# DarcyIQ Docs ## DarcyIQ - [Welcome to DarcyIQ](https://docs.darcyiq.com/readme.md): AI-powered platform for consultants and solution architects - [Chat](https://docs.darcyiq.com/core-features/darcy-chat.md) - [Meetings](https://docs.darcyiq.com/core-features/meeting-recording-and-transcription.md) - [DarcyOS](https://docs.darcyiq.com/core-features/darcy-os.md) - [Agents](https://docs.darcyiq.com/core-features/agents.md) - [Skills](https://docs.darcyiq.com/core-features/skills.md) - [Artifacts](https://docs.darcyiq.com/core-features/artifacts.md) - [Documents](https://docs.darcyiq.com/core-features/artifacts/documents.md) - [Diagrams](https://docs.darcyiq.com/core-features/artifacts/diagrams.md) - [Data Reports & Dashboards](https://docs.darcyiq.com/core-features/artifacts/data-reports.md) - [Images](https://docs.darcyiq.com/core-features/artifacts/images.md) - [Competitive Battlecards](https://docs.darcyiq.com/core-features/artifacts/battlecards.md) - [Presentations](https://docs.darcyiq.com/core-features/artifacts/presentations.md) - [Interactive Apps](https://docs.darcyiq.com/core-features/artifacts/interactive-apps.md) - [Apps](https://docs.darcyiq.com/core-features/apps.md) - [Projects](https://docs.darcyiq.com/organize/projects.md): Sales-to-delivery handoff and project enablement with AI-powered definitions, specs, development tracking, and team collaboration - [Definition & Specs](https://docs.darcyiq.com/organize/projects/definition-and-specs.md) - [Project Items](https://docs.darcyiq.com/organize/projects/project-items.md) - [Dashboard & Threads](https://docs.darcyiq.com/organize/projects/dashboard-and-threads.md) - [Development](https://docs.darcyiq.com/organize/projects/development.md) - [Interviews](https://docs.darcyiq.com/organize/projects/interviews.md): AI-led discovery interviews that collect structured insights from participants over text or voice, then turn each conversation into a discovery document - [Project Portal](https://docs.darcyiq.com/organize/projects/portal.md): Share curated project content with your end-customers through a secure, branded, per-project portal - [Blueprints](https://docs.darcyiq.com/organize/blueprints.md) - [Lists](https://docs.darcyiq.com/organize/lists.md): Structured data tables with AI-powered enrichment and processing - [Columns & Configuration](https://docs.darcyiq.com/organize/lists/columns.md): Define, configure, and manage columns for your lists - [Processing Rows with AI](https://docs.darcyiq.com/organize/lists/processing-rows.md): Process list rows with AI agents for automated enrichment - [List Templates](https://docs.darcyiq.com/organize/lists/templates.md): Pre-built and custom list templates for common workflows - [Artifact Vault](https://docs.darcyiq.com/organize/artifact-vault.md) - [Customer Intelligence](https://docs.darcyiq.com/grow/customer-intelligence.md): AI-powered account management that turns your CRM, projects, and the open web into living customer health, intelligence, and revenue opportunities - [Customers & Portfolio Health](https://docs.darcyiq.com/grow/customer-intelligence/customers-and-health.md): The customer roster — portfolio health, sentiment, pipeline, filters, and the account detail view your team works from every day - [Intelligence Feed](https://docs.darcyiq.com/grow/customer-intelligence/intelligence-feed.md): The chronological record of what's happening on an account — evidence-backed signals, risk alerts, and delivery milestones, plus customer sentiment - [Opportunities](https://docs.darcyiq.com/grow/customer-intelligence/opportunities.md): The expansion, renewal, cross-sell, and upsell pipeline on each account — scored, prioritized, and moved through a clear review-to-accept lifecycle - [The Account Management Agent](https://docs.darcyiq.com/grow/customer-intelligence/account-management-agent.md): The AI agent that researches each customer account and keeps its overview, health, sentiment, intelligence feed, and opportunities current - [Health Score & Scoring Settings](https://docs.darcyiq.com/grow/customer-intelligence/settings-and-scoring.md): Org-wide configuration for how opportunities are sized and prioritized and how account health is scored, with live preview and CRM connection status - [CRM Sync](https://docs.darcyiq.com/grow/customer-intelligence/crm-sync.md): How your CRM flows into Customer Intelligence — syncing accounts, contacts, and opportunities, with closed-lost handling and current scope - [Notifications & Digests](https://docs.darcyiq.com/grow/customer-intelligence/notifications.md): How Customer Intelligence keeps the account team informed — agent-run account digests and opportunity status notifications - [Lead Lists](https://docs.darcyiq.com/grow/lead-lists.md) - [Scoping & Estimates](https://docs.darcyiq.com/grow/scoping-estimates.md): AI-powered project scoping and estimation with self-learning capabilities - [Research Reports](https://docs.darcyiq.com/grow/research-reports.md) - [Workflows](https://docs.darcyiq.com/build/ai-workflows.md) - [Creating Efficient Workflows](https://docs.darcyiq.com/build/ai-workflows/creating-efficient-workflows.md) - [Events & Scheduling Agents](https://docs.darcyiq.com/build/automations.md): Automate actions with event-driven triggers and recurring schedules - [MCP Studio](https://docs.darcyiq.com/build/mcp-studio.md) - [MCP Framework](https://docs.darcyiq.com/build/mcp-studio/mcp.md) - [MCP Catalog](https://docs.darcyiq.com/build/mcp-studio/mcp-catalog.md) - [Building Custom MCPs](https://docs.darcyiq.com/build/mcp-studio/building-custom-mcps.md) - [MCP Apps & Interactive UI](https://docs.darcyiq.com/build/mcp-studio/mcp-apps.md) - [Deploying & Managing](https://docs.darcyiq.com/build/mcp-studio/deploying-mcps.md) - [Deploy to Your AWS Account](https://docs.darcyiq.com/build/mcp-studio/aws-account-deployment.md) - [Code Samples](https://docs.darcyiq.com/build/mcp-studio/mcp-studio-samples.md) - [Troubleshooting](https://docs.darcyiq.com/build/mcp-studio/troubleshooting.md) - [Integrations](https://docs.darcyiq.com/build/integration-overview.md) - [Meeting & Calendar Integrations](https://docs.darcyiq.com/build/integration-overview/meeting-calendar-integrations.md) - [Platform Integrations](https://docs.darcyiq.com/build/integration-overview/enterprise.md) - [Salesforce Integration](https://docs.darcyiq.com/build/integration-overview/enterprise/salesforce-integration.md) - [HubSpot](https://docs.darcyiq.com/build/integration-overview/enterprise/hubspot.md) - [Atlassian JIRA](https://docs.darcyiq.com/build/integration-overview/enterprise/jira.md) - [MontyCloud CloudOps](https://docs.darcyiq.com/build/integration-overview/enterprise/montycloud.md) - [Zapier (5,000+ Apps)](https://docs.darcyiq.com/build/integration-overview/enterprise/zapier.md) - [Gmail (Google)](https://docs.darcyiq.com/build/integration-overview/enterprise/gmail.md): Connect Gmail so Darcy Chat and AI agents can search, read, draft, and send email on your behalf - [Google Drive](https://docs.darcyiq.com/build/integration-overview/enterprise/google-drive.md): Connect Google Drive so Darcy Chat and AI agents can search, read, create, and update your Drive files - [Microsoft Outlook](https://docs.darcyiq.com/build/integration-overview/enterprise/outlook.md): Connect Microsoft Outlook so Darcy Chat and AI agents can manage your email and calendar - [Microsoft SharePoint](https://docs.darcyiq.com/build/integration-overview/enterprise/sharepoint.md): Connect Microsoft SharePoint so Darcy Chat and AI agents can search, read, and manage files across your document libraries - [AWS Ecosystem](https://docs.darcyiq.com/build/integration-overview/aws.md) - [AWS Accounts Integration](https://docs.darcyiq.com/build/integration-overview/aws/aws-api.md) - [AWS ACE Integration](https://docs.darcyiq.com/build/integration-overview/aws/aws-ace-integration.md) - [AWS Bedrock LLM](https://docs.darcyiq.com/build/integration-overview/aws/aws-bedrock-integration.md) - [PartnerAI](https://docs.darcyiq.com/partner/partnerai.md) - [AWS Funding](https://docs.darcyiq.com/partner/aws-funding.md) - [AWS ACE](https://docs.darcyiq.com/partner/ace-dashboard.md) - [AWS Marketplace (Beta)](https://docs.darcyiq.com/partner/aws-marketplace.md) - [Activity Log](https://docs.darcyiq.com/additional-features/activity-log.md) - [Knowledge Bases](https://docs.darcyiq.com/additional-features/knowledge-bases.md) - [User Configuration](https://docs.darcyiq.com/settings-and-configuration/user-configuration.md) - [Calendar Settings](https://docs.darcyiq.com/settings-and-configuration/user-configuration/calendar-settings.md) - [Organization Management](https://docs.darcyiq.com/settings-and-configuration/organization-management.md) - [Design Standards](https://docs.darcyiq.com/settings-and-configuration/design-md.md) - [Groups & Access Control](https://docs.darcyiq.com/settings-and-configuration/groups.md): Manage team access with groups and role-based permissions - [AI Workflows Management](https://docs.darcyiq.com/settings-and-configuration/custom-workflows.md) - [Integration Settings](https://docs.darcyiq.com/settings-and-configuration/integration.md) - [Google Integration](https://docs.darcyiq.com/settings-and-configuration/integration/google-integration.md) - [Teams Integration](https://docs.darcyiq.com/settings-and-configuration/integration/teams-integration.md) - [Zoom Integration](https://docs.darcyiq.com/settings-and-configuration/integration/zoom-integration.md) - [Scoping Configuration](https://docs.darcyiq.com/settings-and-configuration/scoping-configuration.md) - [Templates](https://docs.darcyiq.com/settings-and-configuration/scoping-configuration/templates.md): Create and customize scoping templates for your organization - [Rate Cards](https://docs.darcyiq.com/settings-and-configuration/scoping-configuration/rate-cards.md): Manage centralized pricing and rate information for scoping estimates - [Historical Insights](https://docs.darcyiq.com/settings-and-configuration/scoping-configuration/historical-insights.md): Analyze patterns and trends across your organization's scoping estimates --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.darcyiq.com/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.