Help & Contact

Q: How do I set up the App?

A: Sign in with Apple, choose your sales vertical, and complete the onboarding tour. You can load example data from More → Settings to explore safely.

Q: Where are the tutorials?

A: Tap the ? button on any screen, or go to More → Tutorial Library.

Q: Why is AI not working?

A: AI features require an internet connection and a configured AI backend. Check More → Settings → API Configuration. If it shows “Mock AI,” live AI is not configured for your build.

Q: What counts toward my usage limits?

A: AI tokens, voice roleplays, and map discovery searches count toward your plan limits. View usage in More → Subscription Plans.

Q: Where is my CRM data stored?

A: Most CRM data is stored locally on your device. Clearing app data or uninstalling may permanently delete it.

Q: How do I import contacts?

A: Go to Platform → Operations → CRM Import, or use the import menu in the Sell tab. Supported formats include HubSpot, Salesforce, Pipedrive, Zoho, CSV, vCard, and JSON.

Q: How do I delete all my data?

A: More → Settings → Clear All Local CRM Data.

Q: Why does the App need my location?

A: For map prospecting, route planning, and proximity alerts when you're near pinned leads. You can disable this in iOS Settings.

Q: Why does the App need my microphone?

A: For voice roleplay training and live call co-pilot. You can deny microphone access, but those features won't work.

Q: Why does the App need camera access?

A: To scan business cards and add contacts to your CRM.

Q: How do I upgrade or cancel?

A: Manage subscriptions through your Apple ID → Subscriptions. Plan changes and cancellations are handled by Apple.

Q: How do I request a refund?

A: Refund requests must be submitted to Apple. We cannot process App Store refunds directly.