Uspacy Knowledge Base
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About Uspacy

Platform overview, key updates, major announcements, and monthly releases — all about Uspacy’s development in one place.

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Uspacy Support Team

Materials: 20

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The beginning of work at Uspacy

Registration, Workspace setup, and login — the first steps toward a fast start, seamless collaboration, and exploring the core capabilities of Uspacy

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Uspacy Support Team

Materials: 6

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Artificial Intelligence (AI) in Uspacy

How AI supports your daily work: call transcriptions and summaries, email generation, task creation, and additional tools to boost productivity.

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Uspacy Support Team

Materials: 5

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Use cases (scenarios)

Practical examples of using Uspacy tools in business — from core processes to unconventional use cases and real-world scenarios.

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Uspacy Support Team

Materials: 13

Categories

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Main page

Basics of efficient Workspace use: smart main page, navigation, global search, and personalized design for a comfortable daily workflow.

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Uspacy Support Team

Materials: 4

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Uspacy user profile

Profile settings, security, notifications, and personal preferences — everything you need for a smooth and convenient experience managing your account in the Workspace.

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Uspacy Support Team

Materials: 10

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Company and people

Managing team and company structure: keeping employee and department lists up to date and handing off cases during staff changes.

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Uspacy Support Team

Materials: 16

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Communication hub

Newsfeed, internal and external chats, and connected mailboxes and messengers — all your team and client communication in one convenient workspace.

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Uspacy Support Team

Materials: 29

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Tasks

Here you will find information about how to work with tasks in a list, on a board, as well as how to create new tasks and assign them to persons responsible, set deadlines or priority, and so on.

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Uspacy Support Team

Materials: 25

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Groups

Here you will find information on how to create groups of different types, work in them and use their functionality for joint work on projects

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Uspacy Support Team

Materials: 7

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CRM and sales

Leads, contacts, companies, deals, and products — essential CRM features that speed up sales and boost team productivity

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Uspacy Support Team

Materials: 41

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Schedule

Efficient time management: activity scheduling, internal calendar, time booking for meetings, and integration with external calendars and video services.

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Uspacy Support Team

Materials: 11

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Smart objects

Create, configure, and manage custom entities that match your business needs and help your team efficiently handle daily tasks.

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Uspacy Support Team

Materials: 4

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Marketing

Website inquiries and email marketing: designed forms with workflows, site chat for message management, and segmented email campaigns with templates.

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Uspacy Support Team

Materials: 9

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Automation

Conditional actions, webhooks, and other tools for automating routine tasks, connecting processes across Workspace modules, and creating flexible team workflow scenarios.

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Uspacy Support Team

Materials: 6

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Analytics

Reports and dashboards for in-depth team and process performance monitoring — from key company metrics to individual employee results.

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Uspacy Support Team

Materials: 3

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Telephony

IP telephony integration and call management: setup, call logs, and storing a complete history of client interactions within the CRM.

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Uspacy Support Team

Materials: 10

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Settings

Workspace settings, roles and permissions, import and migrations — configure the system to match your own workflows and internal business processes.

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Uspacy Support Team

Materials: 18

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Plans and payment

Here you can find out all currently available plans and their features, as well as find information about paying for the use of Uspacy products.

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Uspacy Support Team

Materials: 3

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Uspacy applications

This section covers the main features of the mobile and desktop apps, where to download them, and how to extend Uspacy’s capabilities in your Workspace using the Marketplace.

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Uspacy Support Team

Materials: 6

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Tips for work

Quick guides for handling technical issues: browser and cache tips, preparing materials, and common “what to do if…” scenarios to get back to work quickly.

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Uspacy Support Team

Materials: 3

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For developers

Documentation and guides for creating custom apps and integrations with Uspacy — from the first steps of development to deploying fully functional solutions in the Workspace.

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Uspacy Support Team

Materials: 2