Documentation
Guides and how-tos.
Setup, configuration and day-to-day use, written for the person doing the work. Available in English and French.
What's covered
Thirteen sections, and a search
Getting started
Sign-up, the brand profile, enabling your first agent
Marketing agents
Social Media and Advertising
Analytics agents
Tracking module and recommendations
Engagement agents
Customer Interaction and the Chatbot
CRM
Contacts, segments, lifecycle, journeys, broadcasts
Content & resources
Calendar, media library, knowledge base
Reports
Dashboards, custom KPIs and exports
Account
Team, roles, branding and settings
Guides
Longer walkthroughs for common workflows
Troubleshooting
What to check when something is not working
Support
How to raise and track a ticket
What's new
Recent changes to the product
About
How the documentation is organised
The documentation is maintained alongside the product. If something in it contradicts what you see on this site, the product is the source of truth and we would like to know.
Didn't find it?
The documentation covers setup and configuration in more depth, and we answer anything else directly.