Help center

Platform connections

• Connect a store, ERP or other platform
• Reconnect after a login expires
• Allow members to use an existing connection

SMS assistant

• Set up the SMS assistant on iPhone
• Set up the SMS assistant on Android
• Bind a receiving phone

Files and results

• Upload files and use saved materials
• Share materials with team members
• Share replies, reports and models

Everyday use

• Start your first task
• Schedule recurring work
• Listen to replies and explanations

Teams and managed finance

• Personal and team plans compared
• Invite colleagues to your team
• Invite CaiGeek finance staff to work with you

Plans and usage

• When the seven-day free trial starts
• Check your plan and remaining usage
• What to do when usage runs low