Help centre
Guides for every part of the product. The same content ships in the documentation folder of your installation.
Getting started in 15 minutes
Create your workspace, pick an industry, import your first CSV and read your opportunity queue.
Importing data (and fixing import errors)
Column mapping, saved templates, duplicate handling, the error report and rolling an import back.
Tuning opportunity rules
What each rule means, choosing thresholds for your trade, and disabling rules you don't need.
Campaigns, approvals and automatic stops
How drafts are generated, who can approve, business-hours scheduling, and what stops a send.
Recording recovered revenue
Confirming conversions, editing or deleting them, and how reports recalculate.
Plans, billing and limits
Trials, upgrading, downgrading, cancellation and what happens to your data afterwards.
Consent, suppression and opt-outs
Per-channel consent, the do-not-contact list, STOP handling and your compliance responsibilities.