Documentation

Technical
Reference

Integration guides, API references, and best practices for working with Cognitive Increase solutions and platforms.

Documentation and technical guides

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Documentation Categories

Getting Started

Everything you need to begin working with our platform — from initial setup to your first automation.

  • Platform Overview

    Architecture, capabilities, and core concepts

  • Quick Start Guide

    Set up your first workflow in under 30 minutes

  • Authentication Setup

    API keys, SSO integration, and access management

Integration Guides

Connect your existing tools and data sources to the Cognitive Increase platform.

  • CRM Integration

    Connect Salesforce, HubSpot, or Pipedrive

  • Slack & Teams Setup

    Real-time notifications and bot commands

  • API Connectivity

    REST and webhook configuration for custom integrations

AI Agent Configuration

Configure, deploy, and manage AI agents with proper permissions and guardrails.

  • Agent Permissions

    Role-based access control for agent actions

  • Tool Access Control

    Define which tools and data each agent can access

  • Approval Workflows

    Human-in-the-loop configurations for critical actions

Security & Compliance

Data privacy controls, audit logging, and compliance documentation for regulated environments.

  • Data Privacy Controls

    Encryption, data residency, and retention policies

  • Audit Logging

    Complete action trails and compliance reporting

  • SOC 2 Compliance

    Controls, evidence collection, and certification prep

Best Practices

Proven patterns for getting the most from your AI automation investment.

  • Prompt Engineering

    Craft effective prompts for reliable AI outputs

  • Monitoring & Alerting

    Track agent performance and catch issues early

  • Cost Optimization

    Reduce API costs without sacrificing quality

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