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Onboarding Help

Resources on getting onboarded and learning how to best use Sybill

Nishit Asnani avatar
Written by Nishit Asnani
Updated over 6 months ago

Onboarding Assistance

We are glad that you have started your journey of actionable prospect insights and automation superpowers with Sybill. To ensure a smooth onboarding experience, we provide various resources and assistance options to help you navigate through the platform effectively. This section covers the onboarding assistance available and how to request a demo video for a better understanding of Sybill's features.

Guided Onboarding

  • Sybill offers a guided onboarding process right after sign-up to help you get acquainted with the platform's key features and functionalities.

  • Upon signing up, you will receive step-by-step instructions and prompts to configure your account settings and integrate with your preferred CRM and other tools.

Help Documentation

  • Our extensive knowledge base and documentation provide detailed information about Sybill's features, settings, and best practices.

  • You can access help documentation at https://help.sybill.ai/en/

  • You can also find this documentation by clicking on the Help button on your Sybill dashboard, on the menu bar on the bottom left corner.

  • The documentation covers a wide range of topics, including setup instructions, integration guidance, user roles, advanced settings, and troubleshooting common issues.

Demo Video

  • If you prefer a visual walkthrough of Sybill's features, you can find the demo video in your Sybill dashboard (bottom-left corner, menu bar).

1:1 Onboarding Support

We understand that every user's needs and requirements may vary. That's why we offer personalized onboarding support in our Custom Enterprise Plan.

You can schedule a dedicated onboarding session, where our experts will address your queries, provide insights, and offer best practices to maximize your experience with Sybill. If you are an Enterprise customer, reach out to us at help@sybill.ai for a 1:1 onboarding session.

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