Help and support

Help center

Use the help center for onboarding, billing, portfolio imports, and product understanding in one public support layer.

Help center and support content

Help articles, onboarding guides, billing explanations, and portfolio troubleshooting should become a reusable support layer instead of staying hidden across product pages.

Issue triage queues

Portfolio mismatches, billing confusion, login issues, and source-data complaints should later route into structured support queues with clear ownership.

Subscriber success interventions

Incomplete onboarding, unused premium features, and failed imports should trigger guided recovery or success workflows before churn sets in.

Operator-facing support rules

Support operations should live behind clear policies for escalation, rollback, customer messaging, and auditability rather than informal fixes.