Short walkthroughs that turn the platform into your operations team: automated pipelines, instant follow-ups, AI-handled admin. One video, one less thing to do manually.
An overview of the Training section in TrustPager — what each area covers and how to use it to onboard team members and learn the platform.
The Training section at https://app.trustpager.com/training is your central hub for learning the platform and building internal knowledge for your team. Everything your team needs to get up to speed lives here.
The Learning Hub at https://app.trustpager.com/training/learning-hub is where you build and browse training canvases. Each canvas is a visual board you populate with video cards, notepads, PDFs, links, and files — covering a workflow, a client type, or any topic worth documenting. Use this to onboard new team members or centralise your SOPs.
The Workflows section at https://app.trustpager.com/training/workflows covers how to use TrustPager's automation and pipeline features. It's the right place to learn how opportunities move through stages and how to configure the automations that support your team's process.
The Platform section at https://app.trustpager.com/training/platform covers the core features of TrustPager — CRM, communications, reporting, integrations, and more. Start here if you're new to the platform or want a structured walkthrough of a specific area.
The Knowledge Base at https://app.trustpager.com/training/knowledge is your team's shared AI knowledge library. Anything saved here is available to your AI agents as context when they respond on your behalf. It's also a good place to store reference information your team looks up regularly.
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