Step-by-step guides for every feature: leads, pipeline, calling, WhatsApp, AI agents, integrations, and more. Search directly or browse by category.
13
Help categories
65
Published how-to articles
6
Recently refreshed guides
The help center is structured for quick execution, whether you are onboarding a team, fixing a workflow issue, or learning a feature for the first time.
Look up what you are trying to do such as assign leads, set up calling, connect WhatsApp, or automate follow-ups.
Each article is structured for execution: what you need, the steps to take, common issues, and related next actions.
If the docs do not resolve your issue, reach out for onboarding, setup help, or troubleshooting support.
The help center works best when teams search by the job they are trying to complete rather than the product menu they remember. A good support library should reduce setup time, make daily execution easier, and help new team members learn the platform without depending on tribal knowledge.
These guides are especially useful during onboarding, migration, workflow changes, and feature rollouts because they connect product areas such as calling, AI, automation, and admin settings to the exact steps teams need to take next.
Pick a category if you already know the area you need help with, from setup and calling to WhatsApp, integrations, AI, and reporting.
Set up your account, invite your team, and connect your channels.
Capture, score, route, and enrich every lead.
Customize stages, forecast, track velocity, and run reviews.
Sales journeys, follow-up rules, and AI next-best-action.
Twilio, SIP, AI coaching, transcription, and routing.
WhatsApp Business API, broadcasts, templates, catalog, SMS.
Connect Gmail/Outlook, build sequences, track opens, AI compose.
Agentic AI: MCP, autonomy levels, voice, post-call, deal risk.
Connect Razorpay, IndiaMART, Twilio, Zoho, HubSpot, OpenAI, and more.
Payment links, proposals, quotes with e-sign, refunds, reconciliation.
Android install, geo-fence check-ins, offline mode, push notifications.
MFA, custom roles (RBAC), SSO, audit logs, white-label.
Common errors, fixes, and recovery steps.
Start with the busiest sections if you want the most common setup, execution, and troubleshooting workflows first.
Jump into the section that matches your current workflow instead of starting from the top every time.
Search first for the feature or workflow you are working on. If you are still blocked, our team can help with setup, onboarding, migration questions, and next-step guidance.
Self-serve comes first: nearly every setup, workflow, and troubleshooting question has a written guide here, and the search bar matches against article titles, intros, and steps. When a guide is not enough, support runs through the contact form and in-app chat — describe what you were doing, what you expected, and what happened, and include a screenshot if you can. Tickets are answered in the order received, with setup-blocking issues prioritised.
Teams on paid plans also get onboarding assistance for data import, pipeline design, and dialer or WhatsApp configuration. If you are still deciding, the demo is often the fastest way to get a dozen questions answered at once.
No. Every article is public, so you can review how imports, automations, or call setup work before you sign up — useful when comparing CRMs on implementation effort rather than feature lists.
Start with Getting Started, then Leads & Contacts and Sales Pipeline. Those three categories cover the decisions — stages, fields, lead assignment — that everything else builds on.
The product ships updates regularly and articles are refreshed afterwards, so brief gaps can appear. Use the recently-updated list above for the newest revisions, and report mismatches via the contact form so we can fix the article.
For setup-heavy steps like migration mapping or telephony configuration, the team can walk through it with you on a call. Day-to-day administration stays in your hands so your team owns its own workflow.
Product setup, lead workflows, calling, messaging, AI features, reporting, integrations, and day-to-day team operations.
Most articles include a quick intro, step-by-step instructions, time-to-complete estimates, FAQs, and common issue fixes to reduce back-and-forth.
Reach out if you are planning a rollout, migrating data, debugging a setup problem, or want help choosing the best workflow for your team.