# Routera Documentation

- [Get Started with Routera](https://docs.routera.io/kb/introduction.md): Set up your workspace, routing, and voice—aligned with the in-app Get Started checklist
- [Inviting users](https://docs.routera.io/kb/inviting-users.md): Add colleagues to your Routera workspace from Settings.
- [Creating teams](https://docs.routera.io/kb/creating-teams.md): Group users into teams for routing and easier management.
- [Creating roles](https://docs.routera.io/kb/create-roles.md): Create custom roles and control access to records, routers, and settings.
- [User availability](https://docs.routera.io/kb/user-availability.md): Set working hours and out-of-office periods so routing assigns records at the right times.
- [Creating capacities](https://docs.routera.io/kb/creating-capacities.md): Set limits on how many records users or teams can own, based on field values.
- [Navigation settings](https://docs.routera.io/kb/navigation-settings.md): Control which main sidebar pages each user or team can see.
- [Managing records](https://docs.routera.io/kb/create-records.md): Create, edit, filter, and customize record lists in Routera.
- [Managing data fields](https://docs.routera.io/kb/managing-fields.md): Create and configure custom fields for Contacts, Companies, Deals, and Tickets.
- [Forms](https://docs.routera.io/kb/creating-forms.md): Build lead-capture forms, route submissions, and offer meeting or callback booking after submit.
- [Shared Inbox](https://docs.routera.io/kb/shared-inbox.md): Set up team inboxes, connect email or SMS channels, and triage conversations together.
- [Phone numbers](https://docs.routera.io/kb/create-phone-number.md): Purchase numbers, attach voice agents, and enable Branded Call for better outbound deliverability.
- [Making calls](https://docs.routera.io/kb/making-calls.md): Assign phone numbers to users, place outbound calls from contacts, and review Call History.
- [Scheduling meetings](https://docs.routera.io/kb/scheduling-meetings.md): Book meetings from forms, contact records, or emailed available times links.
- [Creating routers](https://docs.routera.io/kb/creating-routers.md): Build and publish routers to assign record owners—starting with Routera-only routing.
- [Updating routers](https://docs.routera.io/kb/updating-router.md): Edit, publish, unpublish, or delete routers in Routera.
- [Create voice agents](https://docs.routera.io/kb/create-voice-agent.md): Configure voice agents, global prompts with dynamic fields and tools, and go live on phone numbers.
- [Integrate HubSpot](https://docs.routera.io/kb/integrate-hubspot.md): Connect HubSpot, map fields, and use CRM data in routing, capacities, and voice agents.
- [Integrate calendars](https://docs.routera.io/kb/integrating-cals.md): Connect Google Calendar or Microsoft Outlook so busy events update your availability for routing.
- [Upgrade your plan](https://docs.routera.io/kb/upgrade-plan.md): Choose a paid plan, add a payment method, and manage billing in Settings.
- [API introduction](https://docs.routera.io/api-reference/introduction.md): Routera v2 REST API — authentication, base URL, and object response format
- [Obtain access token](https://docs.routera.io/api-reference/auth/oauth2-token.md): POST /oauth2/token — OAuth 2.0 client credentials
- [List contacts](https://docs.routera.io/api-reference/objects/contacts-list.md): GET /contacts — paginated list with optional property filter
- [Create contact](https://docs.routera.io/api-reference/objects/contacts-create.md): POST /contacts — create a new object
- [Get contact by ID](https://docs.routera.io/api-reference/objects/contacts-get.md): GET /contacts/{contactId} — retrieve one object
- [Update contact](https://docs.routera.io/api-reference/objects/contacts-update.md): PATCH /contacts/{contactId} — update fields on an active object
- [Archive contact](https://docs.routera.io/api-reference/objects/contacts-delete.md): DELETE /contacts/{contactId} — archive an object
- [List companies](https://docs.routera.io/api-reference/objects/companies-list.md): GET /companies — paginated list with optional property filter
- [Create company](https://docs.routera.io/api-reference/objects/companies-create.md): POST /companies — create a new object
- [Get company by ID](https://docs.routera.io/api-reference/objects/companies-get.md): GET /companies/{companyId} — retrieve one object
- [Update company](https://docs.routera.io/api-reference/objects/companies-update.md): PATCH /companies/{companyId} — update fields on an active object
- [Archive company](https://docs.routera.io/api-reference/objects/companies-delete.md): DELETE /companies/{companyId} — archive an object
- [List deals](https://docs.routera.io/api-reference/objects/deals-list.md): GET /deals — paginated list with optional property filter
- [Create deal](https://docs.routera.io/api-reference/objects/deals-create.md): POST /deals — create a new object
- [Get deal by ID](https://docs.routera.io/api-reference/objects/deals-get.md): GET /deals/{dealId} — retrieve one object
- [Update deal](https://docs.routera.io/api-reference/objects/deals-update.md): PATCH /deals/{dealId} — update fields on an active object
- [Archive deal](https://docs.routera.io/api-reference/objects/deals-delete.md): DELETE /deals/{dealId} — archive an object
- [List tickets](https://docs.routera.io/api-reference/objects/tickets-list.md): GET /tickets — paginated list with optional property filter
- [Create ticket](https://docs.routera.io/api-reference/objects/tickets-create.md): POST /tickets — create a new object
- [Get ticket by ID](https://docs.routera.io/api-reference/objects/tickets-get.md): GET /tickets/{ticketId} — retrieve one object
- [Update ticket](https://docs.routera.io/api-reference/objects/tickets-update.md): PATCH /tickets/{ticketId} — update fields on an active object
- [Archive ticket](https://docs.routera.io/api-reference/objects/tickets-delete.md): DELETE /tickets/{ticketId} — archive an object
- [List routers](https://docs.routera.io/api-reference/routers/list.md): GET /routers — paginated list of account routers
- [Get router](https://docs.routera.io/api-reference/routers/get.md): GET /routers/{routerId} — retrieve a single router
- [List users](https://docs.routera.io/api-reference/users/list.md): GET /users — paginated list of account members
- [Get user](https://docs.routera.io/api-reference/users/get.md): GET /users/{userId} — retrieve a single account member
- [Update user](https://docs.routera.io/api-reference/users/update.md): PATCH /users/{userId} — update writable member fields
- [Dispatch router](https://docs.routera.io/api-reference/dispatch/router.md): POST /dispatch/router — assign an object using router rules

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)

## Optional

- [Blog](https://www.routera.io/blog)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.