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.
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.
What's inside
Playbooks
Playbooks at https://app.trustpager.com/training/playbooks is where you build and browse Playbooks. Each Playbook 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.
Workflows
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.
Help Center
The Help Center at https://app.trustpager.com/training/help-center 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.
Knowledge Base
The Knowledge Base at https://app.trustpager.com/ai-agents/knowledgebase 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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