# MedStrato ## Docs - [Create Campaign](https://docs.medstrato.com/api-reference/campaigns/create.md): Create a new email campaign. - [List Campaigns](https://docs.medstrato.com/api-reference/campaigns/list.md): Retrieve a paginated list of campaigns with engagement metrics. - [Create Event](https://docs.medstrato.com/api-reference/events/create.md): Create a new event in your organization. - [List Events](https://docs.medstrato.com/api-reference/events/list.md): Retrieve a paginated list of events in your organization. - [API Introduction](https://docs.medstrato.com/api-reference/introduction.md): Build integrations with the MedStrato API to automate KOL management, events, campaigns, and regulatory workflows. - [Create KOL](https://docs.medstrato.com/api-reference/kols/create.md): Create a new KOL profile in your organization. - [Get KOL](https://docs.medstrato.com/api-reference/kols/get.md): Retrieve detailed information about a specific KOL. - [List KOLs](https://docs.medstrato.com/api-reference/kols/list.md): Retrieve a paginated list of KOLs in your organization. - [List Products](https://docs.medstrato.com/api-reference/products/list.md): Retrieve your product catalog with regulatory status. - [List Signals](https://docs.medstrato.com/api-reference/signals/list.md): Retrieve regulatory and industry signals with AI-powered analysis. - [Webhooks](https://docs.medstrato.com/api-reference/webhooks.md): Receive real-time notifications when events occur in MedStrato. - [AI Prompt Tips: Get Better Results from MedStrato AI](https://docs.medstrato.com/best-practices/ai-prompt-tips.md): Effective prompt engineering techniques and templates to maximize the quality of AI-generated content in MedStrato for KOL outreach, event communications, and research. - [Event Invitation Best Practices: Maximize RSVP Rates](https://docs.medstrato.com/best-practices/event-invitation-best-practices.md): Proven strategies for invitation timing, frequency, subject lines, and follow-up sequences to improve response rates for medical conferences and advisory boards. - [MedStrato Best Practices for KOL, Events & AI](https://docs.medstrato.com/best-practices/index.md): Practical frameworks for medical device teams using MedStrato for KOL tiering, event invitations, AI prompts, research, and tender workflows. - [KOL Tiering: A Practical Framework for Medical Device Companies](https://docs.medstrato.com/best-practices/kol-tiering-methodology.md): Learn how to classify Key Opinion Leaders into strategic tiers based on influence, expertise, and engagement potential using a proven 4-tier framework. - [Glossary: Medical Affairs & KOL Management Terms](https://docs.medstrato.com/glossary.md): Definitions of key terms used in medical device public affairs, KOL engagement, regulatory intelligence, and MedStrato platform features. - [AI Native Workflow](https://docs.medstrato.com/guides/ai-native-workflow/index.md): Use MedStrato AI to run common workflows with prompts, slash commands, and templates (KOL discovery, event outreach, product messaging). - [Billing & Usage](https://docs.medstrato.com/guides/billings/index.md): View your plan, billing status, monthly AI usage, and workspace limits (seats, KOLs, products, events, campaigns, registrations). - [Email Templates](https://docs.medstrato.com/guides/campaign/email-templates.md): Choose an email template for a campaign and customize content, layout, and dynamic placeholders for events or products. - [Campaigns](https://docs.medstrato.com/guides/campaign/index.md): Create and manage email campaigns for KOL outreach, including audiences, linked products, email drafts, and engagement tracking. - [Personalization Variables](https://docs.medstrato.com/guides/campaign/personalization-variables.md): Configure template variables (custom and auto-filled) so each recipient sees a correctly personalized email. - [Preview & Test Emails](https://docs.medstrato.com/guides/campaign/preview-and-testing.md): Preview how an email renders for specific recipients and across devices before sending. - [Manage Event Details in MedStrato](https://docs.medstrato.com/guides/events/event-details.md): Edit event team members, agenda, attendees, invitations, materials, and submissions from the MedStrato Event Details workspace. - [Events Dashboard](https://docs.medstrato.com/guides/events/index.md): Manage events in one place: search, filter by date, track RSVP status, and monitor invitation performance. - [Public Event Page Settings](https://docs.medstrato.com/guides/events/public-event-page-settings.md): Generate, copy, and deactivate a public event page link, and control visibility, capacity, and approval rules. - [Public Page & Registration](https://docs.medstrato.com/guides/events/public-page-and-registration.md): What attendees see on the public event page and how registration works (confirmation, approval, and capacity rules). - [Create an AI Investigation Report](https://docs.medstrato.com/guides/investigations/create-investigation.md): Start a MedStrato AI investigation by choosing a research template, defining the topic, setting region and time scope, and generating a report. - [Investigations](https://docs.medstrato.com/guides/investigations/index.md): Generate AI-powered investigation reports with templates for competitor research, regulatory watch, market opportunity scanning, and sentiment analysis. - [KOL Activity Monitoring](https://docs.medstrato.com/guides/kol/activity-monitoring.md): Track a KOL’s latest publications and social activity, and refresh the feed to keep outreach timely. - [Create a KOL Profile in MedStrato](https://docs.medstrato.com/guides/kol/create-kol.md): Add a Key Opinion Leader profile with contact details, specialties, tiering, engagement level, event links, and internal relationship notes. - [Digital Business Card (QR)](https://docs.medstrato.com/guides/kol/digital-business-card-qr.md): Generate a scannable QR business card for a KOL and export it for email signatures, slides, badges, and printing. - [Import KOLs (CSV)](https://docs.medstrato.com/guides/kol/import-kols-csv.md): Bulk import KOL profiles using a CSV template, including required fields, allowed formats, and tier/engagement mapping. - [KOL Management](https://docs.medstrato.com/guides/kol/index.md): Find, manage, and engage Key Opinion Leaders (KOLs): search and filter profiles, add new KOLs, and open detailed insights. - [KOL Profile & Insights](https://docs.medstrato.com/guides/kol/kol-profile-and-insights.md): Open a KOL profile to review bio, events, notes, activity, and AI-generated product alignment insights. - [Public KOL Profile Page](https://docs.medstrato.com/guides/kol/public-profile-page.md): Share a public-facing KOL profile with link, QR code, and CV download, and optionally let the expert claim the profile. - [Network Map](https://docs.medstrato.com/guides/map/index.md): Visualize relationships between KOLs by events, institution, and specialty to identify clusters, bridges, and key influencers. - [Interactive Network Analysis](https://docs.medstrato.com/guides/map/interactive-network-analysis.md): Select a KOL node to explore relationships by shared events, institution, and specialty, and jump into the full KOL profile. - [Create AI Articles and Press Releases](https://docs.medstrato.com/guides/press/create-article.md): Generate MedStrato articles, press releases, and professional summaries by setting audience, tone, key points, SEO keywords, and quotes. - [Improve an Article](https://docs.medstrato.com/guides/press/improve-article.md): Select text in an article and use Improve Suggestions to rewrite, generate alternatives, or keep the original. - [Press & Articles](https://docs.medstrato.com/guides/press/index.md): Create, organize, and publish AI-assisted press articles with audience, tone, and SEO controls. - [Compare Products](https://docs.medstrato.com/guides/products/compare-products.md): Select multiple products and compare their specifications side by side in a detailed comparison matrix. - [Competitive Dashboard](https://docs.medstrato.com/guides/products/competitive-dashboard.md): Monitor your portfolio's competitive health with KPIs, heatmaps, gap analysis, and actionable alerts. - [Create a Product](https://docs.medstrato.com/guides/products/create-product.md): Add a new product with category, description, status, regulatory standing, target markets, and key features. - [Products](https://docs.medstrato.com/guides/products/index.md): Manage your product portfolio and competitor catalog — track specs, documents, regulatory status, competitive positioning, and compare products side by side. - [Product Detail View](https://docs.medstrato.com/guides/products/product-detail.md): View and manage a product's overview, specifications, documents, pricing, regulatory status, competitors, and edit history — all in one place. - [Registrations](https://docs.medstrato.com/guides/registration/index.md): Track medical device registrations across jurisdictions: status, authority, expiration, and renewal workflow. - [Registration Details](https://docs.medstrato.com/guides/registration/registration-details.md): Review a registration’s timeline, metadata, commitments, and correspondence for a specific product and jurisdiction. - [Company Profile (AI Context)](https://docs.medstrato.com/guides/settings/company-profile.md): Set company context (markets, certifications, competitors, brand voice) so AI features generate accurate investigations, articles, and signal analysis. - [Teams & Permissions](https://docs.medstrato.com/guides/settings/teams-and-permissions.md): Create teams, assign roles, and control who can access each module in your workspace. - [Signals](https://docs.medstrato.com/guides/signals/index.md): Monitor regulatory signals, prioritize by impact, and map updates to products for faster compliance and opportunity assessment. - [Signal Details](https://docs.medstrato.com/guides/signals/signal-details.md): Review a signal’s source, impact, and related products, then use Ask AI and source links to extract actions. - [Bid Autopilot — One-Click Bid Automation](https://docs.medstrato.com/guides/tenders/bid-autopilot.md): Automate the entire tender workflow with Bid Autopilot: parse documents, match products, generate quotations, check compliance, and build the proposal package — all in one click. - [Commercial Editor — Quotation & Pricing](https://docs.medstrato.com/guides/tenders/commercial-editor.md): Build competitive quotations in MedStrato: set quantities, pricing, discounts, and margins with AI-powered price suggestions and real-time profitability tools. - [Create a Tender](https://docs.medstrato.com/guides/tenders/create-tender.md): Step-by-step guide to creating a new tender in MedStrato: fill in metadata, financials, timelines, and custom fields to set up your bid. - [Document Upload & AI Parse](https://docs.medstrato.com/guides/tenders/document-parse.md): Upload RFP and technical documents to MedStrato, then use AI parsing to extract structured requirements, categories, and parameters automatically. - [Tender Management — AI-Powered Bid Automation](https://docs.medstrato.com/guides/tenders/index.md): Manage the full bid lifecycle with AI: create tenders, parse RFPs, match products, generate proposals, and export submission-ready packages. Cut bid prep time by up to 80%. - [Post-Bid Evaluation & Debrief](https://docs.medstrato.com/guides/tenders/post-bid-evaluation.md): Record tender outcomes, capture win/loss reasons, and complete bid debriefs in MedStrato. Use structured feedback to improve AI scoring and future bid strategy. - [Technical Editor — Compliance & Product Matching](https://docs.medstrato.com/guides/tenders/technical-editor.md): Match your products to tender requirements, verify compliance with AI, generate proposal text, and use WIN assessment tools in MedStrato's Technical editor. - [Tender Intel — AI-Powered Bid Assistant](https://docs.medstrato.com/guides/tenders/tender-intel.md): Ask natural-language questions about any tender's documents and requirements. Tender Intel provides instant answers with source references to help you prepare better bids. - [Tender Package — Proposal Generation & Export](https://docs.medstrato.com/guides/tenders/tender-package.md): Generate professional proposal documents with AI: select sections, refine content, and export submission-ready DOCX or PDF packages from MedStrato. - [Training Hub](https://docs.medstrato.com/guides/training/index.md): AI-powered training for your team — quizzes, voice coaching, flashcards, and capability tracking built from your real product and tender data. - [Start a Training Session](https://docs.medstrato.com/guides/training/start-session.md): Create a knowledge quiz or voice coaching session using your real product, tender, competitor, and institution data. - [Team Performance](https://docs.medstrato.com/guides/training/team-performance.md): Track team capabilities, view leaderboards, and get AI-recommended bid teams based on training data. - [Trends](https://docs.medstrato.com/guides/trends/index.md): Explore global healthcare procurement and funding flows with a map, ranked recipients, and searchable project registry. - [Trend Details](https://docs.medstrato.com/guides/trends/trend-details.md): Drill into a recipient country or a single funding flow to review projects, values, IDs, and export/share details. - [MedStrato User Manual | Product Guide](https://docs.medstrato.com/guides/user-manual.md): Complete MedStrato user manual: Dashboard, Opportunities, Policy, Tenders, and post-bid evaluation. Learn tender management, bid automation, and opportunity pipeline workflows. - [MedStrato Docs | Tender Automation & AI Workflows](https://docs.medstrato.com/index.md): Use MedStrato docs to automate tender responses, match products, verify compliance, manage KOLs and events, and build AI research workflows. - [Operating Regions](https://docs.medstrato.com/operating-regions.md): MedStrato global operations by Galaxias Inc.; Greater China and Southeast Asia by Adventurer Limited. Contact and sales by region. - [Quickstart](https://docs.medstrato.com/quickstart.md): Get started with MedStrato in 5 minutes: set up your workspace, import KOLs, and run your first AI workflow. - [MedStrato for Marketing Teams](https://docs.medstrato.com/roles/for-marketing.md): Campaign management, content creation, opportunity tracking, and market intelligence for marketing managers and business development professionals. - [MedStrato for Medical Affairs Teams](https://docs.medstrato.com/roles/for-medical-affairs.md): KOL management, scientific engagement tracking, and compliance-ready event workflows for Medical Affairs leads and Medical Science Liaisons (MSLs). - [AI Research Reports for Medical Device Teams](https://docs.medstrato.com/use-cases/ai-powered-research.md): Generate market, competitor, regulatory, and clinical intelligence reports in MedStrato using AI investigations with scoped sources and exportable outputs. - [Event Management: From Planning to Post-Event Follow-up](https://docs.medstrato.com/use-cases/event-management-lifecycle.md): Learn how to plan, execute, and follow up on medical conferences and advisory boards using MedStrato's event management platform. - [Use Cases](https://docs.medstrato.com/use-cases/index.md): Explore how medical device companies use MedStrato to automate tenders, manage KOL relationships, run events, monitor regulatory signals, and generate AI-powered research. - [KOL Engagement: From Discovery to Long-term Relationship](https://docs.medstrato.com/use-cases/kol-engagement-workflow.md): Learn how to discover, tier, engage, and retain Key Opinion Leaders using MedStrato's AI-powered KOL management platform for medical device companies. - [Regulatory Signal Monitoring: Stay Ahead of Compliance Changes](https://docs.medstrato.com/use-cases/regulatory-signal-monitoring.md): Learn how to monitor FDA, EMA, NMPA and other regulatory signals, assess product impact, and take timely action with MedStrato's AI-powered intelligence platform. - [Tender & Bid Automation: From RFP to Submission](https://docs.medstrato.com/use-cases/tender-bid-automation.md): How medical device companies use MedStrato to automate tender management, reduce bid preparation time by 80%, and improve win rates with AI-powered compliance, pricing, and proposal generation. ## OpenAPI Specs - [openapi](https://docs.medstrato.com/api-reference/openapi.json)