---
title: "Help Center"
description: "Short videos that show you how to do things in Sophiie. Ask a question below, or browse by topic."
pagination: false
mode: wide
---

<AskBar />

<nav className="hc-topics" aria-label="Topics">
  <a className="hc-topic" href="/getting-started"><span className="hc-topic-name">Getting started</span><span className="hc-topic-count">6 videos</span></a>
  <a className="hc-topic" href="/inbox-management"><span className="hc-topic-name">Inbox Management</span><span className="hc-topic-count">4 videos</span></a>
  <a className="hc-topic" href="/customer-management"><span className="hc-topic-name">Customer Management</span><span className="hc-topic-count">10 videos</span></a>
  <a className="hc-topic" href="/job-management"><span className="hc-topic-name">Job Management</span><span className="hc-topic-count">2 videos</span></a>
  <a className="hc-topic" href="/schedule-management"><span className="hc-topic-name">Schedule Management</span><span className="hc-topic-count">4 videos</span></a>
  <a className="hc-topic" href="/quotes"><span className="hc-topic-name">Quotes</span><span className="hc-topic-count">1 video</span></a>
  <a className="hc-topic" href="/invoices"><span className="hc-topic-name">Invoices</span><span className="hc-topic-count">4 videos</span></a>
  <a className="hc-topic" href="/settings"><span className="hc-topic-name">Settings</span><span className="hc-topic-count">32 videos</span></a>
  <a className="hc-topic" href="/account"><span className="hc-topic-name">Account</span><span className="hc-topic-count">7 videos</span></a>
  <a className="hc-topic" href="/webinars"><span className="hc-topic-name">Webinars</span><span className="hc-topic-count">5 recordings</span></a>
</nav>

<div className="hc-section-head"><h2>Getting started</h2><a href="/getting-started">See all 6</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/getting-started/get-started"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/get-started.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:54</span></span><span className="hc-title">How do I get started with Sophiie?</span></a>
  <a className="hc-card" href="/getting-started/test-before-live"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/test-before-live.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:52</span></span><span className="hc-title">How do I test Sophiie before going live?</span></a>
  <a className="hc-card" href="/getting-started/sophiie-assistant"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/sophiie-assistant.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:59</span></span><span className="hc-title">How do I use Sophiie Assistant?</span></a>
  <a className="hc-card" href="/getting-started/hq-home"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/hq-home.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:53</span></span><span className="hc-title">What is HQ, my Sophiie home page?</span></a>
</div>

<div className="hc-section-head"><h2>Inbox Management</h2><a href="/inbox-management">See all 4</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/inbox-management/filter-inquiries"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/filter-inquiries.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:57</span></span><span className="hc-title">How do I filter my inquiries?</span></a>
  <a className="hc-card" href="/inbox-management/reply-enquiry"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/reply-enquiry.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:56</span></span><span className="hc-title">How do I reply to and action an enquiry?</span></a>
  <a className="hc-card" href="/inbox-management/tasks"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/tasks.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:57</span></span><span className="hc-title">What are Tasks and how do I approve messages Sophiie drafts?</span></a>
  <a className="hc-card" href="/inbox-management/inquiry-channels"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/inquiry-channels.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:19</span></span><span className="hc-title">What are the channels in Inquiries?</span></a>
</div>

<div className="hc-section-head"><h2>Customer Management</h2><a href="/customer-management">See all 10</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/customer-management/add-contact"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/add-contact.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:53</span></span><span className="hc-title">How do I add a new contact in Sophiie?</span></a>
  <a className="hc-card" href="/customer-management/edit-contact"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/edit-contact.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:49</span></span><span className="hc-title">How do I edit a customer's contact details?</span></a>
  <a className="hc-card" href="/customer-management/companies"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/companies.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:05</span></span><span className="hc-title">How do companies work in Sophiie?</span></a>
  <a className="hc-card" href="/customer-management/contact-notes"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/contact-notes.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:45</span></span><span className="hc-title">How do I add notes to a contact in Sophiie?</span></a>
</div>

<div className="hc-section-head"><h2>Job Management</h2><a href="/job-management">See all 2</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/job-management/jobs-tab"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/jobs-tab.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:15</span></span><span className="hc-title">How do I use the Jobs tab?</span></a>
  <a className="hc-card" href="/job-management/manage-job"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/manage-job.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:30</span></span><span className="hc-title">How do I view and manage a job?</span></a>
</div>

<div className="hc-section-head"><h2>Schedule Management</h2><a href="/schedule-management">See all 4</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/schedule-management/booking-reminders"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/booking-reminders.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:04</span></span><span className="hc-title">How do I set up booking confirmations and reminders for my customers?</span></a>
  <a className="hc-card" href="/schedule-management/booking-confirmation"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/booking-confirmation.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:00</span></span><span className="hc-title">How does Sophiie confirm bookings, and why do some need my review?</span></a>
  <a className="hc-card" href="/schedule-management/schedule-tab"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/schedule-tab.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:20</span></span><span className="hc-title">How do I use the Schedule tab in Sophiie?</span></a>
  <a className="hc-card" href="/schedule-management/find-a-time"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/find-a-time.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:04</span></span><span className="hc-title">How do I use Find a time to schedule a job?</span></a>
</div>

<div className="hc-section-head"><h2>Quotes</h2><a href="/quotes">See all 1</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/quotes/quotes"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/quotes.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:01</span></span><span className="hc-title">How do quotes work in Sophiie?</span></a>
</div>

<div className="hc-section-head"><h2>Invoices</h2><a href="/invoices">See all 4</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/invoices/logo-brand"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/logo-brand.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:44</span></span><span className="hc-title">How do I add my logo and brand colours to quotes and invoices?</span></a>
  <a className="hc-card" href="/invoices/quote-invoice-defaults"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/quote-invoice-defaults.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:13</span></span><span className="hc-title">How do I set my quote and invoice defaults?</span></a>
  <a className="hc-card" href="/invoices/payment-reminders"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/payment-reminders.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:56</span></span><span className="hc-title">How do I set up automatic payment reminders for unpaid invoices?</span></a>
  <a className="hc-card" href="/invoices/invoices"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/invoices.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">1:10</span></span><span className="hc-title">How do invoices work in Sophiie?</span></a>
</div>

<div className="hc-section-head"><h2>Settings</h2><a href="/settings">See all 32</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/settings/add-faqs"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/add-faqs.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:49</span></span><span className="hc-title">How do I add FAQs in Sophiie?</span></a>
  <a className="hc-card" href="/settings/tags"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/tags.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:48</span></span><span className="hc-title">How do I create and manage tags in Sophiie?</span></a>
  <a className="hc-card" href="/settings/add-products"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/add-products.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:54</span></span><span className="hc-title">How do I add products in Sophiie?</span></a>
  <a className="hc-card" href="/settings/restrictions"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/restrictions.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:42</span></span><span className="hc-title">How do I set restrictions in Sophiie?</span></a>
</div>

<div className="hc-section-head"><h2>Account</h2><a href="/account">See all 7</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/account/audit-log"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/audit-log.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:47</span></span><span className="hc-title">How do I see who changed a setting in my account?</span></a>
  <a className="hc-card" href="/account/export-data"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/export-data.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:34</span></span><span className="hc-title">How do I export my calls, transcripts and contacts?</span></a>
  <a className="hc-card" href="/account/profile-details"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/profile-details.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:50</span></span><span className="hc-title">How do I update my profile details?</span></a>
  <a className="hc-card" href="/account/login-details"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/login-details.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">0:50</span></span><span className="hc-title">What's my Sophiie password, and how do I get my login details?</span></a>
</div>

<div className="hc-section-head"><h2>Webinars</h2><a href="/webinars">See all 5</a></div>

<div className="hc-grid hc-row">
  <a className="hc-card" href="/webinars#2026-10-13"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/webinar-2026-10-13.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">31 min</span></span><span className="hc-title">Sophiie Training Webinar - New Features Walkthrough and Quoting-Invoicing Templates</span><span className="hc-meta">13 Oct 2026</span></a>
  <a className="hc-card" href="/webinars#2026-09-03"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/webinar-2026-09-03.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">33 min</span></span><span className="hc-title">Sophiie AI - Beyond the Inquiry; What happens next?</span><span className="hc-meta">3 Sept 2026</span></a>
  <a className="hc-card" href="/webinars#2026-08-10"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/webinar-2026-08-10.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">24 min</span></span><span className="hc-title">Sophiie Training Webinar - Walkthrough New Sophiie Dashboard</span><span className="hc-meta">10 Aug 2026</span></a>
  <a className="hc-card" href="/webinars#2026-07-23"><span className="hc-thumb"><img src="https://pub-a4fef0ff4b0946c2b43c7f27e2d8e21f.r2.dev/thumbs/webinar-2026-07-23.jpg?v=1792462761" alt="" loading="lazy" /><span className="hc-time">37 min</span></span><span className="hc-title">Sophiie Got Promoted! Demo for AI Office Manager</span><span className="hc-meta">23 July 2026</span></a>
</div>
