Help centre

How Covalance works, and how to get the most from it.

• Getting started

  Your first workflow in a few minutes: say what your business does, then send it email.

• How much Covalance does on its own

  Manual, Suggest, Approve and Auto: you decide, step by step, and nothing moves up by itself.

• Workflows, starts and steps

  What a workflow is, what can start one, and the steps you can build it from.

• Connecting your apps

  Email, calendars, WhatsApp, accounts, CRM and job management: what each connection does.

• Your team

  Invite staff, choose what each person can do, and decide who handles each step.

• Plans, billing and the free trial

  What each plan includes, how items and the AI budget work, and paying through Paddle.

• Your data and privacy

  What Covalance keeps, for how long, and how to download or delete it.

• Getting help

  How to reach a person, and what to include so we can help quickly.