# Docs - Guides - Getting Started - [What is Intempt?](/guides/getting-started/what-is-intempt): Intempt is agentic software for go-to-market teams: one customer data platform underneath four workspaces - Marketing, Sales, Analytics, and Design - plus Blu, the AI assistant that acts inside them. - [Platform Overview & Architecture](/guides/getting-started/platform-overview-architecture): Intempt is agentic software for GTM teams: one customer context, four products, and the agents that work inside each one. - [User roles & permissions](/guides/getting-started/user-roles-permissions): Every org role, project role, permission switch, and entity access level in Intempt, and how they combine into preset and custom roles. - [Security & Trust Center](/guides/getting-started/security-trust-center): Reference for how Intempt authenticates users, enforces access control, and records an audit trail: authentication methods, MFA, SSO/SCIM, encryption at rest, and log retention by plan tier. - [Quick Start Guide (0 to First Value)](/guides/getting-started/getting-started-checklist): Sign up, create your organization, and complete the core setup steps that get real customer data flowing through Intempt. - [Home Overview](/guides/getting-started/home-overview): Home is the first page you land on in a project: a personalized greeting plus a dashboard view for each of Intempt's four products. - [Integrations](/guides/getting-started/sources): Integrations connects Intempt to the sources that send you data, the platforms you sync data with, and the destinations you send data to, plus the custom domains your booking pages and tracking links run on. - [Event types](/guides/getting-started/event-types): Intempt's power comes from automatically capturing a wealth of user interactions in your app, classified as events and attributes. This autocaptured data is organized into the hierarchy account > u... - [How to create an event tracking plan](/guides/getting-started/how-to-create-an-event-tracking-plan): A tracking plan is the list of events your project needs, built from your existing Events table and the Create event flow, so you always know what's tracked and why. - [Creating an event](/guides/getting-started/creating-an-event): All custom and autotracked events are automatically added to the 'Events' list as soon as they are sent to Intempt. However, if you want to create more granular (filtered) versions of these events,... - [Event editor guide](/guides/getting-started/event-editor-guide): How to create, edit, duplicate, and delete named events with the Event editor, the condition builder that turns raw autotracked, custom, or source events into reusable, targetable events. - [Event tracking on Single Page Applications (SPA)](/guides/getting-started/event-tracking-on-single-page-applications-spa): In traditional Multi-Page Applications, each user action that requires a new data view leads to a new request to the server, which then responds with a new HTML page. This process requires a full p... - [Live data feed](/guides/getting-started/live-data-feed): Live data feed provides a streaming, chronological, real-time view of all your custom and auto-tracked events. This is a great tool for testing that your Intempt SDK is installed correctly and that... - [Event comparison](/guides/getting-started/event-comparison): The Event comparison functionality allows you to compare the 2 already created events and access the differences in a chart. - [Accounts](/guides/getting-started/accounts): Accounts is Intempt's CRM company-record module in the console: one record per company or group, with a filterable list, bulk actions, and a multi-tab detail page tied to that account's users, tasks, and deals. - [Users](/guides/getting-started/users-overview): Users is Intempt's universal contact database in the console: one profile per person across every event they've ever triggered, with a filterable list, bulk actions, and a multi-tab detail page shared by Marketing, Sales, and Analytics. - [Attributes](/guides/getting-started/attributes): Attributes are named fields on a user's or account's profile, manually entered, calculated from events, or scored by an AI model. Segments, journeys, and analytics all read from the same attribute definitions. - [Attribute reference](/guides/getting-started/attribute-reference): Attributes are properties that help you define the specifics of an event, a user, or an account. Intempt has many attributes defined in its Data Model. - [Attribute mapping](/guides/getting-started/attribute-mapping): Attribute mapping lets you map incoming fields from a source to Intempt user and account attributes, so data from every source lands on one unified profile. - [Managing attributes](/guides/getting-started/managing-attributes): The Attributes page lists every user, account, and event attribute in your project, with tools to search, filter, sort, create, edit, and delete them. - [RFM Scoring & Scored Audiences](/guides/getting-started/rfm-scoring-and-scored-audiences): Create an RFM attribute to score users or accounts by Recency, Frequency, and Monetary value, then use the score to target audiences. - [Predictive Attributes: Likelihood & Next Best Product](/guides/getting-started/predictive-attributes-likelihood-and-next-best-product): Likelihood and Next Best Product are Intempt's two predictive Attribute types, each training a model that scores every profile in the background. - [Segments](/guides/getting-started/segments): A segment is a named group of Users or Accounts that Intempt reuses as a targeting scope in Attributes, Experiences, and Journeys, built directly from the Users or Accounts list rather than a dedicated Segments page. - [User Consent and Tracking Methods](/guides/getting-started/user-consent-and-tracking-methods): This method is used to enable tracking of user interactions within an application. It reverses any previous tracking restrictions set by the optOut method. - [Why It Is Critical to Use a Single profileId Across All User Events](/guides/getting-started/why-it-is-critical-to-use-a-single-profileid-across-all-user-events): In customer analytics and personalization systems, maintaining a consistent `profileId` for every user across all events is essential. This ensures that both pre-identified and post-identified user... - [Messaging events](/guides/getting-started/messaging-events): Messaging events allow you to track your journey performance across any supported messaging channels. These events are auto-created after you create the project; however, to get actual event data, ... - [Data import](/guides/getting-started/data-import): You can use a CSV (comma-separated values) file to import users and accounts or events into your Intempt account. - [Integration Catalog](/guides/getting-started/integration-catalog): A reference list of every source, platform, and destination Intempt supports, with what each one connects, how you authorize it, and what it sends or receives. - [HubSpot](/guides/getting-started/hubspot): With the HubSpot source, you can create a one-way or two-way sync between HubSpot and Intempt to unify all your customer data in one platform. This allows you to transfer company, contact, and deal... - [Shopify](/guides/getting-started/shopify): Shopify integration consists of two parts: - [Shopify app](/guides/getting-started/shopify-app): The one-click Shopify app syncs all your historical and real-time data, allowing you to stay on top of every interaction people have with your site. With our auto... - [Stripe](/guides/getting-started/stripe): Stripe integration allows you to sync your subscription and payment data to Intempt. - [Destinations](/guides/getting-started/destinations): Destinations are integrations that receive data from Intempt to trigger specific actions like sending emails, messages, push notifications, or simply syncing attribute data. - [SendGrid](/guides/getting-started/sendgrid): SendGrid destination allows you to create and send emails via Journeys created in Intempt. - [Gmail](/guides/getting-started/gmail): Gmail destination allows you to connect your Gmail account and perform these actions: - [Push notification](/guides/getting-started/push-notification): The Push notifications destination allows you to send push notifications via the created Journeys within Intempt. - [Twilio](/guides/getting-started/twilio): The Twilio destination allows you to send SMS messages via created Journeys within Intempt. - [Slack](/guides/getting-started/slack): With the Slack destination, you can trigger notification messages and alerts via Journeys. - [Apache Kafka](/guides/getting-started/kafka): Connect your own Kafka cluster as a destination, then publish one message per record from a workflow with the Publish to Kafka node. - [Amazon S3](/guides/getting-started/amazon-s3): Write typed Parquet files or an Iceberg table to a bucket you own: add the connection, configure the export node, and read what lands. - [How to migrate from another ESP to Intempt](/guides/getting-started/how-to-migrate-from-another-esp-to-intempt): Intempt is a growth marketing platform that combines email, SMS, and push notifications with deep analytics and personalization. It helps businesses engage users, optimize conversions, and manage m... - Agents - [Blu Chat on Desktop](/guides/agents/blu-chat-on-desktop): Blu Chat on the Intempt desktop app is a floating panel you can open from any screen, so you can ask a question or pick up an earlier conversation without leaving what you're doing. - [Blu for Account & User Summaries](/guides/agents/blu-for-account-and-user-summaries): Blu generates a short AI summary for every user and account, shown on the Overview tab, plus a chat panel to ask follow-up questions grounded in that same data. - [Blu for Meetings: Reactive (Summaries, Chat, Relabeling)](/guides/agents/blu-for-meetings-reactive): How Blu responds when you ask it something on a meeting's Details page: grounded Q&A about that one call, on-demand summaries, and speaker relabeling. - [Blu in Content Builder & Creative Studio](/guides/agents/blu-in-content-builder-and-creative-studio): How Blu generates and edits images and video in Content Builder, builds brand ads in Creative Studio, and fixes emails from their preflight report. - [Blu in Journeys](/guides/agents/blu-in-journeys): Open any journey's detail page and Blu Chat scopes itself to that journey automatically, so you can build or edit it by describing what you want instead of placing blocks by hand. - [Blu Proactive Live Assist (Sales Coaching During Calls)](/guides/agents/blu-proactive-live-assist): Blu's proactive interaction mode: real-time sales coaching that surfaces on its own during a live call, without you asking for it. - [Blu Research Agents](/guides/agents/blu-research-agents): How a Research Agent actually runs: streaming live while you test it, running once for a single user or account, or running automatically inside a Journey. - [Creating a Lifecycle agent](/guides/agents/creating-a-lifecycle-agent): Lifecycle agents allow you to score your users based on how recently, frequently, and with what monetary value they performed the conversion. Each user who made the selected conversion event (like ... - [Creating a Qualification agent](/guides/agents/creating-a-qualification-agent): The Qualification agent will allow you to score your leads based on the selected criteria. Each score will be output as a calculated attribute, normalized to `low`, `medium` or `high` values. - [Creating a Research agent](/guides/agents/creating-a-research-agent): The Research Agent allows you to enrich user or account profiles by sending requests in natural, human-like language - as if you were talking to a person. Based on your prompt, the agent returns st... - [Email Drafting & Reply Generation with Blu](/guides/agents/email-drafting-and-reply-generation-with-blu): Blu triages your inbox, drafts replies for emails that need one, and generates outreach messages you can send from a prospect's profile. - [Generating Brand Assets with Blu](/guides/agents/generating-brand-assets-with-blu): Avatars, Poses, Scenes, and Design Systems are all generated the same way: describe what you want to Blu Chat on that page, and it builds the asset for you. - [Blu Chat Overview](/guides/agents/intempt-ai): Blu Chat is the AI panel built into Intempt's console. It turns a natural-language request into on-brand content or a console action, using a three-stage plan-execute-review pipeline. - [Lifecycle agent](/guides/agents/lifecycle-agent): Lifecycle agent allows you to analyze and group your customers based on how recently, frequently, and with what monetary value they performed a conversion event (like purchase) within a specified t... - [Managing a Lifecycle agent](/guides/agents/managing-a-lifecycle-agent): After creating the Lifecycle agent, you can review its results in the 'Overview' tab. - [Managing a Qualification agent](/guides/agents/managing-a-qualification-agent): After creating the Qualification agent, you can review its results in the 'Overview' tab. - [Managing a Research agent](/guides/agents/managing-a-research-agent): After creating a Research Agent, you can use it in your journey flow to dynamically enrich user or account data based on natural-language prompts. - [Onboarding with Blu (Brand Persona Generation)](/guides/agents/onboarding-with-blu-brand-persona-generation): In the Intempt mobile app, Blu turns four short answers about your business into a selling style, generated buyer personas, and a matching outreach methodology. - [Qualification agent](/guides/agents/qualification-agent): Qualification agent allows you to evaluate your leads & accounts based on your custom scoring criteria. Intempt will create a scoring matrix based on selected fit attributes and activity events so ... - [Research agent](/guides/agents/research-agent): The Research Agent allows you to enrich user or account profiles by sending requests in natural, human-like language — as if you were talking to a person. It processes your prompt and returns struc... - [Setting Up Company Knowledge](/guides/agents/setting-up-company-knowledge): Configure the seller persona, outreach methodology, and reply grounding data Blu draws on to represent your company across outreach and replies. - Audiences - [Behavioral Segmentation Guide](/guides/audiences/behavioral-segmentation): Build a segment from what users or accounts did, not just who they are, using event conditions in the filter builder. - [Complete guide to audience segmentation](/guides/audiences/complete-guide-to-audience-segmentation): The value of customer segmentation can lend to everything from decreasing CAC to increasing customer loyalty, all while building better, more personalized customer experiences. In our full... - [Creating a list](/guides/audiences/creating-a-list): Go to Lists and select 'Create list.' - [Creating a segment](/guides/audiences/creating-a-segment): The segment editor allows you to combine multiple data items with condition filters to group users/accounts based on your use case. - [Creating an event](/guides/audiences/creating-an-event): All custom and autotracked events are automatically added to the 'Events' list as soon as they are sent to Intempt. However, if you want to create more granular (filtered) versions of these events,... - [CSV Import](/guides/audiences/csv-import): CSV import allows you to upload your users, accounts, or events from a CSV file to your Intempt account’s customer data platform (CDP). This feature is especially helpful when you have data that yo... - [Deals](/guides/audiences/deals): The Deal feature represents a business agreement between a customer (the organization using Intempt) and an account (the customer’s client organization). - [Enrichment](/guides/audiences/enrichment): Fill in missing details on a user or account automatically, using a trusted external data provider. - [Event comparison](/guides/audiences/event-comparison): The Event comparison functionality allows you to compare the 2 already created events and access the differences in a chart. - [Event types](/guides/audiences/event-types): Intempt's power comes from automatically capturing a wealth of user interactions in your app, classified as events and attributes. This autocaptured data is organized into the hierarchy account > u... - [Events](/guides/audiences/events): An event is an interaction that a user has with your website or app. Events are created using a combination of autotracked or custom events along with filters. They can then be further used in segm... - [Import CSV files](/guides/audiences/import-csv-files): You can use a CSV (comma separated values) file to import users and accounts or events into your Intempt account. - [Lists](/guides/audiences/lists): The lists page allows you to aggregate and organize a collection of user and account profiles based on specified filtering conditions. This is your single source of truth to access and analyze your... - [Live data feed](/guides/audiences/live-data-feed): Live data feed provides a streaming, chronological, real-time view of all your custom and auto-tracked events. This is a great tool for testing that your Intempt SDK is installed correctly and that... - [Managing a list](/guides/audiences/managing-a-list): You can narrow down the list by applying filters. It is possible to add multiple filters with the following: - [Messaging events](/guides/audiences/messaging-events): Messaging events allow you to track your journey performance across any supported messaging channels. These events are auto-created after you create the project; however, to get actual event data, ... - [Segment comparison](/guides/audiences/segment-comparison): Segment comparison allows you to compare two already created segments in a graph. - [Segment Conditions & Logic Reference](/guides/audiences/segment-conditions-and-logic-reference): The two ways to build a Segment, how each one's membership logic behaves, and where they still differ in validation and naming. - [Tasks](/guides/audiences/tasks): The Task feature enables you to create simple reminders for actions that users need to take on the platform. A task can be created manually or automatically through a Journey flow. - [User & Account details page](/guides/audiences/user-account-details-page): How to open a user's or account's details page in the console, read their attributes, and use the Overview, Activity, Tasks, Emails, and Privacy tabs. - Journeys - [Creating a journey](/guides/journeys/creating-a-journey): Journeys is a campaign and workflow planning-execution tool in Intempt. It empowers you to design and automate flows, guiding customers through interactions with your brand. - [Deliverability](/guides/journeys/deliverability): Deliverability is a global configuration setting in Journeys that controls when and how often your messages are delivered. It ensures that your campaigns respect sending limits, timing restrictions... - [Journey analytics](/guides/journeys/journey-analytics): Journey analytics allow you to analyze the performance of your journey. - [Journey blocks](/guides/journeys/journey-blocks): Triggers define the conditions that users need to meet to enter the journey. - [Journeys](/guides/journeys/journeys): Journeys is a campaign and workflow planning-execution tool in Intempt. It lets you visually automate engagement workflows to deliver omnichannel campaigns based on user behavior. You can apply com... - [Managing a journey](/guides/journeys/managing-a-journey): After you start the journey, the UI changes, enabling you to adjust the journey's status and monitor its progress. - [Multi-channel journey setup](/guides/journeys/multi-channel-journey-setup): A journey isn't limited to one channel. You can add a Send email step and a Send SMS step to the same workflow, then connect them with a Delay or a True/False condition so the journey carries a user from one channel to the other based on timing or behavior. - Messages - [Creating a Push notification message](/guides/messages/creating-a-push-notification-message): You can send push notification messages to users on Android devices using Intempt. - [Creating emails with the email editor](/guides/messages/creating-emails-with-the-email-editor): The email editor allows you to build responsive emails without coding quickly. You can quickly add content blocks and columns, easily add items like images, buttons, and social links, and set globa... - [Creating Slack notification message](/guides/messages/creating-slack-notification-message): You can send Slack notification messages through Slack's destination - [Creating SMS messages](/guides/messages/creating-sms-messages): You can send SMS (text) messages through Twilio's destination. - [Creating Snippets](/guides/messages/creating-snippets): Message snippets are reusable blocks of text designed to save time and ensure consistent communication across your messaging efforts. Whether you're creating Journeys or campaign messages, snippets... - [How you can use Liquid tags manually](/guides/messages/how-you-can-use-liquid-tags-manually): Liquid Template Language is a simple and flexible templating language used to insert dynamic content into messages, experiences, or templates. Intempt uses Liquid to let you reference attributes, f... - [Message Templates Reference](/guides/messages/message-templates-reference): Field reference for the message-template picker inside a Journey's Send email and Send SMS steps: which templates appear, and what each control does. - [Messages](/guides/messages/messages): Messages enable you to easily create, save, and re-use as templates email, SMS, Slack, and push notification messages that you can send via journeys. - [Using Liquid tags for personalization](/guides/messages/using-liquid-tags-for-personalization): Intempt uses the Liquid templating language to personalize messages with user, account, and product attributes. - Meetings - [Meetings](/guides/meetings/meetings-overview): Meetings is Intempt's AI notetaker in the console: it joins your sales calls, transcribes them live, and generates an AI summary you can read, edit, and share with a public link. - [Setting Up Call Recording](/guides/meetings/setting-up-call-recording): Choose what Intempt's meeting bot records, how long recordings are kept, and which calls it joins automatically or on demand. - [AI Call Summaries & Key Moments](/guides/meetings/ai-call-summaries-and-key-moments): Switch between Intempt's 9 AI summary templates, edit and expand summary bullets, and tag key moments in a call's transcript for later follow-up. - [Sharing Calls & Coaching Teammates](/guides/meetings/sharing-calls-and-coaching-teammates): Generate a public share link for a call, control who can see recaps inside the project, and point a teammate at the exact moment worth coaching. - [Meeting Notifications](/guides/meetings/meeting-notifications): Turn on email confirmations for bookings, reschedules, and cancellations, and set a custom-lead-time reminder before each meeting. - Experiments - [Experience types](/guides/experiments/experience-types): Four types, two stored fields. What each one is, which SDKs can serve it today, and what its numbers let you conclude. - [Confidence intervals](/guides/experiments/confidence-intervals): A confidence interval refers to an estimated range of values that are likely, but not guaranteed, to include the unknown but exact value summarizing your audience if you replicated an experiment nu... - [CUPED](/guides/experiments/cuped): CUPED (short for Controlled Experiment Using Pre-Existing Data) is a technique that uses what you already know about a user from before an experiment to reduce the variance and increase confidence in experiment... - [Experiment analytics](/guides/experiments/experiment-analytics): The Result tab shows how each variant is performing against your hypothesis, with exposure charts, a metrics table, and a drill-in view for the full statistical breakdown. - [Experiences Overview](/guides/experiments/experiments): An Experience is Intempt's container for testing and personalizing your site or app. Four types, two stored fields. - [Mobile experiments](/guides/experiments/mobile-experiments): A mobile experiment is an A/B test your own app code applies. Intempt decides which variant a person gets and returns it as a payload; your app reads that payload and renders accordingly. - [Mobile vs. web in A/B testing](/guides/experiments/mobile-vs-web-in-ab-testing-personalization): The web console and the mobile app both show your Experiences, but only one of them lets you create and configure a test. Here's the split. - [Multivariate testing](/guides/experiments/multivariate-testing): Test more than two variants against a single control in one experience, then compare all of them side by side in Results. - [Sequential testing](/guides/experiments/sequential-testing): Intempt's Statistics Engine uses mSPRT sequential testing so you can monitor experiment results continuously without inflating false positive rates. - [Statistical significance](/guides/experiments/statistical-significance): Statistical significance is a statistical method used to determine whether the difference between your variation and baseline is likely caused by the changes you made, or just random chance. In sim... - [Using the visual editor](/guides/experiments/using-the-visual-editor): Visual editor (VE) allows you to create multiple variants per experiment via an intuitive web page editor. - [Web experiments](/guides/experiments/web-experiments): Web experiments allow you to create A/B testing campaigns using a simple JavaScript snippet and a no-code visual editor. - Personalizations - [Personalizations your code applies](/guides/personalizations/mobile-personalizations): Ask Intempt what to show through the REST API, then apply it in your own code. This is the path a backend, a mobile app or a native screen uses. - [Personalizations](/guides/personalizations/personalizations): Personalizations allow you to make real-time visual changes on your website or application based on specified targeting conditions. It takes a piece of your site, like the promotions on the homepag... - [Measuring Personalization Impact](/guides/personalizations/personalizations-analytics): Read the Result tab on a personalization to see exposure, compare variants against Control, and decide whether a variant is ready to ship. - [Using the visual editor](/guides/personalizations/using-the-visual-editor): Visual editor (VE) allows you to create multiple variants per personalization via an intuitive web page editor. - [Web personalizations](/guides/personalizations/web-personalizations): Web personalizations allow you to deliver targeted content to visitors to your site using a simple JavaScript snippet. This enables a fast setup for marketers without relying on engineers to create... - Feature flags - [Feature flags](/guides/feature-flags/feature-flags): A feature flag serves a value your code reads by key, to a share of people you choose. Roll it out gradually, pull it back instantly, and keep everyone's answer stable while you do. - [Creating a feature flag](/guides/feature-flags/creating-a-feature-flag): Create a flag, choose whether the visual editor or an SDK applies it, set its key, roll it out, and read it from your code. - Analyze - [Analytics](/guides/analyze/analytics-overview): Analytics turns the events you track into reports and dashboards: build Insights, Funnel, and Retention reports on user or account behavior, then combine them onto a dashboard to monitor your KPIs. - [Building Your First Dashboard](/guides/analyze/creating-a-dashboard): A dashboard brings together reports, journey results, experience results, and text notes on one board, all filterable by a shared date range. - [Creating a funnel report](/guides/analyze/creating-a-funnel-report): Funnels let you analyze how end-users complete events in a sequence. They measure and display the number of users who transition from one event to another within a specific time frame. This helps y... - [Creating a retention report](/guides/analyze/creating-a-retention-report): Retention reports show how many users return and repeat an event after their first interaction, grouped by day, week, or month. - [Creating an insights report](/guides/analyze/creating-an-insights-report): Go to the Analytics section -> Reports tab and select 'Create report'. - [Dashboards](/guides/analyze/dashboards): Dashboards allow you to view all your most important metrics at a glance. You can add reports, journey analytics, and experience analytics to track your progress and KPIs regularly. - [Insights Data Visualization](/guides/analyze/insights-data-visualization): Every option for controlling how an Insights report displays its data: date range, comparison, grouping, chart type, legend, and table view. - [Managing dashboards](/guides/analyze/managing-dashboards): If you want to update a created dashboard, you can edit every dashboard element in a live mode by clicking 'Add content' if you want to add something - [Reports](/guides/analyze/reports): With Reports, you can analyze customer trends and display the data in various chart types. - Recommendations - [Catalog](/guides/recommendations/catalog): Browse the product data Intempt syncs from your eCommerce integration or custom catalog sources, and inspect any single product's details. - [Creating a custom catalog source](/guides/recommendations/creating-a-custom-catalog-source): Connect a product feed hosted at any URL so Intempt can sync your catalog for recommendations, feeds, and personalization. - [Creating a product feed](/guides/recommendations/creating-a-product-feed): Set up a merchandising feed that combines your product catalog and customer behavior into ranked product recommendations. - [How to use product feeds and recommendations](/guides/recommendations/how-to-use-product-feeds-and-recommendations): Product feeds rank and recommend products using one of Intempt's built-in algorithms, plus optional filters, then serve that ranked list to your site, emails, and push notifications. - [Recommendations overview](/guides/recommendations/recommendations): Recommendations combines your product catalog and customer behavior into ranked feeds you can show in email, the visual editor, and push notifications. - [Setting up product recommendations](/guides/recommendations/setting-up-product-recommendations): Create a recommendation feed from your product catalog, choose an algorithm, and use it in your campaigns. - Privacy - [Privacy overview](/guides/privacy/privacy-overview): How privacy responsibilities split between you and Intempt, and where each control lives: consent, data subject requests, opt-out, access control, and retention. - [GDPR & CCPA Compliance Guide](/guides/privacy/gdpr-ccpa-compliance-guide): How Intempt supports GDPR and CCPA compliance: reviewing and managing a customer's consent on their Privacy tab, and handling data subject requests under the OpenDSR framework. - [Data privacy and PII best practices](/guides/privacy/data-privacy-and-pii-best-practices): A three-phase framework for deciding what data to collect, identifying sensitive fields, and keeping your project's privacy posture healthy as it grows. - [PII checklist](/guides/privacy/pii-checklist): A ten-section review checklist for tracking plans: minimization, identity safety, naming, access control, retention, and incident response, mapped to the Intempt controls that enforce each one. - [Data classification and views](/guides/privacy/data-classification-and-views): Label which fields hold personal data, and give each team a view of your project containing only what they need. - [Masking and hashing](/guides/privacy/masking-and-hashing): Three places to control a sensitive field in Intempt: block, mask or hash it as it arrives, mask it in the console, or hash it in your own code before you send it. - [Consent Management Overview](/guides/privacy/consents): Consent management tracks what each customer agreed to and controls who your messages reach. It's real, and it's distributed by design across the Users tab and the Journey builder, not one settings screen. - [Managing consents](/guides/privacy/managing-consents): Consent management allows you to manage your subscription policies and track any changes to consents for every customer. The main features of consent management in Intempt are: - [Protecting user data](/guides/privacy/protecting-user-data): Opting users out of tracking, anonymizing identifiers, and keeping sensitive input out of capture, with the exact method for every Intempt SDK. - [Preference center](/guides/privacy/preference-center): The preference center page allows your customers to see all the consent categories, including legitimate interests you had predefined in the project settings, and to unsubscribe from any of them if... - [Managing the preference center](/guides/privacy/managing-the-preference-center): The preference center page allows your customers to see all the consent categories, including legitimate interests, and to unsubscribe from any of them. - [Data Subject Requests](/guides/privacy/data-subject-requests): Following the CCPA and GDPR, users can view, update, extract, and delete data that controllers & businesses have saved on them. When a user exercises their rights, they create a data subject reques... - [Managing DSR](/guides/privacy/managing-dsr): This page will guide you through Intempt’s support for handling DSRs for both GDPR and CCPA. - [Manage personal data](/guides/privacy/manage-personal-data): Submit, track, download, and cancel data subject requests through the Intempt API: endpoints, request types, identity formats, and error responses. - [Location data](/guides/privacy/location-data): How Intempt derives country, region, and city from a connection at ingestion, the three ways to set location yourself, and why the IP address is never stored. - [Blocking unwanted traffic](/guides/privacy/blocking-unwanted-traffic): Keeping bots, crawlers, and your own team's testing out of your analytics: what Intempt filters automatically, and how to exclude internal traffic yourself. - [Data retention](/guides/privacy/data-retention): How long Intempt keeps your data, what happens to backups and deleted projects, and how retention interacts with deletion requests. - [Privacy Settings Reference](/guides/privacy/privacy-settings-reference): Field reference for the Privacy tab on a user's profile: consent status, consent categories, and legitimate interest records. - Orgs & Projects - [Access management](/guides/orgs-projects/access-management): How organization and project roles control who can invite members, edit settings, and access data in Intempt, and how to build a custom role for either scope. - [API keys](/guides/orgs-projects/api-keys): Create and manage public, private, and admin API keys for your organization from Org Settings, and assign each key to one or more projects. - [Brand Kit](/guides/orgs-projects/brand-kit): The Brand Kit centralizes all brand assets and identity elements in one place. It helps teams maintain brand consistency across every channel — messages, experiences, visual editor, and analytics. ... - [Custom Domains](/guides/orgs-projects/domains): Connect and verify domains you own for booking pages, click tracking, the privacy center, and email sending. - [Organizations & projects](/guides/orgs-projects/organizations-projects): How organizations and projects structure data access and isolation in Intempt, and how to manage both from Org Settings. - [Project Limits](/guides/orgs-projects/project-limits): Intempt gates seats, projects, AI credits, API rate limits, and free-tier usage caps by your organization's subscription tier. - Billing - [Usage & Billing](/guides/billing/usage-billing): How Intempt bills your organization: per-seat plans, included AI credits, and usage-based meters for events, experiences, recommendations, and sends. - [Subscription & Billing Overview](/guides/billing/subscription-billing-overview): The Subscription board tracks your organization's own subscription revenue: MRR, subscriber counts, churn, plan mix, and trial conversion, synced from Stripe. - Customer Data Platform - [Goal and Intent Events](/guides/customer-data-platform/goal-and-intent-events): Goal and Intent events allow you to measure how close your users are to completing the actions that matter most to your business. - [Creating a Source](/guides/customer-data-platform/sources): A source connects an app or server to Intempt so it can send event data. Intempt supports six source types: JavaScript, Node.js, Python, PHP, iOS, and Android. - [Pipeline Overview](/guides/customer-data-platform/pipeline-overview): Intempt has no single Pipeline page. Your pipeline is Deals and Accounts working together to track revenue opportunities from first contact to close. - [Setting Up Your Pipeline](/guides/customer-data-platform/setting-up-your-pipeline): Configure your deal stages and create your first deal so your team can track revenue opportunities from first contact to close. - [Pipeline Reporting & Forecasting](/guides/customer-data-platform/pipeline-reporting-forecasting): Use the Deals page's Analytics tab to track value won against forecast, win rate, and pipeline health, filtered by date range and deal owner. - [Task Management (within Accounts/Deals)](/guides/customer-data-platform/task-management-within-accounts-deals): How tasks surface and get managed directly inside Account and Deal records, from the AI-assisted Deal Tasks tab to bulk actions on the Account Tasks tab. - [CRM Integration](/guides/customer-data-platform/crm-integration): Connect HubSpot to sync contacts, companies, and deals into Intempt, map fields in both directions, and keep your Sales pipeline current automatically. - Scheduling - [Scheduling](/guides/scheduling/scheduling-overview): Scheduling is Intempt's booking-link system: create a meeting type on the Schedule page and Intempt turns it into a public booking page and embeddable widgets prospects use to book time with you. - [Setting Up Your Booking Page](/guides/scheduling/setting-up-your-booking-page): Create a meeting type, connect your calendar, and share a public booking page prospects can use to schedule time with you. - [Calendar Integration (Google & Outlook)](/guides/scheduling/calendar-integration): Connect Google Calendar to Scheduling so your booking links check real availability and new bookings sync automatically. - [Scheduling Rules & Availability](/guides/scheduling/scheduling-rules-availability): Set your weekly availability hours, block off specific dates and holidays, and cap how often people can book you, all from Settings → Project → Meetings. - Studio - [Email Deliverability Guide](/guides/studio/email-deliverability-guide): How to read and act on the Deliverability check in Email Preflight, the score that predicts your inbox placement odds before you send an HTML email. - [Landing Page Builder Tutorial](/guides/studio/landing-page-builder-tutorial): Build a landing page in Studio: launch the Page content type, generate a first draft with Blu, fine-tune it visually or in code, then save and export the HTML. - [Studio Overview](/guides/studio/studio-overview): Studio is Intempt's content-authoring workspace for building every email, SMS, push, Slack, code, and image asset your campaigns use, then reusing them across Journeys. - [Template Library Reference](/guides/studio/template-library-reference): Field, content-type, action, and filter reference for Studio's Asset library, the shared template library every Journey message step pulls from. - [Using AI Assist in Studio](/guides/studio/using-ai-assist-in-studio): How to describe what you want to Blu when creating a new asset, generating an image, and fixing a flagged email in Studio. - Brand Kit - [Brand Kit Overview](/guides/brand-kit/brand-kit-overview): Brand Kit stores your company identity and knowledge sources in one place: the brand context Blu draws on across the product. - [Setting Up Brand Kit](/guides/brand-kit/setting-up-brand-kit): Fill in Brand Kit's Identity tab for the first time: company details, what you offer, your story, mission and goals, brand voice, and messaging guardrails. - [Logo & Asset Management](/guides/brand-kit/logo-and-asset-management): Upload or change your company logo and pick your project's default design theme, from Brand Kit's Identity tab Company section. - [Brand Enforcement Across Channels](/guides/brand-kit/brand-enforcement-across-channels): How the Design system, Scene, and Avatar you set in Brand Kit carry into every ad you build in Creative Studio, so the same identity holds across every placement. - Avatars - [Avatars Overview](/guides/avatars/avatars-overview): Avatars is Intempt's AI brand-character library, where you browse built-in presets and your own custom characters, then generate identity-consistent images, voice, and renders for each one. - [Creating a Custom Avatar](/guides/avatars/creating-a-custom-avatar): Start a chat with Blu from the Avatars page, describe the character you want, and get a main reference image and reference slots to build on. - [Managing Avatar Emotions](/guides/avatars/managing-avatar-emotions): The Emotions picker on a custom avatar's detail page generates up to 9 additional renders of that character, each showing a different emotion, without leaving the page. - Poses - [Creating Custom Poses](/guides/poses/creating-custom-poses): Poses is Intempt's library of reference body poses for on-model photoshoots. Create your own by generating with AI, starting from scratch, or remixing a built-in preset. - [Poses Library Overview](/guides/poses/poses-library-overview): Every field a pose record carries in Intempt's Poses library: identity fields, composition anatomy, compatibility fields, and how presets differ from custom poses. - Scenes - [Remixing a Scene](/guides/scenes/remixing-a-scene): Remix turns one of Intempt's built-in Scene presets into a custom scene you can edit, by handing off to a Blu chat conversation that creates the copy for you. - [Scenes Library Overview](/guides/scenes/scenes-library-overview): Scenes is Intempt's library of photo-studio recipes: saved lighting, camera, and environment combinations you apply for a consistent backdrop across every product shot. - Design Systems - [Design Systems Overview](/guides/design-systems/design-systems-overview): Design System is Intempt's reusable visual style library: seed color, typography, corner radius, elevation, and component styling, previewed live and applied wherever a design is picked. - [Setting Up a Design System](/guides/design-systems/setting-up-a-design-system): Browse, generate, and manually configure a design system's colors, typography, corner radius, elevation, and component styling from the Design Systems page. - Asset Library - [Asset Library Overview](/guides/asset-library/asset-library-overview): The Asset Library is the shared catalog of every content asset your campaigns use, listed under Design in the left sidebar. - [Asset Draft/Publish System](/guides/asset-library/asset-draft-publish-system): How saving works for content items in the Asset library: there's no separate draft state for most asset types, images land on the CDN as soon as they're generated or edited, and Brand Ads are the one type with an explicit publish step. - Concepts - [How Intempt works](/concepts/how-intempt-works): Intempt allows you to gather data from multiple data sources and apply an advanced profile merging logic to unify customer profiles. - [Data model](/concepts/data-model): To effectively analyze your data, it’s important to understand how data is handled at Intempt. - [Data types](/concepts/data-types): Intempt supports six data types for attributes: text, number, date, boolean, array, and object. Each data type has its own set of filter operators. - [Events](/concepts/events): An event is any interaction a user has with your website or app, built from autotracked or custom events plus filters, and used to target segments, journeys, and experiences. - [Users & Accounts](/concepts/users-accounts): Users are major building blocks alongside events within the Intempt data model. Each event is related to the user who is performing it. User profiles are joined to your events based on their Master... - [Identity resolution](/concepts/identity-resolution): Identity resolution merges each customer's complete history into a single profile, no matter where they interact with your business. It lets you understand a user’s real-time interaction across web... - [The Glossary](/concepts/glossary): A reference of terms used across the Intempt platform. Terms are defined as they behave in Intempt specifically. - Developer Docs - [API Overview & Authentication](/api/authentication): Base URLs, request format, and the three ways to authenticate with the Intempt API: JWT bearer tokens, API keys, and SCIM bearer tokens. - Quickstart - [Basic Intempt installation](/api/quickstart/installation): Create an API key, connect a JavaScript source, and start tracking autocaptured and custom events on your website. - [Validating installation](/api/quickstart/validating-installation): Confirm a newly connected source, platform, or destination is actually sending data, using the Connections table and Live data feed. - [Google Tag Manager](/api/quickstart/google-tag-manager): Deploy the Intempt JavaScript SDK through a Google Tag Manager container instead of editing your site's code directly. - [Setting Up Custom Events](/api/quickstart/custom-events): Call track() or record() to capture the business actions autocapture can't see, with real-world examples for common use cases. - [Complete guide to event tracking](/api/quickstart/event-tracking): A step-by-step walkthrough of Intempt event tracking: installing autocapture, sending custom events with the SDK, verifying data, and turning raw events into named events. - [Identifying Users Across Sessions](/api/quickstart/identifying-users): Call identify() as soon as you know a visitor's real identity so their prior anonymous activity, and every session after, ties to the same profile. - [Cookie Consent Banner Setup](/api/quickstart/consent-banner): Wire your own cookie consent banner to the JavaScript SDK: hold tracking until a visitor responds, then log their decision with the consent method. - SDK - [JavaScript SDK](/api/sdk/javascript): Full API reference for IntemptJS — event tracking, user identification, consent, and product tracking in the browser. - [Event Tracking (SDK deep-dive)](/api/sdk/tracking): How Intempt receives events: auto-tracking, the browser SDK's custom event methods, and the server-side Track Data API. - [Android SDK](/api/sdk/android): Kotlin SDK for tracking user events, managing identities, and handling consent in Android applications. - [Apple SDK](/api/sdk/ios): Track user interactions across iOS, iPadOS, tvOS, macOS and watchOS, deliver APNs push from journeys, and manage configuration from the Intempt console. - [React Native SDK](/api/sdk/react-native): Track events, identify users, manage consent and run personalization in React Native apps on iOS and Android. - [Node.js SDK](/api/sdk/node): Send events, identity, consent and commerce from your Node server, and read recommendations on the request path. - [Python SDK](/api/sdk/python): Send events, identity, consent and commerce from your Python server, and read recommendations on the request path. - [PHP SDK](/api/sdk/php): Send events, identity, consent and commerce from your PHP server, and read recommendations on the request path. - [Java SDK](/api/sdk/java): Read Intempt feature flags, experiments and personalizations by key from a JVM server. - CLI - [CLI](/api/cli): Define your tracking plan in a file, generate typed wrappers for 15 platforms, and check which events are actually instrumented. - [Commands](/api/cli/commands): Every Intempt CLI command, its flags, and whether it needs credentials. - [intempt.yaml](/api/cli/intempt-yaml): The tracking plan file: project settings, event definitions, property types, and identify and group blocks. - [Platforms](/api/cli/platforms): The 15 platforms the Intempt CLI generates typed wrappers for, and how coverage scanning detects your events on each. - MCP Server - [MCP Server](/api/mcp-server): Connect Intempt to Claude, Cursor, Windsurf and other MCP hosts. Install, authenticate, and choose how much of the tool surface to expose. - [Host Setup](/api/mcp-server/clients): Config for Claude Desktop, Claude Code, Cursor, Windsurf, VS Code, Zed and Cline, plus remote mode over HTTP. - [Tools Reference](/api/mcp-server/tools): The 126 tools the Intempt MCP server can serve, which 10 are on by default, and how far each wave has been verified. - [Limits](/api/mcp-server/limits): What the Intempt MCP server will not do, where responses get capped, and which tools are known broken. Written so you learn the ceiling here rather than by hitting it. - Data Enrichment - [Data Enrichment](/api/enrichment): How a profile in Intempt gets filled in: what you send, what we derive, and what we buy from third-party providers on your behalf. - [First-Party Enrichment](/api/enrichment/first-party): First-party enrichment services: what Intempt fills in from data you already own, at no per-lookup cost. - [Third-Party Enrichment](/api/enrichment/third-party): Third-party enrichment services: the external data providers Intempt contracts on your behalf, what each fills in, and how lookups are metered and billed. - [User and Account Attributes](/api/enrichment/attributes): Every reserved attribute Intempt maintains on a person and a company, with types and example values. - [Source Taxonomy](/api/enrichment/sources): Every source Intempt reads from, what each one captures on connect, and where to find the attributes it carries. - [Catalog Attributes](/api/enrichment/catalog): The product fields Intempt reserves on a catalog item, and which of them are required for recommendations to work. - API Reference - [API Reference](/api/reference): Intempt API reference documentation. - [Track Data](/api/reference/track-data): Ingest tracking events into Intempt via HTTP — real-time ingestion pipeline for processing, identity resolution, and analytics. - [Consent](/api/reference/consent): Record user consent decisions (accept/reject) for a project. Consent is evaluated in real time and affects tracking and downstream features. - [Choose API](/api/reference/choose-api): Resolve server-side experiments and personalizations for a user before you render or respond. - [Recommendations Feed API](/api/reference/recommendations-feed): Retrieve a ranked list of products from an Intempt recommendation feed — Most Popular, Recently Viewed, Purchased Together, Image Similarity, and more. - [Data Hub API Reference](/api/reference/data-hub): Programmatic access to user attributes and event attributes. - [Bulk Export Endpoints](/api/reference/bulk-export-endpoints): Start an asynchronous CSV export of audit events and poll the job until the download link is ready. - [Migration Guide: Segment, Mixpanel, and Amplitude](/api/reference/migrating-from-segment-mixpanel-amplitude): How to move an existing Segment, Mixpanel, or Amplitude tracking setup to Intempt: the method mapping, connecting a source, and what to do with historical data. - [HTTP Error Codes Reference](/api/reference/http-error-codes): The HTTP status codes, error response shapes, and per-service error codes you'll see calling the Intempt API, plus how they differ by service. - [Server-Side API Integration](/api/reference/rest-api): Send tracking events to Intempt directly over HTTP from your backend, with no SDK installed on either end. - [System attribute reference](/api/reference/system-attribute-reference): Every attribute Intempt ships on a profile out of the box, with the field key you use in the API and the value type each carries. - [Event reference](/api/reference/event-reference): Every event collection Intempt provisions out of the box, by source, with the fields each one carries. - Event taxonomy - [Event taxonomy](/api/reference/event-taxonomy): Every attribute on every event collection Intempt provisions, by source, with the type each carries and an example value. - [Web (JavaScript) event taxonomy](/api/reference/event-taxonomy/web): Every attribute on every Web (JavaScript) event collection, with its type, an example value and what it means. - [iOS event taxonomy](/api/reference/event-taxonomy/ios): Every attribute on every iOS event collection, with its type, an example value and what it means. - [Android event taxonomy](/api/reference/event-taxonomy/android): Every attribute the Android SDK captures, by event, with the type it carries and whether it is required. - [Shopify event taxonomy](/api/reference/event-taxonomy/shopify): Every attribute on every Shopify event collection, with its type, an example value and what it means. - [Stripe event taxonomy](/api/reference/event-taxonomy/stripe): Every attribute on every Stripe event collection, with its type, an example value and what it means. - [HubSpot event taxonomy](/api/reference/event-taxonomy/hubspot): Every attribute on every HubSpot event collection, with its type, an example value and what it means. - [Intempt system event taxonomy](/api/reference/event-taxonomy/system): Every attribute on every Intempt system event collection, with its type, an example value and what it means. - [SDK record reference](/api/reference/sdk-record-reference): The wire-level shape of what each Intempt SDK sends: every record across eight sources, with all of their field names. - Record taxonomy - [Record taxonomy](/api/reference/record-taxonomy): Every field on every record each SDK and connected source sends, with the type it carries and whether it is required. - [Web (JavaScript) record taxonomy](/api/reference/record-taxonomy/web): Every field on every Web (JavaScript) record, nested ones included, with the type it carries and whether it is required. - [iOS record taxonomy](/api/reference/record-taxonomy/ios): Every field on every iOS record, nested ones included, with the type it carries and whether it is required. - [Android record taxonomy](/api/reference/record-taxonomy/android): Every field on every Android record, nested ones included, with the type it carries and whether it is required. - [React Native record taxonomy](/api/reference/record-taxonomy/react-native): Every field on every React Native record, nested ones included, with the type it carries and whether it is required. - [Node.js record taxonomy](/api/reference/record-taxonomy/nodejs): Every field on every Node.js record, nested ones included, with the type it carries and whether it is required. - [PHP record taxonomy](/api/reference/record-taxonomy/php): Every field on every PHP record, nested ones included, with the type it carries and whether it is required. - [Python record taxonomy](/api/reference/record-taxonomy/python): Every field on every Python record, nested ones included, with the type it carries and whether it is required. - [Intempt system record taxonomy](/api/reference/record-taxonomy/system): Every field on every Intempt system record, nested ones included, with the type it carries and whether it is required. - [Shopify record taxonomy](/api/reference/record-taxonomy/shopify): Every field on every Shopify record, nested ones included, with the type it carries and whether it is required. - [Stripe record taxonomy](/api/reference/record-taxonomy/stripe): Every field on every Stripe record, nested ones included, with the type it carries and whether it is required. - [HubSpot record taxonomy](/api/reference/record-taxonomy/hubspot): Every field on every HubSpot record, nested ones included, with the type it carries and whether it is required. - [Source and destination reference](/api/reference/source-and-destination-reference): Every source Intempt can read from and every destination it can write to: 12 of each, with what each one carries and how delivery is metered. - [Customer Profile Schema Reference](/api/reference/customer-profile-schema-reference): Every user's profile is a record built from identity fields, system fields, and attributes. This reference lists every field on that record and what it means. - [Event Tracking Reference](/api/reference/event-tracking-reference): Every way an event can be scoped, aggregated, and broken down when you build an Insights, Funnel, or Retention report in Analytics. - Data Ingestion & Tracking - [Data Ingestion & Tracking](/api/data-ingestion): Data ingestion and tracking documentation. - [intempt:html, intempt:page, intempt:session](/api/data-ingestion/intempt-html-page-session): Intempt automatically emits three browser-level DOM events for debugging, customization, enrichment, and advanced tracking logic. - [Product Catalog Ingestion via API](/api/data-ingestion/product-catalog-ingestion): Two methods for importing your product catalog into Intempt's Recommendations engine — catalog source feeds and direct API ingestion. - [Revenue & Refund Tracking](/api/data-ingestion/revenue-refund-tracking): Track successful payments and refunds using Intempt's unified Charge event — the canonical revenue event for all financial transactions. - [Recommendation Events Mapping](/api/data-ingestion/recommendation-events-mapping): Map any tracked website event to standardized recommendation events — no changes to your existing tracking implementation required. - [Track Events API for Recommendations](/api/data-ingestion/track-events-api-recommendations): Send product interaction events directly to Intempt's recommendation engine via the Track API. - Data Models & Event Schema - [Data Models & Event Schema](/api/data-models): How Intempt structures events, attributes, and product catalog data. - [Event Schema Overview](/api/data-models/event-schema-overview): Intempt's event-centric data model: event structure, required fields, attribute schemas, and product catalog schema. - Webhooks - [Webhooks](/api/webhooks/index): How Intempt sends outbound HTTP requests to your systems when a Journey reaches a decision point. - [All About Webhooks](/api/webhooks/all-about-webhooks): How Intempt's Journey-driven webhooks send outbound HTTP requests to your systems, the destination config schema, authentication, and retry behavior for failed deliveries. - Server-Side Experiments - [Server-Side Experiments](/api/server-side-experiments): Deliver personalized experiences and run A/B tests from your backend using Intempt's Choose API. - [Server-Side Experiments Overview](/api/server-side-experiments/overview): Deliver personalized experiences and run A/B tests from your backend using Intempt's Choose API — no flicker, SEO-safe, framework-agnostic. - [Server-Side Experiments Implementation Guide](/api/server-side-experiments/implementation): Call the Choose API to identify a user, resolve a server-side experiment or personalization, and apply the result in your backend. - Mobile App - [Mobile App Overview](/mobile/mobile-app-overview): What the Intempt mobile app covers, how its navigation is organized, and how it stays in sync with your web console workspace. - [Installing the Mobile App (iOS)](/mobile/installing-ios): Download the Intempt mobile app, sign in, and complete first-run setup on iOS. - [Sign Up, MFA & Onboarding](/mobile/sign-up-mfa-onboarding): How to create an Intempt account on mobile, verify with two-factor authentication when it's required, and complete first-run onboarding. - [Recording Meetings on Mobile](/mobile/recording-meetings-on-mobile): Record a live meeting, capture a call by link, or upload an existing recording from the Intempt mobile app. - [Viewing Journeys on Mobile](/mobile/viewing-journeys-on-mobile): Browse, filter, and open journeys from the Intempt mobile app to check their status and performance on the go. - [Viewing Analytics & Dashboards on Mobile](/mobile/viewing-analytics-and-dashboards-on-mobile): Check your Traffic, Revenue, and Engagement dashboards, then browse your saved Dashboards and Reports from the Intempt mobile app. - [Viewing Experiences on Mobile](/mobile/viewing-experiences-on-mobile): Browse, filter, and open experiments and personalizations from the Intempt mobile app, and control their status while you're away from your desk. - [Messages on Mobile](/mobile/messages-on-mobile): How to use the Messages tab and read and reply to a contact's email threads from the Intempt mobile app. - [Mobile Sales Workflow Guide](/mobile/mobile-sales-workflow-guide): Create and work Accounts, Deals, Users, and Tasks from the Intempt mobile app, and move between linked records without a desktop. - [Mobile Settings & Customization](/mobile/mobile-settings-and-customization): Manage your profile, workspace, and app preferences from Settings, and choose which sections show up in your bottom tab bar from Customize. - Desktop App - [Desktop App Overview](/desktop/desktop-app-overview): The Intempt desktop app is five native windows working together: the main app, a floating recording pill, a live-call HUD, a meeting notification popup, and a menu bar panel. - [Installing the Desktop App (macOS)](/desktop/installing-the-desktop-app-macos): Download the Intempt desktop app on macOS, sign in, and complete first-run setup. - [Onboarding (workspace setup)](/desktop/onboarding-workspace-setup): Set up your workspace, review what Blu found about your brand, and pick a plan the first time you sign into the Intempt desktop app. - [Live Meeting Assist](/desktop/live-meeting-assist): Real-time AI coaching from Blu during an active call in the Intempt desktop app, plus in-call Q&A and a live transcript. - [Recording & Capturing Meetings on Desktop](/desktop/recording-and-capturing-meetings): Record a call from your own device, send a notetaker into an external meeting, or upload an existing recording from the Intempt desktop app. - [AI Coaching & Call Review](/desktop/ai-coaching-and-call-review): Review a completed call's AI summary, talk-ratio stats, and coaching flags on the Meeting Details page in the Intempt desktop app. - [Desktop Sales Workflow Guide](/desktop/desktop-sales-workflow-guide): Work your pipeline in the Intempt desktop app: search and filter deals on the Kanban board, move a deal between stages, create a new deal, and review a deal's full record. - [Desktop Scheduling](/desktop/desktop-scheduling): Manage your booking types and weekly availability, and copy the Blu Auto-Scheduler email address, from the Scheduling screen in the Intempt desktop app. - [Viewing User Accounts on Desktop](/desktop/viewing-user-accounts-on-desktop): Browse, search, and open the CRM accounts in your project, then read their Overview, Activity, Users, and Deals tabs from the Intempt desktop app. - [Desktop Settings (Org/Project/Profile/Billing)](/desktop/desktop-settings): Switch organizations and projects, manage your org's plan and billing, and configure project-level preferences from the Intempt desktop app's Settings window. - Changelog - [August 28, 2026](/changelog/august-28-2026): A complete reference for your data model, corrected pricing and privacy pages, new GDPR and CCPA pages, plus fixes across deals, meetings, and onboarding. - [August 21, 2026](/changelog/august-21-2026): New PHP and Python SDKs, plus a Runs tab for journeys, per-meter usage pricing, and a long list of SDK reliability fixes. - [August 14, 2026](/changelog/august-14-2026): This week focused on bug fixes across accounts, user forms, meetings, and onboarding on both desktop and mobile. - [August 7, 2026](/changelog/august-07-2026): This week focused on fixing translation issues across the mobile app and a bug that prevented creating Android integrations. - [July 31, 2026](/changelog/july-31-2026): This week introduces self-serve plan upgrades across Pro, Organization, and Enterprise, plus sign-up and sign-in fixes, mobile report management, and bug fixes across accounts, payments, and scheduling. - [July 24, 2026](/changelog/july-24-2026): This week focused on bug fixes across sign-in, accounts, scheduling, deals, and the desktop app. - [July 17, 2026](/changelog/july-17-2026): This week's release is focused on bug fixes: Android SDK setup, identity merge processing, destination retry delivery, and project invite permissions. - [July 10, 2026](/changelog/july-10-2026): A redesigned Settings experience and new meeting notification controls headline this week, alongside HTML template imports in Blu Chat and fixes to Email Editor stability, Blu Chat item creation, and the Create Journey button. - [July 3, 2026](/changelog/july-03-2026): This week brings live stream enhancements and new filter controls for the Events page, duplicate connection prevention for Integrations, direct email editing from Journeys, and broad bug fixes across Email, Events, Experiences, and Journeys. - [June 26, 2026](/changelog/june-26-2026): A rebuilt Events page headlines this week, along with project-wide timezone settings, clickable meeting summary timestamps, and broad improvements and bug fixes across Events, Meetings, Content Builder, and Journeys. - [April 03, 2026](/changelog/april-03-2026) - [March 27 , 2026](/changelog/march-27-2026): Full release of Experience Analytics (A/B testing), enabling users to create experiments with control and variant groups, set traffic allocation, track metrics, and view statistically significant r... - [March 20, 2026](/changelog/march-20-2026): 1. Brand Kit Updates We have made several improvements and fixes to the Web Brand Kit to ensure a smoother experience and maintain brand consistency. This includes a new confirmation model when del... - [March 13, 2026](/changelog/march-13-2026): BrandKit is now live. You can create and manage your brand's visual identity directly inside Intempt, upload logos, set brand colors, define typography, and store brand assets in one central place. - [February 2, 2026](/changelog/february-2-2026): We have updated our AI Coach to Blu. Blu is Intempt’s AI-powered growth assistant that helps teams turn customer data into decisions instantly. Ask questions in plain English to uncover insights, c... - [October 14, 2025](/changelog/october-14-2025): We have introduced a new Tasks feature inside Intempt. Create and assign tasks to team members, set due dates, define dependencies, and track progress across all GTM initiatives. Tasks make it easy... - [August 12, 2025](/changelog/august-12-2025): We have introduced a new Website Tracking page inside the Integrations section. When you create a source, you can now access a detailed setup area with everything in one place. Install tracking via... - [August 5, 2025](/changelog/august-5-2025): We’ve added delay options to Journeys. You can now schedule email, SMS, and push notifications to send based on the recipient’s time zone. This helps you control exactly when messages are sent with... - [July 28, 2025](/changelog/july-28-2025): We’ve launched the Slack message editor, a full visual builder for customizing the Slack notifications sent from Journeys. You can now write, edit, and preview Slack messages like you would in an e... - [July 21, 2025](/changelog/july-21-2025): Android push notification destination added. We’ve officially added Android push support. That means you can now send push notifications to Android users directly from GrowthOS. - [July 14,2025](/changelog/july-142025): We’ve shipped Research Agent, your new way to research users and accounts directly from GrowthOS. - [July 7,2025](/changelog/july-72025): Attributes generated by AI agents (Research, Lifecycle, and Qualification Agent) are now available directly in user and account attributes. You can use them just like any other data point across se... - [June 30, 2025](/changelog/june-30-2025): We have released Snippets, which let you reuse content blocks across email, SMS, and more — without rebuilding them every time. You can also turn on Smart Snippets, where AI generates personalized ... - [June 23, 2025](/changelog/june-23-2025): Previously limited to the homepage, Noa(Super Agent) is now available on every page across GrowthOS. - [June 16, 2025](/changelog/june-16-2025): We’ve shipped a completely new Home + Chat experience. You can now talk to GrowthOS right from the homepage—just type what you want to build (“create a churn recovery journey,” “build a welcome ema... - [June 9, 2025](/changelog/june-9-2025): We’re rolling out Journey 2.0, a major upgrade to how you build, track, and optimize lifecycle workflows. The new Journey Canvas gives you a smoother, more flexible way to design experiences across... - [December 31, 2024](/changelog/december-31-2024): Enhanced recommendation capabilities with the addition of a Product Block feature in the Visual Editor. This update improves personalization options in both Personalizations and Experiments, enabli... - [December 24,2024](/changelog/december-242024): This release introduces significant improvements and fixes to improve performance, reliability, and usability of the platform. Highlights include the completion of the migration to Java 21, the dep... - [November 26, 2024](/changelog/november-26-2024): Enhanced personalization capabilities with new product feed algorithms (e.g., best-sellers) and dynamic content management via published field support. Added event schemas, advanced algorithms for ... - [November 19, 2024](/changelog/november-19-2024): Released the backend foundation for funnel analytics, enabling teams to track user behavior, identify drop-offs, and lay the groundwork for advanced funnel insights. Made key improvements to Shopif... - [November 12, 2024](/changelog/november-12-2024): Released CSV import for users, accounts, and events so one import brings all three in together. Launched an Android SDK for tracking app interactions. Fixes include improved Shopify onboarding, dynamic subsc... - [November 5, 2024](/changelog/november-5-2024): Released a redesigned Messages tab with dynamic content support for emails and SMS, improved deletion confirmation for clearer object management, and advanced segmentation using account attributes ...