Search our knowledge base or browse categories below.
New to Bi369 AI? Start here. Learn how to create your account, set up your company, and get your team onboard.
Manage your subscription, payment methods, plan upgrades, and understand what's included in each tier.
Leads, customers, quotations, contracts, and sales pipeline. Everything you need to manage your sales process.
Kanban boards, sprints, tasks, time tracking, and milestones. Keep your projects on track.
Invoicing, payments, expenses, and financial reporting. Stay on top of your business finances.
Employee management, attendance, leave, payroll, and performance reviews.
Configure your workspace, team permissions, integrations, and platform preferences.
Connect Bi369 AI with your existing tools. REST API reference, webhooks, and third-party integrations.
Common issues and how to resolve them. If you're stuck, this is the place to look.
Creating your account
Learn how to sign up for Bi369 AI and activate your free trial in under two minutes.
Setting up your company
Configure your company profile, branding, fiscal year, and base currency to personalise Bi369 AI for your business.
Inviting team members
Add your team to Bi369 AI, assign roles, and control what each person can see and do.
Understanding plans
A detailed breakdown of what's included in each Bi369 AI plan — Free, Starter, Pro, and Enterprise.
Upgrading your plan
How to upgrade from Free to Starter, Pro, or Enterprise — and what happens to your data during the transition.
Managing payment methods
Add, update, or remove payment methods and understand how billing works in Bi369 AI.
Adding and managing leads
Learn how to capture, qualify, and move leads through your sales pipeline in Bi369 AI CRM.
Creating quotations and contracts
Generate professional quotes, send them to customers, and convert them to contracts with e-signature support.
Our support team typically responds within a few hours.
Contact support