Help Centre

Integration guides for connecting CX Assist to CRM, scheduling, payment and business management platforms.

• Connecting to Cliniko
• HubSpot CRM Setup
• Stripe Payment Integration
• Custom API Integrations

Everything you need to get your first deployment live. Account setup, onboarding and initial configuration.

• Account Setup
• First Deployment
• Partner Dashboard
• Billing & Subscriptions

Configure call flows, AI agent behaviour, escalation paths and reporting dashboards.

• Call Flow Builder
• Agent Configuration
• Escalation Rules
• Reporting Setup

Common issues, error codes and step-by-step resolution guides for CX Assist platform problems.

• Common Errors
• Integration Issues
• Audio Quality
• Performance Problems

Data handling, GDPR compliance, security settings and audit log access for your deployments.

• GDPR Settings
• Data Retention
• Audit Logs
• Security Hardening

Billing management, usage reports, upgrading plans and managing team access.

• Usage Reports
• Plan Upgrades
• Team Management
• Invoice Downloads