# Concepts - [Objects](https://developer.kizen.com/docs/concepts/objects.md): A foundational guide to Kizen Objects covering data modeling, Records, relationships, Agentic Workflows, Contacts, and API usage for admins, developers, and solution architects. - [Object Core Concepts](https://developer.kizen.com/docs/concepts/objects/object-core-concepts.md): Learn how Objects define data models in Kizen, including fields, Records, relationships, object types, and architectural implications for Agentic Workflows, reporting, and APIs. - [Object Data Model](https://developer.kizen.com/docs/concepts/objects/object-data-model.md): Reference documentation for the Custom Objects data model in Kizen, including object identifiers, records, fields, relationships, and API behavior. - [Object Configuration](https://developer.kizen.com/docs/concepts/objects/object-configuration.md): Configure Objects in Kizen by managing general settings, workflows, relationships, custom fields, layouts, and permissions to define how data is structured, connected, and displayed. - [Object General Settings](https://developer.kizen.com/docs/concepts/objects/object-configuration/object-general-settings.md): Explains how to configure an Object’s General Settings, including naming, workflow behavior, searchability, display options, and platform inclusion. - [Object Workflows](https://developer.kizen.com/docs/concepts/objects/object-configuration/object-workflows.md): Learn how Object Workflows transform Objects into structured pipelines by enabling stages, lifecycle tracking, and optional probability metrics to manage records through repeatable processes. - [Object Relationships](https://developer.kizen.com/docs/concepts/objects/object-configuration/object-relationships.md): Learn how Kizen object relationships connect records, control access, share timeline activity, and structure data for better workflows and reporting. - [Customize Object Fields](https://developer.kizen.com/docs/concepts/objects/object-configuration/customize-object-fields.md): Define and manage Object fields in Kizen, including field categories, field types, validation rules, and metadata, to control how data is stored, organized, and exposed. - [Object Layout Customization](https://developer.kizen.com/docs/concepts/objects/object-configuration/object-layout-customization.md): Learn how to use Kizen APIs and Webhooks to discover Objects, access Record data, and build scalable integrations using request-driven and event-driven architectures. - [Object Permissions](https://developer.kizen.com/docs/concepts/objects/object-configuration/object-permissions.md): Learn how Object Permissions work in Kizen, including Object visibility, create/edit/remove access, field-level restrictions, Record-level behavior, and how permissions appear in API responses. - [Object APIs](https://developer.kizen.com/docs/concepts/objects/object-apis.md): Overview of Object APIs and webhooks in Kizen, explaining how to retrieve Object IDs, retrieve Object details data, and trigger workflows for data synchronization. - [Object API Names](https://developer.kizen.com/docs/concepts/objects/object-apis/object-api-names.md): Learn how API names and object identifiers work in Kizen, including how to reference Objects, Custom Fields, Activities, and Agentic Workflows in API requests. - [List and Search Objects API](https://developer.kizen.com/docs/concepts/objects/object-apis/list-and-search-objects-api.md): Use the List Custom Objects API to retrieve available object schemas, identifiers, and metadata for building integrations, admin tools, and dynamic workflows. - [Retrieve Object Details by ID API](https://developer.kizen.com/docs/concepts/objects/object-apis/retrieve-object-details-by-id-api.md): Retrieve the full schema configuration for a Custom Object by ID, including fields, relationships, and object-level metadata, using the Custom Objects API. - [Contacts](https://developer.kizen.com/docs/concepts/objects/contacts.md) - [Contacts Core Concepts](https://developer.kizen.com/docs/concepts/objects/contacts/contacts-core-concepts.md): Learn how Contacts work in Kizen, including system behavior, identity rules, communication features, relationships, and when to use Contacts instead of custom objects to model people - [Contacts Data Model](https://developer.kizen.com/docs/concepts/objects/contacts/contacts-data-model.md): Learn about the Contacts data model, including identifiers, fields, schemas, associations, rules, APIs, and how Contacts connect to other objects across the platform. - [Contact Permissions](https://developer.kizen.com/docs/concepts/objects/contacts/contact-permissions.md): Learn how Contact permissions work in Kizen, including how they align with Object permissions and which actions are unique to Contacts. - [Custom Fields](https://developer.kizen.com/docs/concepts/objects/custom-fields.md): Learn how field types, metadata, and platform limits impact schema design, automation, reporting, and integrations in Kizen. - [Date Field Types](https://developer.kizen.com/docs/concepts/objects/custom-fields/date-field-types.md): Compare Date and DateTime fields in Kizen and learn when to use each to support reporting, automation, and time-based workflows. - [Selection Field Types](https://developer.kizen.com/docs/concepts/objects/custom-fields/selection-field-types.md): Learn how selection field types, such as dropdowns, checkboxes, and dynamic tags, enforce structured data, improve reporting accuracy, and support reliable automation when designing object schema. - [Numerical Field Types](https://developer.kizen.com/docs/concepts/objects/custom-fields/numerical-field-types.md): Learn how numerical field types support reporting, automation, forecasting, and integrations. Compare decimal, integer, money, and probability fields to design accurate schemas. - [Text Field Types](https://developer.kizen.com/docs/concepts/objects/custom-fields/text-field-types.md): Learn how Text and LongText fields capture written data in Kizen. Compare field capabilities, limits, and schema design considerations to select the appropriate field type for scalable data models. - [Communication Field Types](https://developer.kizen.com/docs/concepts/objects/custom-fields/communication-field-types.md): Learn how communication field types support email, phone, automation, and integrations. Use validated contact fields to improve deliverability, identity matching, and data quality. - [Special Field Types](https://developer.kizen.com/docs/concepts/objects/custom-fields/special-field-types.md): Learn how special field types in Kizen support relationships, file storage, and team ownership. Understand advanced field behaviors and schema design considerations for scalable data models. - [Custom Field Permissions](https://developer.kizen.com/docs/concepts/objects/custom-fields/custom-field-permissions.md): Learn how Custom Field Permissions control field-level visibility and edit access to protect sensitive data and enforce layered security across objects and records. - [Custom Field APIs](https://developer.kizen.com/docs/concepts/objects/custom-fields/custom-field-apis.md): Learn how Custom Field APIs expose metadata for schema discovery, validation, and dynamic integrations. Identify the right endpoints to build resilient, schema-aware applications. - [Search Object Fields API](https://developer.kizen.com/docs/concepts/objects/custom-fields/custom-field-apis/search-object-fields-api.md): Query and filter custom object field definitions via API to support schema discovery, metadata validation, and efficient integration workflows. - [Retrieve Object Field Options API](https://developer.kizen.com/docs/concepts/objects/custom-fields/custom-field-apis/retrieve-object-field-options-api.md): Retrieve selectable field options for custom object fields via the Kizen API to validate inputs, align with object schema, and power dynamic integrations. - [Records](https://developer.kizen.com/docs/concepts/objects/records.md): xplore how Records manage structured business data in Kizen, support workflows and permissions, and power reporting and API integrations. - [Records Core Concepts](https://developer.kizen.com/docs/concepts/objects/records/records-core-concepts.md): Understand how Records store structured business data in Kizen and power workflows, permissions, reporting, and API integrations. - [Records Data Model](https://developer.kizen.com/docs/concepts/objects/records/records-data-model.md): Explore the Kizen Records Data Model and learn how Records, fields, identifiers, relationships, and permissions support scalable data architecture and API-driven integrations. - [Records APIs](https://developer.kizen.com/docs/concepts/objects/records/records-apis.md): Use Record APIs to create, retrieve, update, search, archive, and upsert records across objects and contacts with consistent REST endpoints and structured field data. - [Add Records API](https://developer.kizen.com/docs/concepts/objects/records/records-apis/add-records-api.md): Use the Add Records API to create new object records via REST with schema validation, required field enforcement, and workflow activation. - [Manage Records by ID API](https://developer.kizen.com/docs/concepts/objects/records/records-apis/manage-records-by-id-api.md): Use Kizen’s Managing Records by ID APIs to retrieve, update, patch, archive, and list field values for records. Supports deterministic, ID-based record management and synchronization workflows. - [Lookup Record API](https://developer.kizen.com/docs/concepts/objects/records/records-apis/lookup-record-api.md): Use the Lookup Record API to retrieve records by name or email, resolve external identifiers, prevent duplicates, and transition to ID-based update and upsert operations. - [Search Records API](https://developer.kizen.com/docs/concepts/objects/records/records-apis/search-records-api.md): Search Records API for retrieving Records using structured query filters, AND/OR logic, field conditions, pagination, and full-text search for advanced integrations and dynamic data retrieval. - [Create or Update Records (Upsert) API](https://developer.kizen.com/docs/concepts/objects/records/records-apis/create-or-update-records-upsert-api.md): Create or update Records by name or email using the Record Upsert API. Prevent duplicates, enforce uniqueness rules, and support reliable integration workflows. - [Team Interactions in Records](https://developer.kizen.com/docs/concepts/objects/records/team-interactions-in-records.md): Team Interactions guide explaining how user interactions create record associations, affect “My Associated Records” visibility, and interact with permissions and relationship inheritance. - [Record Permissions](https://developer.kizen.com/docs/concepts/objects/records/record-permissions.md): Learn how record permissions control data visibility, record-level access, bulk actions, and API behavior within a layered object and role-based security model. - [Activities](https://developer.kizen.com/docs/concepts/activities.md): Defines Activities in Kizen and outlines the full scope of Activity mastery, including core concepts, data model structure, permissions, APIs, automations, webhooks, and integrations - [Activities Core Concepts](https://developer.kizen.com/docs/concepts/activities/activities-core-concepts.md): Explains what Activities are in Kizen, what data they contain, how scheduled and logged Activities behave, and how they support automations, APIs, webhooks, reporting, and real-world workflows. - [Activities Data Model](https://developer.kizen.com/docs/concepts/activities/activities-data-model.md): Understand the Activities data model, including core fields, associations, and how Activity data is structured and used across the platform. - [Activity Permissions](https://developer.kizen.com/docs/concepts/activities/activity-permissions.md): Understand how Activity permissions control access to creating, viewing, and managing Activities across users, roles, and APIs. - [Advanced Activity Rules](https://developer.kizen.com/docs/concepts/activities/advanced-activity-rules.md): Learn how Advanced Activity Rules in Kizen use conditional logic to control Activity fields, validation, and submission behavior. - [Adding Advanced Activity Rules](https://developer.kizen.com/docs/concepts/activities/advanced-activity-rules/adding-advanced-activity-rules.md): Learn how to add Advanced Activity Rules in Kizen using the UI to configure conditional logic for Activity fields and validation behavior. - [Activities API & Webhooks](https://developer.kizen.com/docs/concepts/activities/activities-api-and-webhooks.md): Overview of Activities APIs and webhooks in Kizen, explaining how to schedule Activities, retrieve scheduled and logged Activity data, and trigger external workflows from Activity events. - [Schedule Activities API](https://developer.kizen.com/docs/concepts/activities/activities-api-and-webhooks/schedule-activities-api.md): Schedule Activities programmatically using the API to plan future actions and understand how scheduled Activities transition into logged Activity events. - [View Logged Activity Details API](https://developer.kizen.com/docs/concepts/activities/activities-api-and-webhooks/view-logged-activity-details-api.md): Retrieve logged Activities programmatically using the API to access completed interactions and support validation, synchronization, and reporting workflows. - [List Scheduled Activities API](https://developer.kizen.com/docs/concepts/activities/activities-api-and-webhooks/list-scheduled-activities-api.md): Learn how to list scheduled Activities using the Kizen API to retrieve upcoming work, sync schedules, and support planning and operational workflows. - [Retrieve Scheduled Activity Details by ID API](https://developer.kizen.com/docs/concepts/activities/activities-api-and-webhooks/retrieve-scheduled-activity-details-by-id-api.md): Learn how to retrieve full details for a scheduled Activity by ID using the Kizen API, including scheduling metadata, ownership, and completion status. - [Triggering External Activity Workflows with Webhooks](https://developer.kizen.com/docs/concepts/activities/activities-api-and-webhooks/triggering-external-activity-workflows-with-webhooks.md): Use webhooks to trigger external workflows when Activities are completed, enabling event-driven integrations with third-party systems. - [Scheduling Calendar Events for Activities](https://developer.kizen.com/docs/concepts/activities/scheduling-calendar-events-for-activities.md): Create Google and Outlook calendar events from Kizen Activities. Learn setup requirements, scheduling behavior, and limitations. - [Agentic Workflows](https://developer.kizen.com/docs/concepts/agentic-workflows.md): Learn how Kizen Agentic Workflows function, including triggers, steps, executions, and completions, to automate workflows, data updates, and communications across your platform. - [Agentic Workflow Core Concepts](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-core-concepts.md): Learn the foundational terminology, conceptual model, and system-level principles that govern how Kizen Agentic Workflow function. - [Starting Agentic Workflows](https://developer.kizen.com/docs/concepts/agentic-workflows/starting-agentic-workflows.md): Learn every supported method for starting a Kizen Agentic Workflow, manually, on a schedule, in response to a data event, or from another Automation. - [Agentic Workflow Triggers](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-triggers.md): Learn how Kizen Agentic Workflow triggers work, including trigger types, asynchronous evaluation, throttling behavior, and timing variables for Contacts, workflows, and more. - [Action-Based Triggers](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-triggers/action-based-triggers.md): Learn how action-based triggers work in Kizen, including field updates, stage changes, form submissions, tag events, and when each trigger fires on a Record. - [Scheduled Triggers](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-triggers/scheduled-triggers.md): Learn how Kizen's scheduled triggers work, including activity past due, date-relative scheduling, business calendar logic, and recurring global Agentic Workflow cadences. - [Webhook Triggers](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-triggers/webhook-triggers.md): Learn how Kizen's Webhook trigger works, including how to configure inbound requests and extract data for use in Agentic Workflows. - [Agentic Workflow Conditions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-conditions.md): Learn how Conditions evaluate logic, route execution, and behave under edge cases in Kizen Agentic Workflows. - [Agentic Workflow AI Agents](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-ai-agents.md): AI Agent actions invoke configured language models in a Kizen Agentic Workflow to generate responses, extract data from files, and transcribe audio for use in downstream steps. - [Agentic Workflow Execution & Process Model](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-execution-and-process-model.md): Learn how Kizen Agentic Workflows execute and process data, including the async model, execution lifecycle, step isolation, data consistency, and retry behavior. - [Agentic Workflow Delays and Time-Based Behavior](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-delays-and-time-based-behavior.md): Learn how Agentic Workflows delay steps work in Kizen, including static and variable-based delays, business calendar settings, timezone handling, and how delays interact with goals. - [Agentic Workflow Actions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions.md): Learn how Kizen Agentic Workflow Actions work, what types are available, how context affects availability, and key behaviors that apply to all actions before you configure them. - [Agentic Workflow Activity Actions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-activity-actions.md): Activity actions automate the creation and management of scheduled activities in Kizen Agentic Workflows, including assignment rules, due date configuration, and error handling behavior. - [Agentic Workflow Control Actions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-control-actions.md): Learn how Kizen Agentic Workflow control actions work, including starting, pausing, canceling, and redirecting Agentic Workflows, managing execution state, and updating variables mid-flow. - [Agentic Workflow Field Actions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-field-actions.md): Learn how Kizen Agentic Workflow field actions work, including updating and clearing field values on Records and performing arithmetic operations on numeric fields and variables. - [Agentic Workflow Related Object Actions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-related-object-actions.md): Learn how Kizen Agentic Workflow-related Object Actions work, including creating and modifying related Records, sending communications to related Contacts, and archiving Records. - [Agentic Workflow Team Actions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-team-actions.md): Learn how Agentic Workflow team actions work, including sending email and text notifications to team members and assigning team members to records during an Agentic Workflow execution. - [Agentic Workflow Integration Actions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-integration-actions.md): Automate external API calls, AI-powered data extraction, audio transcription, and LLM prompts inside Kizen Agentic Workflows with Integration Actions. - [Agentic Workflow Messages Actions](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-messages-actions.md): Learn how to configure the Send Email and Send Text actions in Kizen contact Agentic Workflows, including email template selection, CC options, merge fields, character limits, and error handling. - [Agentic Workflow Error Handling](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-actions/agentic-workflow-error-handling.md): Reference for configuring error handling on Kizen Agentic Workflow steps, including behavior on failure, notification severity, and resuming paused executions. - [Agentic Workflow Code Steps](https://developer.kizen.com/docs/concepts/agentic-workflows/automation-code-steps.md): Learn how to add custom code steps to Kizen Agentic Workflows to handle complex logic and advanced workflow scenarios. - [Recurrence Rules (RRule)](https://developer.kizen.com/docs/concepts/agentic-workflows/automation-code-steps/recurrence-rules-rrule.md): Learn how to use recurrence rules (RRULE) in Kizen to schedule advanced Agentic Workflow triggers, with examples and tools for building complex schedules. - [SmartConnectors](https://developer.kizen.com/docs/concepts/smartconnectors.md): Learn how SmartConnectors power bulk data integration in Kizen, which allows ingesting, transforming, and loading large datasets through a SQL-powered ETL pipeline. - [SmartConnector Core Concepts](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-core-concepts.md): Learn the core concepts behind Kizen SmartConnectors, pipeline model, execution variables, load steps, and guiding principles, before configuring your first connector. - [SmartConnector Types](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-types.md): Learn about SmartConnector types such as Spreadsheet, Webhook, and Scheduler, and how each one triggers a data pipeline in Kizen. - [SmartConnector SQL Processing](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-sql-processing.md): Learn how the SmartConnector SQL processor transforms raw input data, including CHDB versions, input and output tables, parameters, secrets, reference data, and testing workflow. - [SmartConnector External Data Sources](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-external-data-sources.md): Query external databases and cloud storage directly inside SmartConnector SQL processing. Covers PostgreSQL, MySQL, S3, URL/HTTP, access requests, and Kafka limitations. - [SmartConnector Execution Variables](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-execution-variables.md): Learn how execution variables type and validate SQL output in SmartConnectors and how they power matching rules, mapping rules, and load steps. - [SmartConnector Diff Checking](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-diff-checking.md): Learn how SmartConnector diff checking works, how to enable it per output table, its key limitations, and when a custom diff approach is the better choice. - [SmartConnector Settings](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-settings.md): Learn how to configure each SmartConnector setting in Kizen, including Name, API Name, Description, Concurrent Executions, Notification Emails, and the Execution Ended Webhook. - [SmartConnector Load Steps](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-load-steps.md): Learn how SmartConnector load steps create and update Kizen Records, including matching rules, mapping rules, conflict resolution, relationship field behavior, and post-load Agentic Workflow triggers. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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