Help Center
Short walkthroughs for every corner of TrustPager — pipelines, automations, scheduling, documents, AI features, voice and more. Watch the video or read the write-up. 210 tutorials, 28 with video.
2:00 Build Growth Systems with Claude
Talk to Claude about how your business runs, and it finds new ways to get more from TrustPager: improvements that fit your existing model and build on what you already do, then builds them for you in the same conversation.
2:32 Connect Claude to TrustPager
Set up the TrustPager MCP connector in claude.ai so Claude can read and write your CRM data — contacts, opportunities, emails, tasks, automations, and more.
1:30 How to Build a Leads Pipeline with Claude
Watch Claude rename your pipeline stages and wire up four stage-level automations in 90 seconds — auto-reply, follow-up, proposal chase, and pre-call reminder.
1:02 How to Create and Send Email Blasts
Create broadcast email blasts, build your audience, compose your email, and track opens, clicks, and delivery from the Email Marketing tool.
How to Monitor AI Agents in Agent Hub
Agent Hub is your central view of every AI agent running in your workspace — real-time responders, voice agents, and scheduled agents — with live status, run history, and failure alerts.
1:10 How to Set Up Auto Queues
Build timed, multi-step sequences in Auto Queues — set the timing once and every enrolled contact moves through on their own.
How to Set Up Online Booking & Scheduling
Create event types, control your availability, share your booking link, and automate what happens after a client books — your TrustPager scheduling page, end to end.
How to Use Chat in TrustPager
Use Chat for real-time team rooms, client conversations inside portals, direct messages, TrustPager support, and the wider community. Covers rooms, auto-provisioned DMs, invites, roles, mentions, and attachments.
2:02 Migrate Your CRM Data into TrustPager with Claude
Bring your existing CRM data into TrustPager with AI. Drop in your CSV exports, let Claude lay out the plan in plain English, and watch every company, contact and opportunity land in the right place.
Manage your sales pipeline
How to use the Workflows board to move opportunities through stages, sort and filter your pipeline, and share filtered views with your team.
1:34 How to Manage Contacts
Store every contact in one place with full communication history, linked opportunities, and employer records.
How to Send & Track Emails
Send one-off emails to contacts with open and click tracking, attach files, use templates, and schedule sends. All from within the CRM.
How to Send SMS Messages
Send one-off SMS messages to contacts, use templates, schedule sends, and manage opt-outs — all from within the CRM.
How to Send Automatic Emails When an Opportunity Changes Stage
Set up automations that fire when an opportunity moves between pipeline stages — emails, SMS, tasks, and more.
1:24 How to Build & Trigger Automations
Walk through the automation builder — set triggers, add actions, and let the platform handle your repetitive tasks.
Build Proposals & Documents
How to create proposals, quotes, and documents inside TrustPager — from scratch or using a template.
1:14 How to Set Up Online Booking & Scheduling
Let clients book time with you through a scheduling page. Every booking syncs to your calendar and CRM automatically.
How to Sync Google Calendar with TrustPager CRM
Push TrustPager opportunities, tasks, and work orders to your Google Calendar so your schedule stays in one place.
1:12 How to Build Reports & Dashboards
Create custom dashboards with pipeline funnels, revenue charts, and activity tracking.
1:34 How to Run AI Needs Analysis on an Opportunity
Let AI read every note, call transcript, and email — then generate a full needs analysis with recommended products, deliverables, and a closing strategy.
0:37 How to Auto-Fill Opportunity Fields with AI
Click Fill with AI to populate discovery questions and deal fields from your notes, calls, and emails automatically.
How to Review & Approve AI Agent Actions
When AI agents draft emails or take actions on your behalf, the approvals queue lets you review, edit, and approve before anything is sent. It now validates each action and flags sender or safety issues before you approve, plus a direct link to the conversation thread for context.
1:32 How to Use CRM Templates
Save time with reusable templates for emails, SMS, documents, and more. Merge fields personalise every message automatically.
1:31 How to Set Up Auto Queues
Build multi-step sequences that trigger over time: drip campaigns, onboarding flows, and follow-up cadences.
How to Use Notepads
How to create, organise, publish, and share notepads in TrustPager — including Collections (public folder directories), cover images, visibility options, and record linking.
1:13 How to Manage Tasks
Create tasks on any opportunity, assign them to team members, set priorities and due dates.
1:27 How to Set Up User Permissions & Roles
Control who can see and do what across your workspace with custom roles and granular permissions.
0:32 How to Submit a Service Request
Submit a service request directly from inside the platform. Your request goes straight to the team with full context.
Account Security & Two-Factor Authentication
Change your password, enable two-factor authentication, and review your active sessions to keep your TrustPager account secure.
Agent Memory — API and MCP Reference
How AI agents read and write persistent memory in TrustPager — the 6 MCP tools, REST path, field reference, upsert mechanic, tags, linked entities, and a worked NurtureAgent example.
AI Knowledge Bases
How to create and manage knowledge bases, add sources (Help Center articles, product catalog, URLs, files), attach them to voice and workflow agents, and keep them current with auto-resync.
Archiving Records to Keep Your Lists Fast
How to archive opportunities, contacts, and companies so your active lists stay focused, while keeping every record fully searchable, exportable, and instantly restorable.
Attach Documents, Files & Images to an Opportunity
How to attach PDFs, images, files, and spreadsheets to an opportunity from its detail page � including when to use each card and how signing flows connect.
Automate Outreach with Lead Gen Initiatives
How to build a multi-step outreach sequence, add email, SMS, and team-notification steps, enrol leads, add them to your CRM with consent, configure sending cadence, and understand how the dispatcher paces each step on your behalf.
Automatically Create Opportunities on a Schedule
How to use the Create Opportunity automation action to spawn new opportunities automatically — perfect for recurring workflows like weekly gig bookings, retainers, or any business with fixed recurring jobs.
Automation Activity Overview
Get a unified view of every automation, integration, and webhook event firing across your workspace — your one-stop activity feed.
Bill a Different Company on an Opportunity (Payer Companies)
How to add a payer company to an opportunity so invoices belonging to a separate billing party surface alongside the client's invoices.
Build an Automation in One Call
How to create a complete automation — trigger and actions — in a single API or MCP call instead of three separate requests.
Capture post-call analysis answers onto a CRM record
How to use a Call Analyzed automation to automatically write your voice agent's post-call analysis answers to contact, opportunity, or account fields.
Choose a Send-From Alias in Gmail Automations
Route each Gmail automation through a specific workspace alias — so nurture campaigns go out as advisor@ while transactional emails stay on support@.
Clearing the Setup Required Page
What the Setup Required page means, why it shows up in your sidebar, and how to clear each issue so your automations and integrations resume.
Collect Information from Signers
How to use Signer Input fields to collect typed information from signers as part of the e-signing flow in TrustPager.
Commission Statements for Referral Partners
How commission statements work, how to record paid instalments so they flow into statements, how to generate a statement on demand, and where partners download them from their portal.
Conditional Logic on Custom Fields
How to hide custom fields based on other fields' values, and auto-fill default values when conditions match. Manual edits are always protected.
Conditional Visibility and Validation Rules on Form Fields
How to control when a field appears (conditional visibility) and what values it accepts (validation rules) in the TrustPager form builder. Covers operators, cross-field comparisons with multiplier/divisor, custom error messages, and how the two features compose.
Connect Stripe and Take Payments on Invoices
Connect your own Stripe account to your TrustPager workspace, create invoices on opportunities, generate Stripe payment links, and let customers pay via the client portal or invoice email.
Connect your personal apps
How to link Gmail, Google Calendar, and other personal accounts to TrustPager — plus what happens when a connection breaks.
Connect Zapier to TrustPager
Set up bidirectional Zapier integration � trigger TrustPager automations from Zapier, and send TrustPager events out to your Zaps � using the native Zapier app.
Convert a completed form response to PDF
How to use the Convert to PDF panel on a completed form submission to render and file the responses as a document.
Create Referral via Automation
Use the Attribute Referral action in an automation to link a new opportunity to an existing referrer automatically, without manual data entry.
Customize Your TrustPager Experience
Set your timezone, theme, default views, and notification preferences to make TrustPager fit how you work.
Delete or void a form submission
When to void vs delete a form submission, how to do each from the UI, what gets removed, and the optional PDF cleanup step.
Deliver clean page copies after signing with Split After Signing
Automatically generate a clean copy of selected pages from a signed document — no Certificate of Completion — and deliver it to the client portal or a specific email address the moment signing is complete.
Download All Attachments as a ZIP
How to bulk-download all documents, files, or images attached to an opportunity — or any other record — as a single ZIP file.
Email a dashboard as a Report Digest
Three ways to email a reporting dashboard as a digest — the Send Report button, the send_report_email automation action, and the inline {{report:UUID}} token.
Email Opt-Out Handling
How to record and enforce email opt-outs for contacts, including campaign suppression and unsubscribe link behaviour.
Email Send API � Entity Validation and Error Codes
How POST /v1/email/send validates entity IDs, what each error code means, and the three valid payload shapes for linking an email to a contact, opportunity, or company.
Export form submissions
How to download your form submission data as a CSV file from TrustPager.
Form Invitation Delivery Failures
What to do when a form invitation email fails to deliver — causes, statuses, and how to resend. Includes a note on managing forms attached to an opportunity.
Format Emails in TrustPager Mail
Use the rich-text editor to add headings, bold text, bullet lists, links, buttons, images, and more to any email sent through TrustPager Mail — in automations, birthday messages, and booking notifications.
Group Line Items with Product Buckets
How to create product buckets on an opportunity to group your line items by room, area, or category — with per-bucket subtotals on the products card, invoices, and estimate PDFs.
Hold Space to pan and scroll any page
Hold Space and drag with your mouse to pan any TrustPager page, or use Space + scroll wheel to scroll horizontally without a horizontal scrollbar.
How AI credits work
What TrustPager AI credits are, how different features charge them (token-based vs flat-rate), typical credit costs by feature, how to top up on demand, and how to set up auto top-up and low-credit warnings so your workspace never runs dry.
How form submissions are archived as PDFs
An overview of the two ways TrustPager can turn a completed form response into a PDF document filed in your Documents library.
How Stage Automations Work with Move Deal Actions
Why stage automations do not fire when a Move Deal action moves an opportunity, and how to wire the logic you need directly into your automation chain.
How to Access Platform Training
An overview of the Training section in TrustPager — what each area covers and how to use it to onboard team members and learn the platform.
How to Add Company Logos to Reviews
Upload a company logo to any review so it appears alongside the reviewer's name and role on your public reputation page.
How to Add Company Logos to Trust Reviews
Upload a company logo to any trust review so it appears alongside the reviewer's name and role on your public trust page.
How to Add PDF, Image & File Cards to Your Playbooks
Pin PDFs, images, and files directly to a Playbook so your process docs and reference materials live alongside your other training content.
How to Add Report Cards to a Dashboard
Add, configure, resize, and remove individual report cards on your TrustPager dashboards — covering all card types, data sources, filters, and visualisation options.
How to Attach Files to Automation Emails
How to add file attachments to automated email actions in TrustPager Mail and Gmail automation wizards.
How to Automate Outbound Voice Calls
How to use the Outbound Voice Call automation action to have your AI voice agent dial contacts automatically — with multi-channel follow-ups if the call isn't answered.
How to Build a Voice Agent Script
How to use the visual flow editor to build conversation flows — nodes, edges, the Global Prompt, custom tools, global nodes, and publishing.
How to Build a Website with TrustPager
Build and publish professional websites from inside TrustPager. Includes AI generation, 100+ section types, custom domains, SEO, CRM-connected forms, and blog and content sections powered by public Notepads folders.
How to Build Case Studies
How to create and publish long-form customer success stories in TrustPager � client details, problem/solution/outcome narrative, key metrics, and publishing to your public reputation page.
How to Build Custom Reporting Dashboards
A step-by-step guide to creating dashboards from scratch — adding cards, configuring data sources, setting filters, choosing chart types, and sharing with your team.
How to Build Playbooks
How to create and manage Playbooks — the visual knowledge boards where you pin videos, PDFs, notes, and links for your team.
How to Buy a Phone Number
How to purchase and set up a TrustPager phone number, including business identity verification, regulatory bundles, choosing how incoming calls are handled (AI voice agent, forwarding, or answering in the browser), After Hours scheduling, outbound calling for voice agents, and controlling which team members can dial out from the number using Call from TrustPager.
How to Clone and Manage AI Voices
Your voice library at https://app.trustpager.com/tools/voices — browse platform voices, save your own, generate AI speech, and manage your recordings.
How to Collect and Publish Customer Reviews
Request reviews from contacts, capture a star rating and testimonial, approve the content, and publish it to your public reputation page.
How to Configure CRM Settings
Walk through every section of CRM Settings — lead sources, lost/won reasons, opportunity types, quick links, custom fields, card display (card face and card popout), detail page layout, and more.
How to Configure Inbox Settings
Set workspace-wide defaults for your email, SMS, and voice agent inbox — read receipts, auto-reply, signatures, and notification routing.
How to Configure Outbound Calling for Voice Agents
How to set up caller ID, country restrictions, rate limits, and auto-create opportunities for outbound voice agent calls.
How to Configure Report Funnels
Set up funnel reports to visualise opportunity conversion through your pipeline stages, identify drop-off points, and track conversion rates between steps.
How to Connect DocuSign
Connect your DocuSign account to TrustPager to send documents for electronic signature through DocuSign, track envelope status in the CRM, and automatically create opportunities when agreements are signed.
How to Connect Google Calendar
Connect your Google account so TrustPager bookings appear in your calendar, busy times block your availability, and cancellations remove events automatically.
How to Connect Slack
Connect your Slack workspace to TrustPager and post CRM events — new opportunities, stage changes, won deals — to any Slack channel via automations.
How to Connect Stripe for Website Payments
How to activate Stripe on a TrustPager website to collect payments, auto-create CRM opportunities, and track checkout sessions. For invoice-based payments, see the Stripe Connect article.
How to Connect Your Gmail Inbox (Including Team Inboxes)
Connect one or more Gmail accounts to TrustPager so inbound email lands in your workspace inbox. Assign multiple aliases per workspace, share a team inbox across users, and keep TrustPager in sync with Gmail's read status automatically.
How to Connect Your WhatsApp to TrustPager
How to pair your WhatsApp account with TrustPager using the QR scan flow, enable workspace sharing, and understand what stays private on your phone.
How to Create a Voice Agent
Step-by-step guide to creating a new AI voice agent in TrustPager — picking a voice, building the conversation flow, attaching a phone number, and publishing live.
How to Create and Manage API Keys
Create API keys, set scopes, manage rate limits, revoke or rotate keys, and configure approval scopes for AI agents.
How to Create and Send Invoices via Xero
Send full, deposit, balance, or ongoing (recurring) invoices to Xero from an opportunity. Covers Xero Repeating Invoices, schedule options, Mark as Paid, and payment status sync.
How to Edit OAuth Client Scopes
Customise what a connected integration like Claude.com is allowed to do. Set per-scope tiers, hide an integration's admin powers behind approval, and revoke individual user tokens.
How to Embed Reputation on Your Website
Add a reputation badge or testimonial carousel to any external website using embed snippets from your TrustPager company profile.
How to Embed Trust Signals on Your Website
Add a trust badge or testimonial carousel to any external website using embed snippets from your TrustPager trust profile.
How to Find Leads with Lead Gen Prospector
How to search for businesses by industry and location, filter results, save searches, and add leads to your CRM as contacts, accounts, and opportunities.
How to Generate AI Images
How to use the Images tool to generate professional AI images, edit them with reference, upscale them, and produce web-optimised variants — all from one workflow at app.trustpager.com/tools/images.
How to Generate AI Music
Generate custom music tracks for marketing content, video backgrounds, and brand jingles using the AI Music tool at https://app.trustpager.com/tools/music.
How to Generate AI Whiteboards
Create visual diagrams and strategy maps in TrustPager using built-in templates or an AI prompt � no design skills needed.
How to Get Notified When Automations Fail
Configure email and SMS recipients to get notified the moment an automation action fails — no more silent failures dropping client emails for days.
How to Let Your Voice Agent Book Appointments
Wire TrustPager's scheduling API into your voice agent so callers can check availability and book a time without any human involvement.
How to Link Training to Workflows
Link a training resource to a workflow so your team can access it directly from the pipeline board.
How to Manage Accounts (Companies)
How to create, edit, and link accounts (organisations) in the CRM � connect contacts, track opportunities, and build a complete picture of every business relationship.
How to Manage Files
Store, organise, and share files across your workspace.
How to Manage Integrations
Connect, configure, and monitor third-party integrations like Stripe, Xero, Slack, Google, and DocuSign — all from one place.
How to Manage Opportunities
Use the Opportunities list at https://app.trustpager.com/crm/opportunities to view, filter, create, and bulk-action every opportunity across all your workflows in one place.
How to Manage Your Notification Settings
Control which desktop popups and sounds you receive in TrustPager. Settings are personal and never affect your teammates.
How to Manage Your Personal Profile
Update your name, photo, contact details, and personal information that other team members see across your workspace.
How to Manage Your Product Catalog
Build your product catalog — services, packages, recurring fees — and use it across opportunities, order forms, invoices, and quotes.
How to Record Meetings with TrustPager Notetaker
Automatically record Google Meet calls and get transcripts straight into your CRM, linked to the booking, opportunity, and contact. Covers Notetaker settings including wait time for late joiners, status badges, and how to delete a transcript.
How to Review AI Agent Performance Reports
See every scheduled AI agent run at a glance — pass/fail status, output summaries, duration, and the full report — at https://app.trustpager.com/auto/agent-reports.
How to Review Phone Call Transcripts
View every human-to-human phone call in one place, grouped by contact or number, with full transcripts, recording playback, and AI call coaching at https://app.trustpager.com/inbox/phone-calls. Covers the new in-call recording consent step, inbound browser softphone recording, and how to delete a transcript and recording.
How to Review Voice Calls and Transcripts
View every AI voice agent call in one place � full transcripts, recordings, sentiment, cost breakdown, and CRM links � at https://app.trustpager.com/inbox/voice-agents.
How to Schedule Email and SMS Sends
Schedule one-off emails and SMS messages to send at a specific time, after a delay, or during business hours — straight from the contact record or automation builder.
How to set up a client or partner portal
Create branded, scoped client and partner portals at portal.trustpager.com: design a template, share records, invite members with a branded email, preview from any opportunity or contact, and set up referral partner portals from the referral system.
How to Set Up Agent Alert Rules
Create alert rules that notify you when AI agents hit consecutive failures, duration limits, missed runs, or error rate thresholds — via email, Slack, or in-platform.
How to Set Up Auto Schedules
Run automations on a recurring clock schedule — daily, weekly, or monthly — targeting a CRM audience, an external data feed, or a fixed payload.
How to Set Up Booking Confirmation Notifications
How to configure the automatic confirmation email and scheduled reminders that fire when someone books a meeting through your scheduling links.
How to Set Up Email Settings
Configure multiple sending addresses, signatures, per-address permissions, verified custom domains, reply-to, branding, and optional Gmail routing for TrustPager Mail.
How to Set Up Inbound Call Forwarding for a Voice Agent
Send inbound calls to a real person during set hours instead of the AI voice agent, with day, time, timezone and forward-to number controls.
How to Set Up Recurring Meeting Types
Create a meeting type that repeats on a fixed schedule (weekly standup, monthly review, quarterly board meeting) using one recurring Google Calendar event. Includes how to schedule, reschedule, and cancel the series, and how to view your internal meetings on the Scheduling page.
How to Set Up Round-Robin Lead Routing
How to automatically distribute incoming leads and opportunities across team members in TrustPager using automation triggers, conditions, and the Assign User action.
How to Set Up Your Company Profile and Branding
Configure your company name, logo, brand colours, address, ABN, timezone, and other details that flow through to emails, forms, documents, and signing pages.
How to Set Up Your Tag Palette
Define a shared set of colour-coded tags for your workspace so your team can label opportunities, contacts, and customers consistently.
How to Skip Specific Actions When Moving an Opportunity
When dragging an opportunity into a stage, you can now untick individual automation actions that don't apply — without touching the automation itself.
How to Track Document Signing Status
See every document envelope you've sent for signing, who's signed and who hasn't, and resend reminders or void envelopes as needed.
How to Triage Automation Errors
Use the Errors page to quickly find every failing automation, group by root cause, retry runs, and clear issues from your workspace.
How to Use Follow Ups
Manage every queued email, SMS and voice call � including multi-step voice follow-up cadences � and review the full dispatch history from one place in your inbox.
How to Use Incoming Webhooks to Trigger Automations
How to create an incoming webhook URL in TrustPager, configure optional authentication, and connect external systems — forms, Zapier, Make, or custom apps — to trigger automations automatically.
How to Use Outgoing Webhooks
Set up outgoing webhooks to push TrustPager events — opportunity updates, contact creation, form submissions, and more — to any external endpoint in real time.
How to Use the CRM Calendar
See all your scheduled events, bookings, tasks, and opportunity reminders in one place. Switch between week, fortnight, and month views, filter by team member or event type, and click anything to edit it.
How to Use the Images Library
Manage your public media library — branded images for websites, social, marketing — with optimised variants ready for any device.
How to Use the Inbox Dispatcher
See every email, SMS and voice call queued to send � and review the full dispatch history � from one place in your inbox.
How to Use the Next Action Card on Opportunities
Keep every opportunity moving with the Next Action card. Set a reminder or generate a Google Meet link directly from the opportunity sidebar.
How to Use the TrustPager REST API
Authenticate, manage API keys, choose scopes, and start reading and writing CRM data programmatically. Includes available resources and endpoint patterns.
Lead source leaderboard
See total leads and the win/loss split per lead source at a glance, drill into any source for a full opportunity list, keep attribution clean by setting the lead source field on every new opportunity, and exclude internal or non-lead workflows from the board entirely.
Manage Team Members
Invite users, update roles, view connected apps, and remove members from your workspace.
Manage your booking (reschedule, cancel, or update your details)
How to reschedule, cancel, add to your calendar, or fix a typo in your name or phone number using your booking confirmation link.
Merge Duplicate Opportunities
How to combine duplicate opportunities in TrustPager without losing any related records — activities, tasks, bookings, documents, form submissions, signing envelopes, and more.
Monitoring Auto Queue Tasks
Inspect every queued automation task — multi-step Auto Queue progressions, scheduled communications, and timed follow-ups.
Notify Your Team in Chat from an Automation
Post a message into any TrustPager Chat room automatically — no integration required. Alert your team the moment a new lead arrives, a deal moves stage, or a booking is confirmed.
Organising Automations with Folders and Types
Use folders to group your automations and the type buckets to filter by primitive (Automations, CRM Workflows, Auto Queues, and Auto Schedules), all from the Automations page.
Place Signing Fields on an Uploaded PDF
How to upload a third-party PDF (like a lender form or application) and place e-signature fields directly on it so clients sign on the document itself — no DocuSign required.
Plans & Billing
TrustPager plans, the 14-day Pro trial, credits, and phone number recurring charges including pro-rating and what happens when a charge fails.
Product components and samples
How to add components to a product in your catalog, and how to attach samples to a product line item on an opportunity.
Publish a form to your website
How to make a TrustPager form public, embed it on your website, generate pre-filled links, and understand how public form submissions create new contacts and opportunities.
Querying Xero Financial Data via the TrustPager API & MCP
Every Xero query type available in TrustPager - contacts, invoices, P&L, Balance Sheet, aged receivables and payables - with parameters, examples, and troubleshooting.
Quick Links � Add Shortcuts to Any Record
How to set up Quick Link types in CRM Settings so your team can pin a named URL (Google Drive, Notion, Jira, etc.) to every opportunity and company record.
Reading Automation Execution Logs
Inspect every automation run — which actions ran, which were skipped, what failed, and why — from the automation logs page.
Reading DocuSign Envelope Logs
Track every document signing envelope sent through DocuSign — recipient status, completion timing, voids, and downstream automation triggers.
Reading Email Delivery Logs
Track every email your workspace has sent — through automations, campaigns, manual sends, and form replies — with delivery status and bounce reasons.
Reading Integration Logs
See every call your integrations made to external services — Stripe, Xero, Slack, Google, and more — to verify and debug data flow.
Reading Order Form Submission Logs
Review every order form submission, payment outcome, and downstream automation result for your e-commerce workflows.
Reading Stripe Payment Logs
Review every Stripe charge, refund, dispute, and subscription event for your workspace, with direct links to Stripe records.
Reading Webhook Logs
See every webhook your workspace has received and sent — incoming triggers from external systems and outgoing notifications to them.
Reading Website Form Submission Logs
See every form submission and website event that fired into your workspace — leads captured, intake forms completed, contact requests received.
Reading Workflow Trigger Logs
See every workflow trigger that fired across your CRM — stage changes, field updates, opportunity creations — and use the log to debug automation runs.
Save and Reuse Timeline Templates on Opportunities
How to save your delivery phases as a reusable Timeline template, load a saved template onto any opportunity, and manage your template library — all from the Timeline card.
Scopes — the guardrails that govern your agents
Decide what your AI agents can do in TrustPager — and what they can’t do without your approval. Sliders, approvals, and Save Changes explained.
Searching service requests with semantic search
How to use the POST /v1/service-requests/search endpoint to find service requests by meaning, not just exact keywords.
Send to Multiple Contacts from an Opportunity
How default recipients work across email, SMS, forms, signing, and work order modals on an opportunity — and what to expect when multiple contacts are involved. Includes shared forms for co-applicants.
Sending WhatsApp Messages from a Deal or Contact
How to send WhatsApp messages from the deal sidebar, the contact page, the WhatsApp inbox, and via automations.
Set a CRM field automatically
How to use the Set CRM Field automation action to write data to opportunity, contact, or account records when something happens in your pipeline.
Set Up a Team WhatsApp Number for Your Workspace
Designate one connected WhatsApp number as the workspace's shared team number so all outbound messages and automations go from one place.
Set up and manage your ecommerce store
How to create a store, add products to your catalog, manage orders through the built-in CRM pipeline, and connect Stripe to take live payments.
Set up automatic PDF archiving for a form
How to configure the Submission Archive settings in the form builder so completed responses are automatically saved as PDFs in your Documents library.
Set Your Default Pipeline
Choose which pipeline opens by default when you access the CRM, overriding the company-wide default.
Set Your Personal Timezone
Override the workspace timezone with your own so timestamps, calendar events, and date displays in TrustPager always reflect your local time.
Share a Gmail Sending Address with Your Workspace
Give your workspace a personalised Gmail sender � share one of your Google send-as addresses with a workspace, then have an admin pick it as the team's outgoing email address.
SMS Opt-Out Handling
How to record and enforce SMS opt-outs for contacts, including STOP reply handling and automation suppression.
Standalone Spreadsheets
Create spreadsheets from templates, import data via CSV or PDF (with optional auto-merge for contiguous rows), attach them to opportunities, and let clients populate them directly via a form field.
Template Tokens — Names, Dates, and CRM Variables
How to use {{contact.greeting}}, {{today}}, {{now}}, and other template tokens across automations, emails, PDFs, and more.
The Operations Invoices List
Your workspace-wide view of every invoice: accounting-synced, Stripe, and manual. Covers the manage modal, syncing from your accounting integration, relinking invoices to opportunities and contacts, search, and the remembered status filter.
Track and Manage Referrals
Use the Referrals tool to see your top referrers, browse every referral, filter by category, manage individual referrals, track commission, and give each referrer a public referral link plus a branded partner portal.
Track Payment Status on Opportunity Products
Every product line on an opportunity has a payment status — Unpaid, Deposit Invoiced, Invoiced, or Paid. Works for any business, with or without an accounting integration.
Track stock and inventory for a product
How to enable inventory tracking on a product, record stock levels, and understand what the Stock and Inventory card shows on the product detail page.
Trigger Automations via the API & MCP
How to fire a TrustPager automation from an external system or AI agent using the REST API or MCP server, including how to discover trigger schemas.
Trigger Schema Reference
How to discover what fields each automation trigger type expects, using the schema API endpoints and MCP tools, with example payloads for common trigger types.
TrustPager's Forever Free Tools
A complete list of the tools and features you get on the TrustPager Free plan — yours forever, no credit card, no time limit.
Understanding Agent Memory
Agent Memory is the shared brain your AI agents use to remember what they have learned. Browse, filter, and curate memories across contacts, opportunities, and companies from one central page.
Understanding and editing your scheduled agent
How to read the configuration sidebar on a scheduled agent's detail page, trigger a manual test run, and use the settings editor to update its kickoff prompt, schedule, persona, tools, and model.
Understanding the connection health indicator
What the red pulsing button and avatar warning mean, and how to fix a disconnected integration.
Understanding the Service Request Lifecycle
How service requests are processed after submission � statuses explained, how notes work, and how to check where your request is up to.
Use AI to generate documents
How to use TrustPager AI to draft proposals, agreements, and other documents directly from an opportunity.
Using the SEO Studio
How to use every SEO Studio tool in TrustPager — keyword research, competitor gap, rank tracking, site audit, AI visibility, and more. Results open as full detail pages with plain-English guidance and a how-to-fix callout.
Using WhatsApp Groups with Deals
How WhatsApp groups appear in TrustPager, how to link a group to a deal, where group messages show up, and how to unlink.
Viewing the CRM Audit Log
How to use the CRM audit log to see a full history of field changes on your opportunities, contacts, and customers.
Voice Agent Settings Reference
A reference for every setting on the Voice Agent detail page — model, voice, Flex Mode, data storage, fallback voices, post-call briefings, and more.
WhatsApp Opt-Out Handling
How the WhatsApp opt-out flag works on a contact, what it cancels, and how to remove it if a contact opts back in.
Who appears as the sender on platform-sent emails and notifications
Why your workspace primary owner appears as the sender on platform-generated emails, how that is set, and what to do if the name looks wrong.
Why Claude says “No approval received” on a TrustPager action
What the “No approval received” error means when a TrustPager tool call fails in Claude, and the one-step fix.
Why your workspace email uses mail.trustpager.net
Why TrustPager workspace emails use mail.trustpager.net and how to send from your own verified domain instead.
Work orders
How to add work orders to an opportunity, assign multiple crew members, view your whole pipeline on the Work Orders page, and create and update work orders automatically via automations.
Workspace Spreadsheet — API and MCP reference
REST endpoints, MCP tools, API scopes, filter syntax, saved views, per-view sort, and dropdown option colours for the Workspace Spreadsheet. For developers and AI agents building automations against TrustPager export templates.
Workspace Spreadsheet — your CRM data as a live grid
Create reusable export templates that pull data from any CRM entity into a live spreadsheet grid. Formerly known as the Export Builder. Includes custom field columns, CSV import, joined columns, filters (unified four-operator vocabulary for all reference fields, Tags picker from workspace palette), saved views, per-view sort, column totals, Refresh button, relative date filters, and API access.
How to Send Documents for E-Signing
Send any document for electronic signature — by email or directly inside a client or partner portal. The signed copy is stored automatically.
How to Build & Send Forms
Build forms visually, send them to clients, and have every response flow back into your CRM. Covers field types, public vs private modes, CRM Variable Injection, shared forms, and submission automations.
Monitoring Your AI Agents � Overview
Where to find every AI agent monitoring surface in TrustPager � Agent Hub, Alerts, and Performance Reports.
CRM Suite (Per User)
One platform replacing your CRM, website, documents, forms, e-signatures, and automations — connected out of the box. Stop juggling seven logins and start runni
Website Design — Additional Pages
$150 AUD each — Service
AI Automation Audit
A deep-dive audit that maps every automation opportunity in your business. You'll know exactly where you're losing time, money, and customers — with a clear pla
1 Month Training & Fulfillment
$1,000 AUD (once-off) — Service
AI Agent Setup
We build a custom AI voice agent — Evie — trained on your business, your services, and the way you talk to customers. From go-live (typically 3 weeks or less),
Custom Integration Development
Custom third-party integration development for platform connectivity requirements.
Inventory Management Build
Your product catalogue lives inside your CRM, the same place you manage your deals, contacts, and business operations. When you add a new product, update a pric
2 Months Training & Fulfillment
When we build your custom system, we handle pipeline setup, workflow design, automation configuration, integration connections, data migration, and team trainin
Build, Training and Fulfillment
$2,000 AUD (once-off) — Product
Website Design — First 5 Pages
We build and deploy your first 5 website pages, including design, copywriting, and development. The site is built with modern standards, fast load speeds, and a
Custom Development
Once-off Development Service