(formerly Shapeshifter)

Getting started

Add a New Client Setting up Branding Managing Your Team Sharing Client View Access Show or Hide Components Configure Your Client CRM View

How to Use Companies

Advanced Features

Setting up Custom Domain How to Use the Chrome Extension Integrating Slack for Notifications Using the Analytics Dashboard Using Custom Tags to Organize Data Training Your Copilot (Custom AI Assistant) How to Archive a Client

Frequently Asked Questions Reporting Job Quality Issues

Companies

Companies - A feature to help you track and catalogue your companies.

How to Use Companies