Help Center

Quick start

QUICK START

Introduction

Our SaaS platform equips teams with powerful AI tools, real-time dashboards, and automated workflows designed to streamline operations and accelerate growth.  This Help Center provides step-by-step guidance, best practices, and troubleshooting for every part of the system.

Build Your First Workspace

Set up, customize, and launch your first workspace in minutes. This quick guide walks you through the essential steps to start using the platform effectively.

Step 1: Create a New Workspace

Begin by creating a workspace from your dashboard. Add team members, set permissions, and choose the modules you need — from AI assistants to analytics and automation.

Step 2: Configure AI Tools

Train models, connect your data sources, and define rules for automated tasks. Our AI tools adapt to your workflows, improving accuracy and efficiency over time.

Step 3: Monitor Everything in Real Time

Use built-in dashboards to visualize performance, track activities, and identify actionable insights. Customize widgets, export reports, and automate alerts to stay informed.

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Monitor Your Business

Stay on top of your company’s performance with real-time data, easy-to-use dashboards, and smart insights. This page helps you understand how to track what’s happening and make informed decisions quickly.

Real-Time Dashboards

View your most important metrics as they update. Track revenue, activity, customer behavior, and overall performance in one place.

Custom Widgets

Choose the widgets you want to see. Rearrange, resize, and personalize your dashboard to highlight what matters most.

Instant Alerts

Get notified when key numbers change. Set simple rules to receive alerts about spikes, drops, or unusual patterns.

AI Insights

Our AI helps you interpret trends and highlights what needs attention. It provides quick suggestions to help improve performance and efficiency.

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Pricing

Learn how pricing works, what’s included in each plan, and how to manage your subscription. This guide helps you understand costs, billing cycles, and how to choose the right plan for your team.

Plans Overview

We offer flexible plans designed for teams of all sizes. Each plan includes core features, with higher tiers adding more advanced tools and capacity.

Billing & Payments

You can choose monthly or yearly billing. Yearly plans offer a discounted rate.

Payments can be managed directly from your account settings. You can update cards, view invoices, and download receipts anytime.

Upgrading or Downgrading

Easily switch plans as your needs change.  Upgrades take effect immediately.  Downgrades apply at the start of your next billing cycle.

Free Trial

Most plans come with a trial period so you can explore features before subscribing. No commitment required.

Refunds

We do not offer automatic refunds, but our support team is here to help if you experience any issues.

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Features

Explore the core features that help you manage operations, track performance, and automate work. This page gives you a quick overview of what each tool does and how it supports your business.

Unified Dashboard

View all key data in one place. Track performance, monitor activity, and stay updated without switching tools.

AI Insights

Get smart suggestions based on real-time patterns. Use AI to highlight trends, detect issues, and support better decision-making.

Automation Tools

Automate repetitive tasks and streamline daily workflows. Reduce manual work so your team can focus on high-value tasks.

Reporting & Analytics

Generate clear, customizable reports in seconds. Export data, track progress, and measure performance over time.

Team Management

Add users, assign roles, and set permissions. Control access and keep your workspace organized and secure.

Integrations

Connect your favorite tools with ease. Sync data across platforms and keep everything up to date automatically.

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Chat Logs

Learn how to view, search, and manage all your conversations in one place. This guide explains how chat history works and how to keep communication organized across your workspace.

Viewing Chat History

Access all past conversations directly from your Chat Logs page. Open any thread to review messages, timestamps, and participants.

Searching & Filtering

Use keywords, dates, or user filters to quickly find specific chats. Perfect for locating important decisions or past discussions.

Conversation Details

Each chat includes metadata like time, sender, and related actions. Helpful for tracking issues, task progress, or internal approvals.

Exporting Chat Logs

Download chat threads for reporting or documentation. Exports are available in common formats for easy sharing.

Archiving & Deleting

Archive old conversations to keep your workspace clean. Delete chats you no longer need, depending on permission settings.

Permissions & Access

Admins can control who can view, export, delete, or manage chats. Set access rules to protect sensitive information.