# Spara Documentation ## Documentation - [Welcome to Spara](https://docs.spara.com/readme.md): An introduction to Spara - [Agents](https://docs.spara.com/build/agents.md): How Spara Agents can solve a complete business problem. - [Channels](https://docs.spara.com/build/channels.md): The channels an Agent engages buyers through, and the anatomy shared by all of them. - [Chat](https://docs.spara.com/build/channels/chat.md): An overview of Spara's Chat channel and its interfaces. - [Spara Navigator](https://docs.spara.com/build/channels/chat/spara-navigator.md): An introduction to Spara's website chatbot. - [Spara Smartbar](https://docs.spara.com/build/channels/chat/spara-smartbar.md): An introduction to Spara's embeddable Smartbar interface. - [Spara Fullscreen](https://docs.spara.com/build/channels/chat/spara-fullscreen.md): An introduction to Spara's full screen interface. - [Chat Theme](https://docs.spara.com/build/channels/chat/chat-theme.md): Customize how Spara looks to your leads across all three chat interfaces: Navigator, Fullscreen, and Smartbar. - [Media](https://docs.spara.com/build/channels/chat/media.md): Upload and configure visual media that Spara chat agents show to leads during conversations. - [Email](https://docs.spara.com/build/channels/email.md): How the Email channel automates sales email outreach and replies. - [Phone](https://docs.spara.com/build/channels/phone.md): How the Phone channel handles AI phone calls to engage, qualify, and convert leads. - [SMS](https://docs.spara.com/build/channels/sms.md): How the SMS channel automates sales conversations over text. - [Product Demo](https://docs.spara.com/build/channels/product-demo.md): How Spara's Product Demo channel delivers live, voice-narrated product demos to prospects. - [Spara Scanner](https://docs.spara.com/build/channels/product-demo/spara-scanner.md): Download and install the Spara Scanner Chrome extension to capture your product for AI-powered demos. - [Configuring Channels](https://docs.spara.com/build/channels/configuring.md): The building blocks shared by every channel: instructions, abilities, testing, and the draft-and-publish lifecycle. - [AI Instructions](https://docs.spara.com/build/channels/configuring/ai-instructions.md): How to write and structure the AI instructions that define every channel's behavior. - [Abilities](https://docs.spara.com/build/channels/configuring/abilities.md): Tools channels can call during a conversation: calendars, transfers, media, email, and more. - [Testing](https://docs.spara.com/build/channels/configuring/testing.md): How to test channels using the built-in testing interface and automated Simulations. - [Saving & Publishing](https://docs.spara.com/build/channels/configuring/saving-and-publishing.md): How drafts, publishing, and version history work across all channels. - [A/B Testing](https://docs.spara.com/build/channels/configuring/a-b-testing.md): How Spara supports A/B and multivariate testing of channels to optimize conversion. - [Workflows](https://docs.spara.com/build/workflows.md): How to deploy agents to run a proactive GTM playbook. - [Workflow Steps](https://docs.spara.com/build/workflows/steps.md): The individual actions a workflow can run, from sending an email to branching on a condition. - [Send Email Step](https://docs.spara.com/build/workflows/steps/send-email.md): Send a personalized email from your AI agent. - [Send Text Step](https://docs.spara.com/build/workflows/steps/send-text.md): Send a personalized SMS to a lead's phone number. - [Call Phone Step](https://docs.spara.com/build/workflows/steps/call-phone.md): Have a Voice agent call a lead's phone number. - [Notify Step](https://docs.spara.com/build/workflows/steps/notify.md): Send an internal notification via email, Slack, Teams, or Webex. - [Wait Step](https://docs.spara.com/build/workflows/steps/wait.md): Pause workflow execution for a set amount of time. - [Time of Day Step](https://docs.spara.com/build/workflows/steps/time-of-day.md): Retired step that held workflow execution until a specific time of day was reached. - [Condition Step](https://docs.spara.com/build/workflows/steps/condition.md): Branch your workflow based on lead data. - [API Step](https://docs.spara.com/build/workflows/steps/api.md): Make an HTTP request to an external system and extract data from the response. - [CRM API Step](https://docs.spara.com/build/workflows/steps/crm-api.md): Call your connected CRM's API with Spara's stored connection and extract data from the response. - [Set Field Step](https://docs.spara.com/build/workflows/steps/set-field.md): Write a value to a field on the lead partway through a workflow. - [Research Step](https://docs.spara.com/build/workflows/steps/research.md): Run an AI prompt to reason over lead data, research accounts on the web, and extract structured results. - [Configuring Workflows](https://docs.spara.com/build/workflows/configuring.md): How to use the Workflow editor, covering triggers, steps, settings, and the publish lifecycle. - [Knowledge](https://docs.spara.com/build/knowledge.md): How to train Spara agents on your company's knowledge base. - [Data Model](https://docs.spara.com/build/data-model.md): How Spara organizes lead data — where fields come from, how conflicting sources are resolved, and how to manage your fields. - [Testing](https://docs.spara.com/build/testing.md): How to test Spara AI. - [Leads](https://docs.spara.com/pipeline/leads.md): How to view and interact with leads in Spara. - [Blocking](https://docs.spara.com/pipeline/leads/blocking.md): How Spara detects and blocks leads with malicious or inappropriate behavior. - [Deanonymization](https://docs.spara.com/pipeline/leads/deanonymization.md): How Spara identifies anonymous website visitors before they introduce themselves - [Lead Enrichment](https://docs.spara.com/pipeline/leads/lead-enrichment.md): How Spara automatically enriches leads with contact and company data after capturing their email. - [Accounts](https://docs.spara.com/pipeline/accounts.md): How Spara organizes the companies in your pipeline, synced from your CRM. - [Owners](https://docs.spara.com/pipeline/owners.md): How Spara tracks the people responsible for your accounts and leads. - [Analytics](https://docs.spara.com/pipeline/analytics.md): How Spara tracks conversion metrics and lead engagement across all agents. - [Ask Spara](https://docs.spara.com/platform/ask-spara.md): Ask Spara is the AI assistant built into the platform — ask questions, build and change agents, edit your data model, and get analytics answers from one chat. - [Todos](https://docs.spara.com/platform/todos.md): How Spara surfaces action items so your setup stays healthy and no leads slip. - [Settings](https://docs.spara.com/platform/settings.md): How to manage general, team, integrations, and technical settings. - [User Management](https://docs.spara.com/platform/settings/user-management.md): How to invite team members and manage user permissions. - [Notifications](https://docs.spara.com/platform/settings/notifications.md): Configure when and how your team gets notified about lead activity. - [Voice](https://docs.spara.com/platform/settings/voice.md): Account-wide voice settings shared across every agent, including pronunciations that control how words are spoken and recognized. - [Calendar Integrations](https://docs.spara.com/integrations/calendar-integrations.md): How to connect your third party calendar tool to Spara. - [Cal.com](https://docs.spara.com/integrations/calendar-integrations/cal.com.md): How to integrate with Cal.com. - [Calendly](https://docs.spara.com/integrations/calendar-integrations/calendly.md): How to integrate with Calendly. - [Default](https://docs.spara.com/integrations/calendar-integrations/default.md): How to integrate with Default calendars. - [ChiliCal](https://docs.spara.com/integrations/calendar-integrations/chilical.md): How Spara integrates with ChiliCal. - [Chili Piper Concierge](https://docs.spara.com/integrations/calendar-integrations/chili-piper-concierge.md): How Spara integrates with Chili Piper Concierge. - [Hubspot (Calendar)](https://docs.spara.com/integrations/calendar-integrations/hubspot-calendar.md): How to integrate with Hubspot calendars. - [RevenueHero](https://docs.spara.com/integrations/calendar-integrations/revenuehero.md): How to integrate with RevenueHero calendars. - [Zoom Scheduler](https://docs.spara.com/integrations/calendar-integrations/zoom-scheduler.md): How to integrate with Zoom Scheduler calendars. - [Custom Calendar](https://docs.spara.com/integrations/calendar-integrations/custom-calendar.md): How to integrate with a custom calendar routing page. - [Communications Integrations](https://docs.spara.com/integrations/communications-integrations.md): How to configure Spara to send notifications to your communication platform. - [Slack](https://docs.spara.com/integrations/communications-integrations/slack.md): How Spara integrates with Slack. - [Microsoft Teams](https://docs.spara.com/integrations/communications-integrations/microsoft-teams.md): How Spara integrates with Microsoft Teams. - [Webex](https://docs.spara.com/integrations/communications-integrations/webex.md): How Spara integrates with Webex. - [CRM Integrations](https://docs.spara.com/integrations/crm-integrations.md): How to integrate Spara with your CRM. - [Hubspot (CRM)](https://docs.spara.com/integrations/crm-integrations/hubspot-crm.md): How Spara syncs lead data with HubSpot CRM, creates Contacts, and imports Contacts with Import Rules. - [Marketo](https://docs.spara.com/integrations/crm-integrations/marketo.md): How Spara integrates with Marketo. - [Salesforce](https://docs.spara.com/integrations/crm-integrations/salesforce.md): How Spara syncs lead data with Salesforce, creates records, and imports records with Import Rules. - [Document Sync Integrations](https://docs.spara.com/integrations/document-sync-integrations.md): How to sync documents to Spara for AI training. - [Confluence](https://docs.spara.com/integrations/document-sync-integrations/confluence.md): How to sync Confluence pages to Spara for AI training. - [Google Drive](https://docs.spara.com/integrations/document-sync-integrations/google-drive.md): How Spara integrates with Google Drive - [Notion](https://docs.spara.com/integrations/document-sync-integrations/notion.md): How Spara integrates with Notion. - [Sharepoint](https://docs.spara.com/integrations/document-sync-integrations/sharepoint.md): How to sync SharePoint documents to Spara for AI training. - [Google Analytics 4 (GA4) Integration](https://docs.spara.com/integrations/google-analytics-4-ga4-integration.md): How Spara integrates with Google Analytics 4. - [Signals Integrations](https://docs.spara.com/integrations/signals.md): Third-party data providers that identify and enrich the leads engaging with your Spara agents. - [Vector (Deanonymization)](https://docs.spara.com/integrations/signals/vector.md): Identify anonymous website visitors with Vector's identity resolution before they introduce themselves. - [Bombora (Deanonymization)](https://docs.spara.com/integrations/signals/bombora.md): Resolve anonymous website visitors to their company with Bombora's firmographic data. - [Explorium (Lead Enrichment)](https://docs.spara.com/integrations/signals/explorium.md): Enrich leads with verified contact and company data from Explorium the moment their work email is captured. ## Guides - [Chat agent onboarding](https://docs.spara.com/guides/installation-guides/readme.md): Step-by-step guide to setting up and deploying Spara Chat agents on your website. - [Installing Spara Navigator](https://docs.spara.com/guides/installation-guides/readme/installing-spara-navigator.md): Step-by-step guide to installing the Spara Navigator chat interface on your website. - [Installing Smartbar](https://docs.spara.com/guides/installation-guides/readme/installing-smartbar.md): Step-by-step guide to installing the Spara Smartbar on your marketing website. - [Installing Spara Fullscreen](https://docs.spara.com/guides/installation-guides/readme/installing-spara-fullscreen.md): Step-by-step guide to installing the Spara Fullscreen chat interface on your website. - [Email agent onboarding](https://docs.spara.com/guides/installation-guides/email-agent-onboarding.md): Step-by-step guide to setting up and activating your Spara Email agent. - [Text agent onboarding](https://docs.spara.com/guides/installation-guides/text-agent-onboarding.md): Step-by-step guide to registering your Twilio messaging campaign and setting up Spara Text agents. - [Building Your First Agent](https://docs.spara.com/guides/platform-guides/building-an-agent.md): A step-by-step walkthrough of assembling an Agent from capabilities and workflows. - [How to Use Spara's Text Editor](https://docs.spara.com/guides/platform-guides/how-to-use-sparas-text-editor.md): How to personalize content with variables, AI instructions, and calendar links across the Spara platform. - [Using Media in Chat Agents](https://docs.spara.com/guides/platform-guides/using-media-in-chat-agents.md): How to upload media files and configure your chat agent to show them at the right moment in a conversation. - [Writing Effective Agent Prompts](https://docs.spara.com/guides/platform-guides/writing-effective-agent-prompts.md): Best practices for writing natural language instructions that make your Spara agents perform well. - [Building Your First Workflow](https://docs.spara.com/guides/platform-guides/building-your-first-workflow.md): A step-by-step walkthrough for creating your first Spara workflow. - [Setting Up Voice Agents](https://docs.spara.com/guides/platform-guides/setting-up-voice-agents.md): How to configure a Voice agent for incoming and outgoing phone calls. - [Using Wildcard URL Patterns](https://docs.spara.com/guides/platform-guides/using-wildcard-url-patterns.md): How to use wildcard URL patterns to target groups of pages on your website. - [Downloading Chat Transcripts](https://docs.spara.com/guides/platform-guides/downloading-chat-transcripts.md): How to download full chat transcripts using Spara's API. - [Product Demo Use Cases](https://docs.spara.com/guides/platform-guides/product-demo-use-cases.md): Common deployment patterns for Spara's Product Demo capability — from website CTAs to outbound campaigns and in-app onboarding. - [Connect Spara to Claude or ChatGPT](https://docs.spara.com/guides/integration-guides/connect-spara-to-claude-or-chatgpt.md): Connect Claude or ChatGPT to your Spara workspace to inspect, analyze, and safely draft changes to your agents. - [Connecting Salesforce](https://docs.spara.com/guides/integration-guides/connecting-salesforce.md): How to connect Spara to Salesforce and configure lead syncing. - [Connecting HubSpot](https://docs.spara.com/guides/integration-guides/connecting-hubspot.md): How to connect Spara to HubSpot and configure lead syncing. - [Working Around CRM Sync Limitations](https://docs.spara.com/guides/integration-guides/crm-sync-workarounds.md): Practical patterns for working around the limits of Spara's native CRM integration. - [Webhook, Web API, or Workflow API Step?](https://docs.spara.com/guides/integration-guides/webhook-web-api-or-workflow-api-step.md): Choose the right way to move data between Spara and your other systems: webhooks, the Web API, or a Workflow API step. - [Setting Up HubSpotUTK Cookie Tracking](https://docs.spara.com/guides/integration-guides/setting-up-hubspotutk-cookie-tracking.md): How to set up Hubspot attribution to link contacts captured in Spara to hubspotutk cookie tracking data. ## Developers - [Spara Objects & Fields](https://docs.spara.com/developers/data-model/data-model.md): The objects Spara stores (Leads, Accounts, Owners, Deals, and Users), the fields on them, and how they map to your CRM. - [Lead](https://docs.spara.com/developers/data-model/data-model/lead.md): Every built-in field on the Spara Lead object, organized by category, with the API name for each. - [Account](https://docs.spara.com/developers/data-model/data-model/account.md): The fields on the Spara Account object and how to reference them on a lead with the lead\_account\_ prefix. - [Owner](https://docs.spara.com/developers/data-model/data-model/owner.md): The fields on the Spara Owner object and how to reference them on a lead with the lead\_owner\_ and lead\_account\_owner\_ prefixes. - [Web API](https://docs.spara.com/developers/spara-api/web-api.md): Spara's Web API supports completely customizable configurations. - [Webhooks](https://docs.spara.com/developers/spara-api/webhooks.md): Spara's Webhook support completely customizable configurations. - [Javascript API](https://docs.spara.com/developers/spara-api/javascript-api.md): How to leverage JavaScript to read and/or write data to Spara. - [Optimizing Your Webpages for Spara Scraping](https://docs.spara.com/developers/installation/optimizing-your-webpages-for-spara-scraping.md): How Spara scrapes your webpages into Knowledge, and what makes a page read well or badly. - [Query Parameters](https://docs.spara.com/developers/installation/query-parameters.md): How to pass information into Spara via query parameters. - [iFrame & Cookies](https://docs.spara.com/developers/installation/iframe-and-cookies.md): How the Spara chat widget loads on your site, what data it stores, and how it interacts with cookie consent policies. - [Security & Compliance](https://docs.spara.com/developers/installation/security-and-compliance.md): Spara's security posture, compliance frameworks, and data handling practices. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.spara.com/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.