# FirstQuadrant Docs

> Documentation for FirstQuadrant, an AI sales app that helps founders and revenue teams move faster, stay organized, and close more deals, by streamlining the behind-the-scenes work so nothing ever slips through the cracks.

## Docs

- [Authentication](https://docs.firstquadrant.ai/api-reference/authentication.md): How to authenticate your requests to the FirstQuadrant API
- [Best practices](https://docs.firstquadrant.ai/api-reference/best-practices.md): Guidelines and recommendations for building robust integrations with the FirstQuadrant API
- [Error handling](https://docs.firstquadrant.ai/api-reference/errors.md): Understanding and handling errors in the FirstQuadrant API
- [Filtering & search](https://docs.firstquadrant.ai/api-reference/filtering.md): Advanced filtering, search, and field selection for API resources
- [Getting started](https://docs.firstquadrant.ai/api-reference/getting-started.md): Quick start guide for integrating with the FirstQuadrant API
- [Pagination](https://docs.firstquadrant.ai/api-reference/pagination.md): Learn how to navigate through large datasets using cursor-based pagination
- [Rate limiting](https://docs.firstquadrant.ai/api-reference/rate-limiting.md): Understanding and working with API rate limits
- [API versioning](https://docs.firstquadrant.ai/api-reference/versioning.md): Understanding API versions, breaking changes, and migration strategies
- [Action list](https://docs.firstquadrant.ai/getting-started/actions.md): The actions list in FirstQuadrant is a dynamic AI-powered task manager that replaces traditional CRM pipelines. It surfaces only the most relevant next steps for your deals, allowing you to review, approve, or adjust AI-suggested actions and maintain a clean, focused sales workflow.
- [Adding new contacts](https://docs.firstquadrant.ai/getting-started/adding-new-contacts.md): This guide explains how to continuously add new contacts to FirstQuadrant, whether manually or through automated inbound and outbound workflows. It covers manual entry, web form automation, self-serve signup qualification, and integrations with external tools—ensuring that every sales opportunity en…
- [Importing existing contacts](https://docs.firstquadrant.ai/getting-started/importing-existing-contacts.md): This guide walks users through importing existing contacts into FirstQuadrant by segmenting them into active and inactive categories. It outlines why contact imports are essential for AI-driven automation, explains how to prepare CSV files, and details each step of the import process. It also provid…
- [Introduction](https://docs.firstquadrant.ai/getting-started/introduction.md): FirstQuadrant is an AI-powered B2B sales platform designed to support your entire revenue team in managing deals, handling sales conversations, nurturing business relationships, and driving top-of-funnel pipeline. It’s a powerful and flexible system that can adapt to nearly any sales use case you mi…
- [Quickstart ](https://docs.firstquadrant.ai/getting-started/quickstart.md): This guide walks new users through the essential setup steps in FirstQuadrant, including adding team members, connecting email and calendar accounts, and configuring the sales pipeline to align with their sales process.
- [Adding conference attendees to FirstQuadrant](https://docs.firstquadrant.ai/playbooks/conference-attendees.md): When attending conferences, it's important to quickly capture the sales potential of new contacts. FirstQuadrant makes it easy to add conference attendees—either manually, one by one, or in bulk using a CSV upload. Here's how to do both.
- [Email deliverability setup](https://docs.firstquadrant.ai/playbooks/email-deliverability-setup.md): This guide explains how to set up a reliable email deliverability system when using FirstQuadrant for outbound email campaigns. It outlines the risks of poor deliverability, how to use separate domains and mailboxes, and how to calculate the number of mailboxes required. You’ll also find best practi…
- [FirstQuadrant for inbound leads ](https://docs.firstquadrant.ai/playbooks/inbound-leads.md): Learn how to automatically import and qualify inbound leads from your website into FirstQuadrant—whether they signed up via a form, self-serve flow, or demo booking. This guide covers webhook setup, Zapier integration, qualification logic (both pre- and post-import), AI enrichment, and fine-tuning r…
- [Handling meeting cancellations and no-shows](https://docs.firstquadrant.ai/playbooks/meetings-cancelled.md): FirstQuadrant allows you to automatically or manually respond when a scheduled meeting gets canceled or the other party doesn’t show up. This ensures your sales follow-ups continue without disruption.
- [How to run an outbound campaign from start to finish in FirstQuadrant](https://docs.firstquadrant.ai/playbooks/outbound-campaign.md): FirstQuadrant supports complete outbound campaign execution — from email infrastructure setup to targeted prospecting, automated sequences, and performance analytics. This guide walks you through every detail of launching and running outbound entirely within FirstQuadrant.
- [Understanding the true cost of outbound email at scale](https://docs.firstquadrant.ai/playbooks/outbound-costs.md): At FirstQuadrant, we’re not a traditional outbound email tool — we don’t manage deliverability or infrastructure. But many users still run outbound campaigns through the platform, and there’s a common misunderstanding we often see: the belief that outbound is basically free. It’s not. Once you scale…
- [Using FirstQuadrant alongside outbound sales tools like Instantly, Apollo, Outreach, or AI SDRs](https://docs.firstquadrant.ai/playbooks/use-firstquadrant-with-other-outbound-sales-tools.md): You can use FirstQuadrant in combination with other outbound tools like Instantly, Apollo, Outreach.io, or AI SDR agents. The recommended setup is to use these tools to manage outbound sending, and then let FirstQuadrant take over once a reply is received—automating everything that happens after tha…
- [Email data sharing and privacy](https://docs.firstquadrant.ai/policies/email-data-sharing-and-privacy.md): This article outlines how email data is synced, shared, and managed within FirstQuadrant. It covers syncing rules, visibility settings, and how email data is shared with team members and the AI system. It also explains how users can hide individual emails to maintain privacy while preserving collabo…
- [Refund policy](https://docs.firstquadrant.ai/policies/fulfillment.md)
- [Legal notice](https://docs.firstquadrant.ai/policies/legal-notice.md)
- [Privacy policy](https://docs.firstquadrant.ai/policies/privacy.md)
- [Privacy and data practices](https://docs.firstquadrant.ai/policies/privacy-practices.md): This article outlines FirstQuadrant’s data privacy and security practices, including encryption, data retention, subprocessors, breach response, and data residency.
- [Security policy](https://docs.firstquadrant.ai/policies/security.md)
- [Terms of Service](https://docs.firstquadrant.ai/policies/terms.md)
- [YC-backed AI sales platform FirstQuadrant acquires Flike](https://docs.firstquadrant.ai/press-releases/2024-06-14-firstquadrant-acquires-flike.md)
- [FirstQuadrant has been sunset](https://docs.firstquadrant.ai/press-releases/2025-11-01-firstquadrant-has-been-sunset.md)
- [Actions](https://docs.firstquadrant.ai/product-manual/actions.md): This guide explains how to use the Actions List in FirstQuadrant, your central inbox for AI-generated to-do items. It covers how to navigate, filter, sort, and manage action items, along with best practices for keeping your sales execution pipeline clear and responsive.
- [Analytics](https://docs.firstquadrant.ai/product-manual/analytics.md): This article explains the Analytics Dashboard in FirstQuadrant, covering both the Pipeline and Campaigns dashboards. It outlines key performance metrics, funnel stages, breakdowns by owner and company, and how to interpret A/B testing results. The guide helps users monitor sales performance and camp…
- [Autopilot](https://docs.firstquadrant.ai/product-manual/autopilot.md): The autopilot feature in FirstQuadrant enables automated execution of planned actions without manual approval. When turned on, autopilot allows FirstQuadrant to immediately send emails, respond to incoming messages, execute fine-tuned rules, apply nurturing logic, and import suggested contacts—strea…
- [AI credits pricing ](https://docs.firstquadrant.ai/product-manual/billing-settings/ai-credits-pricing.md): FirstQuadrant uses a single, flexible AI credit system where credits are spent based on usage—like property enrichment, actions, or campaigns. Credits scale with activity, not seats, and plans offer predictable monthly or flexible annual options with rollover. ScaleUp users benefit from unlimited se…
- [Credit usage](https://docs.firstquadrant.ai/product-manual/billing-settings/credit-usage.md): Learn how to track, manage, and interpret your AI credit consumption in FirstQuadrant, including credit types, usage logs, and what happens when you run low.
- [Subscription and invoices](https://docs.firstquadrant.ai/product-manual/billing-settings/subscription-invoices.md): Manage your subscription, billing details, and invoices in FirstQuadrant’s Billing settings. Update your plan, view past invoices, change payment methods, or cancel your subscription. Workspaces are permanently deleted seven days after a canceled subscription ends.
- [Bulk edits](https://docs.firstquadrant.ai/product-manual/bulk-edits.md): This article explains how to perform bulk edits in FirstQuadrant. It covers how to select multiple items in list views, how to access the footer edit bar, and what types of bulk edits are available depending on the list context (e.g., imports, contacts, deals).
- [Select sender and audience](https://docs.firstquadrant.ai/product-manual/campaigns/add-sender-and-audience.md): Learn how to configure sender accounts and define your target audience when setting up a new campaign in FirstQuadrant. This guide walks through selecting the right email addresses for sending and building your audience using views and imports—two critical steps to ensure high deliverability and pre…
- [Advanced campaign settings](https://docs.firstquadrant.ai/product-manual/campaigns/advanced-campaign-features.md): This article explains how to configure advanced settings for a specific campaign in FirstQuadrant, including pipeline selection, product or service customization, and sending schedule overrides.
- [Campaign overview](https://docs.firstquadrant.ai/product-manual/campaigns/campaign-overview.md): This article explains what campaigns are in FirstQuadrant, when to use them, and how to interpret the campaign overview interface. It covers the difference between draft and running states, breaks down progress tracking, and details how to stop a campaign using soft-stop or hard-stop options.
- [Creating email sequences](https://docs.firstquadrant.ai/product-manual/campaigns/create-sequence.md): Learn how to build and configure email sequences in FirstQuadrant campaigns, including writing messages, setting follow-up logic, using AI-driven variables, enriching with custom properties and knowledge, previewing personalized content, running A/B tests, and enabling smart automation settings like…
- [Contact view](https://docs.firstquadrant.ai/product-manual/contact-view/contact-view.md): The contact view in FirstQuadrant provides a unified interface that combines a full conversation history with detailed contact and deal context. It helps sales reps stay organized, informed, and ready to act—all in one screen.
- [Context panel](https://docs.firstquadrant.ai/product-manual/contact-view/context-panel.md): The context panel in FirstQuadrant provides enriched, editable insights into each contact, their company, and any associated deals. It supports both users and the AI by offering structured data, related contacts, and custom properties to personalize engagement and streamline workflows.
- [Conversation history](https://docs.firstquadrant.ai/product-manual/contact-view/conversation-history.md): This document explains how the conversation history works within the contact view in FirstQuadrant. It outlines how emails, notes, calendar events, and AI-generated items are unified into a single, chronological timeline across your entire team. It also details how FirstQuadrant automatically syncs…
- [Manual actions](https://docs.firstquadrant.ai/product-manual/contact-view/manual-actions.md): This article explains how to use the footer bar in the contact view of FirstQuadrant to manually take actions such as composing emails, writing notes, creating follow-ups, adding contacts to campaigns, or initiating nurturing flows. It also covers how notes influence AI reasoning and how the footer…
- [Next actions](https://docs.firstquadrant.ai/product-manual/contact-view/next-actions.md): This article explains how FirstQuadrant automatically generates AI-driven next actions based on sales conversation activity. It outlines the types of actions FirstQuadrant can take (such as updating deals, sending replies, or creating tasks), how to review and edit these actions, and how to use tool…
- [Data management settings](https://docs.firstquadrant.ai/product-manual/data-management-settings.md): This article provides an overview of the Data Management settings in FirstQuadrant, covering how to manage custom properties, view and access deleted contacts, export contact data, and review system activity through the audit log.
- [Developer settings](https://docs.firstquadrant.ai/product-manual/developer-settings.md): Learn how to manage developer settings in FirstQuadrant, including how to create and monitor API keys for integrations, configure domains for email tracking, and verify DNS records for improved deliverability.
- [Downloading desktop app](https://docs.firstquadrant.ai/product-manual/downloads.md): Learn how to download and install the FirstQuadrant desktop app for macOS, Windows, and Linux using the universal or platform-specific installers.
- [Create fine-tuning](https://docs.firstquadrant.ai/product-manual/fine-tuning/create-fine-tuning.md): Fine-tuning rules in FirstQuadrant allow you to customize the AI's behavior by defining how it should respond in specific scenarios. Rather than hard-coded if-statements, these rules act as flexible, natural-language instructions—like training an assistant. You can create fine-tuning rules for diffe…
- [Fine-tuning examples ](https://docs.firstquadrant.ai/product-manual/fine-tuning/fine-tuning-examples.md): Fine-tuning rules in FirstQuadrant allow you to tailor the AI’s behavior in specific situations using natural-language instructions. These rules do not follow rigid logic, but instead guide the AI—much like training a smart assistant. You can scope each rule to specific contact segments and optional…
- [Fine-tuning](https://docs.firstquadrant.ai/product-manual/fine-tuning/fine-tuning-overview.md): Fine-tuning rules in FirstQuadrant allow you to customize how the AI behaves across various sales scenarios. These rules serve as high-level instructions—like guidelines for a smart assistant—not strict logic trees. They enable FirstQuadrant to reason through nuanced sales interactions while adaptin…
- [Language support](https://docs.firstquadrant.ai/product-manual/fine-tuning/langauge-support.md): FirstQuadrant supports communication in any language, making it suitable for global sales teams. While the platform interface is only available in English, the AI can read, understand, and respond in any known language. This article explains how to configure multilingual support by setting up fine-t…
- [Memory](https://docs.firstquadrant.ai/product-manual/fine-tuning/memory.md): Memory allows FirstQuadrant to retain useful long-term context across conversations, helping it become smarter and more personalized over time.
- [App import](https://docs.firstquadrant.ai/product-manual/imports/app-import.md): This article explains how to import contacts into FirstQuadrant using connected apps. It covers the three types of integrations—direct, Zapier-powered, and guide-based—and provides step-by-step instructions for setting up each. Use this guide to streamline contact imports from sales, marketing, and…
- [CSV uploads](https://docs.firstquadrant.ai/product-manual/imports/csv-uploads.md): Learn how to upload contacts via CSV in FirstQuadrant. This article covers how to prepare your file, map fields, handle errors, and use advanced options like note imports to inform AI-driven outreach.
- [Import detailed view](https://docs.firstquadrant.ai/product-manual/imports/import-detailed-view.md): Learn how to navigate and use the import detailed view to track qualification statuses, understand AI decisions, and manually override results. This guide covers contact status types, qualification logic, editing criteria, and reading the context panel.
- [Import settings](https://docs.firstquadrant.ai/product-manual/imports/import-settings.md): The import settings page in FirstQuadrant allows users to configure how new contacts are added to the platform—whether via webhooks, apps, or CSV files. It centralizes all import setup options including naming, qualification filters, enrichment rules, and scheduling. This page is key to ensuring you…
- [Imports overview](https://docs.firstquadrant.ai/product-manual/imports/imports-overview.md): Learn how to use imports in FirstQuadrant to bulk add contacts via CSV upload, API, or app integrations. This article explains the import overview, available import methods, status states, and why importing is essential for enabling AI-driven workflows.
- [Webhooks import](https://docs.firstquadrant.ai/product-manual/imports/webhooks.md): This article explains how to use webhook-based imports to send real-time contact and company data from external tools—like CRMs, signup forms, or internal systems—directly into FirstQuadrant. It covers how to locate your unique webhook URL, the expected data format, field-level documentation, respon…
- [Website visitor identification via Vector](https://docs.firstquadrant.ai/product-manual/imports/website-visitors.md): This article explains how to import contacts into FirstQuadrant using website visitor identification with Vector.co It provides step-by-step instructions on setting up the integration, naming your import, applying qualification filters, and adding optional context. It also highlights why Vector is t…
- [Adding all email accounts for best practice](https://docs.firstquadrant.ai/product-manual/integrations-settings/add-all-email-accounts.md): To maximize FirstQuadrant’s impact, it’s best practice to connect all current and past sales-related email accounts from your organization. This enables the platform to sync historical conversations with leads, provide your team with full context, and improve the AI’s recommendations. When past acco…
- [Add FirstQuadrant as a trusted developer in Google Workspace](https://docs.firstquadrant.ai/product-manual/integrations-settings/add-as-trusted-developer-google-workspace.md): This helpdesk document provides a step-by-step guide for Google Workspace super admins on how to designate FirstQuadrant as a trusted third-party app. It walks through the process in the Google Admin console—from locating the API controls to entering the correct OAuth client ID and assigning trusted…
- [Adding generic email addresses](https://docs.firstquadrant.ai/product-manual/integrations-settings/adding-generic-email-addresses.md): This article explains how to add generic inbound email addresses like sales@example.com or enquiry@example.com to FirstQuadrant. It covers two methods—either by manually logging the email as a note or by directly adding the email address to FirstQuadrant. The guide also outlines key limitations, inc…
- [Apps](https://docs.firstquadrant.ai/product-manual/integrations-settings/apps.md): This article explains the Apps integration settings in FirstQuadrant. It covers how to view, install, and manage third-party app integrations including Zapier, Perplexity, Slack Connect, and various outbound sales tools. It also references where to find detailed instructions for importing contacts v…
- [Calendar accounts ](https://docs.firstquadrant.ai/product-manual/integrations-settings/calendar-accounts.md): Learn how to connect and configure calendar accounts in FirstQuadrant to enable automated meeting detection, pipeline progression, and AI-powered follow-ups.
- [Connecting email accounts](https://docs.firstquadrant.ai/product-manual/integrations-settings/email-accounts.md): This article explains how to connect and manage email accounts in FirstQuadrant. It walks through provider-specific setup (Google, Microsoft, SMTP), login via Nylas, assigning accounts to team members, and configuring advanced settings such as AI suggestions, daily sending limits, and email warming…
- [HubSpot](https://docs.firstquadrant.ai/product-manual/integrations-settings/hubspot.md): This article explains how to connect and configure HubSpot integration in FirstQuadrant. It covers contact importing, BCC auto-logging for email tracking, two-way pipeline synchronization, and deal syncing between FirstQuadrant and HubSpot. Learn how to import contacts, set up automatic email loggin…
- [My account settings](https://docs.firstquadrant.ai/product-manual/my-account-settings.md): This article explains how to manage your personal settings in FirstQuadrant under the “My account” section. It covers how to update your profile information, switch between workspaces, adjust the app theme, set your time zone, and log out.
- [Notes](https://docs.firstquadrant.ai/product-manual/notes.md): Add and manage notes throughout your sales process in FirstQuadrant. Notes can include meeting summaries, AI instructions, or personal reminders, and are processed by the AI to guide next steps. Notes can be added manually, during imports, or in response to AI tasks, with customization options avail…
- [Nurturing](https://docs.firstquadrant.ai/product-manual/nurturing.md): Learn how to use FirstQuadrant’s nurturing feature to automatically re-engage dormant contacts and revive old sales conversations. This guide explains how nurturing rules work, how to configure cadence and instructions, and best practices for generating new pipeline from existing relationships.
- [Lead scoring ](https://docs.firstquadrant.ai/product-manual/properties/lead-scoring.md): This article explains how to set up a lead scoring system in FirstQuadrant using custom properties enriched by AI. It covers the difference between demographic and behavioral inputs, how to define and calculate a score, and how to use these scores for segmentation via Views.
- [Properties](https://docs.firstquadrant.ai/product-manual/properties/properties.md): This article explains how to use properties in FirstQuadrant to structure contact and company data, segment audiences, and enable AI-powered enrichment. It covers the creation of custom properties, enrichment options using Perplexity or internal data, and best practices for managing and testing prop…
- [Records overview](https://docs.firstquadrant.ai/product-manual/records/records-overview.md): This article provides an overview of the three record types in FirstQuadrant—Deals, Contacts, and Companies. It explains how to navigate, filter, and manually manage records, as well as how these records support but do not replace daily sales execution, which is driven through the Actions list.
- [Views](https://docs.firstquadrant.ai/product-manual/records/views.md): Views in FirstQuadrant are a powerful way to segment your contacts based on shared attributes. They enable sales teams to run more targeted campaigns, apply fine-tuning rules selectively, tailor nurturing flows, or export specific subsets of contacts. This article explains the concept of segmentatio…
- [Related contacts](https://docs.firstquadrant.ai/product-manual/related-contacts.md): Related contacts are automatically identified connections between contacts in FirstQuadrant based on shared company, communication threads, or calendar events. They help the AI understand organizational context and adjust outreach strategies intelligently across related individuals.
- [Support options](https://docs.firstquadrant.ai/product-manual/support-options.md): Overview of the different support channels and help resources available to FirstQuadrant users.
- [Feature preview](https://docs.firstquadrant.ai/product-manual/workspace-settings/feature-preview.md): Enable early access to upcoming features and improvements that are currently in beta. These features are designed to enhance your experience but may still be under development.
- [Workspace general settings](https://docs.firstquadrant.ai/product-manual/workspace-settings/general-workspace-settings.md): This article explains the General Settings section in FirstQuadrant, where users can manage workspace-level details such as name, slug, legal name, website, and description. It also covers enabling sandbox mode for safe testing and how to delete the workspace.
- [Workspace members settings](https://docs.firstquadrant.ai/product-manual/workspace-settings/members-workspace-settings.md): The Members workspace settings in FirstQuadrant allow you to manage team access and configuration. You can invite new members by entering their name and email—no password setup is needed. For each member, you can configure a scheduling link, email signature, and optional reply-to address. Members ca…
- [Pipelines](https://docs.firstquadrant.ai/product-manual/workspace-settings/pipeline-workspace-settings.md): This article explains how to set up and manage sales pipelines in FirstQuadrant. It covers how to create new pipelines, define deal values, configure stages with clear goals, and how FirstQuadrant’s AI uses pipeline structure to manage deal progression—including non-linear movement. Ideal for sales…
- [Scheduling and tracking](https://docs.firstquadrant.ai/product-manual/workspace-settings/scheduling-tracking.md): This article explains how to configure the Schedule & Tracking settings in FirstQuadrant. This section allows you to define the cadence of automated follow-ups, control sending schedules based on time zones, and manage email tracking preferences to optimize deliverability.
- [Suggested imports](https://docs.firstquadrant.ai/product-manual/workspace-settings/suggested-imports.md): Suggested imports in FirstQuadrant help keep your contact database automatically up-to-date by scanning your email conversations and recommending contacts to import. This feature is designed to ensure you never miss adding an important point of contact and helps populate your action list with meanin…
- [Workspace teams settings](https://docs.firstquadrant.ai/product-manual/workspace-settings/teams-workspace-settings.md): This article explains how to create and manage teams in FirstQuadrant. Teams help organize your sales organization, streamline campaign targeting, and enable better collaboration by grouping members for role-based workflows and access segmentation.

## OpenAPI Specs

- [openapi](https://docs.firstquadrant.ai/openapi.yml)