# First Touch Help Documentation

## Docs

- [Safety Checklist](https://docs.firsttouch.com/Safety-Checklist.md): To ensure your flows run smoothly and your account stays healthy, please complete this setup audit before you launch.
- [Trust and Safety Policies](https://docs.firsttouch.com/Trust-and-Safety-Policies.md): Learn how to keep your LinkedIn account healthy. A deep dive into the two types of restrictions: Automation behavior vs. Content quality.
- [Activities](https://docs.firsttouch.com/WebApp/Activities.md): Review active and completed outreach for each enrolled contact.
- [Audiences](https://docs.firsttouch.com/WebApp/Audiences.md): Create, manage, sync, and use audience lists in First Touch.
- [Exclusion Lists](https://docs.firsttouch.com/WebApp/Exclusion-Lists.md): Block outreach to specific contacts, company domains, and synced HubSpot lists.
- [Agents Overview](https://docs.firsttouch.com/WebApp/Flows/Agents/overview.md): Learn which AI agents are available in flows.
- [Qualification Agent](https://docs.firsttouch.com/WebApp/Flows/Agents/qualification.md): Score and filter contacts before they continue through a flow.
- [Research Agent](https://docs.firsttouch.com/WebApp/Flows/Agents/researcher.md): Answer one research question and use the result later in the flow.
- [CRM Enrichment](https://docs.firsttouch.com/WebApp/Flows/Available-Flow-Actions/CRM-Enrichment.md): Enrich CRM records from within a flow.
- [Conditional Split](https://docs.firsttouch.com/WebApp/Flows/Available-Flow-Actions/Conditional-Split.md): Route contacts down different paths based on rules.
- [Email Steps](https://docs.firsttouch.com/WebApp/Flows/Available-Flow-Actions/Email-Steps.md): Configure email steps in a flow.
- [Manual Assignment](https://docs.firsttouch.com/WebApp/Flows/Available-Flow-Actions/Manual-Assignment.md): Reassign ownership inside a flow.
- [Manual Tasks](https://docs.firsttouch.com/WebApp/Flows/Available-Flow-Actions/Manual-Tasks.md): Add human work steps to a flow.
- [Messaging Guide](https://docs.firsttouch.com/WebApp/Flows/Master-Messaging-Guide.md): Write and preview messaging for email and social flow steps.
- [Choosing a Trigger](https://docs.firsttouch.com/WebApp/Flows/choosing-a-trigger.md): Choose how contacts enter a flow.
- [Create and Edit Flows](https://docs.firsttouch.com/WebApp/Flows/creating-and-editing.md): Create, configure, and update flows in First Touch.
- [Flow Settings](https://docs.firsttouch.com/WebApp/Flows/flow-settings.md): Review the main settings for a flow.
- [Publish and Route Flows](https://docs.firsttouch.com/WebApp/Flows/publishing.md): Publish flows, assign ownership, and manage live flow behavior.
- [HubSpot Setup Guide](https://docs.firsttouch.com/WebApp/HubSpot/HubSpot-Quickstart-Guide.md): Connect, configure, and manage the First Touch integration for HubSpot.
- [HubSpot UI Card](https://docs.firsttouch.com/WebApp/HubSpot/UI-Card.md): Manage First Touch tasks, approvals, and enrichment directly inside a HubSpot Contact record.
- [Workflow Actions](https://docs.firsttouch.com/WebApp/HubSpot/Workflow-Actions.md): Trigger First Touch flows automatically using HubSpot Workflows.
- [HubSpot Integration](https://docs.firsttouch.com/WebApp/Settings/integrations.md): Connect HubSpot CRM and configure how data flows between First Touch and your portal.
- [Knowledge Base](https://docs.firsttouch.com/WebApp/Settings/knowledge-base.md): Manage the AI context—web research goal, product, target audience, and case studies—that powers First Touch personalisation.
- [User Settings](https://docs.firsttouch.com/WebApp/Settings/profile.md): Configure your personal information and AI writing style.
- [Security](https://docs.firsttouch.com/WebApp/Settings/security.md): Change your First Touch account password.
- [Sending Schedule](https://docs.firsttouch.com/WebApp/Settings/sending-schedule.md): Control when First Touch is allowed to send emails and perform social actions on your behalf.
- [User Accounts](https://docs.firsttouch.com/WebApp/Settings/user-accounts.md): Connect your LinkedIn and email accounts for social and email outreach.
- [Signals](https://docs.firsttouch.com/WebApp/Signals.md): Manage signal-based flow sources and control whether signal-triggered enrollments are enabled.
- [Social Orchestration](https://docs.firsttouch.com/WebApp/Social/Social-Orchestration.md): Profile views, connection requests, messages, and InMail within your flows.
- [Social Integration](https://docs.firsttouch.com/WebApp/Social/social-Integration.md): Connect and manage your social account safely.
- [Tasks](https://docs.firsttouch.com/WebApp/Tasks.md): Review and complete approval, call, and manual tasks created by your flows.
- [Web App Overview](https://docs.firsttouch.com/WebApp/overview.md): Manage your audiences, agents, and automation flows.
- [Data Processing & Security](https://docs.firsttouch.com/data-compliance.md): How First Touch processes, enriches, and protects your data.
- [Getting Started](https://docs.firsttouch.com/getting-started/overview.md): Your launchpad for outreach. Set up First Touch in minutes.
- [Social Trust Policies](https://docs.firsttouch.com/trust-and-safety.md): Learn how to keep your social account healthy. A deep dive into the two types of restrictions: Automation behavior vs. Content quality.

## OpenAPI Specs

- [openapi](https://docs.firsttouch.com/api-reference/openapi.json)