# ParsaLink

## Docs

- [AI Agents](https://docs.parsalink.io/ai/agents.md): The CRM AI assistant is built from 16 specialized per-domain agents — one for contacts, one for opportunities, one for email, and so on — coordinated by a router.
- [AI Analytics](https://docs.parsalink.io/ai/analytics.md): Run natural language queries against your CRM data and save charts to your dashboard or reports — no SQL required.
- [AI Chat Assistant](https://docs.parsalink.io/ai/chat.md): Use the Parsa AI chat panel to search your CRM, create records, draft emails, and get instant pipeline insights.
- [AI Email Generation](https://docs.parsalink.io/ai/email-generation.md): Use Parsa AI to generate personalized, context-aware emails for contacts, leads, and automation workflows.
- [Parsa AI Overview](https://docs.parsalink.io/ai/overview.md): Parsa AI is your intelligent CRM assistant — it answers questions, generates content, and takes actions using your live business data.
- [Authentication](https://docs.parsalink.io/api-reference/authentication.md): Authenticate with the ParsaLink API using JWT tokens or API keys.
- [Automation Rules API](https://docs.parsalink.io/api-reference/automations/rules.md): REST endpoints for managing automation rules programmatically — list, inspect, create, update, activate, and delete rules.
- [Automation Templates API](https://docs.parsalink.io/api-reference/automations/templates.md): REST endpoints for browsing and installing automation templates from the template gallery.
- [Accounts API](https://docs.parsalink.io/api-reference/crm/accounts.md): REST endpoints for creating, reading, updating, and deleting account (company) records in ParsaLink.
- [Contacts API](https://docs.parsalink.io/api-reference/crm/contacts.md): REST endpoints for creating, reading, updating, and deleting contact records in ParsaLink.
- [Leads API](https://docs.parsalink.io/api-reference/crm/leads.md): REST endpoints for creating, reading, updating, and deleting lead records in ParsaLink.
- [Opportunities API](https://docs.parsalink.io/api-reference/crm/opportunities.md): REST endpoints for creating, reading, updating, and deleting opportunity (deal) records in ParsaLink.
- [API Introduction](https://docs.parsalink.io/api-reference/introduction.md): Connect to the ParsaLink API to read and write CRM data, trigger automations, and integrate with your own systems.
- [Automation Actions](https://docs.parsalink.io/automations/actions.md): All available actions in ParsaLink automations — everything your workflows can do automatically.
- [Automation Conditions](https://docs.parsalink.io/automations/conditions.md): Use trigger conditions, step conditions, exit conditions, and else actions to build precise, intelligent automation workflows.
- [Automations Overview](https://docs.parsalink.io/automations/overview.md): Build trigger-based workflows that run automatically — send follow-up emails, assign leads, update stages, and more without manual effort.
- [Automation Templates](https://docs.parsalink.io/automations/templates.md): Browse and install pre-built automation workflows for common sales, support, onboarding, and re-engagement scenarios — customize them in minutes.
- [Automation Triggers](https://docs.parsalink.io/automations/triggers.md): All available triggers for ParsaLink automations — the events that start a workflow.
- [Availability & Booking Links](https://docs.parsalink.io/calendar/availability.md): Set your available hours and share a booking link so prospects and clients can schedule meetings without the back-and-forth.
- [Calendar Events](https://docs.parsalink.io/calendar/events.md): Create and manage meetings in ParsaLink — add attendees, meeting links, and link events to your CRM records.
- [Calendar Overview](https://docs.parsalink.io/calendar/overview.md): Schedule meetings, manage events, and share booking links — all synced with Google Calendar and Microsoft Outlook.
- [Accounts](https://docs.parsalink.io/crm/accounts.md): Manage companies and organizations in ParsaLink — link contacts, track deals, and get a full view of every business relationship.
- [Cases](https://docs.parsalink.io/crm/cases.md): Manage support tickets and post-sale issues with a full case management workflow linked to your CRM accounts and contacts.
- [Contacts](https://docs.parsalink.io/crm/contacts.md): Manage qualified individuals in your CRM — create, organize, and track every interaction with the people you do business with.
- [Dashboard](https://docs.parsalink.io/crm/dashboard.md): Get a real-time overview of your CRM activity — pipeline health, saved analytics, recent activity, upcoming tasks, and quick actions — all in one place.
- [Documents](https://docs.parsalink.io/crm/documents.md): Proposals, invoices, contracts, quotes, and SOWs — one document system, five formats, with PDF render, email send, and optional Google Drive sync.
- [Follow-Ups Queue](https://docs.parsalink.io/crm/follow-ups.md): An inbox of work that needs your attention — surfaces every contact, account, and opportunity that hit a signal worth acting on.
- [Forms](https://docs.parsalink.io/crm/forms.md): Build public web forms that drop submissions straight into your CRM — with AI-assisted schema design and built-in spam protection.
- [Import & Export](https://docs.parsalink.io/crm/import-export.md): Bring contacts and leads into ParsaLink from CSV files, business card scans, document uploads, and bulk ZIP archives — and export your data at any time.
- [Lead Generation](https://docs.parsalink.io/crm/lead-generation.md): Harvest qualified leads automatically — describe your ideal customer profile in plain English, pick a source, and let ParsaLink fill your pipeline on a schedule.
- [Leads](https://docs.parsalink.io/crm/leads.md): Track unqualified prospects in your leads pipeline and convert them to contacts when they're ready.
- [Meeting Notes](https://docs.parsalink.io/crm/meeting-notes.md): Capture and organize notes from meetings, including whiteboard photos and uploaded documents — with AI-powered text extraction.
- [Opportunities](https://docs.parsalink.io/crm/opportunities.md): Track deals in your sales pipeline — from prospecting to closed won — with full history, linked contacts, and pipeline analytics.
- [CRM Overview](https://docs.parsalink.io/crm/overview.md): A tour of the ParsaLink CRM — what you can manage, how the modules connect, and how to navigate the interface.
- [Proposals](https://docs.parsalink.io/crm/proposals.md): Create branded, trackable proposals linked to opportunities — and let AI help you write them.
- [Reports](https://docs.parsalink.io/crm/reports.md): Build, save, and share reports with customizable widgets — including AI-generated charts, pipeline views, metrics, and lists.
- [Tags](https://docs.parsalink.io/crm/tags.md): Organize contacts, accounts, and leads with freeform labels — then filter, segment, and automate based on those tags.
- [Tasks](https://docs.parsalink.io/crm/tasks.md): Create, assign, and track tasks across your CRM — from follow-up calls to proposal reviews — so nothing slips through the cracks.
- [Education Module](https://docs.parsalink.io/education/overview.md): Run courses, enroll customers, and track progress — all inside ParsaLink, with student records linked back to their CRM contact.
- [Daily Digest](https://docs.parsalink.io/email/digest.md): An LLM-written daily summary of what's happening in your CRM — tasks due, overdue work, pipeline movement, and any custom sections you wire up.
- [Email Overview](https://docs.parsalink.io/email/overview.md): Send, track, and manage emails directly from ParsaLink — with templates, automation, bounce handling, and full delivery history.
- [Sending Emails](https://docs.parsalink.io/email/sending.md): Send individual and bulk emails from the CRM, and configure your sending infrastructure with SMTP or Amazon SES.
- [Email Templates](https://docs.parsalink.io/email/templates.md): Create reusable email templates with dynamic variables, branded footers, and rich formatting for consistent team-wide outreach.
- [Email Tracking & Delivery](https://docs.parsalink.io/email/tracking.md): Monitor email opens, clicks, and delivery status. Manage bounce handling and suppression lists to protect your sender reputation.
- [Workspace Email Domain](https://docs.parsalink.io/email/workspace-email.md): Set up a dedicated sending domain for your workspace — ParsaLink auto-provisions SES, generates DKIM records, and gives you a dedicated `parsa-assistant@` address for inbound capture.
- [Google Workspace](https://docs.parsalink.io/integrations/google-workspace.md): Connect Google Calendar, Gmail, Drive, Docs, and Meet to ParsaLink for a seamlessly integrated workflow.
- [Microsoft 365](https://docs.parsalink.io/integrations/microsoft-365.md): Connect Outlook Calendar, Mail, OneDrive, Office documents, and Teams to ParsaLink for a full Microsoft 365 workflow.
- [Integrations Overview](https://docs.parsalink.io/integrations/overview.md): Connect ParsaLink with Google Workspace, Microsoft 365, and Twilio to sync your calendar, email, and communications.
- [Twilio](https://docs.parsalink.io/integrations/twilio.md): Enable click-to-call, automatic call logging, and SMS sending from ParsaLink using your Twilio account.
- [Welcome to ParsaLink](https://docs.parsalink.io/introduction.md): ParsaLink is an AI-powered CRM platform built for modern sales teams, agencies, and growing businesses.
- [Marketing CMS](https://docs.parsalink.io/marketing/cms.md): A headless content system inside ParsaLink — one universal entity drives your blog posts, case studies, projects, service pages, and anything else you want to publish.
- [Notifications](https://docs.parsalink.io/notifications/overview.md): Stay informed about what's happening across your workspace — from lead assignments to task reminders — with in-app notifications and email digests.
- [Quickstart](https://docs.parsalink.io/quickstart.md): Get up and running with ParsaLink in under 10 minutes.
- [Billing & Plans](https://docs.parsalink.io/settings/billing.md): Manage your ParsaLink subscription, understand your usage, and purchase credit packs for additional capacity.
- [Custom Fields](https://docs.parsalink.io/settings/custom-fields.md): Add your own fields to Contacts, Accounts, Opportunities, and Tasks — organize them into sections, control visibility, and map them automatically during CSV import.
- [Team Management](https://docs.parsalink.io/settings/team.md): Invite team members, manage roles, and control access to your ParsaLink workspace.
- [Workspace Settings](https://docs.parsalink.io/settings/workspace.md): Configure your ParsaLink workspace — name, branding, timezone, currency, and general preferences.
- [Workspace Setup](https://docs.parsalink.io/workspace-setup.md): Configure your ParsaLink workspace — invite your team, set up email sending, and connect integrations.