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Welcome. This section walks you through account setup, your workspace, billing, and integrations so you can get productive quickly. Use the articles below to go deeper—each guide is written for busy teams who need clear steps without fluff.

Quickstart: get set up in under 15 minutes

Go from signup to a working pilot in 15 minutes: create your organization, invite teammates, assign roles, and connect your first Slack or CRM integration.

Create your account

Sign up for a new account, verify your email address, and choose between a personal or team organization so you start with the right workspace setup.

Sign-in and security basics

Configure passwords, SSO, session length, and multi-factor sign-in, and learn how the platform protects your workspace data and access logs.

Workspace

Invite teammates to your workspace

Invite teammates by email or shared link, assign their initial role, resend or revoke pending invitations, and manage seat usage as your team grows.

Roles and permissions

Understand what admins, members, and custom roles can see and change, and design a permissions model that scales as your team and projects grow.

Organization settings

Set your organization name, branding, default preferences, and workspace-level policies that apply across every project and integration you create.

Billing & plans

Compare plans

Compare Free, Team, and Enterprise plans across seats, automation volume, SSO, audit features, and support so you can shortlist the right tier.

Upgrade or downgrade your plan

Change your subscription plan mid-cycle, understand proration, seat limits, and feature changes when you upgrade or downgrade your workspace tier.

Invoices and receipts

Download invoices, update billing email and tax details, reconcile charges with your accounting tool, and find receipts for past subscription payments.

Integrations

Connect Slack

Install the Slack app, choose channels, configure notification preferences, and control which workspace events and mentions trigger Slack messages.

Connect your CRM

Connect Salesforce or HubSpot to sync deals, contacts, and accounts using partner connectors or build a custom sync with webhooks and the API.

Developer integrations

3 pages

Partner connectors

3 pages