> ## Documentation Index
> Fetch the complete documentation index at: https://docs.helpgenie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Learn about the HelpGenie API architecture and available resources

## Two kinds of documentation

This site covers two audiences:

* **API reference** — for developers integrating with HelpGenie programmatically. Continue reading below for the API architecture, then see [Authentication](/getting-started/authentication) and [Making requests](/getting-started/making-requests).
* **Product guides** — for users configuring and operating HelpGenie Voice, Mail, Outbound, and Sync from the dashboard. Start with the [Help Genie Voice guide](/voice-guide/my-genies-list).

## Single endpoint architecture

The HelpGenie API is served from a single endpoint. Every request is a `POST` to the same URL:

```
POST https://api.helpgenie.ai/v1
```

Instead of traditional REST routing with different URL paths per resource, HelpGenie uses a **resource/action pattern** in the request body. The `resource` field selects which entity to operate on, and the `action` field determines what to do.

```json theme={null}
{
  "resource": "genies",
  "action": "get",
  "id": "abc-123"
}
```

The API also supports standard REST-style HTTP method routing as an alternative. See [Making requests](/getting-started/making-requests) for details on both approaches.

## Request and response format

Every request body follows this structure:

<ParamField body="resource" type="string" required>
  The resource to operate on (e.g. `genies`, `knowledge-base`, `leads`).
</ParamField>

<ParamField body="action" type="string" required>
  The operation to perform (e.g. `get`, `all`, `list`, `create`, `update`, `delete`).
</ParamField>

<ParamField body="id" type="string">
  The identifier of a specific record. Required for `get`, `update`, and `delete` actions.
</ParamField>

<ParamField body="data" type="object">
  The payload for `create` and `update` actions. Contents vary by resource.
</ParamField>

Every response uses a consistent envelope:

```json theme={null}
{
  "success": true,
  "data": { ... }
}
```

On failure, the response includes an `error` object instead:

```json theme={null}
{
  "success": false,
  "error": {
    "code": "NOT_FOUND",
    "message": "Resource not found",
    "status": 404
  }
}
```

See [Error handling](/getting-started/errors) for the full list of error codes.

## Available resources

The API exposes 13 resources organized into six groups.

### Agents

| Resource        | Description                                                                           |
| --------------- | ------------------------------------------------------------------------------------- |
| `genies`        | Voice AI agents. Create, configure, update, and delete genies.                        |
| `genie-groups`  | Groups for organizing genies. Supports ordering and agent counts.                     |
| `conversations` | Conversation records. Sync from the voice agent system, analyze, and manage metadata. |

### Knowledge

| Resource           | Description                                                                          |
| ------------------ | ------------------------------------------------------------------------------------ |
| `knowledge-base`   | Documents that provide context to agents. Supports PDFs, websites, videos, and text. |
| `document-folders` | Folders for organizing knowledge base documents.                                     |

### Voice

| Resource            | Description                                                                            |
| ------------------- | -------------------------------------------------------------------------------------- |
| `voices`            | Voice discovery and favorites. Browse popular voices, track usage, and save favorites. |
| `voice-collections` | Custom collections for organizing saved voices.                                        |

### CRM

| Resource     | Description                                                                       |
| ------------ | --------------------------------------------------------------------------------- |
| `leads`      | Leads captured during agent conversations. Includes lifecycle tracking and stats. |
| `lead-notes` | Notes attached to leads. Supports pinning and ordering.                           |

### Marketplace

| Resource      | Description                                                                        |
| ------------- | ---------------------------------------------------------------------------------- |
| `marketplace` | Agent templates available in the marketplace. Browse, create, and manage listings. |

### Platform

| Resource     | Description                                            |
| ------------ | ------------------------------------------------------ |
| `profiles`   | User profiles and account data.                        |
| `teams`      | Teams with member management and invitation workflows. |
| `activities` | Activity event log for auditing and tracking.          |

## Authorization and roles

Access is controlled by three user roles:

| Role             | Access level                                                                            |
| ---------------- | --------------------------------------------------------------------------------------- |
| `internal_admin` | Full access to all resources across all users. Can impersonate other users.             |
| `standard_user`  | Access to their own resources only. Can create and manage agents, documents, and leads. |
| `consumer`       | Limited read-only access to assigned agents.                                            |

## Next steps

<Columns cols={2}>
  <Card title="Authentication" icon="lock" href="/getting-started/authentication">
    Get a Bearer token and authenticate your first request.
  </Card>

  <Card title="Making requests" icon="code" href="/getting-started/making-requests">
    Learn about request patterns, list vs all, and admin mode.
  </Card>

  <Card title="Help Genie Voice guide" icon="microphone" href="/voice-guide/my-genies-list">
    Not building an integration? Learn to use the Help Genie Voice product.
  </Card>
</Columns>
