Feeling lost? Don't worry. Whether you are setting up for the first time or building complex automation, we have a guide for you. Follow this roadmap to find exactly what you need.
Phase 1: The "Day One" Essentials
Start here to understand what the system actually does (and doesn't) do.
Required Step: You cannot send automated messages until you connect your Gmail/Outlook and SMS accounts.
Set your user profile photo and ensure emails don't go out at 3:00 AM on a Sunday.
Phase 2: Quick Wins (No Experience Needed)
The "Recipe Book." Learn how to turn on pre-built renewals and birthday emails in just a few clicks.
sending a Holiday greeting vs. a Renewal? Learn the difference so you use the right tool.
Phase 3: The Builder (Advanced)
The theory class. Understand how Triggers, Filters, and Actions actually work together.
Ready to build? A step-by-step tutorial on creating a multi-step renewal sequence.
Confused by a word? Look up definitions for "Webhooks," "X-Dates," and "Enrollment."
Phase 4: Help & Fixes
Did something stop working? Check here for "Expired Integrations" and workflow errors.
Answers to common questions about pricing, email syncing, and system limits.
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