Search the questions we get asked most often.
Check spam first, then use Resend on the verification screen for a fresh code. Codes expire after 15 minutes. If you try to sign in before verifying, we send a new code automatically.
An account can only be signed in on one device at a time. Signing in on another device signs the earlier one out. Just sign in again on the device you want to use.
On the sign-in page choose 'Forgot password' and enter your email. The reset link we send is valid for one hour.
Open Settings → Profile and enter their email. They get a link that's valid for 7 days and lets them join your workspace.
Settings → Business. Every amount in the app, in work engine replies and in generated documents uses that currency.
Yes. Customers are just the people you serve. Students, clients, patients and members all fit, and the work engine maps your words onto the right records — sessions as orders, tuition as invoices.
Pending, Processing and Delivered. There is no 'Cancelled' status — delete the order if it shouldn't count.
Automatically. A Due invoice turns Overdue once its due date passes. Marking it paid moves it to Paid.
Not yet. Delete it and create it again. Partial payments aren't supported yet either.
Yes — customers (name, email, phone), orders (customerName, description, qty, price, status) and invoices (customerName, description, qty, price, dueInDays) all support CSV import.
Yes. Use the Expenses page or tell the work engine what you spent. Expenses show up in Insights with net profit and a six-month chart.
Creations, status changes and expense entries can be undone from the AI action log on the dashboard. Deletes can't be undone, which is why they always ask first.
Anything that changes a record or contacts a customer needs your approval. In Settings → Work Automation you can allow a few low-risk actions to run without a card.
Voice input needs Chrome, Edge or Safari (Firefox doesn't support it). If your browser blocked the microphone, allow it in the site settings next to the address bar, then try again.
Its AI provider quota has run out for now. Try again later — your data is safe and everything else in the app keeps working.
Alerts are checked once a day, so they arrive on the right day but not at the exact minute you asked for.
A Meta test number can only message numbers you've added as approved recipients in Meta's API Setup. To message any customer you need your own WhatsApp Business number.
Outside WhatsApp's 24-hour window you need an approved message template. Connect doesn't support templates yet, so those messages may not deliver.
They're previews. WhatsApp Business is the only integration you can connect today.
Starter $15/mo, Pro $29/mo, and Business $59/mo — see the pricing page for what's included in each.
There's no in-app checkout yet. Settings → Billing links to the pricing page. If you need to upgrade now, email us and we'll sort it out.
Still stuck? Email jephcoding@gmail.com and we'll help.