Public help center

Searchable public guides for your whole agency

These guides are the public-facing help layer for OfficeHubb.

They are written for agencies that want a clear overview of how the platform works without exposing the deeper internal operating details that power staff and support workflows.

Guides available

12

Pipeline, forms, AI chat, compensation, billing, and team operations.

Docs scope

Public guide library

This hub is powered by the public, customer-safe guide set shown on `/docs`.

Best use

Train, troubleshoot, verify

Use the search to answer team questions fast or send teammates directly to a guide.

12 guides found

Lead Management

Pipeline & Lead Management

Learn how to work leads through your pipeline, manage follow-ups, and understand the core workflow at a high level.

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AI & Automation

Forms & Intake

See how OfficeHubb forms collect lead information and how enabled products and questions shape the intake experience.

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AI & Automation

AI Chat & Live Handoff

Understand how agency AI chat starts, when staff can join, and what prospects can expect from the conversation flow.

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Sales & Revenue

Sales, Commissions & Bonuses

Review the basics of sales reporting, commission visibility, and bonus tracking without exposing internal payout logic.

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Account

Settings, Team & Billing

Manage agency profile details, team roles, and billing settings with a simple overview of what each area controls.

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Data Management

Importing Data

Learn how to migrate leads and sales into OfficeHubb from CSV, XLSX, or PDF files.

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Account

Appearance — Light & Dark Mode

Switch between light and dark mode for your personal OfficeHubb experience.

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Growth

Google Reviews

Collect more Google reviews with built-in review requests, credit tracking, and team leaderboards.

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Collaboration

Team Chat & Messaging

Communicate with your team through group chat, direct messages, and built-in support chat.

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Sales & Revenue

Bonuses & Compensation

Award bonuses to team members and track them alongside commissions in the Compensation tab.

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Productivity

Notepad

A floating note-taking tool with tabs and auto-save, available from any page in the app.

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Growth

Agency Landing Page

Your branded public page with AI chat, quote requests, and 24/7 lead capture.

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Need help with something unusual?

These public guides cover common setup and workflow questions. For account-specific issues or deeper troubleshooting, open OfficeHubb support chat inside the app and a live person can step in when needed.