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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. Set up SPF, DKIM and DMARC first so your mail lands in the inbox.
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 on the plan you picked. No charge for 14 days, cancel anytime.
MCP and AI agents
Claude, ChatGPT, Cursor, and what they can actually do in here.
How do I connect Claude to my account?
Add a connector in Claude with https://onehub360.com/api/mcp and sign in to OneHub360. For scripts, create an API key at /settings/api-keys and use the snippet from /developers/mcp.
Why is my agent getting 'PLAN_UPGRADE_REQUIRED'?
Some MCP tools (writes and deletes) 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 change made through MCP or the API 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."
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.
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. If an import shows both in your pipeline, let us know.
Can I have more than one pipeline?
One pipeline per business. For a separate sales motion, add a business from Settings → Businesses.
Email and chat
Inbox, chat widget and deliverability, for when 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. Until those are in place, expect the spam folder.
How fast is the chat widget?
Real-time over WebSocket.
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, self-serve, no support ticket.
When does my trial end?
14 days from signup. The exact date is at the top of /settings/billing. Your card is not charged during the trial. Cancel anytime before day 14 and you are never billed. After the trial it converts to your plan automatically.
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 billing gives you two months free. Full breakdown at /pricing.
Do you offer refunds?
Fees are non-refundable except where the law requires it (Terms, section 5.4). After you cancel, you keep paid features until the end of the billing period. Questions: support@onehub360.com.
How do I cancel?
Settings → Billing → Cancel subscription. Self-serve.
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. Code examples at /developers.
How do I generate an API key?
Settings → API Keys → New key. Scoped to a business. Shown once, so 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, HMAC-signed. Events: contact.created, contact.updated, deal.created, deal.updated, task.created, task.completed, conversation.created, appointment.created and invoice.paid.
Where is the audit log of API calls?
Settings → Audit log. Every change made through the v1 API or MCP is recorded in the audit log. Filter by user, tool, status, time range.
Can I rotate or revoke an API key?
Yes. Settings → API Keys → Revoke. It stops working. Create a new one and update your client.
Think something is broken?
Check these before you write in.