Pact Docs · Pact

Guides Security Developers API reference

What is Pact?
Quickstart
Overview
Create your account
Connect your CRM
Add a phone number
Make your first voice call

Importing data
Configuring AI
Pipelines

Accounts
Account Detail
Contacts
Leads
Cases
Activity
Tags
Contact detail
Tag detail
Calls
Call detail
Activation detail

Playbooks
Deals
Pipeline
Multiple pipelines
Stage gates & automation
Forecasting
Team selling
Compensation
Coaching
Approvals
Quotes & orders
Invoices
Refunds & chargebacks
Quotes
Orders
Win/loss analysis
Buying committees
Territories
Health weights
Trust mirror
Playbook detail

Overview
RFP autofill
Win vault
Playbook library
Architecture generator
Demo sandboxes
SE analytics

Overview
Triage & routing
SLA management
Sentiment escalation
Agent assist
Support analytics
Outbound email
Knowledge base
Queues

Sequences
Journeys
Activation
Channels
Behavioral segments
A/B testing
Journey detail
Journey triggers
Personalization
Snippets
Broadcasts
Plain-English Builder

Social overview
Composer
Calendar
Social inbox
Listening
Content library
Social analytics
Social settings
X (Twitter)

Voice notes
Magic Compose
Voice control

Dashboard
Notes
Feedback
Activity audit
Time travel

Overview
Talking to your CRM
Voice tiers
Recording consent
Caller authentication
Proactive & transfer
Memory & personalization
Cost controls

Data Management
Tracking
Integrations
Gmail & Outlook
Data sources
Data source detail
Pipelines
Pipeline detail
Data vault
Resend
Slack

Enrichment overview
Providers
Budgets
Cost ledger
Enrichment policies
Quarantine
Schedules

Consent Management
Compliance Rules
Data Subject Access Request
Privacy & GDPR
PCI DSS
CCPA
TCPA
Data export
Blocked sends

Analytics Overview
Today's analytics
Reports
Report detail

Sharing rules
Roles & permissions
Groups
SSO
Sessions
Security settings
Privacy controls
Network & IP allowlist
Audit log
User detail
View as
AI features
AI cost caps
AI data sharing
AI budget
AI data-sharing (legacy path)
AI defense
Cost overview
Rate limits
Deliverability
Sending domains
Suppressions
Branding
Forms
Form detail
Surveys
Survey detail

API keys
Webhooks
Multi-factor authentication
Integrations

Team
Team roles
Org chart
OKRs
Profiles

Security overview
SSO & SCIM setup
SSO setup — Okta
SSO setup — Microsoft Entra ID
SSO setup — Workday
SSO setup — Google Workspace
SCIM provisioning

Overview
Get an API key
Your first API call
OAuth in 5 minutes
Webhook subscriptions
Inbound webhooks (provider → Pact)
Rate limits & pagination
SDK code examples
Voice API & SDKs
Rate limits & quotas
OAuth & API scopes
REST API reference
SDKs
Developer mode
Developer mode (workspace)
Federation

MCP SDKs overview
Connect Cursor
Connect Claude Desktop
Connect Windsurf
Connect Continue.dev
Raw HTTP API (curl)
TypeScript client
Python client
Build & publish tools
Push & subscriptions
MCP tool reference

Mobile SDKs overview
TypeScript / React Native
iOS / Swift
Android / Kotlin

Migrate from your old CRM
Sync deals with tickets
Nightly backup to S3
Custom dashboard
Embed forms

Glossary
Journey
Playbook
Sequence
Environment variables
FAQ
Migration guide
Support