Unobits documentation
Learn how Unobits works — and how its parts fit together.
Set up your workspace, understand every module, see how records connect across them, and find the answer when something does not behave the way you expect.
Getting started
All of Getting started- 01How Unobits worksThe model underneath every module: one organization, connected records, a workspace profile that adapts the language, and one access system.
- 02Create your workspaceSign up with email or Google, name your business, choose a plan, verify your address and answer the three setup questions.
- 03Set up your workspaceUse Setup and the setup wizard to tailor modules, vocabulary and readiness — and change any of it later without touching your data.
- 04NavigationThe sidebar groups, the pills under each route, the command palette, global search, peeks and the keyboard shortcuts that move you fastest.
- 05Invite your teamAdd people to the organization, choose the role and access each one starts with, and put them into groups.
- 06First stepsA practical order for connecting email, bringing in contacts, starting work and inviting people, so every module has something to show.
How Unobits fits together
The platformFour ideas explain most of what you will see in the product. Read them once and every module makes more sense.
Product areas
Communicate
Inbox, Chat, Email, Socials and calls — and how they share one set of conversations.
Customers and money
People, companies, opportunities, activities, segments and insight — in your own vocabulary.
Campaigns, journeys, leads, senders, sending safety and replies. Formerly Sequences.
Invoices, quotes, bills, expenses, bank reconciliation, reports and double-entry books.
Items, stock by location, movements, purchase orders and suppliers.
Popular
Recently updated
Stuck?
Most problems are an access setting, a disconnected account, or a limit — How access works explains the first.