Documentation

Learn MotionSage

Guides, references, and tutorials to help you get the most out of the platform.

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Core guides are available now. Agent and API docs are shipping soon.
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Getting Started

Create your workspace, connect your first integration, and run your first agent query in five minutes.

  • Quick-start guide
  • Connect Salesforce
  • Connect HubSpot
  • First Ask Agent query

Integrations

Set up OAuth connectors, configure sync intervals, and manage field mappings for every supported platform.

  • Salesforce setup
  • HubSpot setup
  • Gmail & Calendar
  • Slack notifications

Unified Context

Understand identity resolution, engagement scoring, lifecycle stages, and the unified data model.

  • Identity resolution
  • Engagement scoring
  • Lifecycle stages
  • Field taxonomy
Coming Soon

AI Agents

Configure Ask Agent, Action Agents, and Insight Monitors. Learn prompting best practices and tool-calling.

  • Ask Agent overview
  • Action Agent setup
  • Insight Monitors
  • Agent best practices
Coming Soon

Governance

Set up approval gates, configure RBAC roles, view execution traces, and export audit logs.

  • Approval gates
  • RBAC configuration
  • Execution traces
  • Audit log export
Coming Soon

API Reference

Full REST API documentation with request/response examples, authentication, and rate limits.

  • Authentication
  • Accounts API
  • Persons API
  • Agents API
Tutorials

Popular guides

Step-by-step tutorials covering the most common workflows.

5 min

5-minute quick-start

Go from signup to your first Ask Agent query.

8 min

Connect Salesforce

OAuth setup, object mapping, and sync configuration.

6 min

Identity resolution explained

How MotionSage merges records across systems.

10 min

Your first Action Agent

Build a multi-step agent that enriches and scores leads.

4 min

Setting up approval gates

Require human review before agents take destructive actions.

7 min

Engagement scoring deep-dive

Weighted scoring, decay rules, and threshold configuration.

Ready to get started?

Create a free account and follow the quick-start guide to see MotionSage in action.