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.
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 |
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 |
| Service Operations | Incidents, monitoring, on-call, and field-service dispatch |
| 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 |
| 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 |
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 |
Paid add-ons
These are not part of any plan and are purchased separately.
| 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 |
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? Email support@hellosaasy.ai — we typically respond within one business day.