R

Records Labs Help Center

How can we help?

Titles + content

D

Developers

9 articles

Guides and answers categorized under Developers.

API changelog Authentication, keys and scopes Browser extension Desktop sync and Obsidian

K

Knowledge & sources

7 articles

Guides and answers categorized under Knowledge & sources.

Access, sensitivity, and trust Adding documents and websites Classify with AI Connecting business systems

A

Agents & answering

6 articles

Guides and answers categorized under Agents & answering.

Confidence, citations and evidence Council answers Creating an agent Knowledge scope and audiences

H

Help Center & publishing

6 articles

Guides and answers categorized under Help Center & publishing.

Analytics and feedback Collections and navigation Creating a Help Center Custom domains

H

Help Desk

6 articles

Guides and answers categorized under Help Desk.

Customers and companies Inbox basics Reports and CSAT Routing and teams

P

Plan, credits & billing

5 articles

Guides and answers categorized under Plan, credits & billing.

Credits and the rate card Extra credits and auto-reload Invoices and payment Plans and what's included

C

Chat & creations

4 articles

Guides and answers categorized under Chat & creations.

Asking questions well Creations Projects Sources and entities in answers

G

Getting started

4 articles

Guides and answers categorized under Getting started.

Inviting your team and roles Keyboard shortcuts What Records Labs is Your first week

S

Security & privacy

4 articles

Guides and answers categorized under Security & privacy.

Data handling and retention Model data policies PII scrubbing Subprocessors

T

Team & access

4 articles

Guides and answers categorized under Team & access.

Guests Roles and capabilities SSO and passkeys Teams

W

What's new & troubleshooting

4 articles

Guides and answers categorized under What's new & troubleshooting.

How to reach support Known issues Release notes Troubleshooting

C

Channels

3 articles

Guides and answers categorized under Channels.

Email inboxes and forwarding Slack Website chat widget

Featured articles

Confidence, citations and evidenceAgents & answering Council answersAgents & answering Creating an agentAgents & answering Knowledge scope and audiencesAgents & answering Scenarios and handoff rulesAgents & answering SkillsAgents & answering Email inboxes and forwardingChannels SlackChannels Website chat widgetChannels Asking questions wellChat & creations CreationsChat & creations ProjectsChat & creations Sources and entities in answersChat & creations API changelogDevelopers Authentication, keys and scopesDevelopers Browser extensionDevelopers Desktop sync and ObsidianDevelopers Endpoints referenceDevelopers Getting started with the Records Labs APIDevelopers MCPDevelopers Rate limits, errors and the stability policyDevelopers Webhooks and eventsDevelopers Inviting your team and rolesGetting started Keyboard shortcutsGetting started What Records Labs isGetting started Your first weekGetting started Analytics and feedbackHelp Center & publishing Collections and navigationHelp Center & publishing Creating a Help CenterHelp Center & publishing Custom domainsHelp Center & publishing Gated access and the customer portalHelp Center & publishing Publishing NotesHelp Center & publishing Customers and companiesHelp Desk Inbox basicsHelp Desk Reports and CSATHelp Desk Routing and teamsHelp Desk Saved replies and macrosHelp Desk Tickets, statuses, and SLAsHelp Desk Access, sensitivity, and trustKnowledge & sources Adding documents and websitesKnowledge & sources