Help Center
Support for setup, operations, and account questions.
This is the front door for help with AgentStack. If you're setting up your workspace, connecting tools, or troubleshooting a workflow, start here.
Help articles
Getting started
- Import contacts — Bring your contacts into AgentStack without creating duplicates or losing useful notes.
Messaging & AI
- A2P registration — Understand what A2P 10DLC is, why carriers require it, and what you need before you start.
- AI persona setup — Shape how AgentStack sounds, what it should say, and when it should escalate to a human.
- Review requests — Ask at the right moment, keep the process light, and turn happy clients into public proof.
Lead capture
- Connect IDX Broker — Connect your IDX Broker account, test the sync, and publish listings into your CRM and site.
- Booking pages — Let clients pick a time without back-and-forth while keeping your calendar under control.
- Google Business Profile — Keep your profile active, accurate, and useful for local visibility.
- Lead forms — Capture the right information without creating friction that kills conversion.
Accounts & billing
- Billing and plan changes — Switch plans, understand when changes apply, and keep billing tied to how you actually use the product.
- Cancel your plan — What happens when you cancel, what stays accessible, and what to export first.
Teams & operations
- Team sub-accounts — Give each agent their own workspace while keeping brokerage-level visibility where it matters.
- Calendar sync — Connect your calendar so showings, calls, and reminders stay aligned with how you actually work.
- Notifications — Choose what deserves an alert, what can wait, and how to reduce noise without missing something important.
Leads & pipeline
- Lead routing — Decide who gets new inquiries, how territory rules work, and what should happen when nobody responds.
- Pipeline stages — Build stages that reflect the real decisions your leads make, not generic CRM labels.
Need a hand right away? Email hello@agentstackcrm.app.
This library lives inside the product so setup guides stay close to the workflows they support.