Help Center

How can we help?

Step-by-step guides for every part of OpusFunnel: for business owners and their teams, for agencies, and for the clients agencies look after.

Show articles for

Start here

Find your way around the appWhat the sidebar, the top bar and each main area are for, so you know where to look.
Build your first funnel before you have an accountAnswer three questions, see your funnel live, then sign up to keep it and publish it.
Create your account and sign inSign up with your email or with Google, confirm your address, and sign in again later.
Reset a forgotten passwordGet a reset link by email and choose a new password, or change the password you have.
Read your dashboardWhat each figure and panel on the dashboard means, and what to do about "Needs you".
Your first-week checklistThe nine settings worth doing in your first week, in the order that saves you rework.
Run more than one business and switch between themAdd a second business to your login, move between businesses from the account menu, and pass new contacts from one to another.
Join an account you were invited toAccept a team invitation, set your password, and get into the business you were invited to.

Browse by topic · 196 articles

Getting startedYour first hour, step by step.9 articles Account and billingYour plan, your wallet, add-ons, invoices, your data and keeping your account safe.9 articles Contacts and CRMEveryone who fills a form, books, buys or messages you: find them, tag them, import them and keep their history.12 articles PipelineTrack people from first enquiry to won or lost, with stages, values and automations.5 articles ConversationsOne inbox for forms, email, texts, WhatsApp, calls and social messages, sorted by who has waited longest.7 articles Calendars and bookingsCalendars people can book themselves into, bookings you take by phone, and the emails that go with them.9 articles Sales and paymentsGet paid through your own Stripe account, and look after checkout, orders, subscriptions, refunds and discounts.11 articles Products and coursesEverything you sell, from candles in a box to courses, downloads, memberships and certificates, and the account where buyers find it.13 articles SitesFunnels, websites, stores, blogs, forms and reviews, the page editor, your domains, and how your pages are doing.16 articles MarketingEmail, texts, WhatsApp, social posts, ads, image ads and your affiliate program.24 articles AutomationsWorkflows that follow up, tag, score and notify for you.10 articles Phone and textingYour phone number, US texting registration, text and WhatsApp messages, opt-outs and delivery problems.11 articles SettingsYour business details, branding, team, alerts, sending domain and channels.9 articles AIThe assistant in the top bar, the agents that answer messages, calls and reviews, and the knowledge they answer from.12 articles AgencyRun client accounts, sell your own plans, resell usage and keep every client on track from one agency account.13 articles White labelPut your own name, logo, colours, domain and email on the app your clients use.8 articles For clients of an agencyYour account is run by an agency. How to sign in, what your plan covers and where to get help.5 articles Developers and integrationsSend your data to other tools today, and what is coming for apps and AI assistants.3 articles Troubleshooting and FAQWhen something is not working: the usual causes, and how to fix them.10 articles