# Realm Docs

## Docs

- [Usage](https://docs.withrealm.com/admin/analytics.md): Track usage, activity, and engagement across your organization
- [API keys](https://docs.withrealm.com/admin/api.md): Integrate Realm into your workflows with the REST API
- [Azure DevOps](https://docs.withrealm.com/admin/data-sources/azure-devops.md): Connect Azure DevOps to sync work items and repos
- [Chorus](https://docs.withrealm.com/admin/data-sources/chorus.md): Connect Chorus to sync call recordings and transcripts
- [Clari](https://docs.withrealm.com/admin/data-sources/clari.md): Connect Clari to sync call recordings and transcripts
- [Coda](https://docs.withrealm.com/admin/data-sources/coda.md): Connect Coda to sync docs and tables
- [Confluence](https://docs.withrealm.com/admin/data-sources/confluence.md): Connect Confluence to sync pages and content
- [API data source](https://docs.withrealm.com/admin/data-sources/custom-api.md): Push documents to Realm from any system using the REST API
- [Freshdesk](https://docs.withrealm.com/admin/data-sources/freshdesk.md): Connect Freshdesk and Freshservice to sync tickets
- [GitHub](https://docs.withrealm.com/admin/data-sources/github.md): Connect GitHub to sync repos, issues, and pull requests
- [Gong](https://docs.withrealm.com/admin/data-sources/gong.md): Connect Gong to sync call recordings and transcripts
- [Google Drive](https://docs.withrealm.com/admin/data-sources/google-drive.md): Connect Google Drive to sync documents and files
- [HubSpot](https://docs.withrealm.com/admin/data-sources/hubspot.md): Connect HubSpot to sync CRM data and content
- [Intercom](https://docs.withrealm.com/admin/data-sources/intercom.md): Connect Intercom to sync conversations and tickets
- [Jira](https://docs.withrealm.com/admin/data-sources/jira.md): Connect Jira to sync issues and projects
- [Linear](https://docs.withrealm.com/admin/data-sources/linear.md): Connect Linear to sync issues and projects
- [Notion](https://docs.withrealm.com/admin/data-sources/notion.md): Connect Notion to sync pages and databases
- [Data sources](https://docs.withrealm.com/admin/data-sources/overview.md): Connect your workplace tools so Realm can search and reference their content
- [Salesforce](https://docs.withrealm.com/admin/data-sources/salesforce.md): Connect Salesforce to sync CRM data
- [SharePoint](https://docs.withrealm.com/admin/data-sources/sharepoint.md): Connect SharePoint to sync documents and sites
- [Slab](https://docs.withrealm.com/admin/data-sources/slab.md): Connect Slab to sync knowledge base posts
- [Slack](https://docs.withrealm.com/admin/data-sources/slack.md): Connect Slack to sync messages and files
- [Teams](https://docs.withrealm.com/admin/data-sources/teams.md): Connect Microsoft Teams to sync messages and channels
- [Vitally](https://docs.withrealm.com/admin/data-sources/vitally.md): Connect Vitally to sync accounts, notes, and tasks
- [Web pages](https://docs.withrealm.com/admin/data-sources/web-pages.md): Sync content from any publicly accessible website
- [Zendesk](https://docs.withrealm.com/admin/data-sources/zendesk.md): Connect Zendesk to sync tickets and knowledge base
- [Login methods](https://docs.withrealm.com/admin/login-methods.md): Understand how users sign in to your Realm organization
- [MCP](https://docs.withrealm.com/admin/mcp.md): Connect custom MCP servers to extend what your agents can do
- [Users](https://docs.withrealm.com/admin/members-and-roles.md): Manage users, roles, and provisioning in your Realm organization
- [API access](https://docs.withrealm.com/admin/organization-settings/api-access.md): Control API access for your organization
- [Model configuration](https://docs.withrealm.com/admin/organization-settings/model-configuration.md): Control which AI models are available to your organization
- [Organization context](https://docs.withrealm.com/admin/organization-settings/organization-context.md): Set organization-wide instructions and context for AI assistants
- [RFP settings](https://docs.withrealm.com/admin/organization-settings/rfp-settings.md): Configure default RFP assistants, export formats, and column roles
- [Admin guide](https://docs.withrealm.com/admin/overview.md): Manage users, data sources, integrations, and security for your Realm workspace
- [Overview](https://docs.withrealm.com/admin/security.md): Data protection, compliance, and security controls in Realm
- [Tools](https://docs.withrealm.com/admin/tools.md): Connect external tools so your agents can take actions
- [Trust center](https://docs.withrealm.com/admin/trust-center.md): Access Realm's compliance documentation and security certifications
- [Creating Agents](https://docs.withrealm.com/agents/creating-agents.md): Follow these steps to create custom AI agents
- [Agent examples](https://docs.withrealm.com/agents/examples.md): Pre-built agent templates for sales, customer success, support, and marketing
- [Overview of Agents](https://docs.withrealm.com/agents/overview.md): Build custom AI assistants for specific tasks and workflows
- [Adding Agents to Slack channels](https://docs.withrealm.com/agents/slack-channels.md): Configure AI agents to respond in specific Slack channels
- [Tools and actions](https://docs.withrealm.com/agents/tools.md): Allow agents to take actions in external systems
- [Triggers](https://docs.withrealm.com/agents/triggers.md): Automate agents with schedule, event, and webhook triggers
- [List agents](https://docs.withrealm.com/api-reference/agents/list-agents.md): List all agents that the API token has access to
- [Create or continue a chat](https://docs.withrealm.com/api-reference/chats/create-chat.md): Create a chat with a specific agent, or continue an existing chat. Any document that you have access to that is in the agent's knowledge base could be used to answer questions.
- [Create or continue a chat with a streaming response](https://docs.withrealm.com/api-reference/chats/create-chat-streaming.md): Create a chat with a specific agent, or continue an existing chat. Any document that you have access to that is in the agent's knowledge base could be used to answer questions.
- [Delete a chat](https://docs.withrealm.com/api-reference/chats/delete-chat.md): Delete a chat
- [Get chat's messages](https://docs.withrealm.com/api-reference/chats/get-chat-messages.md): Get a stored chat's messages.
- [List chats](https://docs.withrealm.com/api-reference/chats/list-chats.md): List chats
- [Resume a paused chat after tool approval](https://docs.withrealm.com/api-reference/chats/resume-chat-approvals.md): Submit ask-first approval decisions for a paused chat and continue the agent run.
- [List API data sources](https://docs.withrealm.com/api-reference/connectors/list-connectors.md): List all API data sources that you have access to.
- [Delete a document](https://docs.withrealm.com/api-reference/documents/delete-document.md): Delete a specific document by ID. You need to create an API data source to use this endpoint. Head over to the Data sources page to create a new API data source.
- [Delete documents older than a specified timestamp](https://docs.withrealm.com/api-reference/documents/delete-documents-older.md): Delete documents older than a specified timestamp. This endpoint requires a data source ID. To get started:
- [Get a document](https://docs.withrealm.com/api-reference/documents/get-document.md): Get a specific document by ID. This endpoint requires a data source ID. To get started:
- [List documents for a data source](https://docs.withrealm.com/api-reference/documents/list-documents.md): Retrieve documents for a specific API data source. This endpoint requires a data source ID. To get started:
- [Upload a file](https://docs.withrealm.com/api-reference/documents/upload-file.md): This endpoint initiates an upload session and returns an `uploadUrl` for the session. Upload your file content using PUT requests to the returned `uploadUrl`. The file will be processed in the background and indexed into your knowledge base once the upload is complete.
- [Upsert documents](https://docs.withrealm.com/api-reference/documents/upsert-documents.md): Create or update one or more documents. This endpoint requires a data source ID. To get started:
- [API Introduction](https://docs.withrealm.com/api-reference/introduction.md): Integrate Realm's capabilities into your applications and push data to Realm with our API
- [Writing effective queries](https://docs.withrealm.com/chat/effective-queries.md): Get the best answers from Chat with these tips
- [Get more out of Chat](https://docs.withrealm.com/chat/getting-more-out-of-chat.md): Research mode, filters, file attachments, and other features
- [Overview of Chat](https://docs.withrealm.com/chat/overview.md): Ask questions, run agents, and execute work
- [API](https://docs.withrealm.com/integrations/api.md): Programmatic access to Realm's core capabilities
- [Browser extension](https://docs.withrealm.com/integrations/chrome-extension.md): Search and chat with your company knowledge from any webpage
- [Desktop and mobile app](https://docs.withrealm.com/integrations/desktop-mobile.md): Install Realm as a Progressive Web App on your devices
- [MCP server](https://docs.withrealm.com/integrations/mcp.md): Connect AI tools to Realm via the Model Context Protocol
- [Slack app](https://docs.withrealm.com/integrations/slack-app.md): Get answers from your company's knowledge base directly in Slack
- [Introduction](https://docs.withrealm.com/introduction.md): Welcome to Realm - the AI workspace for revenue teams
- [Browsing knowledge](https://docs.withrealm.com/knowledge/browsing.md): View, search, and upload content in your knowledge base
- [Connectors](https://docs.withrealm.com/knowledge/connectors.md): Connect business applications to Realm
- [Curations](https://docs.withrealm.com/knowledge/curations.md): Maintain the quality of your knowledge base by verifying and hiding content
- [Knowledge base overview](https://docs.withrealm.com/knowledge/overview.md): How Realm indexes and uses your company's knowledge
- [Quickstart](https://docs.withrealm.com/quickstart.md): Get started with Realm in minutes
- [Understanding the answer quality score](https://docs.withrealm.com/rfp/answer-quality.md): How to interpret and use answer quality scores in RFP responses
- [Creating custom Agents for RFPs](https://docs.withrealm.com/rfp/custom-agents.md): Tailor RFP responses with dedicated AI agents
- [Completing an RFP](https://docs.withrealm.com/rfp/filling-rfps.md): Create projects, generate answers, collaborate, and export
- [Importing past RFP responses](https://docs.withrealm.com/rfp/importing.md): Enrich your knowledge base with previously completed questionnaires
- [Overview of RFPs](https://docs.withrealm.com/rfp/overview.md): Respond to RFPs, RFIs, and security assessments faster with AI
- [RFP settings](https://docs.withrealm.com/rfp/settings.md): Configure default settings for your organization RFP workflow
- [Overview of Search](https://docs.withrealm.com/search/overview.md): Find documents and information across all connected sources
- [Using search results](https://docs.withrealm.com/search/using-results.md): Filter, sort, preview, and chat with documents from search
- [User settings](https://docs.withrealm.com/settings.md): Configure your personal preferences, integrations, and API keys
- [Tips for power users](https://docs.withrealm.com/tips-for-power-users.md): Keyboard shortcuts and power user features in Realm

## OpenAPI Specs

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

## Optional

- [Changelog](https://www.withrealm.com/changelog)
- [Status](https://status.withrealm.com/)