Help & support
How to get help. In one place.
Pick a topic below or just email hello@sendbriefs.com. A human reads every message — usually the same human who wrote the feature you’re asking about.
Getting started
Connect your stack, build your first brief, send it on a schedule.
Integrations & data
How connectors authenticate, how live data tokens resolve, what the webhook accepts.
Account & billing
Plan changes, refunds, invoices, SSO, and per-client allotment.
Security & compliance
Compliance posture (CASA in progress, SOC 2 readiness on the roadmap), GDPR, encryption, subprocessors, and our disclosure policy.
Frequently asked
Quick answers.
How fast does support respond?
- In-app chat and email get a first response within one business day on every paid plan. Agency Pro and Enterprise have priority response targets in their SLA.
Is there documentation I can read?
- We're consolidating docs into a public knowledge base — it'll live at sendbriefs.com/docs when it lands. Until then, the Features and Solutions pages cover the same ground in prose, and support replies have all been answered in detail.
What's the fastest way to switch from another tool?
- Email hello@sendbriefs.com with the tool you're switching from. We've migrated agencies from AgencyAnalytics, Whatagraph, DashThis, and Reportz — the playbook is well-trodden and we'll send a tailored timeline.
Can I see the product before signing up?
- Two options. (1) The sample brief on the home page renders without a signup. (2) Book a 20-minute setup call — we walk through your real data, no sales pressure.
Still stuck? We’ll meet you halfway.
A 20-minute setup call gets your first brief rendering on real data. No sales pressure.