# Slate Documentation

> Documentation for Slate — a customer relationship management and workflow platform for sales, support, hiring, and any multi-step process.

## Documentation Sets

- [Slate Documentation — Full](https://docs.slate.zerulean.com/llms-full.txt): Complete documentation for the Slate CRM platform including pipelines, contacts, automations, proposals, invoices, tasks, reports, analytics, integrations, and API reference.

## Getting Started

Account setup, quickstart guide, and platform overview.

- [Introduction](/getting-started): Platform overview and core capabilities
- [Quickstart](/getting-started/quickstart): Step-by-step workspace setup

## Core Concepts

Data model, organizational hierarchy, contacts, and permissions.

- [Overview](/core-concepts): Organizations, companies, pipelines, stages, statuses, items, fields, and access levels
- [Contacts](/core-concepts/contacts): People and company contact management
- [Teams & Permissions](/core-concepts/teams): Team management and pipeline/stage-level access control

## Features

Platform capabilities including automations, conversations, documents, analytics, and more.

- [Automations](/features/automations): Multi-step workflows with triggers, conditions, and actions
- [Conversations & Inbox](/features/conversations): Email conversations inside pipeline items
- [Proposals](/features/proposals): Proposal creation, PDF generation, and e-signatures
- [Invoices](/features/invoices): Invoice management with payment tracking
- [Tasks](/features/tasks): Task management with list and calendar views
- [Reports](/features/reports): Pipeline performance reports
- [Analytics](/features/analytics): KPI dashboard with funnel and trend analysis
- [Lead Scoring](/features/lead-scoring): Rule-based item scoring for prioritization
- [Duplicate Detection](/features/duplicate-detection): Configurable duplicate prevention
- [Inventory](/features/inventory): Product catalog and stock management

## Guides

Step-by-step operational walkthroughs.

- [Create a Pipeline](/guides/create-a-pipeline): Full pipeline setup with stages, statuses, blueprints, and advanced settings
- [Add Custom Fields](/guides/add-custom-fields): Field types, validation, and display configuration
- [Invite Team Members](/guides/invite-your-team): User roles and team permissions
- [Configure Email Domain](/guides/set-up-email-domain): Custom domain verification for outbound email
- [Manage Items](/guides/manage-items): Create, edit, assign, and move items
- [Send a Proposal](/guides/send-a-proposal): Proposal creation and delivery
- [Create an Invoice](/guides/create-an-invoice): Invoice generation and payment tracking
- [Track Tasks](/guides/track-tasks): Task creation and calendar views
- [Configure an Automation](/guides/first-automation): Build a multi-step workflow
- [Capture Leads via Web Form](/guides/capture-leads): Embeddable forms for lead capture
- [Connect via Webhook](/guides/connect-webhook): Inbound webhook integration
- [Import from CSV](/guides/import-from-csv): Bulk data import

## Integrations

Inbound and outbound data integration with external systems.

- [Overview](/integrations): Integration methods and patterns
- [Inbound Webhooks](/integrations/inbound-webhooks): Accept data from external tools
- [Outbound Webhooks](/integrations/outbound-webhooks): Push event data to external endpoints
- [CSV Import](/integrations/csv-import): Bulk import with column mapping
- [Web Forms](/integrations/web-forms): Embeddable lead capture forms
- [Email Domains](/integrations/email-domains): Custom domain setup and email templates

## API Reference

External API for programmatic access to items, tasks, and pipelines.

- [Authentication](/api/authentication): API key management, scopes, and rate limits
- [Items](/api/items): CRUD operations on pipeline items
- [Tasks](/api/tasks): CRUD operations on tasks
- [Pipelines](/api/pipelines): Pipeline, stage, and status lookups
- [REST Hooks](/api/webhooks): Programmatic event subscriptions

## FAQ & Support

Common questions and support resources.

- [FAQ](/faq-and-support/faq): Accounts, regions, billing, data export, deletion, limits, and authentication
- [Get Help](/faq-and-support/get-help): Contact support, join Discord community

## For AI

Full documentation context for AI tools.

- [For AI](/llm-context): Full documentation as a single file for AI assistants

## Landing

- [Slate Documentation](https://docs.slate.zerulean.com/raw/index.md): Documentation for Slate, a customer relationship management and workflow platform.

## Docs

- [Introduction](https://docs.slate.zerulean.com/raw/getting-started.md): Overview of the Slate platform and its core capabilities.
- [Quickstart](https://docs.slate.zerulean.com/raw/getting-started/quickstart.md): Configure your workspace and create your first pipeline.
- [Overview](https://docs.slate.zerulean.com/raw/core-concepts.md): Data model and organizational hierarchy.
- [Contacts](https://docs.slate.zerulean.com/raw/core-concepts/contacts.md): Centralized contact management for people and organizations.
- [Teams & Permissions](https://docs.slate.zerulean.com/raw/core-concepts/teams.md): User roles, team management, and granular access control for pipelines and stages.
- [Overview](https://docs.slate.zerulean.com/raw/features.md): Platform capabilities for relationship management and workflow orchestration.
- [Lead Scoring](https://docs.slate.zerulean.com/raw/features/lead-scoring.md): Rule-based scoring engine for pipeline item prioritization.
- [Conversations & Inbox](https://docs.slate.zerulean.com/raw/features/conversations.md): Integrated email conversations and shared inbox within pipelines.
- [Tasks](https://docs.slate.zerulean.com/raw/features/tasks.md): Create, assign, and track tasks across your workflows.
- [Duplicate Detection](https://docs.slate.zerulean.com/raw/features/duplicate-detection.md): Configurable duplicate detection with field matching, fuzzy logic, and conflict resolution.
- [Automations](https://docs.slate.zerulean.com/raw/features/automations.md): Configure event driven and scheduled workflow automations.
- [Inventory](https://docs.slate.zerulean.com/raw/features/inventory.md): Product catalog management with automatic stock tracking tied to proposals and invoices.
- [Proposals](https://docs.slate.zerulean.com/raw/features/proposals.md): Proposal creation, PDF preview, delivery, and e-signature tracking.
- [Invoices](https://docs.slate.zerulean.com/raw/features/invoices.md): Invoice generation, delivery, and payment tracking.
- [Reports](https://docs.slate.zerulean.com/raw/features/reports.md): Pipeline performance reports with filtering and CSV export.
- [Analytics](https://docs.slate.zerulean.com/raw/features/analytics.md): Executive dashboard with KPI metrics, funnel analysis, and trend visualizations.
- [Guides](https://docs.slate.zerulean.com/raw/guides.md): Step-by-step operational guides for the Slate platform.
- [Create a Pipeline](https://docs.slate.zerulean.com/raw/guides/create-a-pipeline.md): Set up a pipeline with workflow stages, statuses, blueprints, scoring, deduplication, and reporting.
- [Add Custom Fields](https://docs.slate.zerulean.com/raw/guides/add-custom-fields.md): Configure custom field types, validation, and display options on your pipeline blueprint.
- [Invite Team Members](https://docs.slate.zerulean.com/raw/guides/invite-your-team.md): Add users to your workspace with role based access levels.
- [Configure Email Domain](https://docs.slate.zerulean.com/raw/guides/set-up-email-domain.md): Verify a custom email domain for branded outbound communication.
- [Manage Items](https://docs.slate.zerulean.com/raw/guides/manage-items.md): Create, edit, assign, and move items through your pipeline.
- [Send a Proposal](https://docs.slate.zerulean.com/raw/guides/send-a-proposal.md): Create a proposal, send it to your contact, and track its status.
- [Create an Invoice](https://docs.slate.zerulean.com/raw/guides/create-an-invoice.md): Generate invoices and track payments.
- [Track Tasks](https://docs.slate.zerulean.com/raw/guides/track-tasks.md): Create, assign, and monitor tasks with list and calendar views.
- [Configure an Automation](https://docs.slate.zerulean.com/raw/guides/first-automation.md): Build a multi step workflow automation with triggers, conditions, and actions.
- [Capture Leads via Web Form](https://docs.slate.zerulean.com/raw/guides/capture-leads.md): Deploy an embeddable form that creates pipeline items from public submissions.
- [Connect via Webhook](https://docs.slate.zerulean.com/raw/guides/connect-webhook.md): Configure inbound webhook integration with field mapping for external data sources.
- [Import from CSV](https://docs.slate.zerulean.com/raw/guides/import-from-csv.md): Bulk import items with source mappings, validation, and rollback support.
- [Add a Passkey](https://docs.slate.zerulean.com/raw/guides/add-passkey.md): Set up passkey authentication for faster login without email passcodes.
- [Enable Two Factor Authentication](https://docs.slate.zerulean.com/raw/guides/enable-two-factor-auth.md): Add an extra layer of security to your account with an authenticator app.
- [Sync Google Calendar](https://docs.slate.zerulean.com/raw/guides/sync-google-calendar.md): Connect Google Calendar to sync your tasks as calendar events.
- [Overview](https://docs.slate.zerulean.com/raw/integrations.md): Connect external tools to Slate and keep your data in sync.
- [Inbound Webhooks](https://docs.slate.zerulean.com/raw/integrations/inbound-webhooks.md): Receive data from external systems with automatic field mapping.
- [Outbound Webhooks](https://docs.slate.zerulean.com/raw/integrations/outbound-webhooks.md): Send item data to external endpoints when events occur in your pipeline.
- [CSV Import](https://docs.slate.zerulean.com/raw/integrations/csv-import.md): Bulk data import with source mappings, progress tracking, and rollback.
- [Web Forms](https://docs.slate.zerulean.com/raw/integrations/web-forms.md): Embeddable forms with custom styling and rate limiting.
- [Email Domains](https://docs.slate.zerulean.com/raw/integrations/email-domains.md): Custom email domain verification, outbound sender configuration, and template management.
- [Authentication](https://docs.slate.zerulean.com/raw/api/authentication.md): API key authentication, scopes, and rate limiting.
- [Items](https://docs.slate.zerulean.com/raw/api/items.md): CRUD operations on pipeline items.
- [Tasks](https://docs.slate.zerulean.com/raw/api/tasks.md): CRUD operations on tasks with assignment and completion tracking.
- [Pipelines](https://docs.slate.zerulean.com/raw/api/pipelines.md): Read-only endpoints for pipeline, stage, and status ID resolution.
- [REST Hooks](https://docs.slate.zerulean.com/raw/api/webhooks.md): Programmatic event subscription and unsubscription for integration platforms.
- [FAQ](https://docs.slate.zerulean.com/raw/faq-and-support/faq.md): Frequently asked questions about accounts, billing, data, and platform limits.
- [Get Help](https://docs.slate.zerulean.com/raw/faq-and-support/get-help.md): Reach out to us with your questions.
- [For AI](https://docs.slate.zerulean.com/raw/llm-context.md): Give AI tools full context about Slate.

## Notes

- Slate uses passwordless authentication (email passcodes and passkeys).
- Pipelines are the core workflow unit. Each pipeline has stages (Kanban columns), statuses (sub-steps within stages), and blueprints (field collections).
- Plans: Individual, Pro, Business, Enterprise. All start with a 14-day free trial.