Every screen, written down
Three guides, one per app, each written for the person who has to use it. Step by step, in the order the screens come.
Client portal
Everything a client is asked to do: sign in, raise the request, read the record, and turn on the notification that saves them asking.
17 topics →Team workspace
Sorting what lands, planning it, tracking the time it took, and handing an agent the keys. The screens your team is in all day.
28 topics →Admin panel
Adding people, shaping what each of them can touch, and standing up the organisations and projects the rest of it hangs off.
12 topics →These are the same guides that ship inside the product.
Each app carries its own guide on a page behind the login, and this section is published from those files. Nothing here is a brochure version of them: read a topic now, and it is the topic your team reads later.
See it on your own workflow
The guides describe the product as it stands. A call is where you find out how much of it you would actually turn on, and what a deployment for your team looks like.
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