---
title: "Guides"
description: "Every guide in Credal | Documentation."
---

# Guides

Every guide in Credal | Documentation.

- [API Reference](./guides/api-reference-2-index.md)
- [API Reference](./guides/api-reference-index.md)
- [Getting Started](./guides/getting-started-index.md)
- [Platform](./guides/platform-index.md)
- [Agent Builder](./guides/platform-agent-builder.md)
  - [Configuration](./guides/platform-configuration.md)
    - [Setting Up An Agent](./guides/platform-agent-builder-configuration-setting-up-an-agent.md)
    - [AI Model](./guides/platform-agent-builder-configuration-choosing-a-model.md) — Choose the foundation AI model your agent should use. You can easily change models for your agent whenever you want.
    - [Prompt](./guides/platform-agent-builder-configuration-writing-instructions.md) — Here you can provide a background prompt, which will provide the agent with context and instructions on how to handle user queries.
    - [Add Connectors](./guides/platform-add-connectors.md)
      - [Connectors](./guides/platform-agent-builder-configuration-add-connectors-overview.md)
      - [Data Sources](./guides/platform-agent-builder-configuration-add-connectors-data.md)
      - [Actions](./guides/platform-agent-builder-configuration-add-connectors-actions.md)
      - [Document Collections](./guides/platform-document-collections.md)
        - [Document Collections](./guides/platform-agent-builder-configuration-add-connectors-document-collections-overview.md)
        - [Smart Filtering (beta)](./guides/platform-agent-builder-configuration-add-connectors-document-collections-smart-filtering-beta.md)
        - [Collection Schemas](./guides/platform-agent-builder-configuration-add-connectors-document-collections-collection-schemas.md)
        - [AI Entity Extraction (beta)](./guides/platform-agent-builder-configuration-add-connectors-document-collections-ai-entity-extraction-beta.md)
        - [Bring Your Own Custom Data Sources](./guides/platform-agent-builder-configuration-add-connectors-document-collections-bring-your-own-custom-data-sources.md)
      - [Credal MCP Servers](./guides/platform-agent-builder-configuration-add-connectors-credal-mcp-servers.md)
    - [Agent Collaboration](./guides/platform-agent-builder-configuration-agent-collaboration.md)
    - [Memory and Feedback](./guides/platform-agent-builder-configuration-memory-and-feedback.md)
  - [Testing Your Agent](./guides/platform-agent-builder-testing-your-agent.md)
  - [Evaluating Your Agent](./guides/platform-evaluating-your-agent.md)
    - [Overview](./guides/platform-agent-builder-evaluating-your-agent-overview.md)
    - [Agent Benchmark](./guides/platform-agent-builder-evaluating-your-agent-agent-benchmark.md) — The Benchmark tab lets you compare different model configurations side-by-side against the same set of test cases.
    - [Agent Reliability Score](./guides/platform-agent-builder-evaluating-your-agent-agent-reliability-score.md)
  - [Publishing Agents](./guides/platform-publishing-agents.md)
    - [Use your Agents where you work](./guides/platform-agent-builder-publishing-agents-overview.md)
    - [Agent Versions](./guides/platform-agent-builder-publishing-agents-versions-forking.md)
    - [Making Agents available in Slack](./guides/platform-agent-builder-publishing-agents-agents-in-slack.md)
    - [Custom Dedicated Slack Bots](./guides/platform-agent-builder-publishing-agents-custom-dedicated-slack-bots.md)
    - [Connecting an Agent to a Slack Workflow](./guides/platform-agent-builder-publishing-agents-slack-workflow-automation.md) — Credal now supports triggering agents via Slack Workflows — on a schedule or based on a condition.
    - [Microsoft Teams Setup](./guides/platform-microsoft-teams.md)
    - [API Deployment](./guides/platform-agent-builder-publishing-agents-api-deployment.md)
    - [Agents and MCP Servers](./guides/platform-agent-builder-publishing-agents-agents-and-mcp-servers.md)
- [Copilots](./guides/api-reference-2-copilots.md)
  - [Create Copilot](./guides/api-reference-2-api-reference-copilots-create-copilot.md)
  - [Create Conversation](./guides/api-reference-2-api-reference-copilots-create-conversation.md)
  - [Provide Message Feedback](./guides/api-reference-2-api-reference-copilots-provide-message-feedback.md)
  - [Add Collection To Copilot](./guides/api-reference-2-api-reference-copilots-add-collection-to-copilot.md)
  - [Remove Collection From Copilot](./guides/api-reference-2-api-reference-copilots-remove-collection-from-copilot.md)
  - [Update Configuration](./guides/api-reference-2-api-reference-copilots-update-configuration.md)
  - [Delete Copilot](./guides/api-reference-2-api-reference-copilots-delete-copilot.md)
  - [Export](./guides/api-reference-2-api-reference-copilots-export.md)
  - [Send Message](./guides/api-reference-2-api-reference-copilots-send-message.md)
  - [Stream Message](./guides/api-reference-2-api-reference-copilots-stream-message.md)
- [Introduction](./guides/getting-started-introduction.md) — Credal gives enterprises a library of hosted agents and tools with built-in controls, accessible wherever your employees want to chat with AI.
- [Overview](./guides/api-reference-overview.md) — The Credal API v0 provides a simple interface for sending messages to simple agents using static API keys.
- [Overview](./guides/api-reference-v-0-overview.md) — The Credal API v0 provides a simple interface for sending messages to simple agents using static API keys.
- [Quickstart](./guides/getting-started-quickstart.md) — Credal's AI agents empower you to build dedicated assistants for a wide range of enterprise use cases, from customer support to contract review.
- [Agent Building Tutorial](./guides/getting-started-video-agent-building-basics.md)
- [Fetch the status of an agent response](./guides/api-reference-v-1-agents-fetch-response.md)
- [Send a message to an agent](./guides/api-reference-v-1-agents-send-message.md)
- [Tutorials: Common First Agents](./guides/getting-started-tutorials-common-first-agents.md)
  - [Employee Onboarding Assistant](./guides/getting-started-employee-onboarding-assistant.md)
    - [Overview](./guides/getting-started-tutorials-common-first-agents-employee-onboarding-assistant-overview.md)
    - [Answer Basic Questions](./guides/getting-started-tutorials-common-first-agents-employee-onboarding-assistant-answer-basic-questions.md)
    - [Searching Internal and External Knowledge](./guides/getting-started-tutorials-common-first-agents-employee-onboarding-assistant-searching-internal-and-external-knowledge.md)
    - [Connect with Internal Systems](./guides/getting-started-tutorials-common-first-agents-employee-onboarding-assistant-connect-with-internal-systems.md)
  - [IT Security Assistant](./guides/getting-started-it-security-assistant.md)
    - [IT Security Agent](./guides/getting-started-tutorials-common-first-agents-it-security-assistant-overview.md)
    - [Answer User Questions](./guides/getting-started-tutorials-common-first-agents-it-security-assistant-answer-questions-with-data.md)
    - [Tracking Requests in Jira](./guides/getting-started-tutorials-common-first-agents-it-security-assistant-track-tickets-in-jira.md)
    - [Publishing to Slack](./guides/getting-started-tutorials-common-first-agents-it-security-assistant-publish-to-slack.md)
  - [Snowflake Query Assistant](./guides/getting-started-snowflake-query-assistant.md)
    - [Creating a Snowflake Query Assistant](./guides/getting-started-tutorials-common-first-agents-snowflake-query-assistant-overview.md)
    - [Initial Snowflake Setup](./guides/getting-started-tutorials-common-first-agents-snowflake-query-assistant-initial-snowflake-setup.md)
    - [Query Approaches](./guides/getting-started-tutorials-common-first-agents-snowflake-query-assistant-query-approaches.md)
    - [Testing your solution](./guides/getting-started-tutorials-common-first-agents-snowflake-query-assistant-testing-your-solution.md)
  - [Salesforce Query Assistant](./guides/getting-started-salesforce-query-assistant.md)
    - [Building a Salesforce Agent](./guides/getting-started-tutorials-common-first-agents-salesforce-query-assistant-overview.md)
- [OAuth Setup](./guides/api-reference-v-1-o-auth-setup.md)
- [Overview](./guides/api-reference-v-1-overview.md) — API v1 brings fully featured agent messaging to the Credal API.
- [Document Catalog](./guides/api-reference-2-document-catalog.md)
  - [Upload Document Contents](./guides/api-reference-2-api-reference-document-catalog-upload-document-contents.md)
  - [Upload File](./guides/api-reference-2-api-reference-document-catalog-upload-file.md)
  - [Sync Source By Url](./guides/api-reference-2-api-reference-document-catalog-sync-source-by-url.md)
  - [Metadata](./guides/api-reference-2-api-reference-document-catalog-metadata.md)
- [Document Collections](./guides/api-reference-2-document-collections.md)
  - [Search Document Collection](./guides/api-reference-2-api-reference-search-search-document-collection.md)
  - [Add Documents To Collection](./guides/api-reference-2-api-reference-document-collections-add-documents-to-collection.md)
  - [Remove Documents From Collection](./guides/api-reference-2-api-reference-document-collections-remove-documents-from-collection.md)
  - [List Documents In Collection](./guides/api-reference-2-api-reference-document-collections-list-documents-in-collection.md)
  - [Create Collection](./guides/api-reference-2-api-reference-document-collections-create-collection.md)
  - [Delete Collection](./guides/api-reference-2-api-reference-document-collections-delete-collection.md)
  - [Create Mongo Collection Sync](./guides/api-reference-2-api-reference-document-collections-create-mongo-collection-sync.md)
  - [Update Mongo Collection Sync](./guides/api-reference-2-api-reference-document-collections-update-mongo-collection-sync.md)
- [FAQs: Common Questions and Answers](./guides/getting-started-faqs.md)
- [Users](./guides/api-reference-2-users.md)
  - [Metadata](./guides/api-reference-2-api-reference-users-metadata.md)
- [Service Accounts](./guides/api-reference-2-service-accounts.md)
- [Governed Actions](./guides/platform-governed-actions.md)
  - [Overview](./guides/platform-governed-actions-overview.md)
  - [Action Templates](./guides/platform-governed-actions-action-templates.md)
  - [Customizing Actions](./guides/platform-governed-actions-custom-names-and-descriptions.md) — Credal allows you to assign custom names and descriptions to actions, making them more intuitive and aligned with your organization's business logic and…
  - [Credal Open Source Actions](./guides/platform-governed-actions-open-source-actions.md) — Credal's Open Source Actions Framework lets you add custom actions to Credal Agents via LLM function calling.
  - [Credentials and Security](./guides/platform-governed-actions-credentials-and-security.md)
  - [Human Approval Options](./guides/platform-governed-actions-human-approval-options.md)
  - [Action Parameters](./guides/platform-governed-actions-action-parameters.md)
- [MCP Server Builder](./guides/platform-mcp-server-builder.md)
  - [MCP Servers Overview](./guides/platform-mcp-server-builder-overview.md)
  - [Create a new Server](./guides/platform-mcp-server-builder-create-a-new-server.md)
  - [Attaching connectors](./guides/platform-mcp-server-builder-attaching-connectors.md)
  - [Connecting Agents](./guides/platform-mcp-server-builder-connecting-agents.md)
  - [Testing your Server](./guides/platform-mcp-server-builder-testing-your-server.md)
  - [Publishing your Server](./guides/platform-mcp-server-builder-publishing-your-server.md)
  - [Advanced Usage (Beta)](./guides/platform-mcp-server-builder-advanced-usage.md)
- [Managing MCP Servers](./guides/platform-managing-mcp-servers.md)
  - [Third-party Server Registration](./guides/platform-managing-mcp-servers-third-party-server-registration.md)
  - [Setting up Controls](./guides/platform-managing-mcp-servers-setting-up-controls.md) — For every MCP server, admins have granular control over which tools are available and how they can be used:
  - [Publishing your Third-Party Server](./guides/platform-managing-mcp-servers-publishing-the-server.md)
  - [Monitoring Usage](./guides/platform-managing-mcp-servers-monitoring-usage.md)
- [Bulk Analysis (FDE Engagements Only)](./guides/platform-bulk-analysis.md)
- [Administration](./guides/platform-administration.md)
  - [Single Sign-On (SSO)](./guides/platform-administration-single-sign-on-sso.md)
  - [Audit Logs API](./guides/platform-administration-audit-logs-api.md)
  - [Audit Log / Data Exports](./guides/platform-administration-data-warehouse-integration.md)
  - [Connect MCP Clients](./guides/platform-administration-connect-mcp-clients.md) — Curate which MCP Servers and Agents appear in which of your AI chat surfaces

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