Getting started
Create a workspace, connect your first desk and understand what the layer reads.
- In this section
- Create your workspace
- Connect your first desk
- What areo reads from your CRM
- Inviting a colleague
Help Center
Setup, connection and day-to-day answers
Everything needed to connect a CRM, map a desk and keep the layer running — plus a direct line to the team when an article is not enough.
Browse by topic
Connecting your CRM
Permissions, module mapping and what happens to existing records.
- In this section
- Required permissions and scopes
- Mapping stages to the layer
- How write-back works
- Reconnecting after a CRM change
Working the desk
Timelines, ownership, field actions and the signals that surface stalls.
- In this section
- Reading a deal timeline
- Ownership, duty rotation and handovers
- Acting from mobile during viewings
- How stall signals are calculated
Plans and billing
What counts as a desk, how upgrades work and how to manage the account.
- In this section
- What counts as a desk
- Upgrading from Desk to Team
- Invoices and billing contacts
- Closing or pausing a workspace
Documentation is expanding — Article pages are being written alongside the product release. The sections above show the structure they land in — reach out on either channel in the meantime and we will answer directly.
Talk to a person
No ticket maze. Both channels reach the team that builds the product.
Setup, connection and day-to-day answers
Everything needed to connect a CRM, map a desk and keep the layer running — plus a direct line to the team when an article is not enough.