Support center.

Getting help, getting trained, adding a vertical, and finding where your billing lives.

Open a ticket

The main way to reach the team, and the one that leaves a record you can point back at. Include your workspace name and what you were doing when it went wrong — it saves a round trip.

Open the ticket form

Training library

Short lessons covering the parts of the system you touch daily — profile, phone numbers, calendars, pipelines, conversations and the automations behind them.

Start training

Two things live here. Your setup call if you’re new — the live session that points the workspace at how you actually sell. And a support screen-share after that, for anything that doesn’t fit in a ticket.

Book a time

Request a snapshot

Add another vertical to your workspace — its pipeline, its campaigns and its automations, installed alongside what you already have.

Choose a vertical

Billing

Your invoices, your card, your usage balance and your current rates all live inside the CRM under Settings › Billing in the left-hand menu.

Usage — texts, calls and email — is billed on top of the subscription, so the balance there is the number to watch.

Cancel

The request goes in from inside the CRM under Settings › Billing. If you can’t find it there, open a ticket and say it’s a cancellation. It’s month to month — cancel before your next billing date and you won’t be charged for the month after it.

Worth asking about first: canceling normally releases the phone number on the account, and a released number can’t be got back. Anything pointing at it — ads, business cards, trigger links — stops working. Raise it before you cancel, not after.