Learn how to launch Assists, motivate with perks, and measure impact.
Setup and onboarding
Create an Assist, invite your team, and reward outcomes with Perks. Reviewers keep quality high.
Name your workspace, set a goal, and invite your first teammates.
Invite members and reviewers in one click. Google sign‑in makes it easy.
Pick a template, set approvals, and publish.
Find Assists, points, perks, and reports from a single place.
Navigate your Dashboard: overview cards, expanded views, and what each section shows.
Create, configure, and approve Assists
Structured, AI-powered asks that guide teammates to take high-impact actions.
Use proven templates for Warm Intro, Talent Referral, Post Share, and more.
Choose the right control level for quality without friction.
How overlays, Inbox, and emails keep work moving; understand the event-driven notification system.
Make Assists effective across Sales, Marketing, and HR; use AI responsibly.
Upload resumes, reports, mockups, and supporting documents with your contributions.
Share on-brand content with AI help
Motivation that scales
Understand instant effort points vs reviewer-approved outcome points.
Motivate with points tied to outcomes and redeemable perks your team actually wants.
Reward what moves the needle: meetings, hires, or verified reach.
Create perks from templates or scratch in Admin → Perks; set availability, points, and value.
Connect Benify, Edenred, and others via claim links or CSV for seamless perks.
See top contributors, points, and activity breakdowns at a glance.
Measure impact and export data
Understand impact with the Insights page: contributions, outcomes, and trends for admins.
Estimate new revenue from employee-led intros using benchmarks.
Model additional impressions, engagements, and earned media value.
Project referral volume, hires, and cost savings.
Quick reference for the 7 main metric cards in the Admin Insights dashboard.
How business value is calculated: base values, industry multipliers, and outcome tracking.
Members, reviewers, and permissions
Understand Members vs Reviewers. Reviewers grant outcome steps and stay in the loop.
Industry, discoverability, leaderboard settings, and workspace basics.
Add teammates and cleanly remove access; billing is per active user.
Triage approvals fast and keep quality high.
Create invite links, set auto-approve, manage join requests, and secure your workspace.
Keep quality high and everyone in the loop
Set up reviewers for Assists and auto-approve for Perks.
Light nudges keep momentum without noise.
How approval requests work, reviewer actions, and when outcome points are awarded.
Understand when and how you will be notified about approvals, points, and requests.
Connect with your favorite tools
Celebrate wins, create buzz, and keep momentum high with automatic Slack updates. Free for all plans.
Automatically sync referrals to HubSpot CRM and reward your team when deals close. Requires Pro plan.
Technical deep-dive: event queue, rules, dispatchers, and notification delivery for developers.
Plans, invoices, account settings
Details on Free, Pro, and Enterprise plans. Pricing is per Reviewer seat—Members are always free.
Access invoices, download PDFs, and set billing email from the Stripe Customer Portal.
Upgrade to Pro to unlock unlimited Assists, or downgrade to Free anytime.
Add or remove Reviewer seats to match your team size. Charges adjust automatically based on your Pro plan.
Change name, email preferences, and notifications.
Controls for compliance at scale
Common issues and quick fixes
Common fixes for SSO and invite issues.
Why your approval queue looks empty.
Verify milestones, approval state, and outcome rules.
Receipts not scanning or links not opening.
Data freshness and filters to check first.
Common issues with contributions, approvals, and points—plus solutions.
Can't find what you're looking for? Our support team is here to help.