Docs
Documentation
Guides and references for your business.
Popular Articles
All Sections
Getting Started
Account setup, onboarding, dashboard tour, and troubleshooting
- • Quickstart Guide
- • Navigating the Dashboard
- • Accounts & Roles
5 articles
Leads & Conversations
Inbox, lead scoring, quotes, escalations, and pipeline management
- • Understanding Your Inbox
- • Lead Scoring & Pipeline
- • Sending Quotes & Replies
4 articles
Invoices
Create, send, and track invoices for completed and quoted work
- • Creating & Managing Invoices
1 article
Communication Channels
Phone routing, SMS, email, social, and website channel setup
- • Connecting SMS & Email
- • Route Your Phone Number
- • Meta Messenger & Instagram DM
4 articles
AI Receptionist
Train, configure, and test the AI that answers your calls and messages
- • Meet Your AI Receptionist
- • Training Your AI (Knowledge Pack)
- • Personality & Booking Behavior
8 articles
Scheduling & Booking
Appointments, booking links, and dispatch management
- • Booking Appointments
- • Booking Links
2 articles
Smart Links
Personalized intake links that finish qualification for you
- • Using Smart Links
1 article
Insights
Reports, KPIs, reviews, and team activity
- • Reading Your Analytics
- • KPI Dashboard
- • Reviews & Reputation
4 articles
Account & Settings
Workspace configuration, advanced tools, subscription management, and audit trail
- • Workspace Settings
- • Advanced Settings
- • Subscription & Billing
4 articles