# Introduction (/docs)

Mokanata is an agent-first CRM for revenue teams that sell over messaging channels. Customer conversations from WhatsApp, Messenger and Instagram land in one inbox, with more channels coming soon (these three go live once Mokanata's Meta app is approved). AI agents triage, draft and send replies, enrich records, book meetings, collect payments and watch for churn. People stay in control: they approve, edit or take over anything an agent isn't confident about, or anything a guardrail holds.

## How Mokanata works [#how-mokanata-works]

<Steps>

<Step>

### Connect channels [#connect-channels]

Link WhatsApp numbers, Facebook Pages and Instagram accounts; more channels are coming soon. Every inbound message becomes a thread on a contact. See [Connect a channel](/docs/channels/connect-a-channel).

</Step>

<Step>

### Deploy agents [#deploy-agents]

Each agent has a role, a model, the channels it works on, the knowledge it's grounded in, and guardrails. You build its behaviour as a visual flow. See [Create an agent](/docs/agents/create-agent) and [Flow builder basics](/docs/agents/flow-builder).

</Step>

<Step>

### Roll out autonomy gradually [#roll-out-autonomy-gradually]

Every agent moves through the same three levels: **Shadow → Approval → Autonomous**.

- **Shadow.** It drafts but never sends.
- **Approval.** It drafts and a person signs off.
- **Autonomous.** It sends on its own unless a rule holds the draft.

See [Deploy, pause and set autonomy](/docs/agents/agent-autonomy).

</Step>

<Step>

### Review by exception [#review-by-exception]

Drafts that are low-confidence, escalated or held by a guardrail go to the **approval queue**. Each one carries its confidence score, its cited sources and its reasoning. Auto-approve rules release the routine ones. Guardrails can never be overridden by a rule. See [Triage the approval queue](/docs/inbox/approval-queue).

</Step>

<Step>

### Measure [#measure]

Reports cover conversations, SLA, AI vs team performance, campaigns, payments and pipeline. Each agent also has its own runs and trends. See [Reports](/docs/reports/reports).

</Step>

</Steps>

## Find your way through the guide [#find-your-way-through-the-guide]

The guides follow the dashboard's sidebar. New to Mokanata? Start with [Create your account](/docs/getting-started/create-account) and [Set up your workspace](/docs/getting-started/set-up-workspace), then connect your first channel.

<Cards>
<Card icon={<RocketIcon />} title="Getting started" href="/docs/getting-started/create-account" description="Create your account, set up your workspace and learn your way around." />
<Card icon={<RadioTowerIcon />} title="Channels" href="/docs/channels/setup-page" description="Connect WhatsApp, Facebook Pages and Instagram; more channels coming soon." />
<Card icon={<InboxIcon />} title="Inbox" href="/docs/inbox/inbox" description="Reply to conversations, review agent drafts and clear the approval queue." />
<Card icon={<UsersIcon />} title="Contacts & data" href="/docs/contacts/contacts" description="Contacts, deals, custom objects and connected databases." />
<Card icon={<SquareKanbanIcon />} title="Kanban" href="/docs/kanban/kanban-boards" description="Boards for projects, social content, leads and ad campaigns." />
<Card icon={<BotIcon />} title="Agents" href="/docs/agents/agents" description="Create agents, set their autonomy and build their flows." />
<Card icon={<MegaphoneIcon />} title="Campaigns" href="/docs/campaigns/campaigns" description="Broadcast approved WhatsApp templates and read the results." />
<Card icon={<ClipboardListIcon />} title="Forms & links" href="/docs/forms/forms" description="Forms, short links and link in bio pages." />
<Card icon={<ReceiptIcon />} title="Payments" href="/docs/payments/payments" description="QRIS payments, the catalog and payment links (gateways coming soon)." />
<Card icon={<MousePointerClickIcon />} title="Ads & tracking" href="/docs/ads/ads-overview" description="Click-to-WhatsApp results, conversion events and tracking tags." />
<Card icon={<ChartColumnIcon />} title="Reports" href="/docs/reports/reports" description="Conversations, SLA, team, revenue and pipeline over any date range." />
<Card icon={<SettingsIcon />} title="Settings" href="/docs/settings/settings-overview" description="Your profile and security, the workspace, members, roles and billing." />
</Cards>