Take 10 minutes.
Get hours back every week.

2:00

AI Features

Build Growth Systems with Claude

Talk to Claude about how your business runs, and it finds new ways to get more from TrustPager: improvements that fit your existing model and build on what you already do, then builds them for you in the same conversation.

2:32

Integrations

Connect Claude to TrustPager

Set up the TrustPager MCP connector in claude.ai so Claude can read and write your CRM data — contacts, opportunities, emails, tasks, automations, and more.

1:30

Automations

How to Build a Leads Pipeline with Claude

Watch Claude rename your pipeline stages and wire up four stage-level automations in 90 seconds — auto-reply, follow-up, proposal chase, and pre-call reminder.

1:02

Communications

How to Create and Send Email Campaigns

Create broadcast email campaigns, build your audience, compose your email, and track opens, clicks, and delivery from the Email Marketing tool.

AI Features

How to Monitor AI Agents in Agent Hub

Agent Hub is your central view of every AI agent running in your workspace — real-time responders, voice agents, and scheduled agents — with live status, run history, and failure alerts.

1:10

Automations

How to Set Up Auto Queues

Build timed, multi-step sequences in Auto Queues — set the timing once and every enrolled contact moves through on their own.

Scheduling

How to Set Up Online Booking & Scheduling

Create event types, control your availability, share your booking link, and automate what happens after a client books — your TrustPager scheduling page, end to end.

2:02

Integrations

Migrate Your CRM Data into TrustPager with Claude

Bring your existing CRM data into TrustPager with AI. Drop in your CSV exports, let Claude lay out the plan in plain English, and watch every company, contact and opportunity land in the right place.

Pipeline

Manage your sales pipeline

How to use the Workflows board to move opportunities through stages, sort and filter your pipeline, and share filtered views with your team.

1:34

Contacts

How to Manage Contacts

Store every contact in one place with full communication history, linked opportunities, and employer records.

Communications

How to Send & Track Emails

Send one-off emails to contacts with open and click tracking, attach files, use templates, and schedule sends. All from within the CRM.

Communications

How to Send SMS Messages

Send one-off SMS messages to contacts, use templates, schedule sends, and manage opt-outs — all from within the CRM.

Automations

How to Send Automatic Emails When an Opportunity Changes Stage

Set up automations that fire when an opportunity moves between pipeline stages — emails, SMS, tasks, and more.

1:24

Automations

How to Build & Trigger Automations

Walk through the automation builder — set triggers, add actions, and let the platform handle your repetitive tasks.

Documents

Build Proposals & Documents

How to create proposals, quotes, and documents inside TrustPager — from scratch or using a template.

1:12

Documents

How to Send Documents for E-Signing

Send any document for electronic signature. Your client signs on their phone or computer, and the signed copy is stored automatically.

Forms

How to Build & Send Forms

Build forms visually, send them to one or more contacts on a shared submission, collaborate with clients, and have every response flow back into your CRM. Includes autosave, CRM field wiring, co-applicant shared forms, and the Spreadsheet field type.

1:14

Scheduling

How to Set Up Online Booking & Scheduling

Let clients book time with you through a scheduling page. Every booking syncs to your calendar and CRM automatically.

Integrations

How to Sync Google Calendar with TrustPager CRM

Push TrustPager opportunities, tasks, and work orders to your Google Calendar so your schedule stays in one place.

1:12

Reporting

How to Build Reports & Dashboards

Create custom dashboards with pipeline funnels, revenue charts, and activity tracking.

1:34

AI Features

How to Run AI Needs Analysis on an Opportunity

Let AI read every note, call transcript, and email — then generate a full needs analysis with recommended products, deliverables, and a closing strategy.

0:37

AI Features

How to Auto-Fill Opportunity Fields with AI

Click Fill with AI to populate discovery questions and deal fields from your notes, calls, and emails automatically.

Ai-agents

How to Review & Approve AI Agent Actions

When AI agents draft emails or take actions on your behalf, the approvals queue lets you review, edit, and approve before anything is sent. It now validates each action and flags sender or safety issues before you approve, plus a direct link to the conversation thread for context.

1:32

Communications

How to Use CRM Templates

Save time with reusable templates for emails, SMS, documents, and more. Merge fields personalise every message automatically.

1:31

Automations

How to Set Up Event Queues

Build multi-step sequences that trigger over time — drip campaigns, onboarding flows, follow-up cadences.

Data

How to Use Notepads

How to create, organise, publish, and share notepads in TrustPager — including Collections (public folder directories), cover images, visibility options, and record linking.

1:13

Pipeline

How to Manage Tasks

Create tasks on any opportunity, assign them to team members, set priorities and due dates.

1:27

Settings

How to Set Up User Permissions & Roles

Control who can see and do what across your workspace with custom roles and granular permissions.

0:32

Settings

How to Submit a Service Request

Submit a service request directly from inside the platform. Your request goes straight to the team with full context.

Settings

Account Security & Two-Factor Authentication

Change your password, enable two-factor authentication, and review your active sessions to keep your TrustPager account secure.

AI Features

Agent Memory — API and MCP Reference

How AI agents read and write persistent memory in TrustPager — the 6 MCP tools, REST path, field reference, upsert mechanic, tags, linked entities, and a worked NurtureAgent example.

AI Features

AI Knowledge Bases

How to create and manage knowledge bases, add sources (Help Center articles, product catalog, URLs, files), attach them to voice and workflow agents, and keep them current with auto-resync.

Crm

Archiving Records to Keep Your Lists Fast

How to archive opportunities, contacts, and companies so your active lists stay focused, while keeping every record fully searchable, exportable, and instantly restorable.

Crm

Attach Documents, Files & Images to an Opportunity

How to attach PDFs, images, files, and spreadsheets to an opportunity from its detail page � including when to use each card and how signing flows connect.

Tools

Automate Outreach with Lead Gen Initiatives

How to build a multi-step outreach sequence, add email, SMS, and team-notification steps, enrol leads, add them to your CRM with consent, configure sending cadence, and understand how the dispatcher paces each step on your behalf.

Automations

Automatically Create Opportunities on a Schedule

How to use the Create Opportunity automation action to spawn new opportunities automatically — perfect for recurring workflows like weekly gig bookings, retainers, or any business with fixed recurring jobs.

Automations

Automation Activity Overview

Get a unified view of every automation, integration, and webhook event firing across your workspace — your one-stop activity feed.

Integrations

Bill a Different Company on an Opportunity (Payer Companies)

How to add a payer company to an opportunity so invoices belonging to a separate billing party surface alongside the client's invoices.

Automations

Build an Automation in One Call

How to create a complete automation — trigger and actions — in a single API or MCP call instead of three separate requests.

Automations

Capture post-call analysis answers onto a CRM record

How to use a Call Analyzed automation to automatically write your voice agent's post-call analysis answers to contact, opportunity, or account fields.

Automations

Choose a Send-From Alias in Gmail Automations

Route each Gmail automation through a specific workspace alias — so nurture campaigns go out as advisor@ while transactional emails stay on support@.

Automations

Clearing the Setup Required Page

What the Setup Required page means, why it shows up in your sidebar, and how to clear each issue so your automations and integrations resume.

Documents

Collect Information from Signers

How to use Signer Input fields to collect typed information from signers as part of the e-signing flow in TrustPager.

Crm

Conditional Logic on Custom Fields

How to hide custom fields based on other fields' values, and auto-fill default values when conditions match. Manual edits are always protected.

Integrations

Connect Stripe and Take Payments on Invoices

Connect your own Stripe account to your TrustPager workspace, create invoices on opportunities, generate Stripe payment links, and let customers pay via the client portal or invoice email.

Integrations

Connect your personal apps

How to link Gmail, Google Calendar, and other personal accounts to TrustPager — plus what happens when a connection breaks.

Automations

Connect Zapier to TrustPager

Set up bidirectional Zapier integration � trigger TrustPager automations from Zapier, and send TrustPager events out to your Zaps � using the native Zapier app.

Forms

Convert a completed form response to PDF

How to use the Convert to PDF panel on a completed form submission to render and file the responses as a document.

Automations

Create Referral via Automation

Use the Attribute Referral action in an automation to link a new opportunity to an existing referrer automatically, without manual data entry.

Settings

Customize Your TrustPager Experience

Set your timezone, theme, default views, and notification preferences to make TrustPager fit how you work.

Forms

Delete or void a form submission

When to void vs delete a form submission, how to do each from the UI, what gets removed, and the optional PDF cleanup step.

Files

Download All Attachments as a ZIP

How to bulk-download all documents, files, or images attached to an opportunity — or any other record — as a single ZIP file.

Reporting

Email a dashboard as a Report Digest

Three ways to email a reporting dashboard as a digest — the Send Report button, the send_report_email automation action, and the inline {{report:UUID}} token.

Communications

Email Opt-Out Handling

How to record and enforce email opt-outs for contacts, including campaign suppression and unsubscribe link behaviour.

Communications

Email Send API � Entity Validation and Error Codes

How POST /v1/email/send validates entity IDs, what each error code means, and the three valid payload shapes for linking an email to a contact, opportunity, or company.

Documents

Export form submissions

How to download your form submission data as a CSV file from TrustPager.

Forms

Form Invitation Delivery Failures

What to do when a form invitation email fails to deliver — causes, statuses, and how to resend. Includes a note on managing forms attached to an opportunity.

Automations

Format Emails in TrustPager Mail

Use the rich-text editor to add headings, bold text, bullet lists, links, buttons, images, and more to any email sent through TrustPager Mail — in automations, birthday messages, and booking notifications.

Crm

Group Line Items with Product Buckets

How to create product buckets on an opportunity to group your line items by room, area, or category — with per-bucket subtotals on the products card, invoices, and estimate PDFs.

Tips & Tricks

Hold Space to pan and scroll any page

Hold Space and drag with your mouse to pan any TrustPager page, or use Space + scroll wheel to scroll horizontally without a horizontal scrollbar.

Settings

How AI credits work

What TrustPager AI credits are, how different features charge them (token-based vs flat-rate), typical credit costs by feature, and how to top up your balance.

Forms

How form submissions are archived as PDFs

An overview of the two ways TrustPager can turn a completed form response into a PDF document filed in your Documents library.

Automations

How Stage Automations Work with Move Deal Actions

Why stage automations do not fire when a Move Deal action moves an opportunity, and how to wire the logic you need directly into your automation chain.

Training

How to Access Platform Training

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.

Reputation

How to Add Company Logos to Reviews

Upload a company logo to any review so it appears alongside the reviewer's name and role on your public reputation page.

Trust Signals

How to Add Company Logos to Trust Reviews

Upload a company logo to any trust review so it appears alongside the reviewer's name and role on your public trust page.

Training

How to Add PDF, Image & File Cards to Your Learning Hub

Pin PDFs, images, and files directly to a training canvas so your process docs and reference materials live alongside your other training content.

Reporting

How to Add Report Cards to a Dashboard

Add, configure, resize, and remove individual report cards on your TrustPager dashboards — covering all card types, data sources, filters, and visualisation options.

Automations

How to Attach Files to Automation Emails

How to add file attachments to automated email actions in TrustPager Mail and Gmail automation wizards.

Voice

How to Automate Outbound Voice Calls

How to use the Outbound Voice Call automation action to have your AI voice agent dial contacts automatically — with multi-channel follow-ups if the call isn't answered.

Communications

How to Build a Voice Agent Script

How to use the visual flow editor to build conversation flows — nodes, edges, the Global Prompt, custom tools, global nodes, and publishing.

Websites

How to Build a Website with TrustPager

Build and publish professional websites from inside TrustPager. Includes AI generation, 100+ section types, custom domains, SEO, CRM-connected forms, and blog and content sections powered by public Notepads folders.

Reputation

How to Build Case Studies

How to create and publish long-form customer success stories in TrustPager � client details, problem/solution/outcome narrative, key metrics, and publishing to your public reputation page.

Reporting

How to Build Custom Reporting Dashboards

A step-by-step guide to creating dashboards from scratch — adding cards, configuring data sources, setting filters, choosing chart types, and sharing with your team.

Training

How to Build Training Canvases

How to create and manage Training Canvases — the visual knowledge boards where you pin videos, PDFs, notes, and links for your team.

Communications

How to Buy a Phone Number

How to purchase and set up a TrustPager phone number, including business identity verification, regulatory bundles, choosing how incoming calls are handled (AI voice agent, forwarding, or logging), outbound calling, and fixing voice registration issues.

Voice

How to Clone and Manage AI Voices

Your voice library at https://app.trustpager.com/tools/voices — browse platform voices, save your own, generate AI speech, and manage your recordings.

Reputation

How to Collect and Publish Customer Reviews

Request reviews from contacts, capture a star rating and testimonial, approve the content, and publish it to your public reputation page.

Crm

How to Configure CRM Settings

Walk through every section of CRM Settings — lead sources, lost/won reasons, opportunity types, quick links, custom fields, card display (card face and card popout), and more.

Communications

How to Configure Inbox Settings

Set workspace-wide defaults for your email, SMS, and voice agent inbox — read receipts, auto-reply, signatures, and notification routing.

Communications

How to Configure Outbound Calling for Voice Agents

How to set up caller ID, country restrictions, rate limits, and auto-create opportunities for outbound voice agent calls.

Reporting

How to Configure Report Funnels

Set up funnel reports to visualise opportunity conversion through your pipeline stages, identify drop-off points, and track conversion rates between steps.

Integrations

How to Connect DocuSign

Connect your DocuSign account to TrustPager to send documents for electronic signature through DocuSign, track envelope status in the CRM, and automatically create opportunities when agreements are signed.

Integrations

How to Connect Google Calendar

Connect your Google account so TrustPager bookings appear in your calendar, busy times block your availability, and cancellations remove events automatically.

Integrations

How to Connect Slack

Connect your Slack workspace to TrustPager and post CRM events — new opportunities, stage changes, won deals — to any Slack channel via automations.

Integrations

How to Connect Stripe for Website Payments

How to activate Stripe on a TrustPager website to collect payments, auto-create CRM opportunities, and track checkout sessions. For invoice-based payments, see the Stripe Connect article.

Communications

How to Connect Your Gmail Inbox (Including Team Inboxes)

Connect one or more Gmail accounts to TrustPager so inbound email lands in your workspace inbox. Assign multiple aliases per workspace, share a team inbox across users, and keep TrustPager in sync with Gmail's read status automatically.

Communications

How to Connect Your WhatsApp to TrustPager

How to pair your WhatsApp account with TrustPager using the QR scan flow, enable workspace sharing, and understand what stays private on your phone.

Communications

How to Create a Voice Agent

Step-by-step guide to creating a new AI voice agent in TrustPager — picking a voice, building the conversation flow, attaching a phone number, and publishing live.

Integrations

How to Create and Manage API Keys

Create API keys, set scopes, manage rate limits, revoke or rotate keys, and configure approval scopes for AI agents.

Integrations

How to Create and Send Invoices via Xero

Send full, deposit, balance, or ongoing (recurring) invoices to Xero from an opportunity. Covers Xero Repeating Invoices, schedule options, Mark as Paid, and payment status sync.

Integrations

How to Edit OAuth Client Scopes

Customise what a connected integration like Claude.com is allowed to do. Set per-scope tiers, hide an integration's admin powers behind approval, and revoke individual user tokens.

Reputation

How to Embed Reputation on Your Website

Add a reputation badge or testimonial carousel to any external website using embed snippets from your TrustPager company profile.

Trust Signals

How to Embed Trust Signals on Your Website

Add a trust badge or testimonial carousel to any external website using embed snippets from your TrustPager trust profile.

Pipeline

How to Find Leads with Lead Gen Prospector

How to search for businesses by industry and location, filter results, save searches, and add leads to your CRM as contacts, accounts, and opportunities.

AI Features

How to Generate AI Images

How to use the Images tool to generate professional AI images, edit them with reference, upscale them, and produce web-optimised variants — all from one workflow at app.trustpager.com/tools/images.

AI Features

How to Generate AI Music

Generate custom music tracks for marketing content, video backgrounds, and brand jingles using the AI Music tool at https://app.trustpager.com/tools/music.

AI Features

How to Generate AI Whiteboards

Create visual diagrams and strategy maps in TrustPager using built-in templates or an AI prompt � no design skills needed.

Automations

How to Get Notified When Automations Fail

Configure email and SMS recipients to get notified the moment an automation action fails — no more silent failures dropping client emails for days.

Communications

How to Let Your Voice Agent Book Appointments

Wire TrustPager's scheduling API into your voice agent so callers can check availability and book a time without any human involvement.

Training

How to Link Training to Workflows

Link a training resource to a workflow so your team can access it directly from the pipeline board.

Contacts

How to Manage Accounts (Companies)

How to create, edit, and link accounts (organisations) in the CRM � connect contacts, track opportunities, and build a complete picture of every business relationship.

Data

How to Manage Files

Store, organise, and share files across your workspace.

Integrations

How to Manage Integrations

Connect, configure, and monitor third-party integrations like Stripe, Xero, Slack, Google, and DocuSign — all from one place.

Pipeline

How to Manage Opportunities

Use the Opportunities list at https://app.trustpager.com/crm/opportunities to view, filter, create, and bulk-action every opportunity across all your workflows in one place.

Settings

How to Manage Your Personal Profile

Update your name, photo, contact details, and personal information that other team members see across your workspace.

Products

How to Manage Your Product Catalog

Build your product catalog — services, packages, recurring fees — and use it across opportunities, order forms, invoices, and quotes.

Scheduling

How to Record Meetings with TrustPager Notetaker

Automatically record Google Meet calls and get transcripts straight into your CRM — linked to the booking, opportunity, and contact. Includes how to delete a transcript and recording.

AI Features

How to Review AI Agent Performance Reports

See every scheduled AI agent run at a glance — pass/fail status, output summaries, duration, and the full report — at https://app.trustpager.com/auto/agent-reports.

Communications

How to Review Phone Call Transcripts

View every human-to-human phone call in one place — grouped by contact or number, with full transcripts, recording playback, and AI call coaching at https://app.trustpager.com/inbox/phone-calls. Includes how to delete a transcript and recording.

Communications

How to Review Voice Calls and Transcripts

View every AI voice agent call in one place � full transcripts, recordings, sentiment, cost breakdown, and CRM links � at https://app.trustpager.com/inbox/voice-agents.

Communications

How to Schedule Email and SMS Sends

Schedule one-off emails and SMS messages to send at a specific time, after a delay, or during business hours — straight from the contact record or automation builder.

Portals

How to set up a client portal

Create branded, scoped client and partner portals at portal.trustpager.com: design a template, share records, invite members with a branded email, and preview the portal from any opportunity or contact record before sending.

AI Features

How to Set Up Agent Alert Rules

Create alert rules that notify you when AI agents hit consecutive failures, duration limits, missed runs, or error rate thresholds — via email, Slack, or in-platform.

Automations

How to Set Up Auto Schedules

Run automations on a recurring clock schedule � daily, weekly, or monthly � targeting a filtered audience of contacts or opportunities.

Scheduling

How to Set Up Booking Confirmation Notifications

How to configure the automatic confirmation email and scheduled reminders that fire when someone books a meeting through your scheduling links.

Communications

How to Set Up Email Configs

Configure how TrustPager sends outbound email — sender name, sending address, reply-to, branding, verified custom domains, and optional Gmail routing.

Communications

How to Set Up Inbound Call Forwarding for a Voice Agent

Send inbound calls to a real person during set hours instead of the AI voice agent, with day, time, timezone and forward-to number controls.

Automations

How to Set Up Round-Robin Lead Routing

How to automatically distribute incoming leads and opportunities across team members in TrustPager using automation triggers, conditions, and the Assign User action.

Settings

How to Set Up Your Company Profile and Branding

Configure your company name, logo, brand colours, address, ABN, timezone, and other details that flow through to emails, forms, documents, and signing pages.

Settings

How to Set Up Your Tag Palette

Define a shared set of colour-coded tags for your workspace so your team can label opportunities, contacts, and customers consistently.

Automations

How to Skip Specific Actions When Moving an Opportunity

When dragging an opportunity into a stage, you can now untick individual automation actions that don't apply — without touching the automation itself.

Documents

How to Track Document Signing Status

See every document envelope you've sent for signing, who's signed and who hasn't, and resend reminders or void envelopes as needed.

Automations

How to Triage Automation Errors

Use the Errors page to quickly find every failing automation, group by root cause, retry runs, and clear issues from your workspace.

Communications

How to Use Follow Ups

Manage every queued email, SMS and voice call � including multi-step voice follow-up cadences � and review the full dispatch history from one place in your inbox.

Automations

How to Use Incoming Webhooks to Trigger Automations

How to create an incoming webhook URL in TrustPager, configure optional authentication, and connect external systems — forms, Zapier, Make, or custom apps — to trigger automations automatically.

Automations

How to Use Outgoing Webhooks

Set up outgoing webhooks to push TrustPager events — opportunity updates, contact creation, form submissions, and more — to any external endpoint in real time.

Scheduling

How to Use the CRM Calendar

See all your scheduled events, bookings, tasks, and opportunity reminders in one place. Switch between week, fortnight, and month views, filter by team member or event type, and click anything to edit it.

AI Features

How to Use the Images Library

Manage your public media library — branded images for websites, social, marketing — with optimised variants ready for any device.

Communications

How to Use the Inbox Dispatcher

See every email, SMS and voice call queued to send � and review the full dispatch history � from one place in your inbox.

Pipeline

How to Use the Next Action Card on Opportunities

Keep every opportunity moving with the Next Action card. Set a reminder or generate a Google Meet link directly from the opportunity sidebar.

Integrations

How to Use the TrustPager REST API

Authenticate, manage API keys, choose scopes, and start reading and writing CRM data programmatically. Includes available resources and endpoint patterns.

Crm

Lead source leaderboard

See total leads and the win/loss split per lead source at a glance, drill into any source for a full opportunity list, keep attribution clean by setting the lead source field on every new opportunity, and exclude internal or non-lead workflows from the board entirely.

Settings

Manage Team Members

Invite users, update roles, view connected apps, and remove members from your workspace.

Scheduling

Manage your booking (reschedule, cancel, or update your details)

How to reschedule, cancel, add to your calendar, or fix a typo in your name or phone number using your booking confirmation link.

Pipeline

Merge Duplicate Opportunities

How to combine duplicate opportunities in TrustPager without losing any related records — activities, tasks, bookings, documents, form submissions, signing envelopes, and more.

Data

Monitoring Auto Queue Tasks

Inspect every queued automation task — multi-step Auto Queue progressions, scheduled communications, and timed follow-ups.

Settings

Plans & Billing

TrustPager plans, the 14-day Pro trial, credits, and phone number recurring charges including pro-rating and what happens when a charge fails.

Crm

Product components and samples

How to add components to a product in your catalog, and how to attach samples to a product line item on an opportunity.

Forms

Publish a form to your website

How to turn any TrustPager form into a public lead-capture page, embed it on your website, customize the look, and embed your booking page — with every submission creating a contact and opportunity in your CRM automatically.

Integrations

Querying Xero Financial Data via the TrustPager API & MCP

Every Xero query type available in TrustPager - contacts, invoices, P&L, Balance Sheet, aged receivables and payables - with parameters, examples, and troubleshooting.

Crm

Quick Links � Add Shortcuts to Any Record

How to set up Quick Link types in CRM Settings so your team can pin a named URL (Google Drive, Notion, Jira, etc.) to every opportunity and company record.

Data

Reading Automation Execution Logs

Inspect every automation run — which actions ran, which were skipped, what failed, and why — from the automation logs page.

Data

Reading DocuSign Envelope Logs

Track every document signing envelope sent through DocuSign — recipient status, completion timing, voids, and downstream automation triggers.

Data

Reading Email Delivery Logs

Track every email your workspace has sent — through automations, campaigns, manual sends, and form replies — with delivery status and bounce reasons.

Data

Reading Integration Logs

See every call your integrations made to external services — Stripe, Xero, Slack, Google, and more — to verify and debug data flow.

Data

Reading Order Form Submission Logs

Review every order form submission, payment outcome, and downstream automation result for your e-commerce workflows.

Data

Reading Stripe Payment Logs

Review every Stripe charge, refund, dispute, and subscription event for your workspace, with direct links to Stripe records.

Data

Reading Webhook Logs

See every webhook your workspace has received and sent — incoming triggers from external systems and outgoing notifications to them.

Data

Reading Website Form Submission Logs

See every form submission and website event that fired into your workspace — leads captured, intake forms completed, contact requests received.

Data

Reading Workflow Trigger Logs

See every workflow trigger that fired across your CRM — stage changes, field updates, opportunity creations — and use the log to debug automation runs.

Crm

Save and Reuse Timeline Templates on Opportunities

How to save your delivery phases as a reusable Timeline template, load a saved template onto any opportunity, and manage your template library — all from the Timeline card.

Integrations

Scopes — the guardrails that govern your agents

Decide what your AI agents can do in TrustPager — and what they can’t do without your approval. Sliders, approvals, and Save Changes explained.

Api

Searching service requests with semantic search

How to use the POST /v1/service-requests/search endpoint to find service requests by meaning, not just exact keywords.

Crm

Send to Multiple Contacts from an Opportunity

How default recipients work across email, SMS, forms, signing, and work order modals on an opportunity — and what to expect when multiple contacts are involved. Includes shared forms for co-applicants.

Communications

Sending WhatsApp Messages from a Deal or Contact

How to send WhatsApp messages from the deal sidebar, the contact page, the WhatsApp inbox, and via automations.

Automations

Set a CRM field automatically

How to use the Set CRM Field automation action to write data to opportunity, contact, or account records when something happens in your pipeline.

Communications

Set Up a Team WhatsApp Number for Your Workspace

Designate one connected WhatsApp number as the workspace's shared team number so all outbound messages and automations go from one place.

Sales

Set up and manage your ecommerce store

How to create a store, add products to your catalog, manage orders through the built-in CRM pipeline, and connect Stripe to take live payments.

Forms

Set up automatic PDF archiving for a form

How to configure the Submission Archive settings in the form builder so completed responses are automatically saved as PDFs in your Documents library.

Pipeline

Set Your Default Pipeline

Choose which pipeline opens by default when you access the CRM, overriding the company-wide default.

Settings

Set Your Personal Timezone

Override the workspace timezone with your own so timestamps, calendar events, and date displays in TrustPager always reflect your local time.

Communications

Share a Gmail Sending Address with Your Workspace

Give your workspace a personalised Gmail sender � share one of your Google send-as addresses with a workspace, then have an admin pick it as the team's outgoing email address.

Communications

SMS Opt-Out Handling

How to record and enforce SMS opt-outs for contacts, including STOP reply handling and automation suppression.

Data

Standalone Spreadsheets

Create spreadsheets from templates, import data via CSV or PDF (with optional auto-merge for contiguous rows), attach them to opportunities, and let clients populate them directly via a form field.

Communications

Template Tokens — Names, Dates, and CRM Variables

How to use {{contact.greeting}}, {{today}}, {{now}}, and other template tokens across automations, emails, PDFs, and more.

Crm

Track and Manage Referrals

Use the Referrals tool to see your top referrers, browse every referral, filter by category, manage individual referral records, and track commission payments.

Products

Track Payment Status on Opportunity Products

Every product line on an opportunity has a payment status — Unpaid, Deposit Invoiced, Invoiced, or Paid. Works for any business, with or without an accounting integration.

Crm

Track stock and inventory for a product

How to enable inventory tracking on a product, record stock levels, and understand what the Stock and Inventory card shows on the product detail page.

Automations

Trigger Automations via the API & MCP

How to fire a TrustPager automation from an external system or AI agent using the REST API or MCP server, including how to discover trigger schemas.

Automations

Trigger Schema Reference

How to discover what fields each automation trigger type expects, using the schema API endpoints and MCP tools, with example payloads for common trigger types.

AI Features

TrustPager's Forever Free Tools

A complete list of the tools and features you get on the TrustPager Free plan — yours forever, no credit card, no time limit.

AI Features

Understanding Agent Memory

Agent Memory is the shared brain your AI agents use to remember what they have learned. Browse, filter, and curate memories across contacts, opportunities, and companies from one central page.

AI Features

Understanding and editing your scheduled agent

How to read the configuration sidebar on a scheduled agent's detail page, trigger a manual test run, and use the settings editor to update its kickoff prompt, schedule, persona, tools, and model.

Settings

Understanding the connection health indicator

What the red pulsing button and avatar warning mean, and how to fix a disconnected integration.

Settings

Understanding the Service Request Lifecycle

How service requests are processed after submission � statuses explained, how notes work, and how to check where your request is up to.

Documents

Use AI to generate documents

How to use TrustPager AI to draft proposals, agreements, and other documents directly from an opportunity.

Websites

Using the SEO Studio

How to use every SEO Studio tool in TrustPager — keyword research, competitor gap, rank tracking, site audit, AI visibility, and more. Results open as full detail pages with plain-English guidance and a how-to-fix callout.

Communications

Using WhatsApp Groups with Deals

How WhatsApp groups appear in TrustPager, how to link a group to a deal, where group messages show up, and how to unlink.

Settings

Viewing the CRM Audit Log

How to use the CRM audit log to see a full history of field changes on your opportunities, contacts, and customers.

Communications

Voice Agent Settings Reference

A reference for every setting on the Voice Agent detail page — model, voice, Flex Mode, data storage, fallback voices, and more.

Communications

WhatsApp Opt-Out Handling

How the WhatsApp opt-out flag works on a contact, what it cancels, and how to remove it if a contact opts back in.

Workspace

Who appears as the sender on platform-sent emails and notifications

Why your workspace primary owner appears as the sender on platform-generated emails, how that is set, and what to do if the name looks wrong.

Integrations

Why Claude says “No approval received” on a TrustPager action

What the “No approval received” error means when a TrustPager tool call fails in Claude, and the one-step fix.

Communications

Why your workspace email uses mail.trustpager.net

Why TrustPager workspace emails use mail.trustpager.net and how to send from your own verified domain instead.

Integrations

Workspace Spreadsheet — API and MCP reference

REST endpoints, MCP tools, API scopes, filter syntax, saved views, per-view sort, and dropdown option colours for the Workspace Spreadsheet. For developers and AI agents building automations against TrustPager export templates.

Data

Workspace Spreadsheet — your CRM data as a live grid

Create reusable export templates that pull data from any CRM entity into a live spreadsheet grid. Formerly known as the Export Builder. Includes custom field columns, CSV import, joined columns, filters (unified four-operator vocabulary for all reference fields, Tags picker from workspace palette), saved views, per-view sort, column totals, Refresh button, relative date filters, and API access.

AI Features

Monitoring Your AI Agents � Overview

Where to find every AI agent monitoring surface in TrustPager � Agent Hub, Alerts, and Performance Reports.

Products

CRM Suite (Per User)

One platform replacing your CRM, website, documents, forms, e-signatures, and automations — connected out of the box. Stop juggling seven logins and start runni

Products

Website Design — Additional Pages

$150 AUD each — Service

Products

AI Automation Audit

A deep-dive audit that maps every automation opportunity in your business. You'll know exactly where you're losing time, money, and customers — with a clear pla

Products

1 Month Training & Fulfillment

$1,000 AUD (once-off) — Service

Products

AI Agent Setup

We build a custom AI voice agent — Evie — trained on your business, your services, and the way you talk to customers. From go-live (typically 3 weeks or less),

Products

Custom Integration Development

Custom third-party integration development for platform connectivity requirements.

Products

Inventory Management Build

Your product catalogue lives inside your CRM, the same place you manage your deals, contacts, and business operations. When you add a new product, update a pric

Products

2 Months Training & Fulfillment

When we build your custom system, we handle pipeline setup, workflow design, automation configuration, integration connections, data migration, and team trainin

Products

Build, Training and Fulfillment

$2,000 AUD (once-off) — Product

Products

Website Design — First 5 Pages

We build and deploy your first 5 website pages, including design, copywriting, and development. The site is built with modern standards, fast load speeds, and a

Products

Custom Development

Once-off Development Service