Help center
Pick a topic. Each page is short, scannable, and covers one area of the product end-to-end.
Getting started
Sign up, create a workspace, invite teammates, add your first client, and learn the four roles.
ReadClients & groups
Add clients, organise them into groups (e.g. Acquisition, Retention), use the inbound email address.
ReadTeam, departments & access
Invite members, set up departments, and grant access from any subject to any client (4 paths).
ReadTasks
Create tasks + subtasks, recurring templates, the calendar view (drag to reschedule), saved views.
ReadMessages & client portal
Internal notes vs client emails, @-mentions, how clients send messages back, the portal magic link.
ReadTracking infrastructure map
Map GA4, GTM, pixels, ad accounts as a visual graph. Audit findings + weekly history.
ReadNotifications
Per-event preferences, vacation mode, per-client + per-task mute, daily digest hour.
ReadBilling
Active client counting, seats, upgrade/downgrade, annual vs monthly.
ReadSecurity & data
Workspace isolation (RLS), data export, deletion, what we collect.
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