Help and support.
Type what went wrong in your own words. You do not need to know what we call it.
Guides by topic
Getting started
Set up your account and get your first AI reply.
Your inbox
Read, reply, assign and organise conversations.
Channels
Website chat, texting, WhatsApp and phone.
Phone and calls
Numbers, calling, voicemail and recordings.
Contacts
Add people, import a list, and keep it tidy.
Teaching the AI
What your AI knows, how it sounds, and what it will not say.
Campaigns and leads
Broadcasts, lead forms and automations.
Meetings
Recorded meetings, and attaching them to a customer.
Your team
Invites, roles, seats and your own profile.
Reports and usage
What the numbers mean and what uses credit.
Billing
Plans, invoices, credit and cancelling.
Rules and privacy
Texting law, your data, and the audit log.
Your AI workspace
Ask the AI about your own business, and set what it can see.
Settings and your account
Your organization details, inbox rules, macros, custom fields and connected apps.
Something is not working
The fixes for the things that go wrong most.
Team management: your day
Your workspace, tasks, time, break modes and performance.
Team management: managing a team
Team time, schedules, adherence and reports.
Team management: setting it up
Pipelines, journeys, automations, queue, break modes and document types.
What people open first
- How do I get a phone number?
Buy a phone number in a couple of clicks, then connect it to texting, Voice AI, or a softphone. You can add one during your free trial.
- How do I put a chat box on my website?
Create a website chat inbox in Peakify, pick how it looks, and get the code for your site.
- What is Peakify CX, and what does it do for me?
Your single hub for customer experience and task management: a shared inbox, a real phone system your AI or your team can answer, a Task Management System where the work gets done, and a private AI assistant that knows your business.
- How do I start texting customers?
Connect a phone number to an SMS inbox so texts show up in Peakify and you can reply from there.
- How do call recordings work, and do I need to tell callers?
Turn on recording for calls answered on your softphone, confirm you will notify callers, and know how long recordings are kept.
Recently updated
- How do I set up my customer journey?
We draft a set of steps for your business with AI, and you review and edit every one before anything is installed. You can tailor it again at any time, and we say plainly what reaches the customers who are already in it.
- How do I set the AI's tone and what it can and can't say?
Pick a tone, decide how strictly it sticks to your services, and set rules for what it must always or must never say.
- How do my customers check where their job is?
Every customer has one private progress link. They can ask your AI for it, or type their email address on your own customer page, and it can ride along on the messages you already send.
- How do I send an automatic text, email or task when something happens?
Build a rule that pairs a trigger, like a contact entering a stage or going dormant, with an action like sending a text, an email, or creating a task.
- How do I start a group of customers partway through the journey?
Select the customers on your Contacts list and pick the journey stage they are really at. Each one gets that stage's jobs and moves there, forward only.
Still stuck?
Start a chat and the assistant will try first. If it cannot help, it hands you to a person.
Or email support@peakifycx.com. We answer within 1 business day, Mon–Fri.