# WiseParts Documentation > User documentation for the WiseParts platform. ## Documentation Sets - [WiseParts - Complete Documentation](https://docs.wiseparts.ai/llms-full.txt): Complete documentation for the WiseParts platform. ## Getting Started - [Welcome](https://docs.wiseparts.ai/raw/getting-started.md): Get started with WiseParts. - [Navigation](https://docs.wiseparts.ai/raw/getting-started/navigation.md): How to find your way around WiseParts. - [Key Concepts](https://docs.wiseparts.ai/raw/getting-started/key-concepts.md): The core objects you'll work with in WiseParts. - [First Steps](https://docs.wiseparts.ai/raw/getting-started/first-steps.md): Quick wins to get productive with WiseParts. - [Data & Integrations](https://docs.wiseparts.ai/raw/getting-started/data-integrations.md): How WiseParts receives data from your systems. - [Henry AI](https://docs.wiseparts.ai/raw/getting-started/henry-ai.md): How AI assists you across WiseParts — from filling forms to drafting replies. - [Sign In](https://docs.wiseparts.ai/raw/getting-started/sign-in.md): Sign in with your password, a one-time code, or a magic link from email. ## Workspace - [Inbox](https://docs.wiseparts.ai/raw/workspace/inbox.md): Notification center for system alerts and updates. - [Schedule](https://docs.wiseparts.ai/raw/workspace/schedule.md): Calendar view for planning and managing activities. - [Tasks](https://docs.wiseparts.ai/raw/workspace/tasks.md): Create, assign, and track tasks to manage your team's work and follow-up activities. - [Search](https://docs.wiseparts.ai/raw/workspace/search.md): Find customers, orders, and more quickly. - [Dashboards](https://docs.wiseparts.ai/raw/workspace/dashboards.md): Visual analytics and KPI tracking for sales, customers, calls, and conversations. - [Notes](https://docs.wiseparts.ai/raw/workspace/notes.md): Record observations, context, and important details on customers, branches, and other records. - [Profile](https://docs.wiseparts.ai/raw/workspace/profile.md): Manage your account settings and preferences. - [Notifications](https://docs.wiseparts.ai/raw/workspace/notifications.md): Configure notification channels for your team. ## Customers - [Customer Dashboard](https://docs.wiseparts.ai/raw/customers/customer-profile/dashboard.md): Visual overview of customer performance with KPI widgets and activity summary. - [Customer Info](https://docs.wiseparts.ai/raw/customers/customer-profile/customer-info.md): View and edit basic customer details. - [GPS & Map](https://docs.wiseparts.ai/raw/customers/customer-profile/gps-location.md): Customer location coordinates and map visualization. - [Salesmen](https://docs.wiseparts.ai/raw/customers/customer-profile/salesmen.md): Assign salespeople to customers. - [Contacts](https://docs.wiseparts.ai/raw/customers/customer-profile/contacts.md): Manage individual contacts at customer companies. - [Categories](https://docs.wiseparts.ai/raw/customers/customer-profile/categories.md): Organize customers with custom tags. - [Custom Fields](https://docs.wiseparts.ai/raw/customers/customer-profile/custom-fields.md): Organization-specific data fields on customer profiles. - [Credit Limits](https://docs.wiseparts.ai/raw/customers/customer-profile/credit-limits.md): View customer credit status and plafonds. - [Routes](https://docs.wiseparts.ai/raw/customers/customer-profile/routes.md): Delivery route assignments for customers. - [Agreements](https://docs.wiseparts.ai/raw/customers/customer-profile/agreements.md): View customer performance against sales targets. - [Notes](https://docs.wiseparts.ai/raw/customers/customer-profile/notes.md): Record observations and context on customer profiles. - [History](https://docs.wiseparts.ai/raw/customers/customer-profile/history.md): Audit timeline of every change made to a customer or branch profile. - [Transaction History](https://docs.wiseparts.ai/raw/customers/customer-profile/transaction-history.md): View quotes, orders, invoices, and outstanding payments for a customer. - [Branches](https://docs.wiseparts.ai/raw/customers/customer-profile/branches.md): Manage customers with multiple locations. - [Customer List](https://docs.wiseparts.ai/raw/customers/customer-list.md): Browse, search, filter, and export your customer database. - [Prospects](https://docs.wiseparts.ai/raw/customers/prospects.md): Create and manage potential customers before they exist in your source system. - [Segments](https://docs.wiseparts.ai/raw/customers/segments.md): Classify customers by sales performance with automatic and manual segmentation. - [Contacts](https://docs.wiseparts.ai/raw/customers/contacts.md): Manage emails and phone numbers across your customers and branches in one place. - [Territory Management](https://docs.wiseparts.ai/raw/customers/territory-management.md): Map-based customer assignment and sales territory management. - [Territory Studio](https://docs.wiseparts.ai/raw/customers/territory-studio.md): Design sales territories on a map, balance workloads across your team, and keep customer coverage under control. - [Traveller](https://docs.wiseparts.ai/raw/customers/traveller.md): Plan optimized multi-day visit routes with a step-by-step planning wizard. - [Settings](https://docs.wiseparts.ai/raw/customers/customer-settings.md): Visibility rules, salesman assignments, and customer data controls. - [Categories](https://docs.wiseparts.ai/raw/customers/categories.md): Custom grouping tags for customers. - [Custom Fields](https://docs.wiseparts.ai/raw/customers/custom-fields.md): Configure additional data fields for customer profiles. ## Sales - [Quotes](https://docs.wiseparts.ai/raw/sales/quotes.md): Create and manage customer price proposals with flexible quoting workflows. - [Orders](https://docs.wiseparts.ai/raw/sales/orders.md): Track confirmed customer orders and delivery status. - [Invoices](https://docs.wiseparts.ai/raw/sales/invoices.md): View billing records and invoice history. - [Due Documents](https://docs.wiseparts.ai/raw/sales/due-documents.md): Track outstanding payments and receivables. - [Agreements](https://docs.wiseparts.ai/raw/sales/agreements.md): Track sales performance against targets with bonus tiers. - [Goals](https://docs.wiseparts.ai/raw/sales/goals.md): Set and track targets for sales, activities, and orders across teams and individuals. - [Analytics 360](https://docs.wiseparts.ai/raw/sales/analytics-360.md): Deep sales analysis with flexible grouping, multi-year comparison, forecasts, and drill-down. - [Sales grouping](https://docs.wiseparts.ai/raw/sales/sales-filters.md): Create custom sales groupings for Analytics 360. - [Stock Analytics](https://docs.wiseparts.ai/raw/sales/stock-analytics.md): Analyze inventory health, rotation, dead stock, and stockout risk with drill-down and AI insights. ## Communication - [Conversations](https://docs.wiseparts.ai/raw/communication/conversations.md): Unified multi-channel inbox for Email and WhatsApp customer communication. - [Call Center](https://docs.wiseparts.ai/raw/communication/call-center.md): Handle inbound calls, track performance, and recover lost customers. - [Chat Widget](https://docs.wiseparts.ai/raw/communication/chat-widget.md): Add a live-chat widget to your own website so visitors can chat with your team. ## Automations - [Getting Started](https://docs.wiseparts.ai/raw/automations/getting-started.md): Create your first automation and learn the basic workflow. - [Events](https://docs.wiseparts.ai/raw/automations/events.md): Triggers that start your automations. - [Conditions](https://docs.wiseparts.ai/raw/automations/conditions.md): Filter when automations should execute. - [Actions](https://docs.wiseparts.ai/raw/automations/actions.md): Define what happens when automations trigger. - [Templates](https://docs.wiseparts.ai/raw/automations/templates.md): Pre-built automations to get started quickly. - [Examples](https://docs.wiseparts.ai/raw/automations/examples.md): Real-world automation recipes for common scenarios. ## Data - [Importers](https://docs.wiseparts.ai/raw/data/importers.md): Import data from files into WiseParts. - [Exporters](https://docs.wiseparts.ai/raw/data/exporters.md): Scheduled data exports. - [Integrations](https://docs.wiseparts.ai/raw/data/integrations.md): Connect to source systems, FTP, Call Center, and APIs. - [Integration Logs](https://docs.wiseparts.ai/raw/data/integration-logs.md): Monitor integration activity and troubleshoot errors. ## Settings ## Prospecting - [Overview](https://docs.wiseparts.ai/raw/prospecting/overview.md): Discover new business opportunities and grow your customer base with smart prospecting tools. - [Discovering Leads](https://docs.wiseparts.ai/raw/prospecting/discovering-leads.md): Search for new business opportunities using the interactive prospecting map. - [Managing Leads](https://docs.wiseparts.ai/raw/prospecting/managing-leads.md): Assign leads to your team, review potential matches, and track progress. - [Converting Leads](https://docs.wiseparts.ai/raw/prospecting/converting-leads.md): Turn qualified leads into customer records and track their journey. - [Snap Activity](https://docs.wiseparts.ai/raw/prospecting/snap-activity.md): Discover and convert leads on the road while visiting customers. - [Route Planning](https://docs.wiseparts.ai/raw/prospecting/route-planning.md): Include prospecting leads in your daily sales routes. - [Settings](https://docs.wiseparts.ai/raw/prospecting/settings.md): Configure prospecting behavior, quotas, and integration preferences. ## API Reference - [Introduction](https://docs.wiseparts.ai/raw/api/introduction.md): What the WiseParts API covers, where to send requests, and how to make your first call. - [Authentication](https://docs.wiseparts.ai/raw/api/authentication.md): How to get a token and send it with every request. - [Post a call event](https://docs.wiseparts.ai/raw/api/calls/post-call-event.md): Creates a call, or advances one that already exists. - [Look up a caller's priority](https://docs.wiseparts.ai/raw/api/calls/get-caller-priority.md): Given a phone number, returns the priority of the segment the matching customer belongs to. - [List request history](https://docs.wiseparts.ai/raw/api/calls/list-request-history.md): Every Voice API request is recorded with its payload, response, status and duration. - [Troubleshooting](https://docs.wiseparts.ai/raw/api/troubleshooting.md): Find out what actually reached WiseParts.