# Documentación


- **Empezar**
- [Qué es Trama](https://trama.so/es/docs): Qué hace Trama, qué deliberadamente no hace, y por dónde empezar a leer.
- [Primeros pasos](https://trama.so/es/docs/quickstart): Desde que creás la cuenta hasta que tu agente atiende la primera consulta.

- **El agente**
- [Cómo funciona el agente](https://trama.so/es/docs/agent/how-it-works): El Agente de Consultas vive en tu WhatsApp y cubre todo lo que pasa entre el primer mensaje de un cliente y el momento en que un vendedor toma la oportunidad.
- [Configurar el agente](https://trama.so/es/docs/agent/configuration): Las cinco pestañas que definen quién es tu agente, qué sabe, qué puede prometer y cuándo deriva.
- [Conocimiento](https://trama.so/es/docs/agent/knowledge): Los documentos, textos y páginas que tu agente puede consultar — y en qué se diferencian del catálogo y de los datos clave.

- **Canales**
- [Canales](https://trama.so/es/docs/channels/overview): Dónde puede atender tu agente, qué necesita cada canal y qué consume de tu plan.
- [Conectar WhatsApp](https://trama.so/es/docs/channels/whatsapp-setup): Conectar el número de WhatsApp donde va a vivir tu agente, paso a paso.
- [Problemas al conectar](https://trama.so/es/docs/channels/whatsapp-troubleshooting): Las cinco cosas que suelen fallar al conectar WhatsApp, y cómo salir de cada una.
- [Costos de WhatsApp (Meta)](https://trama.so/es/docs/channels/whatsapp-costs): Qué cobra Meta por WhatsApp, por qué va aparte de tu plan de Trama y dónde mirar las tarifas.
- [Widget web](https://trama.so/es/docs/channels/web-widget): Poner el chat de Trama en tu propio sitio: el código, la apariencia y qué esperar.

- **El tablero**
- [Mission Control](https://trama.so/es/docs/operations/mission-control): Tres pestañas que responden tres preguntas distintas: qué hago ahora, cómo viene la semana y cómo está la agencia.
- [Oportunidades](https://trama.so/es/docs/operations/opportunities): El tablero donde pasa la venta: cinco columnas, los filtros que importan, y qué hay adentro de una tarjeta cuando la abrís.
- [Actualización automática del estado](https://trama.so/es/docs/tracking/auto-status): Cuándo una tarjeta se mueve sola, y qué tiene que pasar para que eso ocurra.

- **Inbox y clientes**
- [Inbox](https://trama.so/es/docs/operations/conversations): Donde cae toda consulta: cómo se dividen las pestañas, qué significa el score y qué hacen realmente los pulgares.
- [Clientes](https://trama.so/es/docs/operations/customers): El libro que se llena solo: qué infiere Trama de cada persona, los tags que escribe por su cuenta, y qué pasa cuando la misma persona aparece dos veces.

- **Automatizaciones**
- [Reparto de leads](https://trama.so/es/docs/automations/lead-routing): Las tres decisiones que definen a qué vendedor le toca una consulta nueva, y el diagrama que muestra el camino que producen.
- [Recordatorios](https://trama.so/es/docs/automations/reminders): Trama revisa el tablero cada hora y le avisa al vendedor cuando una oportunidad se quedó quieta. Vos definís cuánto es quieta.
- [Ciclo de vida](https://trama.so/es/docs/automations/lifecycle): Cuándo una oportunidad deja de ocupar lugar en el tablero — y por qué nunca se borra nada.
- [Respuestas del agente](https://trama.so/es/docs/automations/agent-replies): Un solo ajuste: si el agente contesta una nota de voz con otra nota de voz, o siempre por escrito.

- **Herramientas**
- [Catálogo](https://trama.so/es/docs/tools/catalog): Subís un flyer, la IA extrae todos los productos que tenga, vos revisás y publicás. Y qué cambia realmente cada campo en cómo vende el agente.
- [Cotizaciones](https://trama.so/es/docs/tools/quotes): La cotización que mandás como link en vez de PDF: cómo se arma, qué pasa al publicarla, y qué puede contestar el cliente.
- [Link de ofertas](https://trama.so/es/docs/tools/offers-link): Una página propia, armada desde el catálogo, para captar consultas con formulario o con tu agente.
- [Anuncios](https://trama.so/es/docs/tools/ads): Qué anuncio te trajo clientes de verdad, no clicks — y cómo enseñarle a Meta la diferencia.

- **Equipo**
- [Equipo](https://trama.so/es/docs/team/managing): Invitar gente, definir cómo se le avisa a cada uno y ver cómo viene cada vendedor.
- [Roles y permisos](https://trama.so/es/docs/team/roles): Dueño, Administrador y Vendedor: quién ve qué y quién puede cambiar qué.
- [Políticas](https://trama.so/es/docs/team/visibility): Las reglas de la agencia sobre qué ve cada persona, qué puede hacer, y quién contesta cuando el agente pregunta.
- [Disponibilidad](https://trama.so/es/docs/team/availability): Los tres ajustes que cada persona maneja sobre sí misma: los idiomas que atiende, cuándo recibe avisos, y cuándo está afuera.
- [Tracking de vendedores](https://trama.so/es/docs/tracking/sales-reps): Conectar los WhatsApp de tus vendedores para que el tablero se mantenga solo al día.
- [Coexistencia](https://trama.so/es/docs/team/coexistence): Qué guarda Trama del WhatsApp de un vendedor, qué no, cómo se activa y cómo se corta.

- **Planes**
- [Planes y consumo](https://trama.so/es/docs/plans/overview): Qué se cobra, qué es gratis para siempre y qué cambia en el producto según tu plan.

- **Referencia**
- [Privacidad y datos](https://trama.so/es/docs/reference/faq): Quién puede leer las conversaciones de tus clientes, dónde se guardan y cómo se borran.
- [Glosario](https://trama.so/es/docs/reference/glossary): Las palabras que vas a leer en el resto de la documentación y en la plataforma, agrupadas por dónde aparecen.
- [Soporte](https://trama.so/es/docs/reference/support): Cómo escribirnos y qué esperar según tu plan.

- **Más allá del panel**
- API Reference

  - **Empezar**
  - [La API de Trama](https://trama.so/es/docs/api): Una API REST sobre los datos de tu organización: qué alcanza, qué no alcanza a propósito, y dónde sacar una key.
  - [Autenticación](https://trama.so/es/docs/api/authentication): Crear una API key, mandarla, y qué alcanza.
  - [Paginación](https://trama.so/es/docs/api/pagination): limit, offset y total — y cómo recorrer una lista sin perder filas.
  - [Errores](https://trama.so/es/docs/api/errors): Una sola forma de error para todos los endpoints, y los códigos sobre los que conviene bifurcar.
  - [Límites de volumen](https://trama.so/es/docs/api/rate-limits): Cuánto podés pedir, cómo se ve un 429 y cómo esperar.

  - **Oportunidades**
  - [List opportunities](https://trama.so/es/docs/api/listOpportunities): Returns the organization's non-archived opportunities, most recently updated first.
  - [Get an opportunity](https://trama.so/es/docs/api/getOpportunity)

  - **Clientes**
  - [List customers](https://trama.so/es/docs/api/listCustomers): Returns the organization's non-archived customers, most recently updated first.
  - [Create a customer](https://trama.so/es/docs/api/createCustomer): Fails if any of the contacts already belongs to another customer in the organization: one person is ONE record, and duplicating it splits their history in two.
  - [Get a customer](https://trama.so/es/docs/api/getCustomer)
  - [Update a customer](https://trama.so/es/docs/api/updateCustomer): Only touches the fields present in the body. `contacts`, when present, REPLACES the whole list; when absent, the existing list is preserved.
  - [Archive a customer](https://trama.so/es/docs/api/archiveCustomer): ARCHIVES the customer: they leave the active book and the listings, but their history is not destroyed. Deliberate — a buggy integration should not be able to wipe an agency's customer base.

  - **Conversaciones**
  - [List conversations](https://trama.so/es/docs/api/listConversations): Returns the organization's conversations, most recent message first.
  - [Get the transcript of a conversation](https://trama.so/es/docs/api/listConversationMessages): Oldest first — the order of a transcript, so it reads the way it was spoken.

Takes `limit` but no `offset`, and that is deliberate rather than an omission: messages live in two different stores depending on how the channel arrived (WhatsApp, Instagram and Messenger come through the provider; the web chat is handled by the agent runtime), and the reply also stitches together rotated threads. There is no single ordering to offset into, so offering one would return wrong pages. Ask for the number of messages you need.

  - **Cotizaciones**
  - [List quotes](https://trama.so/es/docs/api/listQuotes): Returns the organization's non-archived quotes, most recently updated first.
  - [List the attachments of a quote](https://trama.so/es/docs/api/listQuoteAttachments): Each attachment comes with a SIGNED, short-lived download URL. Fetch the file when you receive it; do not store the URL — it expires. Unlike catalog images, which live in a public bucket, quote attachments are private.

  - **Catálogo**
  - [List catalog products](https://trama.so/es/docs/api/listCatalogProducts): Returns the organization's non-archived products, most recently updated first.
  - [Create a product](https://trama.so/es/docs/api/createCatalogProduct)
  - [Get a product](https://trama.so/es/docs/api/getCatalogProduct)
  - [Update a product](https://trama.so/es/docs/api/updateCatalogProduct): Only touches the fields present in the body. Sending `null` clears a field; omitting it leaves it unchanged. Variants cannot be patched — send them on create, or the whole list would be replaced by a partial one.
  - [Archive a product](https://trama.so/es/docs/api/deleteCatalogProduct): ARCHIVES the product: it leaves the active catalog and can be restored from the dashboard for 30 days, after which it is purged. Deliberately not an immediate delete — a buggy integration should not be able to destroy an agency's catalog.

  - **Equipo**
  - [List team members](https://trama.so/es/docs/api/listTeamMembers)
- Usar con IA

  - **Trama y la IA**
  - [Trama y la IA](https://trama.so/es/docs/ai): Tres formas de juntar Trama con un asistente de IA — y cuál es la tuya.
  - [Conectar Claude o ChatGPT (MCP)](https://trama.so/es/docs/ai/mcp): Operar tu Trama desde tu propio asistente de IA, en lenguaje común.
  - [Qué expone el conector](https://trama.so/es/docs/ai/tools): Las herramientas, los prompts y los recursos que el servidor MCP de Trama le da a tu asistente — y las reglas que deciden cuáles te tocan.
  - [Esta doc como contexto](https://trama.so/es/docs/ai/docs-as-context): Darle a Claude, ChatGPT o tu editor la documentación de Trama para que conteste bien.

# Documentation


- **Getting started**
- [What Trama is](https://trama.so/en/docs): What Trama does, what it deliberately doesn't do, and where to start reading.
- [Getting started](https://trama.so/en/docs/quickstart): From signing up to your agent answering its first inquiry.

- **The agent**
- [How the agent works](https://trama.so/en/docs/agent/how-it-works): The Inquiry Agent lives on your WhatsApp and covers everything between a customer's first message and the moment a sales rep takes over.
- [Configuring the agent](https://trama.so/en/docs/agent/configuration): The five tabs that define who your agent is, what it knows, what it can promise, and when it hands over.
- [Knowledge](https://trama.so/en/docs/agent/knowledge): The documents, texts and pages your agent can consult — and how it's different from the catalogue and from the key facts.

- **Channels**
- [Channels](https://trama.so/en/docs/channels/overview): Where your agent can answer, what each channel needs, and what it draws from your plan.
- [Connect WhatsApp](https://trama.so/en/docs/channels/whatsapp-setup): Connecting the WhatsApp number your agent will live on, step by step.
- [Connection problems](https://trama.so/en/docs/channels/whatsapp-troubleshooting): The five things that usually go wrong connecting WhatsApp, and how to get past them.
- [WhatsApp costs (Meta)](https://trama.so/en/docs/channels/whatsapp-costs): What Meta charges for WhatsApp, why it's separate from your Trama plan, and where to check the rates.
- [Web widget](https://trama.so/en/docs/channels/web-widget): Putting the Trama chat on your own website: the snippet, the look, and what to expect.

- **The board**
- [Mission Control](https://trama.so/en/docs/operations/mission-control): Three tabs that answer three different questions: what do I do now, how did the week go, and how is the agency doing.
- [Opportunities](https://trama.so/en/docs/operations/opportunities): The board where the sale happens: five columns, the filters that matter, and what's inside a card when you open it.
- [Automatic status updates](https://trama.so/en/docs/tracking/auto-status): When a card moves on its own, and what has to be true for that to happen.

- **Inbox and customers**
- [Inbox](https://trama.so/en/docs/operations/conversations): Where every inquiry lands: how the tabs are divided, what the score means, and what the thumbs actually do.
- [Customers](https://trama.so/en/docs/operations/customers): The book that fills itself: what Trama infers about each person, the tags it writes on its own, and what happens when the same person appears twice.

- **Automations**
- [Lead routing](https://trama.so/en/docs/automations/lead-routing): Three decisions that determine which sales rep gets a new inquiry, and the diagram that shows the path they produce.
- [Reminders](https://trama.so/en/docs/automations/reminders): Trama checks the board every hour and nudges the rep when an opportunity has gone quiet. You choose how long quiet means.
- [Lifecycle](https://trama.so/en/docs/automations/lifecycle): When an opportunity stops taking up space on the board — and why nothing is ever deleted.
- [Agent replies](https://trama.so/en/docs/automations/agent-replies): One setting: whether the agent answers a voice note with a voice note, or always in writing.

- **Tools**
- [Catalogue](https://trama.so/en/docs/tools/catalog): Upload a flyer, the AI extracts every product in it, you review and publish. And what each field actually changes in how the agent sells.
- [Quotes](https://trama.so/en/docs/tools/quotes): The quote you send as a link instead of a PDF: how it's built, what happens when you publish it, and what the customer can answer.
- [Offer Link](https://trama.so/en/docs/tools/offers-link): Your own page, built from the catalogue, capturing inquiries with a form or with your agent.
- [Ads](https://trama.so/en/docs/tools/ads): Which ad actually brought customers, not just clicks — and how to teach Meta the difference.

- **Team**
- [Team](https://trama.so/en/docs/team/managing): Inviting people, setting how each one gets notified, and seeing how they're doing.
- [Roles and permissions](https://trama.so/en/docs/team/roles): Owner, Admin and Member: who sees what and who can change what.
- [Policies](https://trama.so/en/docs/team/visibility): The agency's rules about what each person sees, what they can do, and who answers when the agent asks.
- [Availability](https://trama.so/en/docs/team/availability): The three settings each person controls about themselves: the languages they cover, when they get notified, and when they're away.
- [Sales rep tracking](https://trama.so/en/docs/tracking/sales-reps): Connecting your reps' own WhatsApp numbers so the board keeps itself up to date.
- [Coexistence](https://trama.so/en/docs/team/coexistence): What Trama stores from a rep's WhatsApp, what it doesn't, how it's switched on and how it's switched off.

- **Plans**
- [Plans and usage](https://trama.so/en/docs/plans/overview): What you get charged for, what's free forever, and what changes in the product depending on your plan.

- **Reference**
- [Privacy and data](https://trama.so/en/docs/reference/faq): Who can read your customers' conversations, where they're stored, and how they're deleted.
- [Glossary](https://trama.so/en/docs/reference/glossary): The words you'll meet in the rest of these docs and inside the platform, grouped by where they show up.
- [Support](https://trama.so/en/docs/reference/support): How to reach us and what to expect, depending on your plan.

- **Beyond the dashboard**
- API Reference

  - **Getting started**
  - [The Trama API](https://trama.so/en/docs/api): A REST API over your organization's data: what it reaches, what it deliberately doesn't, and where to get a key.
  - [Authentication](https://trama.so/en/docs/api/authentication): Creating an API key, sending it, and what it can reach.
  - [Pagination](https://trama.so/en/docs/api/pagination): limit, offset and total — and how to walk a list without missing rows.
  - [Errors](https://trama.so/en/docs/api/errors): One error shape for every endpoint, and the codes worth branching on.
  - [Rate limits](https://trama.so/en/docs/api/rate-limits): How much you can ask for, what a 429 looks like, and how to back off.

  - **Opportunities**
  - [List opportunities](https://trama.so/en/docs/api/listOpportunities): Returns the organization's non-archived opportunities, most recently updated first.
  - [Get an opportunity](https://trama.so/en/docs/api/getOpportunity)

  - **Customers**
  - [List customers](https://trama.so/en/docs/api/listCustomers): Returns the organization's non-archived customers, most recently updated first.
  - [Create a customer](https://trama.so/en/docs/api/createCustomer): Fails if any of the contacts already belongs to another customer in the organization: one person is ONE record, and duplicating it splits their history in two.
  - [Get a customer](https://trama.so/en/docs/api/getCustomer)
  - [Update a customer](https://trama.so/en/docs/api/updateCustomer): Only touches the fields present in the body. `contacts`, when present, REPLACES the whole list; when absent, the existing list is preserved.
  - [Archive a customer](https://trama.so/en/docs/api/archiveCustomer): ARCHIVES the customer: they leave the active book and the listings, but their history is not destroyed. Deliberate — a buggy integration should not be able to wipe an agency's customer base.

  - **Conversations**
  - [List conversations](https://trama.so/en/docs/api/listConversations): Returns the organization's conversations, most recent message first.
  - [Get the transcript of a conversation](https://trama.so/en/docs/api/listConversationMessages): Oldest first — the order of a transcript, so it reads the way it was spoken.

Takes `limit` but no `offset`, and that is deliberate rather than an omission: messages live in two different stores depending on how the channel arrived (WhatsApp, Instagram and Messenger come through the provider; the web chat is handled by the agent runtime), and the reply also stitches together rotated threads. There is no single ordering to offset into, so offering one would return wrong pages. Ask for the number of messages you need.

  - **Quotes**
  - [List quotes](https://trama.so/en/docs/api/listQuotes): Returns the organization's non-archived quotes, most recently updated first.
  - [List the attachments of a quote](https://trama.so/en/docs/api/listQuoteAttachments): Each attachment comes with a SIGNED, short-lived download URL. Fetch the file when you receive it; do not store the URL — it expires. Unlike catalog images, which live in a public bucket, quote attachments are private.

  - **Catalogue**
  - [List catalog products](https://trama.so/en/docs/api/listCatalogProducts): Returns the organization's non-archived products, most recently updated first.
  - [Create a product](https://trama.so/en/docs/api/createCatalogProduct)
  - [Get a product](https://trama.so/en/docs/api/getCatalogProduct)
  - [Update a product](https://trama.so/en/docs/api/updateCatalogProduct): Only touches the fields present in the body. Sending `null` clears a field; omitting it leaves it unchanged. Variants cannot be patched — send them on create, or the whole list would be replaced by a partial one.
  - [Archive a product](https://trama.so/en/docs/api/deleteCatalogProduct): ARCHIVES the product: it leaves the active catalog and can be restored from the dashboard for 30 days, after which it is purged. Deliberately not an immediate delete — a buggy integration should not be able to destroy an agency's catalog.

  - **Team**
  - [List team members](https://trama.so/en/docs/api/listTeamMembers)
- Use with AI

  - **Trama and AI**
  - [Trama and AI](https://trama.so/en/docs/ai): Three ways to put Trama and an AI assistant together — and which one is yours.
  - [Connect Claude or ChatGPT (MCP)](https://trama.so/en/docs/ai/mcp): Operating your Trama from your own AI assistant, in plain language.
  - [What the connector exposes](https://trama.so/en/docs/ai/tools): The tools, prompts and resources the Trama MCP server hands your assistant — and the rules that decide which ones you get.
  - [These docs as context](https://trama.so/en/docs/ai/docs-as-context): Giving Claude, ChatGPT or your editor the Trama documentation so it answers about Trama correctly.

# Documentação


- **Começar**
- [O que é a Trama](https://trama.so/pt/docs): O que a Trama faz, o que deliberadamente não faz, e por onde começar a ler.
- [Primeiros passos](https://trama.so/pt/docs/quickstart): Desde criar a conta até o seu agente atender a primeira consulta.

- **O agente**
- [Como funciona o agente](https://trama.so/pt/docs/agent/how-it-works): O Agente de Consultas vive no seu WhatsApp e cobre tudo entre a primeira mensagem de um cliente e o momento em que um vendedor assume a oportunidade.
- [Configurar o agente](https://trama.so/pt/docs/agent/configuration): As cinco abas que definem quem é o seu agente, o que ele sabe, o que pode prometer e quando transfere.
- [Conhecimento](https://trama.so/pt/docs/agent/knowledge): Os documentos, textos e páginas que o seu agente pode consultar — e no que se diferenciam do catálogo e dos dados-chave.

- **Canais**
- [Canais](https://trama.so/pt/docs/channels/overview): Onde o seu agente pode atender, o que cada canal precisa e o que consome do seu plano.
- [Conectar o WhatsApp](https://trama.so/pt/docs/channels/whatsapp-setup): Conectar o número de WhatsApp onde o seu agente vai viver, passo a passo.
- [Problemas ao conectar](https://trama.so/pt/docs/channels/whatsapp-troubleshooting): As cinco coisas que costumam falhar ao conectar o WhatsApp, e como sair de cada uma.
- [Custos do WhatsApp (Meta)](https://trama.so/pt/docs/channels/whatsapp-costs): O que o Meta cobra pelo WhatsApp, por que vai à parte do seu plano da Trama e onde ver as tarifas.
- [Widget web](https://trama.so/pt/docs/channels/web-widget): Colocar o chat da Trama no seu próprio site: o código, a aparência e o que esperar.

- **O quadro**
- [Mission Control](https://trama.so/pt/docs/operations/mission-control): Três abas que respondem três perguntas diferentes: o que faço agora, como está a semana e como está a agência.
- [Oportunidades](https://trama.so/pt/docs/operations/opportunities): O quadro onde a venda acontece: cinco colunas, os filtros que importam, e o que tem dentro de um cartão quando você abre.
- [Atualização automática do status](https://trama.so/pt/docs/tracking/auto-status): Quando um cartão se move sozinho, e o que precisa acontecer para isso.

- **Inbox e clientes**
- [Inbox](https://trama.so/pt/docs/operations/conversations): Onde cai toda consulta: como as abas se dividem, o que significa a pontuação e o que os polegares realmente fazem.
- [Clientes](https://trama.so/pt/docs/operations/customers): O livro que se preenche sozinho: o que a Trama infere de cada pessoa, as tags que escreve por conta própria, e o que acontece quando a mesma pessoa aparece duas vezes.

- **Automações**
- [Distribuição de leads](https://trama.so/pt/docs/automations/lead-routing): As três decisões que definem qual vendedor recebe uma consulta nova, e o diagrama que mostra o caminho que elas produzem.
- [Lembretes](https://trama.so/pt/docs/automations/reminders): A Trama revisa o quadro a cada hora e avisa o vendedor quando uma oportunidade fica parada. Você define quanto é parada.
- [Ciclo de vida](https://trama.so/pt/docs/automations/lifecycle): Quando uma oportunidade deixa de ocupar espaço no quadro — e por que nada é apagado.
- [Respostas do agente](https://trama.so/pt/docs/automations/agent-replies): Um único ajuste: se o agente responde um áudio com outro áudio, ou sempre por escrito.

- **Ferramentas**
- [Catálogo](https://trama.so/pt/docs/tools/catalog): Você sobe um folheto, a IA extrai todos os produtos que tiver, você revisa e publica. E o que cada campo realmente muda em como o agente vende.
- [Cotações](https://trama.so/pt/docs/tools/quotes): A cotação que você envia como link em vez de PDF: como se monta, o que acontece ao publicá-la, e o que o cliente pode responder.
- [Link de ofertas](https://trama.so/pt/docs/tools/offers-link): Uma página própria, montada a partir do catálogo, para captar consultas com formulário ou com o seu agente.
- [Anúncios](https://trama.so/pt/docs/tools/ads): Qual anúncio realmente trouxe clientes, não cliques — e como ensinar ao Meta a diferença.

- **Equipe**
- [Equipe](https://trama.so/pt/docs/team/managing): Convidar pessoas, definir como cada um é avisado e ver como cada vendedor está indo.
- [Funções e permissões](https://trama.so/pt/docs/team/roles): Dono, Administrador e Vendedor: quem vê o quê e quem pode mudar o quê.
- [Políticas](https://trama.so/pt/docs/team/visibility): As regras da agência sobre o que cada pessoa vê, o que pode fazer, e quem responde quando o agente pergunta.
- [Disponibilidade](https://trama.so/pt/docs/team/availability): Os três ajustes que cada pessoa controla sobre si mesma: os idiomas que atende, quando recebe avisos, e quando está fora.
- [Rastreamento de vendedores](https://trama.so/pt/docs/tracking/sales-reps): Conectar os WhatsApp dos seus vendedores para que o quadro se mantenha atualizado sozinho.
- [Coexistência](https://trama.so/pt/docs/team/coexistence): O que a Trama guarda do WhatsApp de um vendedor, o que não guarda, como se ativa e como se corta.

- **Planos**
- [Planos e consumo](https://trama.so/pt/docs/plans/overview): O que é cobrado, o que é grátis para sempre e o que muda no produto conforme o seu plano.

- **Referência**
- [Privacidade e dados](https://trama.so/pt/docs/reference/faq): Quem pode ler as conversas dos seus clientes, onde ficam guardadas e como são apagadas.
- [Glossário](https://trama.so/pt/docs/reference/glossary): As palavras que você vai encontrar no resto desta documentação e dentro da plataforma, agrupadas por onde aparecem.
- [Suporte](https://trama.so/pt/docs/reference/support): Como falar com a gente e o que esperar, conforme o seu plano.

- **Além do painel**
- API Reference

  - **Começar**
  - [A API da Trama](https://trama.so/pt/docs/api): Uma API REST sobre os dados da sua organização: o que ela alcança, o que deliberadamente não alcança, e onde pegar uma chave.
  - [Autenticação](https://trama.so/pt/docs/api/authentication): Criar uma chave de API, enviá-la, e o que ela alcança.
  - [Paginação](https://trama.so/pt/docs/api/pagination): limit, offset e total — e como percorrer uma lista sem perder linhas.
  - [Erros](https://trama.so/pt/docs/api/errors): Um único formato de erro para todos os endpoints, e os códigos nos quais vale ramificar.
  - [Limites de volume](https://trama.so/pt/docs/api/rate-limits): Quanto você pode pedir, como é um 429, e como esperar.

  - **Oportunidades**
  - [List opportunities](https://trama.so/pt/docs/api/listOpportunities): Returns the organization's non-archived opportunities, most recently updated first.
  - [Get an opportunity](https://trama.so/pt/docs/api/getOpportunity)

  - **Clientes**
  - [List customers](https://trama.so/pt/docs/api/listCustomers): Returns the organization's non-archived customers, most recently updated first.
  - [Create a customer](https://trama.so/pt/docs/api/createCustomer): Fails if any of the contacts already belongs to another customer in the organization: one person is ONE record, and duplicating it splits their history in two.
  - [Get a customer](https://trama.so/pt/docs/api/getCustomer)
  - [Update a customer](https://trama.so/pt/docs/api/updateCustomer): Only touches the fields present in the body. `contacts`, when present, REPLACES the whole list; when absent, the existing list is preserved.
  - [Archive a customer](https://trama.so/pt/docs/api/archiveCustomer): ARCHIVES the customer: they leave the active book and the listings, but their history is not destroyed. Deliberate — a buggy integration should not be able to wipe an agency's customer base.

  - **Conversas**
  - [List conversations](https://trama.so/pt/docs/api/listConversations): Returns the organization's conversations, most recent message first.
  - [Get the transcript of a conversation](https://trama.so/pt/docs/api/listConversationMessages): Oldest first — the order of a transcript, so it reads the way it was spoken.

Takes `limit` but no `offset`, and that is deliberate rather than an omission: messages live in two different stores depending on how the channel arrived (WhatsApp, Instagram and Messenger come through the provider; the web chat is handled by the agent runtime), and the reply also stitches together rotated threads. There is no single ordering to offset into, so offering one would return wrong pages. Ask for the number of messages you need.

  - **Cotações**
  - [List quotes](https://trama.so/pt/docs/api/listQuotes): Returns the organization's non-archived quotes, most recently updated first.
  - [List the attachments of a quote](https://trama.so/pt/docs/api/listQuoteAttachments): Each attachment comes with a SIGNED, short-lived download URL. Fetch the file when you receive it; do not store the URL — it expires. Unlike catalog images, which live in a public bucket, quote attachments are private.

  - **Catálogo**
  - [List catalog products](https://trama.so/pt/docs/api/listCatalogProducts): Returns the organization's non-archived products, most recently updated first.
  - [Create a product](https://trama.so/pt/docs/api/createCatalogProduct)
  - [Get a product](https://trama.so/pt/docs/api/getCatalogProduct)
  - [Update a product](https://trama.so/pt/docs/api/updateCatalogProduct): Only touches the fields present in the body. Sending `null` clears a field; omitting it leaves it unchanged. Variants cannot be patched — send them on create, or the whole list would be replaced by a partial one.
  - [Archive a product](https://trama.so/pt/docs/api/deleteCatalogProduct): ARCHIVES the product: it leaves the active catalog and can be restored from the dashboard for 30 days, after which it is purged. Deliberately not an immediate delete — a buggy integration should not be able to destroy an agency's catalog.

  - **Equipe**
  - [List team members](https://trama.so/pt/docs/api/listTeamMembers)
- Usar com IA

  - **Trama e a IA**
  - [A Trama e a IA](https://trama.so/pt/docs/ai): Três formas de juntar a Trama com um assistente de IA — e qual é a sua.
  - [Conectar Claude ou ChatGPT (MCP)](https://trama.so/pt/docs/ai/mcp): Operar a sua Trama a partir do seu próprio assistente de IA, em linguagem comum.
  - [O que o conector expõe](https://trama.so/pt/docs/ai/tools): As ferramentas, os prompts e os recursos que o servidor MCP da Trama entrega ao seu assistente — e as regras que decidem quais você recebe.
  - [Esta doc como contexto](https://trama.so/pt/docs/ai/docs-as-context): Dar ao Claude, ao ChatGPT ou ao seu editor a documentação da Trama para que respondam certo.