# Kylo

> Kylo product documentation: agents, channels, outbound campaigns, integrations, and troubleshooting.

## Docs

- [Welcome to Kylo](/index): What Kylo is, what you can build with it, and where to start.
- [Quickstart](/quickstart): Go from sign-up to your first outbound WhatsApp send in eight steps.
- [Core concepts](/core-concepts): The objects you work with in Kylo and how they relate to each other.
- [Create an account](/guides/create-account): Sign up, verify your email, choose a password, and land in your new workspace.
- [Request an agent](/guides/request-agent): Describe the job, confirm the agent, and follow the request through review.
- [Write agent instructions](/guides/write-instructions): Edit the General script and the Guardrails, use @ mentions to name tools, and save.
- [Add data sources](/guides/add-data-sources): Upload files or paste text so the agent answers from your own material.
- [Test in the playground](/guides/test-in-playground): Chat with your agent, check its tools and channel settings, and fix problems before customers see them.
- [Which method](/guides/connect-whatsapp/overview): Compare Facebook login and Access token, then pick the way to connect WhatsApp that fits how your number is set up.
- [Connect with Facebook login](/guides/connect-whatsapp/facebook-login): Run Meta Embedded Signup from Kylo to connect a WhatsApp Business number in one popup.
- [Connect with an access token](/guides/connect-whatsapp/access-token): Connect a WhatsApp number by pasting a token, a phone number id, and a WhatsApp business account id.
- [Verify the connection](/guides/connect-whatsapp/verify-connection): Confirm the WhatsApp channel is connected, check its details, and send a first test message.
- [Connect Zoho CRM](/guides/connect-zoho/connect): Authorize Kylo against your Zoho CRM org, choose the data centre and scopes, and confirm the connection.
- [Install Zoho automations](/guides/connect-zoho/install-automations): Install the Zoho workflow rules and webhook actions that let Kylo start a send when a lead changes.
- [Create Zoho tags](/guides/connect-zoho/create-tags): Create and remove Zoho CRM tags from Kylo, then use a tag to gate an outbound trigger.
- [Map Zoho fields](/guides/connect-zoho/map-fields): Browse the live field list for Leads, Contacts, and Deals and see which fields Kylo reads.
- [Embed website chat](/guides/embed-website-chat): Restrict the bubble to your domains, paste the snippet on your site, and test an allowed and a blocked domain.
- [Create a WhatsApp template](/guides/send-outbound/create-whatsapp-template): Write a template, submit it to Meta, and wait for it to become Active.
- [Create a trigger](/guides/send-outbound/create-trigger): Bind an installed Zoho automation to a lead phone field, and to a tag when you need one.
- [Create a campaign](/guides/send-outbound/create-campaign): Bind a trigger to an Active template so Zoho events start sends.
- [Monitor sends](/guides/send-outbound/monitor-sends): Follow a campaign from its Sent and Failed counters to the Logs reason and the conversation.
- [Manage your plan and credits](/guides/manage-plan-and-credits): Check an agent's plan status, add a card during a trial, buy the plan, and read the usage.
- [Overview](/agents/overview): What an agent is, how it is requested and reviewed, and the screens you use to configure it.
- [Instructions](/agents/instructions): How the General script is written and used, the tokens and mentions it accepts, and a worked example.
- [Guardrails](/agents/guardrails): The Guardrails section of the Instructions screen, how to write good rules, and the Guardrails page that is not active yet.
- [Agent tools](/agents/tools): Every tool an agent can call, its id, its mention, and how the Tools page turns groups and tools on and off.
- [Data sources](/agents/data-sources): How files and snippets are indexed, the statuses and limits, and how the agent retrieves from them.
- [Playground](/agents/playground): The Overview, Display, Connection, and Actions tabs, the channel selector, and what a test turn does.
- [Overview](/channels/overview): Which channels are live, which are coming soon, and how they compare.
- [WhatsApp channel](/channels/whatsapp/overview): How the WhatsApp channel connects, what it stores, and how inbound messages are handled.
- [Manage the WhatsApp connection](/channels/whatsapp/manage-connection): The Connection and Templates tabs, what Disconnect removes, and how to reconnect.
- [WhatsApp token lifecycle](/channels/whatsapp/token-lifecycle): What expires on a WhatsApp connection, what Kylo refreshes, and what to do when a token fails.
- [Website chat](/channels/website-chat): How the website bubble loads, the embed snippet, the domain allow-list, limits, and what is stored.
- [Email](/channels/email/overview): Email as an agent channel. Not available yet.
- [Overview](/templates/overview): What a template is, which channels have them, and where Kylo uses them.
- [Overview](/templates/whatsapp/overview): The Create template dialog field by field, and how the Templates tab lists what you made.
- [Template categories](/templates/whatsapp/categories): Marketing, Utility, and Authentication: what Meta expects from each and what happens when it disagrees.
- [Header and media](/templates/whatsapp/header-and-media): The five header types, accepted files, the 60 character text header, and what Kylo checks before it submits.
- [Buttons](/templates/whatsapp/buttons): The four button types, the limits Kylo and Meta enforce, and the quick reply limit that applies at send time.
- [Variables](/templates/whatsapp/variables): Numbered variables in the body, sample values for review, and how the agent fills them when it sends.
- [Template approval](/templates/whatsapp/approval): The statuses a template moves through, how long Meta takes, why Meta rejects, and what Kylo shows.
- [Email templates](/templates/email/overview): Email templates are not available yet. This page lists what is planned.
- [Overview](/outbound/overview): How Kylo messages a lead first: a Zoho event, a trigger, a campaign, a template, and a send receipt.
- [Send triggers](/outbound/triggers): The six send triggers, the phone field, the tag gate, and the fields on the Triggers page.
- [Campaigns](/outbound/campaigns): Statuses, the filters, what each status does to incoming events, receipts, and dedupe.
- [How a send works](/outbound/how-a-send-works): The path from a Zoho event to a WhatsApp message: every gate in order, the agent turn, and the reason each skip records.
- [Overview](/conversations/overview): The inbox of every thread your agent handled: list, filters, details, export, and delete.
- [Thread and ticks](/conversations/thread-and-ticks): How a thread is laid out, what the delivery marks mean, and how to read a failed message.
- [Conversation privacy](/conversations/privacy): How Kylo stores message text, who can read it, what exports contain, and what delete removes.
- [Overview](/integrations/overview): The integration catalog, the connection model, and which integrations are available.
- [Zoho connection](/integrations/zoho/connection): How the Zoho OAuth connection works, the data centres, what the Connection tab shows, and what Disconnect does.
- [Zoho fields](/integrations/zoho/fields): The Fields tab, the merge fields Zoho posts on each event, and how Kylo enriches a lead.
- [Zoho automations](/integrations/zoho/automations): The six installable automations, what each provisions in Zoho, and how an event becomes a send.
- [Zoho tags](/integrations/zoho/tags): The Tags tab, the tag name rules, the 13 colors, and how a tag gates the Update lead with tag trigger.
- [Zoho scopes](/integrations/zoho/scopes): The OAuth scopes Kylo requests, which are locked, and which features stop when one is missing.
- [Bright Call](/integrations/brightcall): Add a Bright Call widget, set its webhook, and let the agent start a call and read its status.
- [Plan and credits](/billing/plan-and-credits): The agent plan card, plan statuses, the billing state banners, credits, and what happens when a plan stops paying.
- [Usage](/billing/usage): The usage chart and table on Plan and usage: ranges, totals, channel split, and how a row is counted.
- [Workspace billing](/billing/workspace-billing): Settings, Billing: billing details, the payment method, and invoice history.
- [API keys](/billing/api-keys): The API keys page is a preview. Keys are not available yet.
- [General settings](/billing/general-settings): Settings, General: workspace, profile, timezone and currency, notifications, and deleting the workspace.
- [Logs](/logs/overview): The runtime events for an agent: levels, sources, search, filters, and the skip reasons outbound writes.
- [Overview](/troubleshooting/overview): Symptom to fix for the failure modes Kylo handles, with vendor sources.
- [WhatsApp token expiry](/troubleshooting/whatsapp-token-expiry): Sends stop working after a token expires or is revoked. What Kylo refreshes, what it cannot, and the fix.
- [WhatsApp send errors](/troubleshooting/whatsapp-send-errors): The Meta error codes a send can come back with, what they mean, and what Kylo does.
- [WhatsApp webhook delivery](/troubleshooting/whatsapp-webhook): Status webhooks, the retry contract, duplicate deliveries, and a send stuck at one tick.
- [Messaging limits](/troubleshooting/whatsapp-messaging-limits): Why outbound sends stop at a daily number, and how Meta's tiers scale.
- [Quality and paused templates](/troubleshooting/whatsapp-quality-and-paused-templates): Why a template becomes Paused or Disabled, what Kylo does, and how to recover.
- [Business verification and payment](/troubleshooting/whatsapp-business-verification-and-payment): Meta-side blocks that stop scaling or sending: business verification and the WhatsApp payment method.
- [Zoho missing scopes](/troubleshooting/zoho-scopes): The missing-scope warning, what each check needs, and the reconnect flow.
- [Connect errors](/troubleshooting/connect-errors): What to do when the Connect WhatsApp dialog shows an error or the popup does not finish.