Looking for an answer to a specific thing? Try here first.
Real questions, direct answers. No "how can I help you today" filler. Pick a topic, find the question, get out.
Search is coming. For now, scroll — there are six topics, every question is one click from an answer.
Getting started
You signed up. Now what.
How do I set up my first business?
Sign up, name your workspace, and the first business is created for you. Add a second from Settings → Businesses if you run more than one.
What are the 5 things to do in your first week?
Import contacts, install the chat widget, connect Gmail, set your pipeline stages, and mint an API key if you want AI agents in. In that order.
Why do I need to verify my email?
Outbound email goes through your verified address. We will not send anything until DNS and reply-to check out, otherwise your domain reputation tanks.
Where are my contacts after I imported them from CSV?
Contacts page, scoped to the active business. If they are missing, the import probably went to a different business in the switcher (top-left).
How long is the free trial?
14 days. No credit card required. Full feature access including MCP and AI tools.
MCP and AI agents
Claude, ChatGPT, Cursor, and what they can actually do in here.
How do I connect Claude to my account?
Mint an API key at /settings/api-keys, paste the snippet from /developers/mcp into your Claude config, restart. The endpoint is https://onehub360.com/api/mcp.
Why is my agent getting 'PLAN_UPGRADE_REQUIRED'?
Some MCP tools (writes, bulk ops) are filtered by plan tier. Starter is read-only via MCP. Growth and up unlock writes. Upgrade at /settings/billing.
Where do I see what my AI agent did?
Settings → Audit log. Every MCP and v1-API call shows up: who called what tool, with what arguments, what status, and when.
Where do I see how much my agent is using?
Settings → Usage. Daily call volume, top tools, p95 latency, and a nudge when you are near the plan limit.
What is MCP and why should I care?
MCP (Model Context Protocol) lets AI agents call your CRM directly. Less copy-paste, more "Claude, send the proposal." We are one of the first SMB CRMs with native MCP.
Does the MCP server work with ChatGPT?
Yes. Same endpoint. ChatGPT, Claude Desktop, Claude Code, Cursor — anything that speaks MCP.
Pipeline and deals
Why deals look weird and how to move them around without breaking anything.
Why are some of my deals showing $0?
Either the deal was created without an amount, or it inherits from a quote that has not been generated yet. Open the deal and set Amount manually if you want it on the forecast.
How do I move a deal between stages without losing the activity history?
Drag it. Or open the deal and change Stage from the side panel. Activity history is attached to the deal record, not the stage, so nothing is lost.
What's the difference between 'won' and 'closed-won'?
There isn't one. We use 'won' as the final stage. Some imports from HubSpot land as 'closed-won' — those get auto-mapped on next save. If you see both in your pipeline, let us know.
Can I have more than one pipeline?
Yes. Settings → Pipelines. One per sales motion (e.g., New Business vs. Renewals). Each has its own stages.
How do I forecast?
Pipeline page → Forecast view. Weighted by stage probability. Filter by close date and owner. Exportable to CSV.
Email and chat
Inbox, chat widget, deliverability — when the messaging stops working.
Why is my chat widget not showing up?
Three usual causes: the snippet is not in <head>, the data-key is wrong, or your CSP blocks our script. Check the browser console for "nexus" errors first.
How do I connect Gmail?
Settings → Integrations → Gmail. OAuth flow, two clicks, your inbox syncs both directions. Threads are matched by Gmail threadId so cross-address replies stay together.
Are my emails going to spam?
Probably your DNS. Add SPF, DKIM, and DMARC records for your sending domain. The Integrations page shows current status. Until those are green, expect spam folder.
How fast is the chat widget?
WebSocket. Sub-second delivery. Not the polling-every-30-seconds setup most "chat" tools ship with.
Can visitors message me when I am offline?
Yes. The widget falls back to a contact form when no agent is online, and the message lands in the unified inbox.
Billing
Plan changes, trial questions, and what each tier actually includes.
How do I upgrade my plan?
Settings → Billing → Change plan. Stripe-backed. Prorated. Takes effect immediately, no support ticket.
When does my trial end?
14 days from signup. The exact date is at the top of /settings/billing. We will email you 3 days before, and on the day. No card is charged until you pick a plan.
Can I downgrade from Growth to Starter?
Yes. Settings → Billing → Change plan → Starter. Heads-up: Starter is read-only via MCP and capped at 100 API calls per day, so any agent automations you set up will start failing.
What does each plan cost?
Starter $97, Growth $197, Scale $397, Enterprise $999 per month. Annual is 20% off. Full breakdown at /pricing.
Do you offer refunds?
Pro-rated refunds within 14 days of the most recent charge if something is genuinely broken. Email press@onehub360.com.
How do I cancel?
Settings → Billing → Cancel subscription. Self-serve. Your data stays put for 30 days in case you change your mind.
API and integrations
API keys, rate limits, webhooks, and the docs.
Where is the API documentation?
Full reference at /api-docs. MCP guide at /developers/mcp. SDK and language examples at /developers.
How do I generate an API key?
Settings → API Keys → New key. Scoped to a business. Shown once — copy it before you close the dialog. Revocable.
What's the rate limit?
Starter 100/day, Growth 2,500/day, Scale 10,000/day, Enterprise unlimited. Counted across MCP and v1 API combined. 429s show up at /settings/usage.
Are webhooks supported?
Yes. Configure at /settings/webhooks. Events for contact created, deal stage changed, invoice paid, chat message received. HMAC-signed.
Where is the audit log of API calls?
Settings → Audit log. Every authenticated v1-API and MCP call is recorded as an ApiAuditEvent. Filter by user, tool, status, time range.
Can I rotate or revoke an API key?
Yes. Settings → API Keys → Revoke. Effective immediately. Mint a new one and roll your client.
Think something is broken?
Check these before you write in. Most "is it down?" questions answer themselves.