@aglyn/aglyn 1.0.0-beta.164 → 1.0.0-beta.166

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@@ -131,7 +131,7 @@ export declare const PLUGIN_DOCS: {
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  readonly contactFields: {
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  readonly path: "/content-and-data/crm/custom-fields";
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  readonly title: "Custom fields";
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- readonly excerpt: "Define your own properties on contacts, companies and deals — text, number, date, choice, checkbox or link — show them on every record and its list, and save form answers straight into a contact's.";
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+ readonly excerpt: "Define your own properties on contacts, companies, deals and leads — text, number, date, choice, checkbox or link — show them on every record and its list, and save form answers straight into a contact's.";
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  };
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  readonly contactRecord: {
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  readonly path: "/content-and-data/crm/contact-record";
@@ -128,7 +128,7 @@ export const PLUGIN_DOCS = {
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  contactFields: {
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  path: '/content-and-data/crm/custom-fields',
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  title: 'Custom fields',
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- excerpt: 'Define your own properties on contacts, companies and deals — text, number, date, choice, checkbox or link — show them on every record and its list, and save form answers straight into a contact\'s.'
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+ excerpt: 'Define your own properties on contacts, companies, deals and leads — text, number, date, choice, checkbox or link — show them on every record and its list, and save form answers straight into a contact\'s.'
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  },
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  contactRecord: {
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  path: '/content-and-data/crm/contact-record',
@@ -1 +1 @@
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- {"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/docs-help.generated.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n * http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n// GENERATED FILE — do not edit. Regenerate with:\n// node tools/scripts/generate-docs-help.mjs\n// Source of truth: apps/docs/docs frontmatter + headings (AGL-602).\n\n// The first-party plugin consoles live in `libs/plugins/*` and cannot import\n// the console's constants, so they carry their own generated subset of the\n// docs help registry — the topics their cards actually link to, and no others.\n\nexport interface PluginDocsTopic {\n /** Docs-site path, e.g. `/commerce-and-bookings/commerce/overview`. */\n path: string\n /** Docs page title. */\n title: string\n /** Verbatim docs frontmatter description — the tooltip excerpt. */\n excerpt: string\n}\n\nexport const PLUGIN_DOCS = {\n abuseReports: {\n path: '/staff-console/abuse-reports',\n title: 'Abuse reports',\n excerpt: 'The public abuse-report queue — where outside reports land, how to triage by severity, which lever answers which report, and the CSAM and DMCA paths that are not takedown buttons.',\n },\n actionsBuilder: {\n path: '/marketing-and-automation/workflows-and-actions/actions-builder',\n title: 'Actions builder',\n excerpt: 'Map a single event to a single action without building a full workflow.',\n },\n aglynAssist: {\n path: '/getting-started/aglyn-assist',\n title: 'Aglyn Assist',\n excerpt: 'Ask the built-in AI helper how to do anything in Aglyn — it answers from these docs and links you straight to the right page.',\n },\n aiAutomations: {\n path: '/ai/automations-with-ai',\n title: 'Explain automations with AI',\n excerpt: 'Aglyn AI can explain an automation you already have and tell you why one of its runs failed. Drafting an automation from a description is not available yet.',\n },\n aiCrm: {\n path: '/ai/crm-by-ai',\n title: 'The AI CRM built into Aglyn',\n excerpt: 'An AI CRM for small business: a short summary and a suggested next step on a contact, company, deal or lead, a one-to-one email drafted into the composer, and an import\\'s columns matched to fields.',\n },\n aiExperiments: {\n path: '/ai/ab-tests-with-ai',\n title: 'A/B tests by AI: write variants, read the result',\n excerpt: 'Have Aglyn AI write two to four variants for a screen, section or email experiment, and put a finished test into plain language — with the verdict decided from the counts before the model is asked anything.',\n },\n aiMonitoring: {\n path: '/staff-console/ai-monitoring',\n title: 'AI monitoring',\n excerpt: 'How staff watch one organization\\'s AI usage — the add-on, credit pool, overage, refusals, jobs, tokens and cache hit rate, top spenders and margin — and where those figures appear across the staff console.',\n },\n aiProducts: {\n path: '/ai/products-with-ai',\n title: 'Product copy and catalogs with AI',\n excerpt: 'An AI product description generator for your catalog: write copy for one product or a whole import, propose a first catalog, and propose categories and discounts — all as proposals you review.',\n },\n aiSeo: {\n path: '/building-sites/seo/seo-by-ai',\n title: 'AI SEO for your website',\n excerpt: 'AI SEO for websites, on the pages you already have: have AI write a page or product\\'s search listing, audit every published page with a proposed fix for each finding, and draft your structured data and /llms.txt.',\n },\n aiThemes: {\n path: '/ai/theme-assist',\n title: 'Change your site\\'s theme with AI',\n excerpt: 'Describe a change to your site\\'s theme and get a proposal for the theme editor\\'s own controls, previewed before and after, that you save in the editor. Rolling out.',\n },\n assistSignals: {\n path: '/staff-console/assist-signals',\n title: 'Assist Signal',\n excerpt: 'The docs-gap and cost board behind Assist — how the ranking is ordered, why ungrounded questions are counted separately, and what the cache-read rate says about margin.',\n },\n billing: {\n path: '/workspace-and-billing/billing-and-plans/overview',\n title: 'Billing & Plans',\n excerpt: 'How Aglyn\\'s tiers, entitlements, quotas, usage meters, and seat add-ons work.',\n },\n bindings: {\n path: '/building-sites/bindings/overview',\n title: 'Bindings, Variables & Functions',\n excerpt: 'Live values in your content — typed variables, no-code functions, and rename-safe id tokens.',\n },\n bookings: {\n path: '/commerce-and-bookings/bookings/overview',\n title: 'Bookings & Scheduling',\n excerpt: 'Offer services with availability, let visitors book, take payment, and send reminders.',\n },\n buildAWorkflow: {\n path: '/marketing-and-automation/workflows-and-actions/build-a-workflow',\n title: 'Build a workflow',\n excerpt: 'Create a multi-step workflow that runs when a site event fires.',\n },\n catalog: {\n path: '/commerce-and-bookings/commerce/catalog',\n title: 'Product catalog',\n excerpt: 'Products with options and variants, categories, tags, and manual or smart collections.',\n },\n commerce: {\n path: '/commerce-and-bookings/commerce/overview',\n title: 'Commerce',\n excerpt: 'Sell physical, digital, and service products with a full catalog, orders pipeline, shipping, taxes, and your own Stripe account.',\n },\n commerceEndToEnd: {\n path: '/guides/commerce-end-to-end',\n title: 'Commerce end to end',\n excerpt: 'Create products with billing modes, design the storefront with Commerce blocks, take Stripe checkout for one-time and subscription sales, and run orders from the console.',\n },\n companies: {\n path: '/content-and-data/crm/companies',\n title: 'Companies',\n excerpt: 'Group your contacts under the businesses they belong to — one record per company, with its domain, owner, address and the people who work there.',\n },\n consoleTour: {\n path: '/getting-started/console-tour',\n title: 'The console tour',\n excerpt: 'Where things live in the Aglyn console app bar and navigation.',\n },\n contactActivities: {\n path: '/content-and-data/crm/activities',\n title: 'Activities & the timeline',\n excerpt: 'Log calls, emails, meetings and notes against a contact, a company, a deal or a lead, email one person from their record, and read it all in one timeline beside everything captured and every campaign sent.',\n },\n contactFields: {\n path: '/content-and-data/crm/custom-fields',\n title: 'Custom fields',\n excerpt: 'Define your own properties on contacts, companies and deals — text, number, date, choice, checkbox or link — show them on every record and its list, and save form answers straight into a contact\\'s.',\n },\n contactRecord: {\n path: '/content-and-data/crm/contact-record',\n title: 'The contact record',\n excerpt: 'Add a contact by hand, keep a profile on them — phone, company, title, address, owner and lifecycle stage — open their own page in the CRM, and merge two records that turn out to be one person.',\n },\n contacts: {\n path: '/content-and-data/crm/overview',\n title: 'CRM',\n excerpt: 'One place for the people who interact with your sites — contacts captured from forms, members, orders and bookings, with leads, companies, a deals pipeline, tasks, a timeline, reports and custom fields.',\n },\n crmEmailTemplates: {\n path: '/content-and-data/crm/email-templates',\n title: 'Email templates',\n excerpt: 'Keep the letters your team sends from a record — templates that fill in the subject and the message, snippets that drop in a paragraph, and merge fields that fill in the person\\'s name, their company, the deal and you.',\n },\n crmLeads: {\n path: '/content-and-data/crm/leads',\n title: 'Leads',\n excerpt: 'Work the people your site has captured — a status, an owner and notes on every lead — and convert one into a contact, a company and a deal.',\n },\n crmReports: {\n path: '/content-and-data/crm/reports',\n title: 'Reports',\n excerpt: 'New contacts, where they came from and which sources convert, the lead funnel, the open pipeline and its forecast, won and lost, who logged what, and the task load — counted on the server, every table exportable as CSV.',\n },\n crmSettings: {\n path: '/content-and-data/crm/settings',\n title: 'CRM settings',\n excerpt: 'What the CRM does on its own for every site — whether a company is created from a contact\\'s work email domain, who a new contact is assigned to, the address that files replies on a record, and each site\\'s recipes.',\n },\n crmTasks: {\n path: '/content-and-data/crm/tasks',\n title: 'Tasks & follow-ups',\n excerpt: 'Calls, emails, meetings and to-dos with a due date, an assignee and a link to the record they are for — overdue and today read off the clock, a snooze, a reminder at its own time, and a morning digest.',\n },\n crmViews: {\n path: '/content-and-data/crm/views',\n title: 'Saved views',\n excerpt: 'Keep a CRM list\\'s filters, columns and sort under a name, open it from the views menu or a link, share it with the team, and use a contacts view as an email audience.',\n },\n datasets: {\n path: '/content-and-data/datasets/overview',\n title: 'Datasets & Dynamic Content',\n excerpt: 'Model structured content with typed fields and relations, then bind it into repeatable components.',\n },\n deals: {\n path: '/content-and-data/crm/deals',\n title: 'Deals pipeline',\n excerpt: 'Every open deal by stage — with an amount, an owner and an expected close — as a board you drag across or a table you page through, and the won and lost history behind it.',\n },\n designedEmails: {\n path: '/marketing-and-automation/email-campaigns/designed-emails',\n title: 'Designed emails',\n excerpt: 'Build campaign emails in the besigner with email-safe blocks and merge tokens — no separate editor.',\n },\n emailCampaigns: {\n path: '/marketing-and-automation/email-campaigns/overview',\n title: 'Email Campaigns',\n excerpt: 'Campaigns to audiences built from your contacts. Campaign email starts at Pro and needs a sending domain of the site\\'s own; receipts and account email send on every plan.',\n },\n events: {\n path: '/content-and-data/events/overview',\n title: 'Events Calendar',\n excerpt: 'Keep a schedule of events in the console and publish the ones you choose to any screen, with search-engine event markup.',\n },\n forms: {\n path: '/content-and-data/forms/overview',\n title: 'Forms & Lead Capture',\n excerpt: 'Add forms to your site, collect submissions in an inbox, and write them into datasets.',\n },\n installYourFirstPlugin: {\n path: '/guides/install-your-first-plugin',\n title: 'Install your first marketplace item',\n excerpt: 'A click-by-click walkthrough of the Marketplace — find something, choose which sites get it, install it, and turn it off again.',\n },\n inviteTeammates: {\n path: '/workspace-and-billing/teams-and-roles/invite-teammates',\n title: 'Invite teammates',\n excerpt: 'Add people to your site and understand how team members act within your organization.',\n },\n manifestAndEnvs: {\n path: '/developers/plugins/reference/manifest-and-envs',\n title: 'Manifests, trust lifecycle & environment',\n excerpt: 'The plugin manifest schema, the marketplace listing/version documents, the trust state machine, and every PLUGIN_* environment variable.',\n },\n marketingOverlays: {\n path: '/marketing-and-automation/marketing-overlays/overview',\n title: 'Marketing Overlays',\n excerpt: 'Site-wide announcement bars and promotional popups with triggers, scheduling, and email capture.',\n },\n membersOnly: {\n path: '/workspace-and-billing/teams-and-roles/members-only',\n title: 'Members-only areas',\n excerpt: 'Let visitors sign up as members and gate screens so only members can view them.',\n },\n plugins: {\n path: '/developers/plugins/overview',\n title: 'Plugins & Marketplace',\n excerpt: 'Extend Aglyn with sandboxed plugins — install from the marketplace, configure them, and publish your own.',\n },\n pos: {\n path: '/commerce-and-bookings/commerce/pos-and-reservations',\n title: 'POS & reservations',\n excerpt: 'Sell in person from the console register and take date-range reservations with deposits.',\n },\n publishAPlugin: {\n path: '/developers/plugins/publish-a-plugin',\n title: 'Publish a plugin',\n excerpt: 'Ship your own plugin to the marketplace with version pinning.',\n },\n publisherHandbook: {\n path: '/developers/plugins/publishing/publisher-handbook',\n title: 'Publisher handbook',\n excerpt: 'Publishing to the Aglyn marketplace — from profile setup through listing authoring, review, updates, and getting paid.',\n },\n redirects: {\n path: '/building-sites/redirects/overview',\n title: 'Redirects',\n excerpt: 'Manage URL redirects with validation, loop detection, and hit metrics.',\n },\n sandboxSecurity: {\n path: '/developers/plugins/reference/sandbox-security',\n title: 'Sandbox security model',\n excerpt: 'How sandboxed marketplace plugins are isolated — separate origin, per-manifest CSP, pinned artifacts — and what that means when you write one.',\n },\n sequences: {\n path: '/content-and-data/crm/sequences',\n title: 'Sequences',\n excerpt: 'One-to-one email sequences a rep sends to a person from their own connected mailbox, kept with the CRM. Rolling out.',\n },\n webhooks: {\n path: '/marketing-and-automation/workflows-and-actions/webhooks',\n title: 'Webhooks',\n excerpt: 'Connect Aglyn to other systems with outbound and inbound webhooks.',\n },\n} as const satisfies Record<string, PluginDocsTopic>\n\nexport type PluginDocsKey = keyof typeof PLUGIN_DOCS\n\nexport const PLUGIN_DOCS_ANCHORS = {\n abuseReports: ['#where-reports-come-from', '#triage-by-severity', '#csam', '#which-lever', '#statuses', '#disclosure', '#dmca', '#counter-notices', '#counter-notice-clock', '#counter-notice-steps', '#repeat-infringers', '#repeat-infringer-threshold', '#known-gaps', '#related'],\n actionsBuilder: ['#create-an-action', '#recipes', '#describe-it', '#triggers', '#crm-events', '#only-run-when-a-field-matches', '#chain-multiple-conditions-andor', '#steps', '#crm-steps', '#step-conditions', '#sequences', '#run-history', '#what-is-and-isnt-recorded', '#interactions-from-the-besigner', '#when-to-use-which', '#related'],\n aglynAssist: ['#what-it-can-do', '#aglyn-ai', '#answers-for-beginners-and-developers', '#offers-to-open-a-page', '#edits-in-the-besigner', '#where-an-answer-came-from', '#answers-straight-from-the-documentation', '#message-limits', '#feedback', '#privacy'],\n aiAutomations: ['#draft', '#explain', '#why-a-run-failed', '#what-is-sent', '#who-can-use-it', '#related'],\n aiCrm: ['#summarize-a-record', '#summaries-are-reused-until-the-record-changes', '#draft-an-email', '#match-columns', '#what-is-sent', '#who-can-use-it', '#related'],\n aiExperiments: ['#it-proposes-you-write', '#write-variants', '#putting-them-in', '#what-it-will-not-write', '#read-a-result', '#the-verdict', '#the-words', '#undecided', '#what-is-sent', '#who-can-use-it', '#related'],\n aiMonitoring: ['#the-ai-card', '#where-else', '#one-account', '#the-spend-leaderboard', '#alerts', '#related'],\n aiProducts: ['#write-a-products-copy', '#write-copy-for-many-products', '#when-you-import-products', '#propose-a-first-catalog', '#propose-categories-and-discounts', '#what-the-copy-never-says', '#what-is-sent-to-the-ai-provider', '#who-can-use-it', '#related'],\n aiSeo: ['#write-a-pages-listing', '#write-a-products-listing', '#audit-the-whole-site', '#target-keywords', '#apply-all-as-drafts', '#structured-data-and-llmstxt', '#related'],\n aiThemes: ['#change-what-you-describe-or-design-a-new-theme', '#match-your-brand', '#review-the-proposal', '#save-it-or-dont', '#who-can-use-it', '#related'],\n assistSignals: ['#the-workflow-this-board-exists-for', '#fleet', '#the-cache-read-rate-and-what-a-bad-number-looks-like', '#where-the-money-goes', '#tokens-by-kind', '#docs-gaps', '#questions-the-docs-could-not-answer', '#what-people-actually-asked', '#what-assist-costs-by-workspace', '#reading-the-sample-honestly', '#related'],\n billing: ['#tiers--entitlements', '#enterprise', '#single-sign-on-and-enforcement', '#usage-meters', '#who-is-generating-what', '#ai-allotments', '#storage-overage', '#if-you-would-rather-uploads-stopped', '#assist-overage', '#stop-ai-assist-at-the-included-band', '#ai-overage-ceiling', '#free-ai-credits', '#ai-credit-alerts', '#usage-budget', '#seats', '#crm-records', '#the-crm-suite', '#one-to-one-email', '#organization-data', '#api-access', '#payments', '#outstanding', '#plan-total', '#billing-email', '#payment-methods', '#billing-address', '#tax-ids', '#sales-tax', '#platform-fees', '#related'],\n bindings: ['#binding-tokens', '#rename-safe-id-tokens', '#insert-a-variable', '#token-pills', '#in-the-canvas-text-editor', '#site-details', '#typed-variables', '#no-code-functions', '#parameters-a-visitor-can-answer', '#a-calculator-you-lay-out', '#where-used--safety', '#workflows', '#related'],\n bookings: ['#set-up-bookings', '#taking-bookings', '#reminders', '#payments-and-fees', '#service-tax', '#manage', '#booking-from-the-crm', '#canceling-and-refunding', '#related'],\n buildAWorkflow: ['#1-open-the-workflows-page', '#2-choose-a-trigger', '#3-add-steps', '#waiting', '#4-save-and-test', '#duplicate-a-workflow', '#tips', '#related'],\n catalog: ['#products-options-and-variants', '#billing-modes-and-subscriptions', '#ai', '#categories-and-tags', '#collections', '#slugs', '#merchant-center-feed', '#related'],\n commerce: ['#products-hub', '#inventory', '#reserved-stock', '#stock-movements', '#gift-cards', '#recovery-and-alerts', '#orders', '#orders-screen', '#order-statuses', '#order-money-tiles', '#a-lost-dispute', '#shipping--taxes', '#lodging-tax-on-reservations', '#storefront-sales-tax', '#destination-coverage', '#dropshipping', '#related'],\n commerceEndToEnd: ['#1-connect-payments', '#2-create-products', '#3-design-the-storefront', '#catalog-search-filters-and-sort', '#category-pages', '#the-product-page-template', '#4-what-checkout-does', '#paying-without-leaving-your-site', '#5-run-orders-from-the-console', '#6-subscriptions--the-stripe-portal', '#related'],\n companies: ['#the-companies-list', '#create-a-company', '#a-companys-page', '#contacts-at-a-company', '#linked-on-capture', '#import-from-csv', '#export-csv', '#deleting-a-company', '#who-can-see-a-company', '#files', '#related'],\n consoleTour: ['#the-app-bar', '#in-context-help', '#primary-navigation', '#editing-vs-managing', '#the-sites-list', '#the-status-pill', '#how-the-pill-is-decided', '#your-site-allowance', '#a-sites-dashboard', '#next', '#workspace-settings--notifications', '#the-notifications-feed', '#notification-settings', '#one-kind-at-a-time', '#workspace-and-site-overrides', '#daily-digests', '#alerts-on-this-device'],\n contactActivities: ['#four-kinds-of-history', '#campaign-email', '#logging-an-activity', '#meeting-from-a-booking', '#click-to-call', '#sending-an-email', '#delivery-states', '#captured-email', '#where-an-activity-is-visible', '#the-recent-activity-feed', '#related'],\n contactFields: ['#define-a-field', '#fields-per-record', '#where-values-show', '#save-a-form-field', '#over-the-api', '#retire-restore-delete', '#recompute-next-activity', '#related'],\n contactRecord: ['#adding-a-contact-by-hand', '#the-record-page', '#deleting-and-erasing', '#what-each-site-keeps-to-itself', '#merging-two-records', '#likely-duplicates', '#owner', '#last-engaged', '#lifecycle-stages', '#where-the-persons-lead-is', '#finding-a-contact', '#files', '#related'],\n contacts: ['#whats-in-the-crm-area', '#unified-ingestion', '#what-each-plan-includes', '#the-contacts-page', '#import-from-csv', '#segments', '#everywhere-the-crm-shows-up', '#capture-replies', '#at-the-organization-level', '#who-can-open-the-crm', '#related'],\n crmEmailTemplates: ['#templates-and-snippets', '#merge-fields', '#saving', '#managing-templates', '#duplicate-a-template', '#shared-or-personal', '#over-the-rest-api', '#related'],\n crmLeads: ['#what-makes-a-lead', '#what-a-lead-holds', '#adding-a-lead-by-hand', '#the-leads-list', '#working-a-lead-from-the-row', '#several-leads-at-once', '#export-csv', '#import-from-csv', '#who-owns-a-lead', '#a-leads-page', '#email-state', '#converting-a-lead', '#unqualifying-a-lead', '#erasing-the-person', '#who-can-do-this', '#related'],\n crmReports: ['#choosing-a-period', '#contacts', '#sources-and-lifecycle', '#conversion-by-source', '#lead-funnel', '#pipeline', '#forecast-by-close-month', '#won-and-lost', '#won-and-lost-by-owner', '#activity-by-teammate', '#tasks', '#exporting-a-table', '#crm-at-a-glance', '#how-the-numbers-are-counted', '#related'],\n crmSettings: ['#companies', '#create-companies-from-work-email-domains', '#default-owner', '#assignment-rules', '#round-robin', '#email-templates', '#email-capture', '#your-sending-addresses', '#recipes', '#related'],\n crmTasks: ['#the-tasks-page', '#the-calendar-view', '#snoozing-a-task', '#selecting-exporting-and-acting-on-many', '#import-from-csv', '#creating-a-task', '#assigning-a-task-to-someone-else', '#completing-and-reopening', '#organization-tasks', '#tasks-on-a-contact-company-or-deal', '#reminders', '#turning-reminders-off', '#next-activity', '#the-daily-digest', '#turning-it-off', '#the-dashboard-card', '#who-can-do-what', '#related'],\n crmViews: ['#the-views-control', '#a-view-is-a-link', '#filters-on-the-contacts-list', '#columns-and-sort', '#segments-and-views', '#who-sees-what', '#related'],\n datasets: ['#model-builder', '#typed-documents', '#relations', '#query-layer', '#repeatable-components', '#who-a-dataset-is-shared-with', '#import--export', '#related'],\n deals: ['#pipelines', '#stages', '#the-board-and-the-table', '#import-from-csv', '#creating-a-deal', '#line-items', '#moving-winning-and-losing', '#a-won-deal-makes-its-contact-a-customer', '#a-deals-page', '#files', '#related'],\n designedEmails: ['#create-a-template', '#duplicate-a-template', '#styling-email-blocks', '#merge-tokens', '#send-it', '#the-plain-text-version', '#start-from-a-brief-instead'],\n emailCampaigns: ['#send-a-campaign', '#campaigns-group-emails', '#what-belongs-to-a-campaign', '#who-the-email-comes-from', '#sending-domains', '#account-email-always-sends', '#marketing-needs-a-domain', '#two-ways-to-get-a-domain', '#a-domain-we-set-up-is-a-request', '#domain-states', '#senders', '#send-a-test', '#preview-the-email', '#monthly-send-cap', '#personalize-with-merge-tags', '#recipient-count', '#who-a-campaign-is-allowed-to-reach', '#schedule-a-send', '#duplicate-an-email', '#email-lists', '#manual-lists', '#list-members', '#add-to-a-list', '#import-a-list', '#remove-from-a-list', '#lists-built-from-a-rule', '#experiments', '#opens--clicks', '#the-campaign-report', '#per-contact-engagement', '#which-links-were-clicked', '#revenue-from-a-campaign', '#compliance', '#topics', '#preference-page', '#frequency-opt-down', '#double-opt-in', '#marketing-mail', '#frequency-cap', '#suppressions', '#add-a-suppression', '#platform-suppressions', '#related'],\n events: ['#manage-events', '#show-events-on-a-screen', '#search-engines', '#related'],\n forms: ['#reading-submissions-from-code', '#build-a-form', '#monthly-allowance-per-plan', '#spam-and-abuse-protection', '#the-per-site-monthly-ceiling', '#field-types', '#labels-and-placeholders', '#example-a-quick-survey', '#after-submit', '#example-grow-an-email-list-from-a-signup-form', '#where-submissions-go', '#the-inbox', '#who-a-submission-is-from', '#where-this-one-went', '#replying-to-a-submission', '#one-forms-own-page', '#duplicate-a-form', '#switch-forms-off-for-one-site', '#related'],\n installYourFirstPlugin: ['#before-you-start', '#step-1-open', '#step-2-browse', '#step-3-reviews', '#step-4-targeting', '#step-5-install', '#step-6-use', '#step-7-off', '#what-to-do-next', '#related'],\n inviteTeammates: ['#invite-someone', '#pending-invites', '#who-gets-told', '#accepting-an-invite', '#an-invitation-never-changes-who-owns-the-workspace', '#how-team-members-act', '#you-are-a-site-collaborators-support-channel', 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1
+ {"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/docs-help.generated.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n * http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n// GENERATED FILE — do not edit. Regenerate with:\n// node tools/scripts/generate-docs-help.mjs\n// Source of truth: apps/docs/docs frontmatter + headings (AGL-602).\n\n// The first-party plugin consoles live in `libs/plugins/*` and cannot import\n// the console's constants, so they carry their own generated subset of the\n// docs help registry — the topics their cards actually link to, and no others.\n\nexport interface PluginDocsTopic {\n /** Docs-site path, e.g. `/commerce-and-bookings/commerce/overview`. */\n path: string\n /** Docs page title. */\n title: string\n /** Verbatim docs frontmatter description — the tooltip excerpt. */\n excerpt: string\n}\n\nexport const PLUGIN_DOCS = {\n abuseReports: {\n path: '/staff-console/abuse-reports',\n title: 'Abuse reports',\n excerpt: 'The public abuse-report queue — where outside reports land, how to triage by severity, which lever answers which report, and the CSAM and DMCA paths that are not takedown buttons.',\n },\n actionsBuilder: {\n path: '/marketing-and-automation/workflows-and-actions/actions-builder',\n title: 'Actions builder',\n excerpt: 'Map a single event to a single action without building a full workflow.',\n },\n aglynAssist: {\n path: '/getting-started/aglyn-assist',\n title: 'Aglyn Assist',\n excerpt: 'Ask the built-in AI helper how to do anything in Aglyn — it answers from these docs and links you straight to the right page.',\n },\n aiAutomations: {\n path: '/ai/automations-with-ai',\n title: 'Explain automations with AI',\n excerpt: 'Aglyn AI can explain an automation you already have and tell you why one of its runs failed. Drafting an automation from a description is not available yet.',\n },\n aiCrm: {\n path: '/ai/crm-by-ai',\n title: 'The AI CRM built into Aglyn',\n excerpt: 'An AI CRM for small business: a short summary and a suggested next step on a contact, company, deal or lead, a one-to-one email drafted into the composer, and an import\\'s columns matched to fields.',\n },\n aiExperiments: {\n path: '/ai/ab-tests-with-ai',\n title: 'A/B tests by AI: write variants, read the result',\n excerpt: 'Have Aglyn AI write two to four variants for a screen, section or email experiment, and put a finished test into plain language — with the verdict decided from the counts before the model is asked anything.',\n },\n aiMonitoring: {\n path: '/staff-console/ai-monitoring',\n title: 'AI monitoring',\n excerpt: 'How staff watch one organization\\'s AI usage — the add-on, credit pool, overage, refusals, jobs, tokens and cache hit rate, top spenders and margin — and where those figures appear across the staff console.',\n },\n aiProducts: {\n path: '/ai/products-with-ai',\n title: 'Product copy and catalogs with AI',\n excerpt: 'An AI product description generator for your catalog: write copy for one product or a whole import, propose a first catalog, and propose categories and discounts — all as proposals you review.',\n },\n aiSeo: {\n path: '/building-sites/seo/seo-by-ai',\n title: 'AI SEO for your website',\n excerpt: 'AI SEO for websites, on the pages you already have: have AI write a page or product\\'s search listing, audit every published page with a proposed fix for each finding, and draft your structured data and /llms.txt.',\n },\n aiThemes: {\n path: '/ai/theme-assist',\n title: 'Change your site\\'s theme with AI',\n excerpt: 'Describe a change to your site\\'s theme and get a proposal for the theme editor\\'s own controls, previewed before and after, that you save in the editor. Rolling out.',\n },\n assistSignals: {\n path: '/staff-console/assist-signals',\n title: 'Assist Signal',\n excerpt: 'The docs-gap and cost board behind Assist — how the ranking is ordered, why ungrounded questions are counted separately, and what the cache-read rate says about margin.',\n },\n billing: {\n path: '/workspace-and-billing/billing-and-plans/overview',\n title: 'Billing & Plans',\n excerpt: 'How Aglyn\\'s tiers, entitlements, quotas, usage meters, and seat add-ons work.',\n },\n bindings: {\n path: '/building-sites/bindings/overview',\n title: 'Bindings, Variables & Functions',\n excerpt: 'Live values in your content — typed variables, no-code functions, and rename-safe id tokens.',\n },\n bookings: {\n path: '/commerce-and-bookings/bookings/overview',\n title: 'Bookings & Scheduling',\n excerpt: 'Offer services with availability, let visitors book, take payment, and send reminders.',\n },\n buildAWorkflow: {\n path: '/marketing-and-automation/workflows-and-actions/build-a-workflow',\n title: 'Build a workflow',\n excerpt: 'Create a multi-step workflow that runs when a site event fires.',\n },\n catalog: {\n path: '/commerce-and-bookings/commerce/catalog',\n title: 'Product catalog',\n excerpt: 'Products with options and variants, categories, tags, and manual or smart collections.',\n },\n commerce: {\n path: '/commerce-and-bookings/commerce/overview',\n title: 'Commerce',\n excerpt: 'Sell physical, digital, and service products with a full catalog, orders pipeline, shipping, taxes, and your own Stripe account.',\n },\n commerceEndToEnd: {\n path: '/guides/commerce-end-to-end',\n title: 'Commerce end to end',\n excerpt: 'Create products with billing modes, design the storefront with Commerce blocks, take Stripe checkout for one-time and subscription sales, and run orders from the console.',\n },\n companies: {\n path: '/content-and-data/crm/companies',\n title: 'Companies',\n excerpt: 'Group your contacts under the businesses they belong to — one record per company, with its domain, owner, address and the people who work there.',\n },\n consoleTour: {\n path: '/getting-started/console-tour',\n title: 'The console tour',\n excerpt: 'Where things live in the Aglyn console app bar and navigation.',\n },\n contactActivities: {\n path: '/content-and-data/crm/activities',\n title: 'Activities & the timeline',\n excerpt: 'Log calls, emails, meetings and notes against a contact, a company, a deal or a lead, email one person from their record, and read it all in one timeline beside everything captured and every campaign sent.',\n },\n contactFields: {\n path: '/content-and-data/crm/custom-fields',\n title: 'Custom fields',\n excerpt: 'Define your own properties on contacts, companies, deals and leads — text, number, date, choice, checkbox or link — show them on every record and its list, and save form answers straight into a contact\\'s.',\n },\n contactRecord: {\n path: '/content-and-data/crm/contact-record',\n title: 'The contact record',\n excerpt: 'Add a contact by hand, keep a profile on them — phone, company, title, address, owner and lifecycle stage — open their own page in the CRM, and merge two records that turn out to be one person.',\n },\n contacts: {\n path: '/content-and-data/crm/overview',\n title: 'CRM',\n excerpt: 'One place for the people who interact with your sites — contacts captured from forms, members, orders and bookings, with leads, companies, a deals pipeline, tasks, a timeline, reports and custom fields.',\n },\n crmEmailTemplates: {\n path: '/content-and-data/crm/email-templates',\n title: 'Email templates',\n excerpt: 'Keep the letters your team sends from a record — templates that fill in the subject and the message, snippets that drop in a paragraph, and merge fields that fill in the person\\'s name, their company, the deal and you.',\n },\n crmLeads: {\n path: '/content-and-data/crm/leads',\n title: 'Leads',\n excerpt: 'Work the people your site has captured — a status, an owner and notes on every lead — and convert one into a contact, a company and a deal.',\n },\n crmReports: {\n path: '/content-and-data/crm/reports',\n title: 'Reports',\n excerpt: 'New contacts, where they came from and which sources convert, the lead funnel, the open pipeline and its forecast, won and lost, who logged what, and the task load — counted on the server, every table exportable as CSV.',\n },\n crmSettings: {\n path: '/content-and-data/crm/settings',\n title: 'CRM settings',\n excerpt: 'What the CRM does on its own for every site — whether a company is created from a contact\\'s work email domain, who a new contact is assigned to, the address that files replies on a record, and each site\\'s recipes.',\n },\n crmTasks: {\n path: '/content-and-data/crm/tasks',\n title: 'Tasks & follow-ups',\n excerpt: 'Calls, emails, meetings and to-dos with a due date, an assignee and a link to the record they are for — overdue and today read off the clock, a snooze, a reminder at its own time, and a morning digest.',\n },\n crmViews: {\n path: '/content-and-data/crm/views',\n title: 'Saved views',\n excerpt: 'Keep a CRM list\\'s filters, columns and sort under a name, open it from the views menu or a link, share it with the team, and use a contacts view as an email audience.',\n },\n datasets: {\n path: '/content-and-data/datasets/overview',\n title: 'Datasets & Dynamic Content',\n excerpt: 'Model structured content with typed fields and relations, then bind it into repeatable components.',\n },\n deals: {\n path: '/content-and-data/crm/deals',\n title: 'Deals pipeline',\n excerpt: 'Every open deal by stage — with an amount, an owner and an expected close — as a board you drag across or a table you page through, and the won and lost history behind it.',\n },\n designedEmails: {\n path: '/marketing-and-automation/email-campaigns/designed-emails',\n title: 'Designed emails',\n excerpt: 'Build campaign emails in the besigner with email-safe blocks and merge tokens — no separate editor.',\n },\n emailCampaigns: {\n path: '/marketing-and-automation/email-campaigns/overview',\n title: 'Email Campaigns',\n excerpt: 'Campaigns to audiences built from your contacts. Campaign email starts at Pro and needs a sending domain of the site\\'s own; receipts and account email send on every plan.',\n },\n events: {\n path: '/content-and-data/events/overview',\n title: 'Events Calendar',\n excerpt: 'Keep a schedule of events in the console and publish the ones you choose to any screen, with search-engine event markup.',\n },\n forms: {\n path: '/content-and-data/forms/overview',\n title: 'Forms & Lead Capture',\n excerpt: 'Add forms to your site, collect submissions in an inbox, and write them into datasets.',\n },\n installYourFirstPlugin: {\n path: '/guides/install-your-first-plugin',\n title: 'Install your first marketplace item',\n excerpt: 'A click-by-click walkthrough of the Marketplace — find something, choose which sites get it, install it, and turn it off again.',\n },\n inviteTeammates: {\n path: '/workspace-and-billing/teams-and-roles/invite-teammates',\n title: 'Invite teammates',\n excerpt: 'Add people to your site and understand how team members act within your organization.',\n },\n manifestAndEnvs: {\n path: '/developers/plugins/reference/manifest-and-envs',\n title: 'Manifests, trust lifecycle & environment',\n excerpt: 'The plugin manifest schema, the marketplace listing/version documents, the trust state machine, and every PLUGIN_* environment variable.',\n },\n marketingOverlays: {\n path: '/marketing-and-automation/marketing-overlays/overview',\n title: 'Marketing Overlays',\n excerpt: 'Site-wide announcement bars and promotional popups with triggers, scheduling, and email capture.',\n },\n membersOnly: {\n path: '/workspace-and-billing/teams-and-roles/members-only',\n title: 'Members-only areas',\n excerpt: 'Let visitors sign up as members and gate screens so only members can view them.',\n },\n plugins: {\n path: '/developers/plugins/overview',\n title: 'Plugins & Marketplace',\n excerpt: 'Extend Aglyn with sandboxed plugins — install from the marketplace, configure them, and publish your own.',\n },\n pos: {\n path: '/commerce-and-bookings/commerce/pos-and-reservations',\n title: 'POS & reservations',\n excerpt: 'Sell in person from the console register and take date-range reservations with deposits.',\n },\n publishAPlugin: {\n path: '/developers/plugins/publish-a-plugin',\n title: 'Publish a plugin',\n excerpt: 'Ship your own plugin to the marketplace with version pinning.',\n },\n publisherHandbook: {\n path: '/developers/plugins/publishing/publisher-handbook',\n title: 'Publisher handbook',\n excerpt: 'Publishing to the Aglyn marketplace — from profile setup through listing authoring, review, updates, and getting paid.',\n },\n redirects: {\n path: '/building-sites/redirects/overview',\n title: 'Redirects',\n excerpt: 'Manage URL redirects with validation, loop detection, and hit metrics.',\n },\n sandboxSecurity: {\n path: '/developers/plugins/reference/sandbox-security',\n title: 'Sandbox security model',\n excerpt: 'How sandboxed marketplace plugins are isolated — separate origin, per-manifest CSP, pinned artifacts — and what that means when you write one.',\n },\n sequences: {\n path: '/content-and-data/crm/sequences',\n title: 'Sequences',\n excerpt: 'One-to-one email sequences a rep sends to a person from their own connected mailbox, kept with the CRM. Rolling out.',\n },\n webhooks: {\n path: '/marketing-and-automation/workflows-and-actions/webhooks',\n title: 'Webhooks',\n excerpt: 'Connect Aglyn to other systems with outbound and inbound webhooks.',\n },\n} as const satisfies Record<string, PluginDocsTopic>\n\nexport type PluginDocsKey = keyof typeof PLUGIN_DOCS\n\nexport const PLUGIN_DOCS_ANCHORS = {\n abuseReports: ['#where-reports-come-from', '#triage-by-severity', '#csam', '#which-lever', '#statuses', '#disclosure', '#dmca', '#counter-notices', '#counter-notice-clock', '#counter-notice-steps', '#repeat-infringers', '#repeat-infringer-threshold', '#known-gaps', '#related'],\n actionsBuilder: ['#create-an-action', '#recipes', '#describe-it', '#triggers', '#crm-events', '#only-run-when-a-field-matches', '#chain-multiple-conditions-andor', '#steps', '#crm-steps', '#step-conditions', '#sequences', '#run-history', '#what-is-and-isnt-recorded', '#interactions-from-the-besigner', '#when-to-use-which', '#related'],\n aglynAssist: ['#what-it-can-do', '#aglyn-ai', '#answers-for-beginners-and-developers', '#offers-to-open-a-page', '#edits-in-the-besigner', '#where-an-answer-came-from', '#answers-straight-from-the-documentation', '#message-limits', '#feedback', '#privacy'],\n aiAutomations: ['#draft', '#explain', '#why-a-run-failed', '#what-is-sent', '#who-can-use-it', '#related'],\n aiCrm: ['#summarize-a-record', '#summaries-are-reused-until-the-record-changes', '#draft-an-email', '#match-columns', '#what-is-sent', '#who-can-use-it', '#related'],\n aiExperiments: ['#it-proposes-you-write', '#write-variants', '#putting-them-in', '#what-it-will-not-write', '#read-a-result', '#the-verdict', '#the-words', '#undecided', '#what-is-sent', '#who-can-use-it', '#related'],\n aiMonitoring: ['#the-ai-card', '#where-else', '#one-account', '#the-spend-leaderboard', '#alerts', '#related'],\n aiProducts: ['#write-a-products-copy', '#write-copy-for-many-products', '#when-you-import-products', '#propose-a-first-catalog', '#propose-categories-and-discounts', '#what-the-copy-never-says', '#what-is-sent-to-the-ai-provider', '#who-can-use-it', '#related'],\n aiSeo: ['#write-a-pages-listing', '#write-a-products-listing', '#audit-the-whole-site', '#target-keywords', '#apply-all-as-drafts', '#structured-data-and-llmstxt', '#related'],\n aiThemes: ['#change-what-you-describe-or-design-a-new-theme', '#match-your-brand', '#review-the-proposal', '#save-it-or-dont', '#who-can-use-it', '#related'],\n assistSignals: ['#the-workflow-this-board-exists-for', '#fleet', '#the-cache-read-rate-and-what-a-bad-number-looks-like', '#where-the-money-goes', '#tokens-by-kind', '#docs-gaps', '#questions-the-docs-could-not-answer', '#what-people-actually-asked', '#what-assist-costs-by-workspace', '#reading-the-sample-honestly', '#related'],\n billing: ['#tiers--entitlements', '#enterprise', '#single-sign-on-and-enforcement', '#usage-meters', '#who-is-generating-what', '#ai-allotments', '#storage-overage', '#if-you-would-rather-uploads-stopped', '#assist-overage', '#stop-ai-assist-at-the-included-band', '#ai-overage-ceiling', '#free-ai-credits', '#ai-credit-alerts', '#usage-budget', '#seats', '#crm-records', '#the-crm-suite', '#one-to-one-email', '#organization-data', '#api-access', '#payments', '#outstanding', '#plan-total', '#billing-email', '#payment-methods', '#billing-address', '#tax-ids', '#sales-tax', '#platform-fees', '#related'],\n bindings: ['#binding-tokens', '#rename-safe-id-tokens', '#insert-a-variable', '#token-pills', '#in-the-canvas-text-editor', '#site-details', '#typed-variables', '#no-code-functions', '#parameters-a-visitor-can-answer', '#a-calculator-you-lay-out', '#where-used--safety', '#workflows', '#related'],\n bookings: ['#set-up-bookings', '#taking-bookings', '#reminders', '#payments-and-fees', '#service-tax', '#manage', '#booking-from-the-crm', '#canceling-and-refunding', '#related'],\n buildAWorkflow: ['#1-open-the-workflows-page', '#2-choose-a-trigger', '#3-add-steps', '#waiting', '#4-save-and-test', '#duplicate-a-workflow', '#tips', '#related'],\n catalog: ['#products-options-and-variants', '#billing-modes-and-subscriptions', '#ai', '#categories-and-tags', '#collections', '#slugs', '#merchant-center-feed', '#related'],\n commerce: ['#products-hub', '#inventory', '#reserved-stock', '#stock-movements', '#gift-cards', '#recovery-and-alerts', '#orders', '#orders-screen', '#order-statuses', '#order-money-tiles', '#a-lost-dispute', '#shipping--taxes', '#lodging-tax-on-reservations', '#storefront-sales-tax', '#destination-coverage', '#dropshipping', '#related'],\n commerceEndToEnd: ['#1-connect-payments', '#2-create-products', '#3-design-the-storefront', '#catalog-search-filters-and-sort', '#category-pages', '#the-product-page-template', '#4-what-checkout-does', '#paying-without-leaving-your-site', '#5-run-orders-from-the-console', '#6-subscriptions--the-stripe-portal', '#related'],\n companies: ['#the-companies-list', '#create-a-company', '#a-companys-page', '#contacts-at-a-company', '#linked-on-capture', '#import-from-csv', '#export-csv', '#deleting-a-company', '#who-can-see-a-company', '#files', '#related'],\n consoleTour: ['#the-app-bar', '#in-context-help', '#primary-navigation', '#editing-vs-managing', '#the-sites-list', '#the-status-pill', '#how-the-pill-is-decided', '#your-site-allowance', '#a-sites-dashboard', '#next', '#workspace-settings--notifications', '#the-notifications-feed', '#notification-settings', '#one-kind-at-a-time', '#workspace-and-site-overrides', '#daily-digests', '#alerts-on-this-device'],\n contactActivities: ['#four-kinds-of-history', '#campaign-email', '#logging-an-activity', '#meeting-from-a-booking', '#click-to-call', '#sending-an-email', '#delivery-states', '#captured-email', '#where-an-activity-is-visible', '#the-recent-activity-feed', '#related'],\n contactFields: ['#define-a-field', '#fields-per-record', '#where-values-show', '#save-a-form-field', '#over-the-api', '#retire-restore-delete', '#recompute-next-activity', '#related'],\n contactRecord: ['#adding-a-contact-by-hand', '#the-record-page', '#deleting-and-erasing', '#what-each-site-keeps-to-itself', '#merging-two-records', '#likely-duplicates', '#owner', '#last-engaged', '#lifecycle-stages', '#where-the-persons-lead-is', '#finding-a-contact', '#files', '#related'],\n contacts: ['#whats-in-the-crm-area', '#unified-ingestion', '#what-each-plan-includes', '#the-contacts-page', '#import-from-csv', '#segments', '#everywhere-the-crm-shows-up', '#capture-replies', '#at-the-organization-level', '#who-can-open-the-crm', '#related'],\n crmEmailTemplates: ['#templates-and-snippets', '#merge-fields', '#saving', '#managing-templates', '#duplicate-a-template', '#shared-or-personal', '#over-the-rest-api', '#related'],\n crmLeads: ['#what-makes-a-lead', '#what-a-lead-holds', '#adding-a-lead-by-hand', '#the-leads-list', '#working-a-lead-from-the-row', '#several-leads-at-once', '#export-csv', '#import-from-csv', '#who-owns-a-lead', '#a-leads-page', '#email-state', '#converting-a-lead', '#unqualifying-a-lead', '#erasing-the-person', '#who-can-do-this', '#related'],\n crmReports: ['#choosing-a-period', '#contacts', '#sources-and-lifecycle', '#conversion-by-source', '#lead-funnel', '#pipeline', '#forecast-by-close-month', '#won-and-lost', '#won-and-lost-by-owner', '#activity-by-teammate', '#tasks', '#exporting-a-table', '#crm-at-a-glance', '#how-the-numbers-are-counted', '#related'],\n crmSettings: ['#companies', '#create-companies-from-work-email-domains', '#default-owner', '#assignment-rules', '#round-robin', '#email-templates', '#email-capture', '#your-sending-addresses', '#recipes', '#related'],\n crmTasks: ['#the-tasks-page', '#the-calendar-view', '#snoozing-a-task', '#selecting-exporting-and-acting-on-many', '#import-from-csv', '#creating-a-task', '#assigning-a-task-to-someone-else', '#completing-and-reopening', '#organization-tasks', '#tasks-on-a-contact-company-or-deal', '#reminders', '#turning-reminders-off', '#next-activity', '#the-daily-digest', '#turning-it-off', '#the-dashboard-card', '#who-can-do-what', '#related'],\n crmViews: ['#the-views-control', '#a-view-is-a-link', '#filters-on-the-contacts-list', '#columns-and-sort', '#segments-and-views', '#who-sees-what', '#related'],\n datasets: ['#model-builder', '#typed-documents', '#relations', '#query-layer', '#repeatable-components', '#who-a-dataset-is-shared-with', '#import--export', '#related'],\n deals: ['#pipelines', '#stages', '#the-board-and-the-table', '#import-from-csv', '#creating-a-deal', '#line-items', '#moving-winning-and-losing', '#a-won-deal-makes-its-contact-a-customer', '#a-deals-page', '#files', '#related'],\n designedEmails: ['#create-a-template', '#duplicate-a-template', '#styling-email-blocks', '#merge-tokens', '#send-it', '#the-plain-text-version', '#start-from-a-brief-instead'],\n emailCampaigns: ['#send-a-campaign', '#campaigns-group-emails', '#what-belongs-to-a-campaign', '#who-the-email-comes-from', '#sending-domains', '#account-email-always-sends', '#marketing-needs-a-domain', '#two-ways-to-get-a-domain', '#a-domain-we-set-up-is-a-request', '#domain-states', '#senders', '#send-a-test', '#preview-the-email', '#monthly-send-cap', '#personalize-with-merge-tags', '#recipient-count', '#who-a-campaign-is-allowed-to-reach', '#schedule-a-send', '#duplicate-an-email', '#email-lists', '#manual-lists', '#list-members', '#add-to-a-list', '#import-a-list', '#remove-from-a-list', '#lists-built-from-a-rule', '#experiments', '#opens--clicks', '#the-campaign-report', '#per-contact-engagement', '#which-links-were-clicked', '#revenue-from-a-campaign', '#compliance', '#topics', '#preference-page', '#frequency-opt-down', '#double-opt-in', '#marketing-mail', '#frequency-cap', '#suppressions', '#add-a-suppression', '#platform-suppressions', '#related'],\n events: ['#manage-events', '#show-events-on-a-screen', '#search-engines', '#related'],\n forms: ['#reading-submissions-from-code', '#build-a-form', '#monthly-allowance-per-plan', '#spam-and-abuse-protection', '#the-per-site-monthly-ceiling', '#field-types', '#labels-and-placeholders', '#example-a-quick-survey', '#after-submit', '#example-grow-an-email-list-from-a-signup-form', '#where-submissions-go', '#the-inbox', '#who-a-submission-is-from', '#where-this-one-went', '#replying-to-a-submission', '#one-forms-own-page', '#duplicate-a-form', '#switch-forms-off-for-one-site', '#related'],\n installYourFirstPlugin: ['#before-you-start', '#step-1-open', '#step-2-browse', '#step-3-reviews', '#step-4-targeting', '#step-5-install', '#step-6-use', '#step-7-off', '#what-to-do-next', '#related'],\n inviteTeammates: ['#invite-someone', '#pending-invites', '#who-gets-told', '#accepting-an-invite', '#an-invitation-never-changes-who-owns-the-workspace', '#how-team-members-act', '#you-are-a-site-collaborators-support-channel', '#help-a-teammate-who-is-locked-out', '#why-you-cant-always-set-a-password', '#activity-log', '#ai-actions', '#ai-usage', '#ai-allotment', '#tips', '#related'],\n manifestAndEnvs: ['#plugin-manifest-published-with-every-version', '#contributes--where-the-plugin-loads', '#config--settings-without-writing-a-settings-screen', '#listing--version-documents', '#review--trust-lifecycle', '#environment-variables', '#pluginsconfigjson-first-party-contributors'],\n marketingOverlays: ['#announcement-bar', '#promotional-popups', '#frequency', '#popup-v2', '#multiple-overlays-scheduling--page-targeting', '#variables-in-copy', '#engagement-stats', '#related'],\n membersOnly: ['#let-visitors-sign-up', '#sign-in-sign-up-and-recovery-pages', '#forgotten-passwords', '#gate-a-screen', '#manage-your-members', '#suspend-or-reactivate-a-member', '#tips', '#related'],\n plugins: ['#install--upgrade', '#browse-card', '#whats-included', '#what-the-badges-on-a-listing-mean', '#how-plugins-run', '#when-one-plugin-depends-on-another', '#a-dependency-that-is-off-for-one-site', '#configure', '#configure-site', '#publish-your-own', '#related'],\n pos: ['#registers', '#the-register', '#platform-fees-at-the-register', '#selling-past-the-count', '#when-something-disconnects', '#reservations', '#related'],\n publishAPlugin: ['#the-publish-pipeline', '#private-plugins', '#paid-listings', '#your-publisher-profile', '#tips', '#related'],\n publisherHandbook: ['#before-your-first-publish', '#the-publisher-agreement', '#where-to-publish-from', '#what-installing-each-type-does', '#rules-an-email-starter-has-to-meet', '#publishing-a-version', '#before-you-publish', '#review-what-happens-after-you-publish', '#the-two-badges-and-what-each-one-promises', '#asking-to-be-verified', '#testing-a-version-before-it-is-approved', '#watching-your-own-submission', '#disabled-versions', '#private-plugins', '#authoring-your-listing', '#what-your-listing-can-say-about-aglyn', '#versioning--updates', '#shipping-a-new-version', '#how-installs-work-the-buyer-side', '#getting-paid', '#low-prices-and-processing'],\n redirects: ['#manage-redirects', '#sending-visitors-to-another-site', '#metrics', '#match-modes-v2', '#related'],\n sandboxSecurity: ['#a-separate-origin', '#per-manifest-network-policy', '#when-you-cant-declare-the-origin', '#pinned-immutable-artifacts', '#what-this-means-when-you-build', '#related'],\n sequences: ['#what-it-is-for', '#sent-from-your-own-mailbox', '#where-it-lives', '#connect-a-mailbox', '#send-as', '#daily-cap', '#mailbox-status', '#auto-pause', '#mailbox-actions', '#compliance-settings', '#allowed-countries', '#do-not-contact-domains', '#sequences', '#build-a-sequence', '#sequence-status', '#enroll', '#cold-contacts', '#enrollments', '#sending', '#what-stops-a-sequence', '#unsubscribe', '#related'],\n webhooks: ['#outbound-webhooks', '#inbound-webhooks', '#tips', '#related'],\n} as const satisfies Partial<Record<PluginDocsKey, readonly `#${string}`[]>>\n\ntype PluginAnchorMap = typeof PLUGIN_DOCS_ANCHORS\n\n/** Valid heading anchors for a plugin docs page (`never` when none). */\nexport type PluginDocsAnchor<K extends PluginDocsKey> =\n K extends keyof PluginAnchorMap ? PluginAnchorMap[K][number] : never\n"],"names":["PLUGIN_DOCS","abuseReports","path","title","excerpt","actionsBuilder","aglynAssist","aiAutomations","aiCrm","aiExperiments","aiMonitoring","aiProducts","aiSeo","aiThemes","assistSignals","billing","bindings","bookings","buildAWorkflow","catalog","commerce","commerceEndToEnd","companies","consoleTour","contactActivities","contactFields","contactRecord","contacts","crmEmailTemplates","crmLeads","crmReports","crmSettings","crmTasks","crmViews","datasets","deals","designedEmails","emailCampaigns","events","forms","installYourFirstPlugin","inviteTeammates","manifestAndEnvs","marketingOverlays","membersOnly","plugins","pos","publishAPlugin","publisherHandbook","redirects","sandboxSecurity","sequences","webhooks","PLUGIN_DOCS_ANCHORS"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD,iDAAiD;AACjD,8CAA8C;AAC9C,oEAAoE;AAEpE,6EAA6E;AAC7E,2EAA2E;AAC3E,+EAA+E;AAW/E,OAAO,MAAMA,cAAc;IACzBC,cAAc;QACZC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAC,gBAAgB;QACdH,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAE,aAAa;QACXJ,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAG,eAAe;QACbL,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAI,OAAO;QACLN,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAK,eAAe;QACbP,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAM,cAAc;QACZR,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAO,YAAY;QACVT,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAQ,OAAO;QACLV,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAS,UAAU;QACRX,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAU,eAAe;QACbZ,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAW,SAAS;QACPb,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAY,UAAU;QACRd,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAa,UAAU;QACRf,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAc,gBAAgB;QACdhB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAe,SAAS;QACPjB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAgB,UAAU;QACRlB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAiB,kBAAkB;QAChBnB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAkB,WAAW;QACTpB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAmB,aAAa;QACXrB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAoB,mBAAmB;QACjBtB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAqB,eAAe;QACbvB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAsB,eAAe;QACbxB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAuB,UAAU;QACRzB,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAwB,mBAAmB;QACjB1B,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAyB,UAAU;QACR3B,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA0B,YAAY;QACV5B,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA2B,aAAa;QACX7B,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA4B,UAAU;QACR9B,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA6B,UAAU;QACR/B,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA8B,UAAU;QACRhC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA+B,OAAO;QACLjC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAgC,gBAAgB;QACdlC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAiC,gBAAgB;QACdnC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAkC,QAAQ;QACNpC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAmC,OAAO;QACLrC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAoC,wBAAwB;QACtBtC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAqC,iBAAiB;QACfvC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAsC,iBAAiB;QACfxC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAuC,mBAAmB;QACjBzC,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAwC,aAAa;QACX1C,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAyC,SAAS;QACP3C,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA0C,KAAK;QACH5C,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA2C,gBAAgB;QACd7C,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA4C,mBAAmB;QACjB9C,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA6C,WAAW;QACT/C,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA8C,iBAAiB;QACfhD,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACA+C,WAAW;QACTjD,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;IACAgD,UAAU;QACRlD,MAAM;QACNC,OAAO;QACPC,SAAS;IACX;AACF,EAAoD;AAIpD,OAAO,MAAMiD,sBAAsB;IACjCpD,cAAc;QAAC;QAA4B;QAAuB;QAAS;QAAgB;QAAa;QAAe;QAAS;QAAoB;QAAyB;QAAyB;QAAsB;QAA+B;QAAe;KAAW;IACrRI,gBAAgB;QAAC;QAAqB;QAAY;QAAgB;QAAa;QAAe;QAAkC;QAAoC;QAAU;QAAc;QAAoB;QAAc;QAAgB;QAA8B;QAAmC;QAAsB;KAAW;IAChVC,aAAa;QAAC;QAAmB;QAAa;QAAyC;QAA0B;QAA0B;QAA8B;QAA4C;QAAmB;QAAa;KAAW;IAChQC,eAAe;QAAC;QAAU;QAAY;QAAqB;QAAiB;QAAmB;KAAW;IAC1GC,OAAO;QAAC;QAAuB;QAAkD;QAAmB;QAAkB;QAAiB;QAAmB;KAAW;IACrKC,eAAe;QAAC;QAA0B;QAAmB;QAAoB;QAA2B;QAAkB;QAAgB;QAAc;QAAc;QAAiB;QAAmB;KAAW;IACzNC,cAAc;QAAC;QAAgB;QAAe;QAAgB;QAA0B;QAAW;KAAW;IAC9GC,YAAY;QAAC;QAA0B;QAAiC;QAA6B;QAA4B;QAAqC;QAA6B;QAAoC;QAAmB;KAAW;IACrQC,OAAO;QAAC;QAA0B;QAA6B;QAAyB;QAAoB;QAAwB;QAAgC;KAAW;IAC/KC,UAAU;QAAC;QAAmD;QAAqB;QAAwB;QAAoB;QAAmB;KAAW;IAC7JC,eAAe;QAAC;QAAuC;QAAU;QAAyD;QAAyB;QAAmB;QAAc;QAAwC;QAA+B;QAAmC;QAAgC;KAAW;IACzUC,SAAS;QAAC;QAAwB;QAAe;QAAmC;QAAiB;QAA2B;QAAkB;QAAoB;QAAwC;QAAmB;QAAwC;QAAuB;QAAoB;QAAqB;QAAiB;QAAU;QAAgB;QAAkB;QAAqB;QAAsB;QAAe;QAAa;QAAgB;QAAe;QAAkB;QAAoB;QAAoB;QAAY;QAAc;QAAkB;KAAW;IAC7lBC,UAAU;QAAC;QAAmB;QAA0B;QAAsB;QAAgB;QAA8B;QAAiB;QAAoB;QAAsB;QAAoC;QAA6B;QAAuB;QAAc;KAAW;IACxSC,UAAU;QAAC;QAAoB;QAAoB;QAAc;QAAsB;QAAgB;QAAW;QAAyB;QAA4B;KAAW;IAClLC,gBAAgB;QAAC;QAA8B;QAAuB;QAAgB;QAAY;QAAoB;QAAyB;QAAS;KAAW;IACnKC,SAAS;QAAC;QAAkC;QAAoC;QAAO;QAAwB;QAAgB;QAAU;QAAyB;KAAW;IAC7KC,UAAU;QAAC;QAAiB;QAAc;QAAmB;QAAoB;QAAe;QAAwB;QAAW;QAAkB;QAAmB;QAAsB;QAAmB;QAAoB;QAAgC;QAAyB;QAAyB;QAAiB;KAAW;IACnVC,kBAAkB;QAAC;QAAuB;QAAsB;QAA4B;QAAoC;QAAmB;QAA8B;QAAyB;QAAqC;QAAkC;QAAuC;KAAW;IACnUC,WAAW;QAAC;QAAuB;QAAqB;QAAoB;QAA0B;QAAsB;QAAoB;QAAe;QAAuB;QAA0B;QAAU;KAAW;IACrOC,aAAa;QAAC;QAAgB;QAAoB;QAAuB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@@ -3719,28 +3719,28 @@ export const ASSIST_DOCS_INDEX = [
3719
3719
  title: 'Custom fields',
3720
3720
  heading: '',
3721
3721
  anchor: '',
3722
- text: 'Custom fields\nA contact carries a fixed set of properties — name, email, tags, notes, and the CRM\'s own owner, lifecycle stage and company; a company its domain, address and industry; a deal its amount, stage and close date. Custom fields add the properties your business describes each of them by: an annual revenue, a tier, a renewal date, a VIP checkbox, a link to a profile.\nA field is defined once for the whole organization, for one kind of record — see fields per record. It then appears on every record of that kind, as an optional column on that kind\'s list, and on the REST API; a contact field is also a destination a form field can save into. Definitions are shared across every site in the organization, like the records themselves; the values a site records on a contact are that site\'s own view of the person.\nPlan availability Custom fields are part of the CRM, included from Starter. On Free the Fields section is shown locked, with the rest of the CRM. See What each plan includes.'
3722
+ text: 'Custom fields\nA contact carries a fixed set of properties — name, email, tags, notes, and the CRM\'s own owner, lifecycle stage and company; a company its domain, address and industry; a deal its amount, stage and close date; a lead the person and their company as text. Custom fields add the properties your business describes each of them by: an annual revenue, a tier, a renewal date, a VIP checkbox, a link to a profile.\nA field is defined once for the whole organization, for one kind of record — see fields per record. It then appears on every record of that kind, as an optional column on that kind\'s list, and on the REST API; a contact field is also a destination a form field can save into. Definitions are shared across every site in the organization, like the records themselves; the values a site records on a contact are that site\'s own view of the person.\nPlan availability Custom fields are part of the CRM, included from Starter. On Free the Fields section is shown locked, with the rest of the CRM. See What each plan includes.'
3723
3723
  },
3724
3724
  {
3725
3725
  path: '/content-and-data/crm/custom-fields',
3726
3726
  title: 'Custom fields',
3727
3727
  heading: 'Define a field',
3728
3728
  anchor: '#define-a-field',
3729
- text: 'Open CRM → Fields, pick the tab for the record the field describes — Contacts, Companies or Deals — and choose New field.\n- Label — how the field reads everywhere it shows.\n- Key — derived from the label as you type (Annual revenue becomes annualrevenue); edit it to choose your own. A key starts with a letter and uses lowercase letters, digits and underscores, up to 40 characters. Values are stored under the key, so it cannot change once the field exists — a rename is a new field and a retirement of the old one.\n- Type — Text, Number, Date, Choice, Checkbox or Link. Every value is read by its type, so the type is fixed once the field exists.\n- Choices — for a Choice field, one per line. A stored value has to be one of them.\n- Required on the … form — the record\'s page will not save the field empty. It does not make a website form field required; that is set on the form itself.\nFields are listed in the order they appear on a record and in the list\'s columns; the arrows on each row move a field up or down.\nHow many records carry a value under each field is not counted. That would read every record in the organization each time the page opened, so the list says so rather than showing a number it cannot keep true.'
3729
+ text: 'Open CRM → Fields, pick the tab for the record the field describes — Contacts, Companies, Deals or Leads — and choose New field.\n- Label — how the field reads everywhere it shows.\n- Key — derived from the label as you type (Annual revenue becomes annualrevenue); edit it to choose your own. A key starts with a letter and uses lowercase letters, digits and underscores, up to 40 characters. Values are stored under the key, so it cannot change once the field exists — a rename is a new field and a retirement of the old one.\n- Type — Text, Number, Date, Choice, Checkbox or Link. Every value is read by its type, so the type is fixed once the field exists.\n- Choices — for a Choice field, one per line. A stored value has to be one of them.\n- Required on the … form — the record\'s page will not save the field empty. It does not make a website form field required; that is set on the form itself.\nFields are listed in the order they appear on a record and in the list\'s columns; the arrows on each row move a field up or down.\nHow many records carry a value under each field is not counted. That would read every record in the organization each time the page opened, so the list says so rather than showing a number it cannot keep true.'
3730
3730
  },
3731
3731
  {
3732
3732
  path: '/content-and-data/crm/custom-fields',
3733
3733
  title: 'Custom fields',
3734
3734
  heading: 'Fields per record',
3735
3735
  anchor: '#fields-per-record',
3736
- text: 'Each tab of the Fields section is its own list: a field belongs to contacts, to companies or to deals, and never to more than one. Keys are unique within a tab, so a company field and a contact field may both be called region — they are two fields, each read by its own type.\n| Record | Where its fields show |\n| Contacts | The Custom fields card on a contact\'s page, optional columns and filters on the contacts list, the CSV import, a form field\'s destination, and custom on /v1/contacts. |\n| Companies | Rows on a company\'s page and controls on its Edit form, optional columns on the companies list, the companies CSV import, and custom on /v1/companies. |\n| Deals | Rows on a deal\'s page and controls on its Edit form, optional columns on the deals table, and custom on /v1/deals. |\nOnly a contact field can be the destination of a website form field, because a submission is a fact about a person; the drawer on the other two tabs says so. Company and deal columns show values and are not filterable, for the reason the contact columns are not: the value lives in a map no index covers.\nFields defined before companies and deals could carry them are contact fields, and need nothing done to them.'
3736
+ text: 'Each tab of the Fields section is its own list: a field belongs to contacts, to companies, to deals or to leads, and never to more than one. Keys are unique within a tab, so a company field and a contact field may both be called region — they are two fields, each read by its own type.\n| Record | Where its fields show |\n| Contacts | The Custom fields card on a contact\'s page, optional columns and filters on the contacts list, the CSV import, a form field\'s destination, and custom on /v1/contacts. |\n| Companies | Rows on a company\'s page and controls on its Edit form, optional columns on the companies list, the companies CSV import, and custom on /v1/companies. |\n| Deals | Rows on a deal\'s page and controls on its Edit form, optional columns on the deals table, and custom on /v1/deals. |\n| Leads | Controls on a lead\'s page beside its profile and in the New lead drawer, optional columns on the leads list, and custom on /v1/leads. |\nOnly a contact field can be the destination of a website form field, because a submission is a fact about a person; the drawer on the other tabs says so. Company, deal and lead columns show values and are not filterable, for the reason the contact columns are not: the value lives in a map no index covers.\nA lead\'s values stay on the lead when it converts. A lead field and a contact field are two fields even when they share a key, so nothing is copied across; the converted lead is still on record and still shows what was written on it.\nFields defined before companies, deals and leads could carry them are contact fields, and need nothing done to them.'
3737
3737
  },
3738
3738
  {
3739
3739
  path: '/content-and-data/crm/custom-fields',
3740
3740
  title: 'Custom fields',
3741
3741
  heading: 'Where values show',
3742
3742
  anchor: '#where-values-show',
3743
- text: '- A contact\'s page carries a Custom fields card with one control per field — a text box, a number box, a date picker, a choice list, a checkbox or a link box. Save writes only the fields you changed; clearing a control clears the value.\n- The contacts list offers one optional column per field. The columns show the value as it reads — a date as a day, a checkbox as Yes or No, a link as a link — and are not sortable or filterable.\n- Exports and the API carry the values under their keys.\nA value belongs to the site that recorded it. Two sites in one organization that both know a person each see their own values, never each other\'s.'
3743
+ text: '- A contact\'s page carries a Custom fields card with one control per field — a text box, a number box, a date picker, a choice list, a checkbox or a link box. Save writes only the fields you changed; clearing a control clears the value.\n- The contacts list offers one optional column per field. The columns show the value as it reads — a date as a day, a checkbox as Yes or No, a link as a link — and are not sortable or filterable.\n- A lead\'s page carries its fields under Custom fields, below the profile and saved with it by the same Save. The New lead drawer offers the same controls, so a lead can be entered complete. A converted lead\'s are read-only with the rest of the record. The leads list offers one optional column per field.\n- Exports and the API carry the values under their keys.\nA value belongs to the site that recorded it. Two sites in one organization that both know a person each see their own values, never each other\'s.'
3744
3744
  },
3745
3745
  {
3746
3746
  path: '/content-and-data/crm/custom-fields',
@@ -3754,7 +3754,7 @@ export const ASSIST_DOCS_INDEX = [
3754
3754
  title: 'Custom fields',
3755
3755
  heading: 'Over the API',
3756
3756
  anchor: '#over-the-api',
3757
- text: 'The /v1/contacts, /v1/companies and /v1/deals resources each carry custom, an object keyed by field key — {} on a record that has none, so a client can index it without a guard. Each resource is judged against the definitions of its own record: a company body is validated against the company fields, whatever a contact field of the same key holds.\n- POST and PATCH accept custom. Values are converted by type exactly as a form answer is.\n- A PATCH merges the keys it sends and keeps the rest; send null under a key to clear it.\n- A key that is not a field of that record, a field that is retired, or a value the type cannot hold is refused with 400 validationfailed and named in fields as custom. — nothing is stored from that request.'
3757
+ text: 'The /v1/contacts, /v1/companies, /v1/deals and /v1/leads resources each carry custom, an object keyed by field key — {} on a record that has none, so a client can index it without a guard. Each resource is judged against the definitions of its own record: a company body is validated against the company fields, whatever a contact field of the same key holds.\n- POST and PATCH accept custom. Values are converted by type exactly as a form answer is.\n- A PATCH merges the keys it sends and keeps the rest; send null under a key to clear it.\n- A key that is not a field of that record, a field that is retired, or a value the type cannot hold is refused with 400 validationfailed and named in fields as custom. — nothing is stored from that request.'
3758
3758
  },
3759
3759
  {
3760
3760
  path: '/content-and-data/crm/custom-fields',
@@ -3775,7 +3775,7 @@ export const ASSIST_DOCS_INDEX = [
3775
3775
  title: 'Custom fields',
3776
3776
  heading: 'Related',
3777
3777
  anchor: '#related',
3778
- text: '- CRM overview\n- The contact record — the fixed properties custom fields sit beside\n- Companies and deals — the other two records that carry them\n- Import contacts from CSV — every custom field is an import target\n- Forms & lead capture\n- REST API — contacts, companies, deals'
3778
+ text: '- CRM overview\n- The contact record — the fixed properties custom fields sit beside\n- Companies, deals and leads — the other records that carry them\n- Import contacts from CSV — every custom field is an import target\n- Forms & lead capture\n- REST API — contacts, companies, deals, leads'
3779
3779
  },
3780
3780
  {
3781
3781
  path: '/content-and-data/crm/deals',
@@ -3957,7 +3957,7 @@ export const ASSIST_DOCS_INDEX = [
3957
3957
  title: 'Leads',
3958
3958
  heading: 'What a lead holds',
3959
3959
  anchor: '#what-a-lead-holds',
3960
- text: 'A lead is a record of its own — the way it is in Salesforce — and carries the person and their company as text until it converts:\n| Field | Notes |\n| Email | The identity: a site holds one lead per address. |\n| Name | The person\'s name. |\n| Company | The company\'s name, typed. Not a link — a thousand imported leads must not create a thousand companies. Converting is what links or creates the company record, by this name or by the address\'s domain. |\n| Job title, Phone, Website | As on a business card. The phone is stored with its country code; the website as a full address. |\n| Lead source | Where the lead came from, in your words — Sales Navigator, Trade show, Referral. Distinct from Sources below, which the site records. |\n| Tags | Comma-separated, lower-cased. |\n| Campaigns | The site\'s campaigns the lead is filed under, picked by name. Grouping, not consent: it decides which campaign pages list the lead, never whether anything mails them. Enrolling the lead in a sequence that is in a campaign files it there too. |\n| Address | Street, city, state, postal code and a two-letter country code. |\n| Status, Owner, Notes | The working state — see The Leads list. |\nEvery one of them is editable on the lead\'s page, comes in through Import CSV, and is handed to the contact when the lead converts.\nAdding a lead by hand\nNew lead, at the top of the Leads list, opens a drawer over the list — the list stays exactly where it was. Type what you know: the email is the one required field, and the company, title, phone, website, lead source, status, owner, tags, address and notes are optional. At the organization level the drawer first asks which site to file the lead under, since a lead is private to one site.\nIt creates a lead and nothing else. No contact and no company are made — tha'
3960
+ text: 'A lead is a record of its own — the way it is in Salesforce — and carries the person and their company as text until it converts:\n| Field | Notes |\n| Email | The identity: a site holds one lead per address. |\n| Name | The person\'s name. |\n| Company | The company\'s name, typed. Not a link — a thousand imported leads must not create a thousand companies. Converting is what links or creates the company record, by this name or by the address\'s domain. |\n| Job title, Phone, Website | As on a business card. The phone is stored with its country code; the website as a full address. |\n| Lead source | Where the lead came from, in your words — Sales Navigator, Trade show, Referral. Distinct from Sources below, which the site records. |\n| Tags | Comma-separated, lower-cased. |\n| Campaigns | The site\'s campaigns the lead is filed under, picked by name. Grouping, not consent: it decides which campaign pages list the lead, never whether anything mails them. Enrolling the lead in a sequence that is in a campaign files it there too. |\n| Address | Street, city, state, postal code and a two-letter country code. |\n| Status, Owner, Notes | The working state — see The Leads list. |\nEvery one of them is editable on the lead\'s page, comes in through Import CSV, and is handed to the contact when the lead converts.\nBeside them, your organization can define its own lead properties — a budget, a territory, a renewal date — on the Leads tab of CRM → Fields. They show on every lead\'s page and in the New lead drawer, and as optional columns on the list. They are not filled by the leads CSV import, and they stay on the lead when it converts: a lead field and a contact field are two fields even when they share a key.\nAdding a lead by hand\nNew lead, at the top of the Leads list, opens a drawer over the '
3961
3961
  },
3962
3962
  {
3963
3963
  path: '/content-and-data/crm/leads',
@@ -3971,14 +3971,14 @@ export const ASSIST_DOCS_INDEX = [
3971
3971
  title: 'Leads',
3972
3972
  heading: 'A lead\'s page',
3973
3973
  anchor: '#a-leads-page',
3974
- text: 'Click a row to open the lead. The page has two cards.\nLead holds what the team decides: the status, the owner, the lead\'s profile — company, job title, phone, website, lead source, tags and address, edited together under one Save — and free-text notes with a Save notes button. It also shows the identity the capture recorded — email and name — and the person\'s marketing consent: whether they opted in (and when), declined, or never recorded a choice. Once the lead converts, the profile is read-only here: the contact is the record then. A lead with no recorded consent cannot be sent marketing email, which is worth knowing before you promise them a newsletter. The card\'s header carries Call and Log a call beside Send email — see click to call.\nCaptured history is read-only: when the person was first and last seen, how many times your site captured them, every source that did, and — under Where this lead came from — the campaign the capture is credited to, when there is one.\nEmail state {#email-state}\nBeside the status, a lead carries the last verdict on its address, when a sender has given one: Bounced (the mailbox does not exist), Blocked by their mail gateway (the company\'s mail filter refused the sender), Unsubscribed, Marked as spam, or Do not contact (on your organization\'s do-not-contact list, by a member\'s mark or a reply asking to be left alone). Hover the chip for the date and what the server said. The verdict is written by the senders themselves — a sequence\'s bounce, a campaign\'s unsubscribe, a member\'s do-not-contact mark — never by a form, an import or the lead\'s editor, so a bounce cannot be edited away; it is lifted when the address is released. While the state forbids email, Send email is disabled with the reason, and the sequence enroll step refuses the lea'
3974
+ text: 'Click a row to open the lead. The page has three cards.\nLead holds what the team decides: the status, the owner, the lead\'s profile — company, job title, phone, website, lead source, tags and address, with any custom lead fields under it, all edited together under one Save — and free-text notes with a Save notes button. It also shows the identity the capture recorded — email and name — and the person\'s marketing consent: whether they opted in (and when), declined, or never recorded a choice. Once the lead converts, the profile is read-only here: the contact is the record then. A lead with no recorded consent cannot be sent marketing email, which is worth knowing before you promise them a newsletter. The card\'s header carries Call and Log a call beside Send email — see click to call. Beside the status, the header names every campaign the lead is filed under.\nCampaigns is the filing: Filed under campaigns offers the site\'s campaigns by name, and Save filing writes the pick. It is your own grouping — it never adds anyone to a send, because a campaign mails its lists — and it is the same picker the contact\'s Relationship card carries, so a lead and the contact it becomes are filed the same way.\nCaptured history is read-only: when the person was first and last seen, how many times your site captured them, every source that did, and — under Where this lead came from — the campaign the capture is credited to, when there is one. That is attribution, which campaign\'s link brought the person; the filing above is separate, and the card says so.\nEmail state {#email-state}\nBeside the status, a lead carries the last verdict on its address, when a sender has given one: Bounced (the mailbox does not exist), Blocked by their mail gateway (the company\'s mail filter refused the sender), U'
3975
3975
  },
3976
3976
  {
3977
3977
  path: '/content-and-data/crm/leads',
3978
3978
  title: 'Leads',
3979
3979
  heading: 'Converting a lead',
3980
3980
  anchor: '#converting-a-lead',
3981
- text: 'When a lead is real, click Convert on the lead\'s page, or choose Convert… from its row\'s menu on the list — the same dialog either way, from the list in one click. The dialog asks three things:\n1. Contact. The lead becomes a contact at the Sales qualified lifecycle stage, carrying the lead\'s phone, job title, address, tags, campaigns, notes and company name, owned by whoever you pick — the lead\'s owner by default. Pick nobody and the workspace\'s assignment rules and the site\'s default owner decide, and failing those the contact is yours. A colleague you pick is notified; you are not told about a contact you kept. If this email address is already a contact, the conversion joins that contact rather than creating a second one — the address book stays one row per person — and a contact that already has an owner keeps them.\n2. Company. No company, Link an existing company, or Create a company. The dialog proposes from the lead\'s own Company text first: a company your workspace already files under that name is preselected, whatever its domain; otherwise one at the address\'s domain; otherwise a new company named as the lead names it, with the domain filled in when the address has one. A lead with no company text at a public mailbox such as Gmail proposes nothing.\n3. Deal. Tick Open a deal to open one in your default pipeline with a title, an amount, a currency and a starting stage. A workspace with no pipeline yet gets a Sales pipeline with the default stages created along with the deal.\nConverting marks the lead Qualified, records what it became, and takes you to the new contact\'s page. What was filed on the lead follows it: the calls, emails, notes and tasks logged on the lead appear on the contact\'s timeline and task list too, and a sequence the lead was enrolled in carries'
3981
+ text: 'When a lead is real, click Convert on the lead\'s page, or choose Convert… from its row\'s menu on the list — the same dialog either way, from the list in one click. The dialog asks three things:\n1. Contact. The lead becomes a contact at the Sales qualified lifecycle stage, carrying the lead\'s phone, job title, address, tags, campaigns, notes and company name, owned by whoever you pick — the lead\'s owner by default. Pick nobody and the workspace\'s assignment rules and the site\'s default owner decide, and failing those the contact is yours. A colleague you pick is notified; you are not told about a contact you kept. If this email address is already a contact, the conversion joins that contact rather than creating a second one — the address book stays one row per person — and a contact that already has an owner keeps them. Custom lead fields are not carried: a lead field and a contact field are two fields even when they share a key, so their values stay on the lead, which you can still open.\n2. Company. No company, Link an existing company, or Create a company. The dialog proposes from the lead\'s own Company text first: a company your workspace already files under that name is preselected, whatever its domain; otherwise one at the address\'s domain; otherwise a new company named as the lead names it, with the domain filled in when the address has one. A lead with no company text at a public mailbox such as Gmail proposes nothing.\n3. Deal. Tick Open a deal to open one in your default pipeline with a title, an amount, a currency and a starting stage. A workspace with no pipeline yet gets a Sales pipeline with the default stages created along with the deal.\nConverting marks the lead Qualified, records what it became, and takes you to the new contact\'s page. What was filed on th'
3982
3982
  },
3983
3983
  {
3984
3984
  path: '/content-and-data/crm/leads',
@@ -4279,7 +4279,7 @@ export const ASSIST_DOCS_INDEX = [
4279
4279
  title: 'Sequences',
4280
4280
  heading: 'What stops a sequence',
4281
4281
  anchor: '#what-stops-a-sequence',
4282
- text: 'Each connected mailbox is read every 15 minutes for what came back:\n| What happens | What it does |\n| The person replies | Stops the sequence (Replied), files the reply on the contact\'s timeline, and gives the rep the task Reply from their name. |\n| An out-of-office reply | Keeps the sequence going, and moves the next step to at least five business days after the reply. |\n| They ask not to be emailed — a reply such as "no" or "unsubscribe", the unsubscribe link, or a message to the unsubscribe address | Stops the sequence (Opted out), puts the address on your do-not-contact list, unsubscribes it from the site\'s Sales outreach email, and stops it in every other sequence. |\n| The email hard-bounces | Stops the sequence (Bounced) and puts the address on your do-not-contact list and on the platform\'s suppression list. When the bounce says the recipient\'s mail gateway refused it rather than that the address is unknown, the whole domain goes on the list too, and the enrollment says so. |\n| A check refuses them before the next email — a customer now, a member of your workspace, on a suppression list | Stops the sequence, saying which check. |\n| The mailbox is disconnected or removed, or the member who connected it leaves the organization | Stops the sequences that send from it. |\n| The next email needs something the contact doesn\'t have — a first name for {{contact.firstName}} | Pauses the enrollment, naming what is missing. Fill it in and select Resume. |\nA reply that arrives after the sequence finished, or after it was stopped, is still read: the enrollment moves to Replied, or to Opted out when the reply asks not to be emailed.\nEvery verdict a list takes is written on the person\'s record too: the lead or the contact carries an email state — Bounced, Blocked by their mail ga'
4282
+ text: 'Each connected mailbox is read every 15 minutes for what came back:\n| What happens | What it does |\n| The person replies | Stops the sequence (Replied), files the reply on the contact\'s timeline with a line saying the sequence stopped, and gives the rep the task Reply from their name. |\n| An out-of-office reply | Keeps the sequence going, and moves the next step to at least five business days after the reply. |\n| They ask not to be emailed — a reply such as "no" or "unsubscribe", the unsubscribe link, or a message to the unsubscribe address | Stops the sequence (Opted out), puts the address on your do-not-contact list, unsubscribes it from the site\'s Sales outreach email, and stops it in every other sequence. |\n| The email hard-bounces | Stops the sequence (Bounced) and puts the address on your do-not-contact list and on the platform\'s suppression list. When the bounce says the recipient\'s mail gateway refused it rather than that the address is unknown, the whole domain goes on the list too, and the enrollment says so. |\n| A check refuses them before the next email — a customer now, a member of your workspace, on a suppression list | Stops the sequence, saying which check. |\n| The mailbox is disconnected or removed, or the member who connected it leaves the organization | Stops the sequences that send from it. |\n| The next email needs something the contact doesn\'t have — a first name for {{contact.firstName}} | Pauses the enrollment, naming what is missing. Fill it in and select Resume. |\nA reply that arrives after the sequence finished, or after it was stopped, is still read: the enrollment moves to Replied, or to Opted out when the reply asks not to be emailed.\nEvery verdict a list takes is written on the person\'s record too: the lead or the contact carries an email s'
4283
4283
  },
4284
4284
  {
4285
4285
  path: '/content-and-data/crm/sequences',