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Administration, billing, and security
Manage access, plans, usage, integrations, data, and troubleshooting.
Understand plans, add-ons, wallets, and AI creditsRead the provider-safe billing status and know which balance funds each feature.Manage workspace access securelyUse least privilege for members who administer channels, Help Center, billing, or customer conversations.Export or delete workspace support dataUse supported data portability and deletion workflows without bypassing retention or audit controls.Connect sales and context integrationsBring normalized Attio, Slack, Gmail/SMTP, Granola, and LinkedIn-safe context into TidyAnswer workflows.Protect customer and provider dataUnderstand the information that must stay out of clients, logs, notes, and ordinary support requests.Collect a useful troubleshooting reportGive support enough safe evidence to reproduce a problem without sharing credentials or private payloads.