# Insly AI

## Product guide

- [Welcome to Insly AI](https://docs.ai.insly.com/readme.md)
- [Introduction](https://docs.ai.insly.com/nora/introduction.md)
- [Terminology](https://docs.ai.insly.com/nora/terminology.md)
- [Onboarding](https://docs.ai.insly.com/nora/onboarding.md)
- [Sample submissions and golden records](https://docs.ai.insly.com/nora/onboarding/sample-submissions-and-golden-records.md)
- [Intake and email address](https://docs.ai.insly.com/nora/onboarding/intake-and-email-address.md)
- [Fields + required/optional](https://docs.ai.insly.com/nora/onboarding/fields-+-required-optional.md)
- [Review and export](https://docs.ai.insly.com/nora/onboarding/review-and-export.md)
- [Web app access and roles](https://docs.ai.insly.com/nora/onboarding/web-app-access-and-roles.md)
- [Sender whitelist](https://docs.ai.insly.com/nora/onboarding/sender-whitelist.md)
- [Broker mapping](https://docs.ai.insly.com/nora/onboarding/broker-mapping.md)
- [Email templates](https://docs.ai.insly.com/nora/onboarding/email-templates.md)
- [Branding and email masking](https://docs.ai.insly.com/nora/onboarding/branding-and-email-masking.md)
- [Testing, go-live and hypercare](https://docs.ai.insly.com/nora/onboarding/testing-go-live-and-hypercare.md)
- [What we need from you, and when](https://docs.ai.insly.com/nora/onboarding/what-we-need-from-you-and-when.md)
- [Skills](https://docs.ai.insly.com/nora/skills.md)
- [Email intake and Email whitelisting](https://docs.ai.insly.com/nora/skills/email-intake-and-email-whitelisting.md)
- [Role-based access](https://docs.ai.insly.com/nora/skills/role-based-access.md)
- [Chat agent integration](https://docs.ai.insly.com/nora/skills/chat-agent-integration.md)
- [Email Follow Up](https://docs.ai.insly.com/nora/skills/email-follow-up.md)
- [Configuration guide](https://docs.ai.insly.com/nora/configuration-guide.md)
- [Setting up webhooks](https://docs.ai.insly.com/nora/configuration-guide/setting-up-webhooks.md)
- [Process a submission via API](https://docs.ai.insly.com/nora/configuration-guide/process-a-submission-via-api.md)
- [Create a submission export flow](https://docs.ai.insly.com/nora/configuration-guide/create-a-submission-export-flow.md)
- [Set up email follow-ups](https://docs.ai.insly.com/nora/configuration-guide/set-up-email-follow-ups.md)
- [Email notifications](https://docs.ai.insly.com/nora/configuration-guide/email-notifications.md)
- [Insly Ledger integration](https://docs.ai.insly.com/nora/configuration-guide/insly-ledger-integration.md)
- [Setting up configuration](https://docs.ai.insly.com/nora/configuration-guide/insly-ledger-integration/setting-up-configuration.md)
- [Import and update templates](https://docs.ai.insly.com/nora/configuration-guide/insly-ledger-integration/import-and-update-templates.md)
- [Exporting to Ledger](https://docs.ai.insly.com/nora/configuration-guide/insly-ledger-integration/exporting-to-ledger.md)
- [Multi-factor authentication](https://docs.ai.insly.com/nora/configuration-guide/multi-factor-authentication.md)
- [Set up human spot checks](https://docs.ai.insly.com/nora/configuration-guide/set-up-human-spot-checks.md)
- [Agentic workflows](https://docs.ai.insly.com/nora/agentic-workflows.md)
- [Agentic extraction](https://docs.ai.insly.com/nora/agentic-workflows/agentic-extraction.md)
- [Start a workflow by email](https://docs.ai.insly.com/nora/agentic-workflows/start-a-workflow-by-email.md)
- [Run agentic extraction via API](https://docs.ai.insly.com/nora/agentic-workflows/run-agentic-extraction-via-api.md)
- [Build an agent](https://docs.ai.insly.com/nora/agentic-workflows/build-an-agent.md)
- [Agent endpoints](https://docs.ai.insly.com/nora/agentic-workflows/build-an-agent/agent-endpoints.md)
- [Processing limitations](https://docs.ai.insly.com/nora/processing-limitations.md)
- [API documentation](https://docs.ai.insly.com/nora/api-documentation.md)
- [Authentication and limits](https://docs.ai.insly.com/nora/api-documentation/authentication-and-limits.md)
- [API Client Management](https://docs.ai.insly.com/nora/api-documentation/api-client-management.md)
- [API Token](https://docs.ai.insly.com/nora/api-documentation/api-token.md)
- [Submissions](https://docs.ai.insly.com/nora/api-documentation/submissions.md)
- [Templates](https://docs.ai.insly.com/nora/api-documentation/templates.md)
- [Processing](https://docs.ai.insly.com/nora/api-documentation/processing.md)
- [Files](https://docs.ai.insly.com/nora/api-documentation/files.md)
- [Webhooks](https://docs.ai.insly.com/nora/api-documentation/webhooks.md)
- [Users](https://docs.ai.insly.com/nora/api-documentation/users.md)
- [Models](https://docs.ai.insly.com/nora/api-documentation/models.md)
- [DSP factsheet](https://docs.ai.insly.com/nora/dsp-factsheet.md): Data privacy, security controls, retention, and compliance posture for Nora.