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itzseo
A complete course for new users

Learn ItzSEO, one lesson at a time

Every lesson tells you what to click and what you should see next. Each one doubles as a video script and a test checklist.

145 lessons in 12 modules About 12 hours in total
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Browse by role

A reading list of only the lessons that matter to you.

Agency owner or manager

You run the workspace: set it up, sell websites, follow leads and get paid.

116 lessons · 10 hours
Team member

You were invited to a workspace and need to find your way around and do your daily work.

70 lessons · 5.8 hours
Client of an agency

Your agency invited you to follow the work, approve things and ask for changes.

7 lessons · 25 min
Business owner building a website

You are making your own shop or business website on your phone. No account needed.

15 lessons · 1.1 hours
Tester or video producer

You check lessons against the app and record the tutorial videos.

3 lessons · 16 min
Module 2

Lead funnels and selling websites

Create a quote funnel, share it, take payments, switch on self-build and follow every lead. 9 lessons, 54 min.

  1. 1Create a lead funnelMake a quote funnel from the web design template, publish it and try it yourself in test mode. 6 min7 stepsBeginnerAgency owner or manager
  2. 2Share a funnel or put it on a websiteThe four ways to send people into a funnel: hosted link, floating button, inline block and the self-build start link. 5 min5 stepsBeginnerAgency owner or manager
  3. 3Set the prices and decide what happens to each leadEdit the offers for India and other countries, then choose contacts, chat threads, tags and ad tracking. 7 min7 stepsIntermediateAgency owner or manager
  4. 4Connect Razorpay or Stripe so you get paidAdd your own payment keys and the webhook, then test the connection. The money goes straight to your account. 8 min7 stepsIntermediateAgency owner or manager
  5. 5Let leads build their own websiteSwitch on self-build, add your support WhatsApp number and share the start link. 6 min6 stepsBeginnerAgency owner or manager
  6. 6Follow each lead in the Revenue inboxRead the status strip, act on milestone messages and tasks, and send a ready WhatsApp message in the lead's language. 7 min6 stepsBeginnerAgency owner or manager, Team member
  7. 7See every self-build lead by stageUse the Self-build leads list on the funnel page to find the leads worth a nudge today. 4 min5 stepsBeginnerAgency owner or manager, Team member
  8. 8Explain the price and the free trial to a leadWhat a self-built website costs, what the 7 free days include, what happens when they end and what changes after payment. 5 min5 stepsBeginnerAgency owner or manager, Team member
  9. 9Help a lead who is stuckQuick fixes for the problems leads report most: lost link, cannot go live, cannot pay and the photo limit. 6 min5 stepsIntermediateAgency owner or manager, Team member
Module 3

Build your own website

For shop and business owners: make your website on your phone in 10 short steps, go live free, then keep it. 15 lessons, 1.1 hours.

  1. 1Start your websiteOpen the start link, answer a few questions about your business and land in your website editor. 4 min5 stepsBeginnerBusiness owner building a website
  2. 2Save your link and find your way around the editorSave the private link that is your login, and learn the preview, the steps, the page buttons and the Help button. 5 min7 stepsBeginnerBusiness owner building a website
  3. 3Step 1: Your business name, tagline and languageSet the name customers will see, one line about what you do, your town and the language of the website. 3 min5 stepsBeginnerBusiness owner building a website
  4. 4Step 2: Choose a look, add your logo and pick coloursPick one of five looks, upload a logo if you have one and choose your two colours. 4 min4 stepsBeginnerBusiness owner building a website
  5. 5Step 3: Add your photosAdd the big photo at the top of your website and up to 12 gallery photos, and understand the photo limit. 4 min4 stepsBeginnerBusiness owner building a website
  6. 6Step 4: Write about your businessWrite two to four lines about your business and three reasons customers should choose you. 4 min3 stepsBeginnerBusiness owner building a website
  7. 7Step 5: Add your services or productsList up to 20 services or products, each with a name, a price, one line and a photo, and put them in order. 6 min5 stepsBeginnerBusiness owner building a website
  8. 8Add more photos, a full description and a page for each serviceGive an item up to 5 photos and a longer description, and decide whether each service should have its own page. 5 min5 stepsIntermediateBusiness owner building a website
  9. 9Steps 6 and 7: Common questions and customer reviewsAnswer the questions customers always ask, and add up to three real reviews with star ratings. 5 min5 stepsBeginnerBusiness owner building a website
  10. 10Step 8: Contact details, map and opening hoursSet the numbers behind your Call and WhatsApp buttons, your address, your map location and when you are open. 4 min5 stepsBeginnerBusiness owner building a website
  11. 11Step 9: Choose your pages and add social linksSwitch extra pages on or off, see how each one changes the price, add Instagram and Facebook and decide whether to show prices. 4 min4 stepsBeginnerBusiness owner building a website
  12. 12Step 10: Review your website and go live freeCheck the price, look through the whole website and put it online free for 7 days. 5 min5 stepsBeginnerBusiness owner building a website
  13. 13Edit your website after it is live, and share itChange anything after going live, publish the changes, and send your web address to customers. 4 min5 stepsBeginnerBusiness owner building a website
  14. 14Pay to keep your website live for a yearPay the yearly fee by UPI, card or net banking, confirm it went through, and know what happens if the trial runs out first. 5 min5 stepsBeginnerBusiness owner building a website
  15. 15Take orders from your online shopHow customers add products to a cart and send you the order on WhatsApp, and how to keep your shop up to date. 5 min6 stepsBeginnerBusiness owner building a website
Module 4

SEO tools

Keyword research, rank tracking, page audits, indexing, AI search visibility, Google's answer boxes and backlinks, all inside a project. 16 lessons, 1.4 hours.

  1. 1Research keywords and save the ones worth targetingStart from one seed phrase, read volume, difficulty and intent for the related searches, and build the project's saved keyword list. 6 min7 stepsBeginnerAgency owner or manager, Team member
  2. 2Track where your keywords rank on GoogleChoose which saved keywords to track daily, read position and 7-day change, and spot easy wins. 6 min7 stepsBeginnerAgency owner or manager, Team member
  3. 3Find keywords your competitors rank for and you do notAdd competitor domains, wait for the first sync and read the Keyword Gap table by opportunity. 5 min5 stepsIntermediateAgency owner or manager, Team member
  4. 4Find pages that compete with each otherUse Search Console data to find searches where two or more of your own pages compete, and choose the fix for each. 5 min5 stepsIntermediateAgency owner or manager, Team member
  5. 5Audit a pageRun an SEO audit on any public page, with Core Web Vitals, and read the score and the page snapshot. 5 min6 stepsBeginnerAgency owner or manager, Team member
  6. 6Work through the issues an audit foundRead each issue's severity, impact and effort, follow the fix steps, and mark issues fixed or ignored. 5 min6 stepsBeginnerAgency owner or manager, Team member
  7. 7Find every page on the site and see what Google has indexedDiscover pages from Search Console, the sitemap and a crawl, then filter to the ones Google has not indexed. 6 min7 stepsBeginnerAgency owner or manager, Team member
  8. 8Submit pages to Google and other search enginesSubmit pages one at a time or in bulk within the daily quota, turn on daily auto-submit, inspect a page and set up IndexNow. 7 min7 stepsIntermediateAgency owner or manager, Team member
  9. 9See whether AI assistants mention your clientAdd the questions customers ask AI assistants, scan them, and read who gets cited: linked, named or not at all. 7 min6 stepsBeginnerAgency owner or manager, Team member
  10. 10Get and act on recommendations for uncited queriesGenerate advice for the queries where the client is not cited, mark it done or dismiss it, and create an llms.txt file. 5 min6 stepsIntermediateAgency owner or manager, Team member
  11. 11See who holds Google's answer boxes for your keywordsUse the Answer Engine to find featured snippets, AI Overviews and People Also Ask boxes you hold, can win, or must rank for first. 6 min6 stepsIntermediateAgency owner or manager, Team member
  12. 12Import your backlinks and read the reportBring in the site's real links from Google Search Console for free, then read totals, anchor texts, referring domains and most-linked pages. 6 min5 stepsBeginnerAgency owner or manager, Team member
  13. 13Log the links your team buildsRecord every placement with its source, target, anchor, cost and status, and get a review of the whole portfolio. 5 min7 stepsBeginnerAgency owner or manager, Team member
  14. 14Read the project dashboardSee search, analytics and ad results for one client on one page, and open the combined view. 5 min5 stepsBeginnerAgency owner or manager, Team member
  15. 15Get prioritised SEO recommendations for a projectRun the SEO Advisor to turn search and analytics data into a short list of actions, each with its evidence. 4 min5 stepsIntermediateAgency owner or manager, Team member
  16. 16Read the weekly insightsEach Monday a project gets a short digest of wins, drops, opportunities and issues. Generate the first one and learn to read it in two minutes. 4 min5 stepsBeginnerAgency owner or manager, Team member
Module 5

Content and websites

Write and publish articles, and build, edit and publish websites with Web Design. 12 lessons, 1.1 hours.

  1. 1Generate an article from a keywordGive a target keyword, approve the brief, and let the article be written while you watch. 6 min6 stepsBeginnerAgency owner or manager, Team member
  2. 2Edit an article and export itEdit in markdown with a live preview, move the article through its statuses and export it in the format you need. 4 min5 stepsBeginnerAgency owner or manager, Team member
  3. 3Get the client's approval on an articleSend an article to the client for sign-off, read their note, and discuss changes in comments. 4 min5 stepsIntermediateAgency owner or manager, Team member
  4. 4Publish an article to a websiteAdd images and a description, then publish to a website built in ItzSEO or to WordPress, and update the post later. 6 min7 stepsIntermediateAgency owner or manager, Team member
  5. 5Create a website with Web DesignAnswer a short brief about the business and let the first version of the site be built for you. 7 min6 stepsBeginnerAgency owner or manager, Team member
  6. 6Edit a website in the workbenchChange text and styles by clicking, ask for bigger changes in the chat, add ready-made sections and undo a change. 6 min6 stepsBeginnerAgency owner or manager, Team member
  7. 7Publish a website and connect a domainCheck the site for issues, publish it to a free address, connect your own domain and roll back if something goes wrong. 6 min6 stepsIntermediateAgency owner or manager, Team member
  8. 8Import an article you already wroteBring a finished article into a project without having a single word changed. 3 min5 stepsBeginnerAgency owner or manager, Team member
  9. 9Connect a WordPress site for one-click publishingCreate an application password in WordPress and connect the site to a project. 5 min5 stepsIntermediateAgency owner or manager
  10. 10Add a form to a website you builtBuild a form with the form builder, choose what happens after a visitor submits it, and read the submissions. 6 min8 stepsBeginnerAgency owner or manager, Team member
  11. 11Lock a website preview until the client pays an advanceShow a client their finished website behind a pay page, take the advance into your own account and unlock it. 6 min6 stepsIntermediateAgency owner or manager
  12. 12Edit a website's code directlySwitch on the Code editor, move a site into it, and let the agent make changes you approve. Moving a site is permanent. 6 min6 stepsAdvancedAgency owner or manager
Module 6

Contacts, inbox, forms and booking

Leads and clients, the pipeline, Messages, lead forms, booking pages, live chat and reminders. 15 lessons, 1.3 hours.

  1. 1Add a contact and find it againCreate a lead or client by hand, set its stage, value and follow-up date, then search, filter and export the list. 5 min7 stepsBeginnerAgency owner or manager, Team member
  2. 2Import contacts from a spreadsheetPaste or upload a CSV, check the column mapping and preview, then import. 5 min6 stepsBeginnerAgency owner or manager, Team member
  3. 3Work a contact: log calls, set the next step, promote to clientUse the contact page to record every meeting and call, keep the follow-up date current, and turn a lead into a client. 6 min6 stepsBeginnerAgency owner or manager, Team member
  4. 4Set up a payment schedule with remindersAdd a monthly retainer or one-off payment to a client, choose who gets reminded, and mark payments as paid. 5 min6 stepsIntermediateAgency owner or manager
  5. 5Move deals through the pipeline boardSee leads, qualified leads and clients as columns with their value, and drag a card to advance a deal. 4 min6 stepsBeginnerAgency owner or manager, Team member
  6. 6Read the Revenue pageSee monthly recurring revenue, one-time backlog, revenue by service and the clients that need chasing. 4 min5 stepsIntermediateAgency owner or manager
  7. 7Use the Messages inboxTell Revenue from Internal, filter conversations, message a teammate and clear what needs no reply. 5 min6 stepsBeginnerAgency owner or manager, Team member
  8. 8Start a group chat, a client chat or a text messageUse New chat to message several people at once, bring in a client by email, or send an SMS to a contact. 4 min5 stepsBeginnerAgency owner or manager, Team member
  9. 9Create a lead formBuild a form with the fields you need, map answers onto the contact, and publish it. 6 min7 stepsBeginnerAgency owner or manager, Team member
  10. 10Share a form and decide what happens to each submissionCopy the public link or embed code, set the success message, tags and chat thread, and show your company details. 5 min6 stepsBeginnerAgency owner or manager, Team member
  11. 11Create a booking pageLet people book a call from a link: set the length, your weekly hours, notice and buffer, and attach a Google Meet link. 6 min7 stepsBeginnerAgency owner or manager, Team member
  12. 12Put a live chat bubble on a websiteSet the widget's name, colour and greeting, choose who answers, install it on a website and reply from the Revenue inbox. 7 min8 stepsIntermediateAgency owner or manager
  13. 13Keep track of things with remindersCreate a reminder with a due time and priority, have it keep nagging until done, and snooze or complete it. 4 min6 stepsBeginnerAgency owner or manager, Team member
  14. 14Call someone from a chatStart a voice or video call from any one-to-one conversation, with teammates or with leads, and share your screen. 4 min5 stepsBeginnerAgency owner or manager, Team member
  15. 15Bring Facebook Messenger and WhatsApp chats into your inboxConnect a Facebook Page and link a WhatsApp number so their conversations arrive in Messages. 5 min5 stepsIntermediateAgency owner or manager
Module 7

Marketing and automation

Email and SMS campaigns, outreach, social media planning, images and graphics, workflows and AI phone calling. 13 lessons, 1.2 hours.

  1. 1Get ready to send email: sender identity and a mailing listVerify who your emails come from, create a mailing list and add people to it with the right consent setting. 6 min5 stepsIntermediateAgency owner or manager
  2. 2Send an email campaignCreate a campaign, write it with a personal greeting, choose the audience, send yourself a test and schedule it. 7 min7 stepsBeginnerAgency owner or manager, Team member
  3. 3Send a text message campaignConnect your Twilio account, write a short message with the contact's first name, and schedule it. 5 min6 stepsIntermediateAgency owner or manager, Team member
  4. 4Create an outreach sequenceWrite a first email and follow-ups with waits between them, enroll lists or segments, and let replies stop it. 6 min6 stepsAdvancedAgency owner or manager
  5. 5Plan and schedule social media postsSet a strategy, connect your accounts, let the week be drafted for you, then review, edit and schedule each post. 7 min7 stepsIntermediateAgency owner or manager, Team member
  6. 6Automate a follow-up with a workflowStart from a template, a one-sentence description or a blank canvas, set the trigger and steps, and publish. 7 min6 stepsIntermediateAgency owner or manager
  7. 7Set up AI phone callingConnect your Vapi account and a phone number so an AI assistant can place calls for your team. 5 min5 stepsAdvancedAgency owner or manager
  8. 8Generate an image for a post or a pageDescribe the picture, choose its shape and style, generate it and download it. 3 min5 stepsBeginnerAgency owner or manager, Team member
  9. 9Make on-brand social graphicsGive one idea, choose the sizes you need and get a graphic in your brand colours for each network. 5 min6 stepsIntermediateAgency owner or manager, Team member
  10. 10Stop a workflow from messaging people too oftenSet who can enter a workflow and how often, stop it when a person replies, and limit sending hours and speed. 6 min6 stepsAdvancedAgency owner or manager
  11. 11Build an automatic email journeySend a series of emails when someone joins a list or gets a tag, with waits and branches based on what they do. 6 min6 stepsIntermediateAgency owner or manager, Team member
  12. 12Build a segment of contactsDefine a group by rules, such as tag, stage or recent activity, and use it as a campaign audience. 4 min5 stepsIntermediateAgency owner or manager, Team member
  13. 13Connect Meta Ads to see ad results in a projectConnect your Meta Business account once, link an ad account to a project and read spend and conversions. 5 min4 stepsIntermediateAgency owner or manager
Module 8

Client work and the client portal

Engagements and deliverables, tasks, standups, notes, and what clients see and can do. 18 lessons, 1.3 hours.

  1. 1Create an engagement for a clientRecord what you sold: the service, whether it recurs, its cycle, its value and when it renews. 5 min6 stepsBeginnerAgency owner or manager
  2. 2Track deliverables, renewals and invoices on an engagementAdd the deliverables you promised, move them through their statuses, mark renewals and raise an invoice. 6 min6 stepsIntermediateAgency owner or manager
  3. 3Manage a project's tasks on the boardCreate tasks with an assignee, priority and due date, move them across the columns and choose what the client can see. 6 min7 stepsBeginnerAgency owner or manager, Team member
  4. 4See everything assigned to you in My tasksOne list of your tasks across every project, most urgent first, with a quick way to finish them. 4 min5 stepsBeginnerTeam member
  5. 5Submit your daily standupRecord what you worked on with the time spent, your plan for tomorrow and anything blocking you. 5 min5 stepsBeginnerAgency owner or manager, Team member
  6. 6Keep notes on a projectCapture client briefs, meeting notes and decisions where the whole team can find them. 3 min4 stepsBeginnerAgency owner or manager, Team member
  7. 7What your client sees in the portalPreview the client's view of a project: items awaiting review, performance, this month's work and monthly reports. 4 min5 stepsBeginnerAgency owner or manager
  8. 8For clients: find your way around your portalSee what your agency is working on, what is waiting for you, and how your website is performing. 4 min5 stepsBeginnerClient of an agency
  9. 9For clients: ask your agency for somethingSend a request with what you need, when you need it and how urgent it is. 3 min5 stepsBeginnerClient of an agency
  10. 10For clients: approve an article or ask for changesRead an article your agency wrote for you, then approve it for publishing or say what should change. 3 min4 stepsBeginnerClient of an agency
  11. 11For clients: follow the work, your services and your requestsSee what your agency is working on, what each service includes and when it renews, and where your own requests stand. 4 min5 stepsBeginnerClient of an agency
  12. 12For clients: read your website's resultsUse Performance, Keywords, Audits and AI Search in your portal to see how your website is doing, in plain terms. 5 min5 stepsBeginnerClient of an agency
  13. 13For clients: message your agencyAsk a question or reply to your agency from the Messages page of your portal. 2 min4 stepsBeginnerClient of an agency
  14. 14Track domains, hosting and other renewalsRecord each client's domain, hosting, email and licences with renewal dates and costs, so nothing expires unnoticed. 5 min5 stepsBeginnerAgency owner or manager
  15. 15Keep structured lists in RecordsCreate a table for anything a project tracks in rows and columns, import an existing list, and see the history of every row. 6 min8 stepsBeginnerAgency owner or manager, Team member
  16. 16See who did what on a projectRead the project's activity log and filter it by kind of action or by person. 2 min4 stepsBeginnerAgency owner or manager, Team member
  17. 17Control what a client can see and must approveChoose which pages appear in a client's portal, require approval before publishing and switch on work requests. 5 min5 stepsIntermediateAgency owner or manager
  18. 18Give a published app a database and logins with CloudCreate a Cloud app, choose which Records tables it may use, set who can read and write each one, and test the rules before going live. 8 min7 stepsAdvancedAgency owner or manager
Module 9

Team, attendance and payroll

Clocking in, leave, overtime and payslips for staff; departments, approvals, payroll and workload for managers. 15 lessons, 1.1 hours.

  1. 1Clock in, take breaks and clock outRecord your working day from the top bar or the attendance card, including breaks. 3 min6 stepsBeginnerTeam member
  2. 2Check your attendance for the monthRead your monthly calendar, worked hours and breaks, and open any day's event log. 3 min4 stepsBeginnerTeam member
  3. 3Apply for leaveRequest time off with the right leave type, dates and reason, and follow the request until it is decided. 4 min6 stepsBeginnerTeam member
  4. 4Track your overtime and find your payslipsSee overtime waiting for approval and comp-off earned, and download your finalized payslips. 4 min4 stepsBeginnerTeam member
  5. 5Read your scoreboardUnderstand your daily score, its four parts and your badges, and choose whether you appear on the public board. 4 min5 stepsBeginnerTeam member
  6. 6Organise your team into departmentsPut members into departments, share an apply-to-join link and assign several people at once. 5 min5 stepsIntermediateAgency owner or manager
  7. 7See who is working today and approve leave and overtimeRead today's roster, then approve or reject leave and overtime from their queues. 6 min6 stepsIntermediateAgency owner or manager
  8. 8Run payroll and release payslipsSet up salary structures, review the month's draft payslips, finalize them and export a CSV. 7 min7 stepsAdvancedAgency owner or manager
  9. 9See who is overloadedRead the Workload page to see open tasks and requests by department and by person, and rebalance before deadlines slip. 5 min6 stepsIntermediateAgency owner or manager
  10. 10Set up HR for your workspaceImport a starter pack of leave types, shifts, holidays and approvals, then adjust it. 5 min4 stepsIntermediateAgency owner or manager
  11. 11Set holidays and working hoursAdd the year's holidays and define shifts for the workspace, a department or one person. 6 min6 stepsIntermediateAgency owner or manager
  12. 12Set minimum hours and shortfall rulesCreate rule profiles with a daily minimum, a grace period, and optional deductions and overtime thresholds. 5 min5 stepsAdvancedAgency owner or manager
  13. 13Download HR reportsRead monthly attendance, leave usage, overtime and time accountability for the whole workspace, and download each as a CSV file. 5 min6 stepsBeginnerAgency owner or manager
  14. 14Read the department leaderboardSee how your department ranks, what the bands mean and, as a manager, the full ranking. 3 min5 stepsBeginnerAgency owner or manager, Team member
  15. 15Create and manage departmentsAdd departments, give one HR-wide access, add branches and archive what you no longer use. 4 min6 stepsIntermediateAgency owner or manager
Module 10

Store, accounting, courses and community

Run an online store and its orders, keep your books and read the reports, teach and take courses, record meetings and use the community feed. 10 lessons, 52 min.

  1. 1Set up an online store and its productsCreate a store and add products by asking the AI assistant, then publish products and set stock. 6 min6 stepsIntermediateAgency owner or manager
  2. 2Record sales, purchases, expenses and paymentsTell the AI assistant what happened in plain words, and see it land in Invoices, Purchases, Expenses, Payments and Parties. 6 min6 stepsIntermediateAgency owner or manager
  3. 3Create an online courseStart a draft in the Instructor Studio, build sections and lessons of text, video and quizzes, and publish it. 7 min7 stepsIntermediateAgency owner or manager
  4. 4Record a meeting and get a summaryJoin scheduled calls, record an in-person meeting on your phone, and read the transcript summary when it is ready. 5 min5 stepsBeginnerAgency owner or manager, Team member
  5. 5Fulfil, refund and cancel store ordersWork through orders: mark offline payments as paid, ship with a tracking number, refund and cancel. 6 min6 stepsIntermediateAgency owner or manager, Team member
  6. 6Offer discount codes and manage product reviewsCreate discount codes by asking the assistant, switch them on and off, and approve or reject reviews. 4 min5 stepsBeginnerAgency owner or manager
  7. 7Read your financial reportsRead profit and loss, the balance sheet, the tax summary and who owes you, without being an accountant. 5 min5 stepsIntermediateAgency owner or manager
  8. 8Set up your course's page, coupons and live sessionsAdd a thumbnail and search listing, create coupon codes and offer bookable one-to-one sessions with a course. 5 min5 stepsIntermediateAgency owner or manager
  9. 9Take a course and get your certificateFind a course, study its lessons and quizzes, follow your progress in My Learning and open the certificate when you finish. 5 min6 stepsBeginnerAgency owner or manager, Team member
  10. 10Use the community feedFollow people, read your feed and the public feed, save posts and share a story. 3 min5 stepsBeginnerAgency owner or manager, Team member
Module 11

The AI assistant and settings

The assistant, your branding, services, knowledge base, notifications, billing and API tokens. 12 lessons, 50 min.

  1. 1Ask the ItzSEO AI assistant to do things for youAsk questions about your workspace in plain words, let the assistant act, and approve or cancel anything that changes data. 5 min5 stepsBeginnerAgency owner or manager, Team member
  2. 2Put your agency's name, logo and colour on everything clients seeSet agency branding for the client portal and build a brand kit for graphics. 5 min5 stepsBeginnerAgency owner or manager
  3. 3Save your services and add your own contact fieldsAdd your most-sold packages to the service catalog, and create custom fields such as Budget or Industry on contacts. 5 min5 stepsIntermediateAgency owner or manager
  4. 4Teach the website chat assistant your answersAdd questions and exact answers to the knowledge base so the chat assistant quotes them to visitors. 4 min4 stepsIntermediateAgency owner or manager
  5. 5Choose which notifications you getTurn email notifications on or off by type, enable push on your device, and set quiet hours. 4 min5 stepsBeginnerAgency owner or manager, Team member, Client of an agency
  6. 6Manage your plan, billing and creditsSee your plan, upgrade it, buy credits and open the billing portal to change your card or download invoices. 4 min5 stepsBeginnerAgency owner or manager
  7. 7Create an API token for another systemCreate a token with only the permissions it needs, limit it to your domains and store it safely. 4 min6 stepsAdvancedAgency owner or manager
  8. 8Give a freelancer or agency access to your whole accountInvite a collaborator who can work across every project and marketing tool, and choose the optional areas they can manage. 4 min5 stepsIntermediateAgency owner or manager
  9. 9Set up your public profile and your brand pageFill in how you appear to others, and create a page where clients can follow your agency's updates. 5 min5 stepsBeginnerAgency owner or manager, Team member
  10. 10Connect Google Calendar and ZoomLet the assistant read your calendar, propose meeting times and create Meet or Zoom links. 3 min4 stepsBeginnerAgency owner or manager, Team member
  11. 11Switch workspace features on or offTurn Team Chat on or off for the whole workspace, and know what depends on it. 2 min3 stepsBeginnerAgency owner or manager
  12. 12Rename, archive, move or delete a projectEdit a project's name, visibility and timezone, and use archive, transfer and delete safely. 5 min6 stepsIntermediateAgency owner or manager

Looking for the detail behind a screen? The reference articles go deeper on each area.