SaaSy Help Center
SaaSy is an AI business-operations platform for small and mid-sized businesses. It brings the work you'd otherwise spread across a CRM, an accounting tool, a payroll system, a document store, and a pile of spreadsheets into one workspace and puts AI agents to work on the parts nobody enjoys.
Start here
If you're new, work through these in order:
- Getting started: create your account, complete the onboarding wizard, and choose your industry setup.
- Why can't I see a feature?: SaaSy shows a different sidebar depending on your industry and plan. Read this before hunting for a missing page.
Two more worth bookmarking: the FAQ for short answers on trials, billing, data, and AI, and Troubleshooting for the problems people actually hit.
Every day
| Page | What it's for |
|---|---|
| Command Center | Your home screen, and building a custom dashboard |
| Capture and decide | Inbox, ideas, habits, and the Name & Brand Studio |
| AI assistants | Ask SaaSy, proactive actions, and approving what agents do |
| Attention Queue | Approve or reject what your agents want to do |
| Agents and AI | What agents are, the Library and Agent Studio, memory, handoffs, and evals |
What's in your workspace
SaaSy is organized into modules. Which ones appear depends on the industry you chose and the plan you're on, so your sidebar won't look identical to a colleague's in another business.
Run the business
| Module | What it's for |
|---|---|
| Work Management | Your task list, lifecycle checklist, SOPs, and the delegation inbox |
| Formation and Launch | Form your company, registered agent, virtual address, and official mail |
| Service Operations | Incidents, monitoring, on-call, and field-service dispatch |
| Field Service | Job scheduling, the dispatch board, and the job lifecycle (paid add-on) |
| Support | Support tickets and the AI voice agent |
| Compliance | Compliance tracking, policies, and internal controls |
Money
| Module | What it's for |
|---|---|
| Finance | Financial statements, report builder, funding, renewals, AI CFO brief, what-if modelling, and sales tax |
| Payroll | Payroll runs, employee pay and tax setup, and filings |
Customers
| Module | What it's for |
|---|---|
| CRM | Contacts, companies, deals, leads, projects, and the deal pipeline |
| Sales Ops | Bid board, quotes, territories, scoring, quotas, and forecasting |
| Outreach | Email templates, sequences, automations, the dialer, and content studio |
| Growth | Website builder, brand studio, social posting, tracked links, and measurements |
| Inventory | Stock items and what you have on hand |
| Customer Success | Health scores, at-risk accounts, expansion opportunities, and benchmarks |
| Agency | Manage multiple client workspaces from one console |
People and knowledge
| Module | What it's for |
|---|---|
| HR | Employees, onboarding and offboarding, benefits, reviews, and policies |
| Recruiting | Jobs, candidates, pipeline, interviews, and offers |
| Knowledge & Documents | Document library and intake, content, and the knowledge graph |
| SaaSy Class | Build learning paths and train your team |
Tools
| Module | What it's for |
|---|---|
| SaaSPass | Password and secrets vault with expiry and breach alerts |
| E-Signature | Send documents for signature and keep a full audit trail |
| Grants | Find federal grants you qualify for and draft proposals |
| Developer Tools | Webhooks, warehouse export, and the agent API |
Add-ons and payroll options
Union and Field Service are sold separately. Certified Payroll is included with every paid plan; Federal Filings requires a separate entitlement and is not on sale yet.
| Add-on | What it's for |
|---|---|
| Union & Labor Compliance | Locals, members, dues runs, fringe contributions, and remittances |
| Certified Payroll | WH-347 prevailing-wage payroll and subcontractor insurance tracking |
| Field Service | Job scheduling, dispatch, and the job lifecycle |
| Federal Filings | Generate W-2, 941, and 940 artifacts and track their status |
Settings
| Page | What it's for |
|---|---|
| Account & security | Your profile, password, sessions, and workspace security policy |
| Team & roles | Inviting people, roles, permissions, and the audit log |
| Billing & plans | Your plan, limits, add-ons, and usage |
| Branding & domains | Logo and colours, custom domains, and branded email |
| Connections & sync | Email, calendar, bank, API keys, webhooks, and texting |
| Privacy & your data | Exporting your data, and the privacy and retention tools |
Connect your data
SaaSy pulls from the tools you already use; see Integrations for the full list and setup steps.
Your customers get their own branded view; see Customer portal.
Build on SaaSy
The API and webhooks reference covers authentication, available endpoints, and the events you can subscribe to.
Plans
SaaSy has three plans (Starter, Growth, and Scale) plus a small number of paid add-ons. See hellosaasy.ai/pricing for current pricing, or Why can't I see a feature? for what each plan includes and how add-ons work.
Questions? Check the FAQ and Troubleshooting first, then email support@hellosaasy.ai. Response targets depend on your plan; see the FAQ.