Help & docs
Most teams start with the hosted website form in Admin. Product how-to lives in the CRM and Connect user manuals (also in-app under Help). Developers and automation tools (Twin, Zapier, Make, custom scripts) use the public Lead API.
Customer support
Signed-in subscribers can open a tracked support ticket — technical issues, billing, access, and how-to help for CRM or Connect.
Sign in to submit a ticket →CRM user manual
Full in-app guide for Pipeline CRM — pipeline, accounts, intel, email, calendar, analytics, Signal, and admin tasks.
Open CRM manual →Connect user manual
Contact-center guide — everything in CRM plus Desktop, queues, tickets, softphone, shared inbox, and Connect Ops for supervisors.
Open Connect manual →Lead API
Send leads into Pipeline with POST /api/public/leads.
Choose CRM or Connect, then get the matching endpoint for Twin or your server.
Website form (no code)
In your workspace: Admin → Integrations → Website form. Copy the form link or website snippet and paste it on your site.
Keys stay in Admin — never publish them on this site.
On this website
The red Signal button (bottom-right) is our public AI copilot — ask about CRM, Connect, pricing, trials, and getting started. After you sign in, the same Signal copilot appears in CRM and Connect (⌘K).
In the app
Signed-in users also have Help in the header toolbar:
- User manual — same CRM or Connect guide, embedded in your workspace
- Show guide labels — hover training badges on Dashboard, dossier, and other views
- Signal (⌘K / red Radio button) — AI copilot for account questions, drafts, and priorities
- Leave feedback and Get support — product ideas and break/fix tickets
Need a hand?
Subscribers: Submit a support ticket (sign-in required).
Sales & general: Email care@pipeline.care or schedule a consultation.