Getting Started


Here you can find a collection of articles that will help get you started with our platform.

In which area do you need help today?

Settings

Here you will find everything related to the global settings of our platform.

Contacts

The Contacts tab serves as a central hub to manage customer information, offering features like segmentation, and integration with other platform functionalities.

Conversations

The Conversations section is to stay informed about all your inbound and outbound communication by tracking calls, texts, emails and more.

Calendars

The Calendars tab in provides tools for scheduling and managing appointments, meetings, and events all within a customizable and organized calendar interface.

Automation

The Automation tab enables users to create automated workflows, triggering actions based on

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Membership

Here you will find everything related to the membership features of our platform.

Payments

The Payments tab enables businesses to manage and process payments within the platform. This includes creating and sending invoices, tracking payment status

Reputation

Reputation tab focuses on collecting & tracking online reviews and ratings across various platforms, allowing users to proactively address customer feedback and maintain a positive online image.

Reporting

The Reporting Tab offers insights, metrics, and visualizations for tracking key business performance indicators like lead generation and conversion rates, helping optimize strategies for better results.

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Sites

All content related to Sites, Funnels, Forms & Surveys

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