Welcome to our Help Center đź‘‹
Welcome. Whether you’re just getting started or you’ve been here since day one, this is the fastest way to learn, fix, and ship inside OnlySaaS.
New to OnlySaaS
Start here for a guided path from zero to productive:
Onboarding Tour: A step-by-step walkthrough of your first week in OnlySaaS.
Core Tools, One by One: CRM, DocSign, Forms, Calendar, Chat, Docs, Projects—what each does and when to use it.
Essential Workflows: Import contacts, send your first contract, publish a form, book meetings, spin up channels, organize docs, track tasks.
Quick Wins (15 mins or less): Small actions, real outcomes.
Power Users & Active Teams
Already running? Go deeper and stay current:
AI Search (instant answers): Ask in plain English. We’ll scan articles, videos, and release notes and surface the exact steps or macros you need.
What’s New: Daily updates, changelogs, and feature highlights—so your team doesn’t miss a beat.
Playbooks & Patterns: Best-practice flows for sales ops, CS, and internal tooling—built around how teams actually work in OnlySaaS.
Troubleshooting Guides: Precise fixes with copy-paste snippets, logs to check, and known edge cases.
Help Center vs. Support
Use the Help Center when you need immediate, self-serve answers—how-tos, architecture notes, and visual walkthroughs. The AI search is the fastest path.
Contact Support when something’s broken, blocked, or needs account-specific investigation (billing, data issues, SSO, compliance).
Support response time: We aim to reply within 24–48 hours (business days). Complex issues may need deeper logs or a short screen recording; we’ll tell you exactly what helps us resolve it faster.
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