing an automated message, or capturing a voicemail. - [IVR](https://docs.salescaptain.com/Core-Features/Calls/Call-Flows/IVR.md): Interactive Voice Response (IVR) menus let you greet callers with a menu of options they can navigate with the keypad, and automatically route them to the right team or information. With IVR in SalesCaptain, you can create a smooth, self-service experience for customers and reduce wait times for you… - [Time Rules](https://docs.salescaptain.com/Core-Features/Calls/Call-Flows/Time-Rules.md): Time rules in SalesCaptain let you automatically route calls based on the day and time they come in. This ensures customers always reach the right person or team—whether you’re open, closed, or working limited hours. Time rules are part of your Call Flows toolkit, so you can design flexible schedule… - [Voicemail](https://docs.salescaptain.com/Core-Features/Calls/Call-Flows/Voicemail.md): Voicemail is an element of incoming call flow building that captures recorded messages when no one is available to take the call. This could occur when agents are all busy, after a call has rung to your team or user without a response, or during hours when you’ve configured your flow to route calls… - [AI Transcription](https://docs.salescaptain.com/Core-Features/Calls/Calling/AI-Summaries-and-Transcription.md): With summarization and transcription in SalesCaptain, every call becomes more than just a conversation—it becomes a record full of insights. These features help you capture what was said, who said it, and what needs follow-up, so your team can focus on building connections, and know that they can al… - [Making Calls](https://docs.salescaptain.com/Core-Features/Calls/Calling/Making-Calls.md): With SalesCaptain’s desktop application, you can reach customers directly from anywhere in the platform. Whether you’re inside the unified inbox, using the call bar, or browsing recent history, starting a call only takes a click. Outgoing calls can also be made from the SalesCaptain mobile app, as w… - [Setting Up Your Phone System](https://docs.salescaptain.com/Core-Features/Calls/Calling/Phone-Systems.md): SalesCaptain makes it easy to receive and make business calls from anywhere, whether you’re using the mobile app, desktop, or a physical desk phone. Each option connects directly to your SalesCaptain phone system so all your call flows, recordings, and contacts stay unified in one place. - [Receiving Calls](https://docs.salescaptain.com/Core-Features/Calls/Calling/Receiving-Calls.md): SalesCaptain makes it easy to handle inbound calls on your business numbers, whether you’re on desktop, mobile, or the web. Every incoming call follows your custom call flow, so customers always reach the right person or team without delays. - [Adding Contacts](https://docs.salescaptain.com/Core-Features/Contacts/Adding-Contacts.md): SalesCaptain makes it simple to grow and manage your contact database. Whether you’re adding a single customer or importing a segmented list, you can do it directly from the Contacts tab, the Universal Inbox, or even while messaging someone. This flexibility means you can capture leads and customers… - [Custom Fields](https://docs.salescaptain.com/Core-Features/Contacts/Custom-Fields.md): Custom fields let you store additional information about each contact beyond the standard name and phone number. This makes segmentation, reporting, and personalization much more powerful. - [Importing Contacts](https://docs.salescaptain.com/Core-Features/Contacts/Importing-Contacts.md): Need to bring in an existing database? SalesCaptain’s CSV importing tools lets you upload thousands of contacts in minutes, while preserving your segmentation and tags. - [Managing Contacts](https://docs.salescaptain.com/Core-Features/Contacts/Managing-Contacts.md): Managing Contacts in SalesCaptain gives you full control over your contact database. It lets you filter, tag, sync, and communicate with groups of contacts—all from one place. Whether you’ve added contacts manually, imported them, or synced from another platform, this section is where you keep every… - [Using Tags](https://docs.salescaptain.com/Core-Features/Contacts/Using-Tags.md): Tags are flexible labels that you can attach to any contact to organize your database. They’re independent of custom fields and give you an easy, visual way to group contacts for campaigns, track where leads come from, or report on customer behaviors. - [Call Templates](https://docs.salescaptain.com/Core-Features/Marketing/Call-Templates.md): Call Templates allow users to automate outbound calls with customizable interactive keypad (DTMF) inputs and messages. They streamline customer communication for common scenarios such as appointment confirmations, review requests, feedback collection, and payment reminders. These templates help busi… - [Campaigns](https://docs.salescaptain.com/Core-Features/Marketing/Campaigns.md): SalesCaptain’s Campaigns tool lets you create, schedule, and automate text message marketing campaigns — helping you reach the right audience at the right time. With flexible filters, message templates, and performance tracking, you can run personalized SMS campaigns that drive engagement and result… - [Email Templates](https://docs.salescaptain.com/Core-Features/Marketing/Email-Templates.md): Email Templates let you create, personalize, and automate marketing, design, and feedback emails directly from your dashboard. Whether you’re sending referral invitations, promotional campaigns, or review requests, you can build professional, on-brand messages without any coding or external tools. - [SMS Templates](https://docs.salescaptain.com/Core-Features/Marketing/SMS-Templates.md): SMS templates in SalesCaptain allow you to create and send personalized text messages to your customers. They help streamline communication for referrals, feedback, and reviews while maintaining a personal touch. Templates keep your messaging organized, consistent across teams, and save valuable tim… - [Inbox Overview](https://docs.salescaptain.com/Core-Features/Messaging-and-Inbox/Inbox/Inbox-Overview.md): The SalesCaptain Inbox is your team’s command center for customer communication. It brings all of your channels — webchat, social media, SMS, and email — into a single, easy-to-manage workspace so you never miss a message or lose context. - [Managing Conversations](https://docs.salescaptain.com/Core-Features/Messaging-and-Inbox/Inbox/Managing-Conversations.md): SalesCaptain makes it simple to keep every customer interaction organised. From assigning and transferring threads to adding internal notes or marking spam, you can manage conversations directly inside the Inbox without losing context. - [Sending Emails](https://docs.salescaptain.com/Core-Features/Messaging-and-Inbox/Inbox/Sending-Emails.md): SalesCaptain lets you handle email like any other customer channel. From composing and sending messages to adding attachments, templates, and branded addresses, everything happens right in the Inbox. Emails are stored alongside calls, texts, and social messages, giving your team a complete view of e… - [Sending Messages](https://docs.salescaptain.com/Core-Features/Messaging-and-Inbox/Inbox/Sending-Messages.md): SalesCaptain makes it easy to send texts, emails, and social messages from one place. With built-in tools like templates, scheduling, translation, and secure payment requests, your team can respond faster and keep every interaction on-brand. - [Webchat Setup](https://docs.salescaptain.com/Core-Features/Website/Webchat-Setup.md): SalesCaptain’s webchat allows visitors to start conversations directly from your website by automatically routing new messages to your Inbox and helping your team respond faster. You can fully customize the widget’s look, behavior, and automated responses to fit your brand and business hours. - [Website Toolkit](https://docs.salescaptain.com/Core-Features/Website/Website-Toolkit.md): SalesCaptain’s Website Toolkit makes it simpler than ever to set up your customer engagement tools directly on your website. From live webchat to reviews, custom forms, and verification flows, you can set everything up in just a few clicks, and never miss another lead. - [Account Settings](https://docs.salescaptain.com/General/Account/Account-Settings.md): Your Account Settings in SalesCaptain allow you to customize both your personal profile and your business profile. From managing your contact information to updating your company details, this section ensures your account stays accurate and consistent across all communication channels. - [Billing](https://docs.salescaptain.com/General/Account/Billing.md): The Billing section in SalesCaptain helps you manage your account’s subscription, payments, and usage across all communication tools. From here, you can view your current spend, add funds, upgrade plans, and access detailed transaction records — all in one place. - [WhatsApp to SalesCaptain](https://docs.salescaptain.com/General/Account/Connecting-WhatsApp-to-SalesCaptain.md) - [Managing Users](https://docs.salescaptain.com/General/Account/Managing-Users.md): SalesCaptain allows you to manage all Team Members who have access to your workspace. You can add new users, assign roles, control access to conversations and applications, and group people into teams for faster collaboration. - [Notifications](https://docs.salescaptain.com/General/Account/Notifications.md): The Notification Settings in SalesCaptain let you control how you receive alerts for important activity within your Inbox. You can choose which types of notifications to receive by email, helping you stay updated on key conversations and team messages without unnecessary noise. - [Facebook to SalesCaptain](https://docs.salescaptain.com/General/Account/connecting-facebook-to-sales-captain.md) - [Conversation Profiles](https://docs.salescaptain.com/General/Account/conversation-profiles.md): Conversation Profiles in SalesCaptain allow you to segment your communications based on teams, departments, or specific communication channels, ensuring that the right messages reach the right people without cluttering a general inbox. - [Payments](https://docs.salescaptain.com/Marketplace-and-Integrations/Applications/Payments.md): The Payments app in SalesCaptain allows you to send payment requests, charge customers directly, and manage all your transactions in one place. By integrating your preferred payment gateway, you can securely accept payments via credit card, bank transfer, or other supported methods—right from your I… - [Referrals](https://docs.salescaptain.com/Marketplace-and-Integrations/Applications/Referrals.md): The Referrals app in SalesCaptain helps you grow through word-of-mouth by turning satisfied customers into active promoters. You can create customizable referral templates for both text and email, share them directly from your Inbox, and track all activity in one place. - [Reviews](https://docs.salescaptain.com/Marketplace-and-Integrations/Applications/Reviews.md): SalesCaptain helps you manage all your customer reviews in one place — making it easier to monitor feedback, automate responses, and build your online reputation. By connecting your Google Business Profile, you can view every review, respond directly, and even set up AI-powered replies based on cust… - [Stages](https://docs.salescaptain.com/Marketplace-and-Integrations/Applications/Stages.md): The Stages app in SalesCaptain helps you visually organize your leads, customers, and ongoing conversations into clear categories—making it easier to track progress and manage relationships at every step. - [Get an account by ID](https://docs.salescaptain.com/api-reference/endpoint/Fetching-account-by-ID.md): Retrieves detailed information about a specific account by its unique identifier. Returns account details including access level, contact information, and last login time. - [List accounts by ID](https://docs.salescaptain.com/api-reference/endpoint/Fetching-all-accounts.md): Retrieves a list of all accounts associated with the authenticated user for a specific company. Returns account details including access level, contact information, and last login time. - [Get a company by ID](https://docs.salescaptain.com/api-reference/endpoint/Fetching-companies-by-Id.md): Retrieves detailed information about a specific company by its unique identifier. - [Get a conversation by ID](https://docs.salescaptain.com/api-reference/endpoint/Fetching-conversations-by-conversation-id.md): Retrieves detailed information about a specific conversation by its unique identifier. - [List all messages by conversation ID](https://docs.salescaptain.com/api-reference/endpoint/Fetching-messages-by-company-ID-conversation-ID.md): Retrieves a paginated list of messages for a specific conversation within a company. Supports sorting by created_at and pagination options. - [List companies](https://docs.salescaptain.com/api-reference/endpoint/List-companies-by-ID.md): Retrieves a list of companies associated with the authenticated user's accounts. This endpoint fetches company information from the main SalesCaptain API based on the company IDs associated with the user's accounts. - [Create contact](https://docs.salescaptain.com/api-reference/endpoint/create-contact.md): Creates a new contact for a specific company. At least one of contact_phone or contact_email must be provided. User must have 'contacts' access role to create contacts. - [Delete contact](https://docs.salescaptain.com/api-reference/endpoint/delete-contact-by-company-id-contact-id.md): Permanently deletes a contact from the system. User must have 'contacts' access role to delete contacts. - [Get a contact by ID](https://docs.salescaptain.com/api-reference/endpoint/fetching-contact-by-contact-id.md): Retrieves detailed information about a specific contact by its unique identifier. - [Get a message by ID](https://docs.salescaptain.com/api-reference/endpoint/fetching-messages-by-message-ID.md): Retrieves detailed information about a specific message by its unique identifier. - [List contacts](https://docs.salescaptain.com/api-reference/endpoint/list-contacts-by-company-ID.md): Retrieves a paginated list of contacts associated with a specific company. Supports filtering, sorting, and pagination options. - [List conversation profiles](https://docs.salescaptain.com/api-reference/endpoint/list-of-conversation-profiles.md): Retrieves all conversation profiles associated with a specific company. Conversation profiles represent communication channels like phone lines, email addresses, etc. - [Get a conversation profile by ID](https://docs.salescaptain.com/api-reference/endpoint/list-of-conversation-profiles-by-ID.md): Retrieves detailed information about a specific conversation profile by its unique identifier. - [List conversations by company ID](https://docs.salescaptain.com/api-reference/endpoint/list-of-conversations-by-company-ID.md): Retrieves a paginated list of conversations associated with a specific company. Supports filtering, sorting, and pagination options. - [Get a custom field by ID](https://docs.salescaptain.com/api-reference/endpoint/list-of-custom-field-by-custom-field-id.md): Retrieves detailed information about a specific custom field definition by its unique identifier. - [List custom fields by company ID](https://docs.salescaptain.com/api-reference/endpoint/list-of-custom-fields-by-company-id.md): Retrieves all custom field definitions associated with a specific company. Custom fields allow companies to store additional contact information. - [Send message by ID](https://docs.salescaptain.com/api-reference/endpoint/send-message-by-id.md): Sends an outbound message in the given conversation for the specified company. `company_id` and `conversation_id` are taken from the URL path. `message_body` is required in the JSON body. `account_id` is resolved from the authenticated user's account that matches `company_id` (same as other company-… - [Update a contact by ID](https://docs.salescaptain.com/api-reference/endpoint/update-contact-by-contact-id.md): Updates an existing contact's information. At least one of name, phone, email, or custom_fields must be provided. User must have 'contacts' access role to update contacts. - [Introduction](https://docs.salescaptain.com/api-reference/introduction.md): Welcome to the SalesCaptain API Reference — your gateway to integrating powerful CRM, automation, and lead management features directly into your applications. - [Gmail Integration](https://docs.salescaptain.com/guides/getting-started/account-setup/gmail-integration.md): The Gmail Integration in SalesCaptain allows you to connect your Gmail account securely so you can send and receive emails directly from your Inbox. This helps you manage customer conversations efficiently without switching between platforms. ## OpenAPI Specs - [openapi](https://docs.salescaptain.com/api-reference/openapi.json)