Help centre
Short, exact answers to the things people actually ask — from day one to month six.
- I have just startedThe workspace, your contacts, and the one habit that matters in week one.
- I am setting this up for a firmRoles, invitations, the service catalogue, and what the assistant may do.
- Something is not workingStart from what you saw: an error message, a missing button, a strange number.
Most asked
- DocumentsUpload and read a documentFrom a scanned PDF to text you can actually search.
- Pipeline & opportunitiesPipeline stagesA human picks the stage, the outcome is derived, and the history only appends.
- When something does not workA delete was refusedThe refusal names every holder at once. Start there.
- Assistant & searchAsk the assistantWhat it knows, where it reads from, and why it searches on every message.
- MeetingsWho can see a meetingA meeting is born restricted. Opening it up is a decision.
- Getting startedInvite your teamAn invitation is a single-use link. Who can send one, and what to do when it does not arrive.
Every topic
Fourteen categories, in the order a new user meets them — not in alphabetical order.
- 6 articles
Getting started
From creating a workspace to the end of the first week — and a map of where everything is.
- 8 articles
Contacts & engagements
Organisations, people, seats and feeds — and where the firm's memory actually sits.
- 7 articles
Pipeline & opportunities
Nine stages, two axes, and a history that only ever appends.
- 8 articles
Documents
Upload, read, review, tag — and why every answer carries a citation.
- 7 articles
Meetings
Live capture or an uploaded file, Persian transcription, and who gets to read it.
- 6 articles
Assistant & search
Ask in your own words, get a cited answer, and decide what it is allowed to do.
- 6 articles
Work, tasks & Pulse
The three pages you open every day, and the logic behind how they order things.
- 5 articles
Workspace & team
Roles, invitations, seats — and how several workspaces live side by side.
- 5 articles
Service catalogue
The list of what you sell — and the spine every report is built on.
- 6 articles
Financial analysis
Spreads, ratios, the FDD workbench and the FP&A studio.
- 6 articles
Indicators
Measurement over your own data, with thresholds, owners, and a cap that creates scarcity.
- 5 articles
Account & plans
Plans and modules, the AI usage ledger, your own account, and programmatic access.
- 5 articles
Security & data
The boundaries, the permissions, and what the system refuses to quietly destroy.
- 7 articles
When something does not work
Start from what you saw, not from which part of the product is to blame.
Still stuck?
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