(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

Creating and Managing Client Roadmaps Using the Roadmap

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

Roadmap

Everything roadmap related

Creating and Managing Client Roadmaps

Using the Roadmap