# Kizen Developers ## Home - [Home](https://developer.kizen.com/home.md): Welcome to your team’s developer platform ## Documentation - [Introduction](https://developer.kizen.com/docs/readme.md): Kizen's Technical Documentation | APIs, Workflows, Automations, and Integrations - [Intended Audience](https://developer.kizen.com/docs/readme/intended-audience.md) - [Contributing to Kizen Docs](https://developer.kizen.com/docs/readme/contributing-to-kizen-docs.md): Learn how to contribute to Kizen’s open-source documentation on GitHub, including what you can update and how to submit improvements. - [Submitting Documentation Updates](https://developer.kizen.com/docs/readme/contributing-to-kizen-docs/submitting-documentation-updates.md): Step-by-step guide to contributing documentation updates using GitHub, from editing files to opening a pull request. - [Pull Request Review and Publishing Process](https://developer.kizen.com/docs/readme/contributing-to-kizen-docs/pull-request-review-and-publishing-process.md): Learn what happens after you submit a documentation pull request, including review, approval, merge, and automatic publishing to the documentation site. - [Where To Get Help](https://developer.kizen.com/docs/readme/where-to-find-help.md): Troubleshoot Kizen issues fast. Access developer docs, API references, support resources, and contact the Kizen support team for expert help. - [What is Kizen?](https://developer.kizen.com/docs/kizen-basics/what-is-kizen.md): Learn what Kizen is, how it structures data, Agentic Workflows, and Activities, and how these components work together across the platform. - [How is Kizen Structured?](https://developer.kizen.com/docs/kizen-basics/how-is-kizen-structured.md): Understand how Kizen is structured, including its core components and how data, Agentic Workflows, and Activities work together across the platform. - [Kizen Basics in Action](https://developer.kizen.com/docs/kizen-basics/kizen-in-action.md): See how Kizen works in practice through guided walkthroughs that show how data, Activities, and Agentic Workflows come together. - [Prerequisites | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/prerequisites-or-kizen-in-action.md): Review the prerequisites required to complete the Kizen in Action walkthroughs, including account access and permissions. - [Log In and Navigate the Platform | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/logging-in-and-navigating-the-platform-or-kizen-in-action.md): Learn how to log in to Kizen and navigate the platform, including Dashboards, data, Agentic Workflows, and Settings. - [Create Your First Business Workspace | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/create-your-first-business-workspace-or-kizen-basics.md): Learn how to create your first Business in Kizen and understand how it serves as the foundation for data, users, and Agentic Workflows. - [Configure Your Business Settings | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/configure-your-business-settings-or-kizen-basics.md): Learn how Kizen administrators can configure their workspace by editing business information, adding team members, and creating roles and permission groups in the Settings area. - [Create Your First Contact Record | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/create-your-first-contact-record-or-kizen-basics.md): Learn how to create your first Contact Record in Kizen and understand how Contacts are used across Activities, Agentic Workflows, and data relationships. - [Create Your First Object | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/create-your-first-object-or-kizen-basics.md): Learn how to create your first Object in Kizen and understand how custom data structures support & Agentic Workflows. - [Create Your First Record | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/create-your-first-record-or-kizen-basics.md): Learn how Records work in Kizen Objects. Create, structure, and connect Record data to power Agentic Workflows, Activities, reporting, and enterprise operations. - [Configure Your First Permission Groups | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/configure-your-first-permission-groups-or-kizen-basics.md): Learn how to create permission groups and apply object-level access in Kizen to control what your team can see, edit, and delete. - [Create Your First Workflow Object | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/create-your-first-workflow-or-kizen-in-action.md): Learn how to create a Workflow Object in Kizen to track operational processes through defined stages like Reported, Searching, and Resolved. - [Move Through Your Workflow | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/move-through-your-workflow-or-kizen-basics.md): Learn how to update existing Records in Kizen and understand how changes impact Workflow Objects and Agentic Workflows. - [Update A Contact Record | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/update-a-contact-record-or-kizen-basics.md): Learn how to modify a Contact Record by adding Custom Fields so you can connect guest Activity to operational events and power timely Agentic Workflows. - [Create Your First Agentic Workflow | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/create-your-first-agentic-workflow-or-kizen-basics.md): Learn how to create Agentic Workflows in Kizen to send emails, trigger actions, and automate workflows using Contact Records and scheduled triggers. - [Create Your First Activity | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/create-your-first-activity-or-kizen-basics.md): Create your first Kizen Activity using a Purchase Tickets example. Define Activity settings, notifications, and calendar integration for your team. - [Schedule Your Activity | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/scheduling-your-activity-and-timelines-or-kizen-in-action.md): Learn how to schedule Activities in Kizen and use timelines to plan and track future actions. - [Log Your Activity | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/tracking-your-activity-in-timelines-or-kizen-in-action.md): Learn how to log Activities in Kizen and use timelines to record and track completed actions. - [Reports in Kizen | Kizen Basics](https://developer.kizen.com/docs/kizen-basics/kizen-in-action/reporting-in-kizen-or-kizen-in-action.md): Build Kizen dashboards to monitor activities, track records, and report on live operational data using Dashlets, filters, and role-based sharing settings. - [Environments](https://developer.kizen.com/docs/developers/environments.md): Understand Kizen API environments, including GO and FMO production instances, API base URLs, environment-specific authentication, and common environment mismatch errors. - [Authentication](https://developer.kizen.com/docs/developers/authentication.md): Learn Kizen API authentication. Compare token-based and OAuth2 methods, configure required headers, and set up secure access for your enterprise integration. - [Build with APIs](https://developer.kizen.com/docs/developers/building-with-apis.md): Explore the Kizen API — learn how it works, key concepts like Objects, Records, and Permissions, and the authentication methods needed to start building integrations. - [Generate API Credentials](https://developer.kizen.com/docs/developers/building-with-apis/generating-api-credentials.md): Learn how to generate your Kizen API Key, User ID, and Business ID to authenticate API requests and connect external systems to your Kizen business account. - [Create Your First API Call](https://developer.kizen.com/docs/developers/building-with-apis/creating-your-first-api-call.md): Learn how to make your first authenticated Kizen API call. This step-by-step guide walks developers through assembling credentials and calling the Kizen REST API. - [Settings Overview](https://developer.kizen.com/docs/settings-and-administration/settings-overview.md) - [Permissions](https://developer.kizen.com/docs/settings-and-administration/permissions.md): Learn how Kizen permissions work and how to retrieve a user’s access rights using the permissions API. - [Service Accounts](https://developer.kizen.com/docs/settings-and-administration/service-accounts.md): Learn how Kizen service accounts work, use the kizen.api client in Agentic Workflow Code Steps, manage API authentication and key rotation, and access REST API endpoints for integrations. - [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 Variables](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-variables.md): Reference for Kizen Agentic Workflow variables: types, source fallback, runtime scope, and script aliases for admins, developers, and solution architects. - [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 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 Goals](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-goals.md): Learn how Agentic Workflow goal steps work in Kizen, including conditional waits, supported trigger types, timeout behavior, drip campaigns, and when to use goals instead of delays. - [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 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 automation triggers, with examples and tools for building complex schedules. - [Agentic Workflow Status & Lifecycle](https://developer.kizen.com/docs/concepts/agentic-workflows/agentic-workflow-status-and-lifecycle.md): Understand Agentic Workflow statuses, execution states, step indicators, error handling, debug mode, and notification rules in Kizen to monitor and troubleshoot workflows effectively. - [SmartConnectors](https://developer.kizen.com/docs/concepts/smartconnectors.md) - [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. - [Running a SmartConnector](https://developer.kizen.com/docs/concepts/smartconnectors/running-a-smartconnector.md): Learn how to activate, dry run, and live run a Kizen SmartConnector, interpret the XLS output report, and understand execution statuses and cancellation behavior. - [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. - [SmartConnector Export, Import, and Duplication](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-export-import-and-duplication.md): Learn how to export, import, and duplicate Kizen SmartConnectors across businesses and environments, including what is included, validation behavior, and activation requirements. - [SmartConnector Data Model](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-data-model.md): Learn the Kizen SmartConnector data model, including configurations, flow runs, XLS output reports, statuses, API Names, webhook URLs, execution history, monitoring, and cancellation. - [SmartConnector APIs](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-apis.md): Learn how to manage SmartConnectors programmatically with the Kizen API and use dev package for triggering runs, monitoring executions, and local debugging. - [SmartConnector Permissions](https://developer.kizen.com/docs/concepts/smartconnectors/smartconnector-permissions.md): Learn how permissions control who can use SmartConnectors and how SmartConnectors access data when they run. - [Plugin Development](https://developer.kizen.com/docs/integrations-and-plugins/plugin-development.md): Learn how Kizen plugins extend the platform using JavaScript, including supported integration points and how plugins interact with the Kizen UI and data. - [Toolbar Items](https://developer.kizen.com/docs/integrations-and-plugins/plugin-development/toolbar-items.md): Learn how plugin toolbar items work in Kizen, including how to add custom actions to the toolbar and trigger plugin scripts from the navigation. - [Floating Frames](https://developer.kizen.com/docs/integrations-and-plugins/plugin-development/floating-frames.md): Learn how Floating Frames work in Kizen plugins, including how to build interactive overlays, embed external content, and respond to user and data events. - [Embedded Pages](https://developer.kizen.com/docs/integrations-and-plugins/plugin-development/embedded-pages.md): Learn how Embedded Pages work in Kizen plugins, including how to embed full-page content, integrate external applications, and build seamless in-app workflows. - [Embedded Blocks](https://developer.kizen.com/docs/integrations-and-plugins/plugin-development/embedded-blocks.md): Learn how Embedded Blocks work in Kizen plugins, including how to embed custom content and actions on homepages and record detail pages. - [Data Adornments](https://developer.kizen.com/docs/integrations-and-plugins/plugin-development/data-adornments.md): Learn how Data Adornments work in Kizen plugins, including how to add one-click, field-level actions that run JavaScript with record context. - [Cookies](https://developer.kizen.com/docs/integrations-and-plugins/plugin-development/cookies.md): Learn best practices for managing cookies in Kizen plugins, including iFrame behavior, partitioned cookies, and cross-browser session handling. - [Integrations](https://developer.kizen.com/docs/integrations-and-plugins/integrations.md): Learn how Kizen integrations connect external tools to sync data, automate workflows, and streamline communication and marketing processes. - [Ring Central](https://developer.kizen.com/docs/integrations-and-plugins/integrations/ring-central.md): Learn how the RingCentral plugin integrates RingCentral with Kizen to support incoming and outgoing calls, automatic contact matching, call logging, and call recording storage. - [Amazon SES](https://developer.kizen.com/docs/integrations-and-plugins/integrations/amazon-ses.md): Learn how Amazon SES integrates with Kizen to support scalable, reliable email delivery and when to use it for automated and transactional emails. - [Configure your SES Account in AWS](https://developer.kizen.com/docs/integrations-and-plugins/integrations/amazon-ses/configure-your-ses-account-in-aws.md): Learn how to configure your Amazon SES account in AWS, including verifying identities and preparing SES for integration with Kizen. - [Integrate your Amazon SES Account with Kizen](https://developer.kizen.com/docs/integrations-and-plugins/integrations/amazon-ses/integrate-your-amazon-ses-account-with-kizen.md): Learn how to integrate your Amazon SES account with Kizen to securely send email using your verified SES configuration. - [Twilio SMS](https://developer.kizen.com/docs/integrations-and-plugins/integrations/twilio-sms.md): Learn how to integrate Twilio with Kizen to enable SMS messaging for contacts, bulk messaging, and automation workflows while meeting US A2P 10DLC compliance requirements. - [Configuring Twilio SMS](https://developer.kizen.com/docs/integrations-and-plugins/integrations/twilio-sms/configuring-twilio-sms.md): Learn how to connect your Twilio account to Kizen to enable SMS messaging using your Twilio credentials, including setup requirements, configuration steps, and A2P 10DLC considerations. - [Sending SMS Messages in Kizen with Twilio](https://developer.kizen.com/docs/integrations-and-plugins/integrations/twilio-sms/sending-sms-messages-in-kizen-with-twilio.md): Learn how to send SMS messages in Kizen using Twilio, including single contact messages, bulk SMS campaigns, and automation-triggered text messaging workflows. - [Postalytics](https://developer.kizen.com/docs/integrations-and-plugins/integrations/postalytics.md): Learn how the Postalytics integration in Kizen enables automated direct mail, when to use it, available actions, and how to handle common errors. - [Enabling Postalytics](https://developer.kizen.com/docs/integrations-and-plugins/integrations/postalytics/enabling-postalytics.md): Learn how to enable the Postalytics integration in Kizen to connect your account and start using Postalytics within the platform. - [Sending Mail from a Contact Record with Postalytics](https://developer.kizen.com/docs/integrations-and-plugins/integrations/postalytics/sending-mail-from-a-contact-record-with-postalytics.md): Learn how to send mail from a Contact record in Kizen using Postalytics for one-time, address-based direct mail sends. - [Sending Mail from Agentic Workflows with Postalytics](https://developer.kizen.com/docs/integrations-and-plugins/integrations/postalytics/sending-mail-from-automations-with-postalytics.md): Learn how to create automations in Kizen that send mail using Postalytics campaigns based on defined conditions and triggers. - [Postalytics Troubleshooting & Error Handling](https://developer.kizen.com/docs/integrations-and-plugins/integrations/postalytics/postalytics-troubleshooting-and-error-handling.md): Learn how to troubleshoot Postalytics errors in Kizen, including common send failures, missing data issues, and how to resolve them. - [Google & Outlook Calendar](https://developer.kizen.com/docs/integrations-and-plugins/integrations/google-and-outlook-calendar.md): Learn how the Google and Outlook Calendar integrations work in Kizen to sync events, activities, and availability across systems so teams can plan and track work without duplication. - [Enabling Calendar Integration](https://developer.kizen.com/docs/integrations-and-plugins/integrations/google-and-outlook-calendar/enabling-calendar-integration.md): Learn how to enable Google or Microsoft Calendar Integration in Kizen to create calendar events from records, connect scheduling workflows, and control how calendar actions are used. - [Creating Calendar Events from Contacts](https://developer.kizen.com/docs/integrations-and-plugins/integrations/google-and-outlook-calendar/creating-calendar-events-from-contacts.md): Learn how to create Google or Outlook calendar events from Kizen records using Calendar Integration, including prerequisites, behavior, and step-by-step guidance. - [SunFire](https://developer.kizen.com/docs/integrations-and-plugins/integrations/sunfire.md): Learn how the Sunfire integration in Kizen supports Medicare quoting and enrollment by launching workflows from Contact records and keeping data in sync. - [Launching SunFire from a Contact Record](https://developer.kizen.com/docs/integrations-and-plugins/integrations/sunfire/launching-sunfire-from-a-contact-record.md): Learn how to launch Sunfire from a Contact record in Kizen to start Medicare quotes or enrollments with contact data passed automatically. - [Sunfire Integration Data Mapping](https://developer.kizen.com/docs/integrations-and-plugins/integrations/sunfire/sunfire-integration-data-mapping.md): Learn how data is exchanged between Kizen and Sunfire during Medicare quoting and enrollment, including what data is sent and returned. - [SunFire Contact Matching Rules](https://developer.kizen.com/docs/integrations-and-plugins/integrations/sunfire/sunfire-contact-matching-rules.md): Learn how Kizen matches Contact records when Sunfire returns enrollment or session data and how duplicate Contacts are prevented. - [Connecture](https://developer.kizen.com/docs/integrations-and-plugins/integrations/connecture.md): Learn how the Connecture integration in Kizen supports Medicare quoting and enrollment by launching workflows from Contact records and returning completed enrollment data. - [Launching Connecture from a Contact Record](https://developer.kizen.com/docs/integrations-and-plugins/integrations/connecture/connecture.md): Learn how to launch Connecture from a Contact record in Kizen to complete Medicare quotes and enrollments with contact data passed automatically. - [Connecture Contact Matching Rules](https://developer.kizen.com/docs/integrations-and-plugins/integrations/connecture/connecture-contact-matching-rules.md): Learn how Kizen matches Contact records when Connecture returns enrollment or session data and how duplicate Contacts are prevented. ## API Reference - [Kizen API Reference](https://developer.kizen.com/api/readme.md): Explore Kizen’s API reference to create, query, and sync data, trigger workflows, build event-driven integrations, and extend the platform. - [Activities](https://developer.kizen.com/api/activities.md) - [Permissions](https://developer.kizen.com/api/permissions.md) - [Automation2](https://developer.kizen.com/api/automation2.md) - [Automations](https://developer.kizen.com/api/automations.md) - [Bulk Action Progress](https://developer.kizen.com/api/bulk-action-progress.md) - [Custom Objects](https://developer.kizen.com/api/custom-objects.md) - [Files](https://developer.kizen.com/api/files.md) - [Public](https://developer.kizen.com/api/public.md) - [Records](https://developer.kizen.com/api/records.md) - [S3](https://developer.kizen.com/api/s3.md) - [Team](https://developer.kizen.com/api/team.md) ## Release Notes - [Release Notes](https://developer.kizen.com/release/2026.md): Kizen ships fast! From new features to under-the-hood improvements, every Kizen update is in one place. See what's new! ## Technical Corner - [Technical Corner](https://developer.kizen.com/articles/readme.md): A collection of technical articles covering implementation guides, patterns, and real-world use cases across core platform functionality. - [Building an AI-Native Business Operating System in Kizen](https://developer.kizen.com/articles/ai-ml/building-an-ai-native-business-operating-system-in-kizen.md): A Q\&A with Kizen’s Director of Data Science on building AI systems that scale, adapt, and deliver real business outcomes. - [Eliminating Schema Hallucinations in AI Systems with DAGs](https://developer.kizen.com/articles/ai-ml/eliminating-schema-hallucinations-in-ai-systems-with-dags.md): Learn how to turn natural language into guaranteed-valid filters using a DAG-based LLM architecture that prevents hallucinations and schema errors. ## Kizen Trust Center - [Kizen Trust Center](https://developer.kizen.com/kizen-trust-center/kizen-trust-center.md): Visit the Kizen Trust Center to learn about our security controls, privacy practices, compliance certifications, and how Kizen protects customer data. ## Kizen Status Center - [Kizen Status Center](https://developer.kizen.com/kizen-status-center/kizen-status-center.md): Visit the Kizen Trust Center to learn about our security controls, privacy practices, compliance certifications, and how Kizen protects customer data. --- # Agent Instructions This documentation is published with GitBook. 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