REDA AI

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REDA OneReal estate operating system

REDA Financials AIGlobal financial ERP

REDA AIAI agents, native on Salesforce

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REDA PayPayments, native on Salesforce

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Getting Started
About REDA AI Installing REDA AI App Access & Permissions Best Practices
Agent Management
Understanding Agents Agent-to-Agent Delegation Creating an Agent Configuring Agent Settings Activating & Deactivating Build Agent with AI Invoking REDA AI from Flows Agent Runtime Preview Async Agent Processing Deep Reasoning Multi-Language Agents AI Recommendations
Prompt Management
Understanding Prompts Creating & Editing Prompts Custom Prompts per Agent Prompt Best Practices Prompt Context Variables Prompt Quality Analyzer Prompt Optimizer Prompt Template Gallery
Tool Management
Understanding Tools Configuring Tools Action Confirmations Web Search File Upload Document Processing File Mapping Tools Apex Class Tools SOQL Template Tools Built-in Tools Reference Tool Loading & Cost
Context Fields
Understanding Context Fields Adding Context Fields Context Field Optimizer Context Suggestions (Chips)Polymorphic Relationships
Channels & Deployment
Internal Channel MCP Setup Using MCP Card-List Rendering External Widget Setup Widget UI Customisation Community Agent Setup Data Access & Permissions Messaging Channel Integration Email Channel — Inbound Email Channel — Outbound Branded Email Email Reply Handling Voice Input
Credits & Licensing
How Credits Work Activating Your Licence Managing Credit Periods Topping Up Credits Credit Usage Optimisation
Conversations & Transcripts
Viewing Conversations Conversation Transcripts AI Activity Panel Conversation Analytics Scheduled Actions Conversation Debugger
Monitoring & Incident Logs
AI Incident Logs Debug with AI AI Archival Logs Troubleshooting Document Processing Troubleshooting the Email Channel
Administration
Admin Overview Licence & Plan Management Platform Settings Data Security in REDA AI API Key Management Platform Settings Reference External Widget API Reference Community API Reference Archival & Audit Flow Integration Reference

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Home / REDA AI / Getting Started

Getting Started

Browse every REDA AI guide in this section — 4 articles.

About REDA AI

Installing REDA AI

App Access & Permissions

Best Practices

The official help center for the REDA platform — AI, automations, and CRM for real estate and global financials, native on Salesforce.

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Help Center

REDA One
REDA Financials AI
REDA AI
REDA Connect
REDA Pay
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Property Management
Construction
Accounting & Financials
REDA AI Platform
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