Help centre

One guide per part of co-message, each a step-by-step procedure with the screen you will actually be looking at. Start at the top if the workspace is new.

Start here

Setting up your workspaceCreate the workspace, get your team in, and decide who can see what — about ten minutes, once.7 steps

Doing the work

Projects and tasksPlan client work on a board, give every task an owner and a date, and drag it to Done.7 steps Chat, threads and callsChannels, direct messages and threads, plus a video huddle you can start without leaving the conversation.7 steps Meetings and self-service bookingSchedule calls, take AI notes, and publish a link that lets clients book a free slot without emailing you.6 steps

Knowledge and sales

Knowledge HubThe company wiki: spaces of nested pages, a version kept on every edit, and an assistant that answers from what you have written and cites it.8 steps Sales HubDeals, proposals, internal approvals, e-signature, and the handover of a signed scope to delivery and billing.11 steps

Clients and growth

Social StudioDraft once, get it approved, and publish to every connected account on a shared calendar.7 steps Lead managementCapture enquiries from forms, WhatsApp and chat, qualify them on a pipeline, and never lose one to a forgotten follow-up.8 steps Support ticketsA shared inbox for customer requests, with statuses, priorities and a public page where they can check progress.6 steps

Money and people

Billing and financeEstimates, invoices, payments and expenses, with a link your client can pay from.10 steps HR and people opsA directory, attendance, leave, payroll and expenses, with approvals that land with the right person.7 steps

AI

AI HubGenerate landing pages, newsletters, decks, audits and summaries that sound like you, not like a chatbot.6 steps AI WorkforceA set of AI colleagues that do a named job inside the workspace — social, projects, support, HR, recruiting, SEO — rather than waiting to be prompted.6 steps AutomationsWhen this happens, do that — without writing any code.6 steps

Cannot find it?

Ask us directly — it becomes a tracked ticket with a reference you can follow.

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