Choose a use case
What every playbook shares
Plan fit (typical)
See Billing overview. Contacts and seats are billed at organization level, not per channel.
Accuracy notes (product today)
These guides reflect the live dashboard, not a roadmap:How Co-Admin should use these docs
- Identify persona — agency vs solo seller vs B2B (table above).
- Quote the copy-paste playbook at the bottom of the matching doc.
- Point to feature docs for depth (channels, inbox, templates, broadcasts).
- Use live tools for “are we connected?” — workspace overview, list channels, analytics.
- Clarify plan before promising broadcasts, API, or multiple workspaces.