Getting Started

Here you can find a collection of articles that will help get you started with our platform.

Introduction

Dashboard

Dashboard gives you the idea of how your business is performing. You want to give you a quick overview of where your business is heading.

Conversations

The Conversations section is to stay informed about all your inbound and outbound communication by tracking calls, texts, emails and more - this platform allows you another key way of communication by having everything under one roof.

Calendars

The Calendars tab in provides tools for scheduling and managing appointments, meetings, and events all within a customizable and organized calendar interface.

Contacts

The Contacts tab serves as a central hub to manage customer information, offering features like segmentation, and integration with other platform functionalities. It enables efficient organization and communication with leads and clients.

Opportunities

The Opportunities tab aids in monitoring and managing leads through different sales stages, helping businesses streamline efforts and improve conversion rates.

Payments

The Payments tab enables businesses to manage and process payments within the platform. This includes creating and sending invoices, tracking payment status

AI Agents

Marketing

The Marketing Tab Includes features such as the social planner, Email Marketing, and an Affiliate Manager

Automation

The Automation tab enables users to create automated workflows, triggering actions based on events like form submissions or time triggers. This enhances business efficiency.

Sites

All content related to Sites, Funnels, Forms & Surveys

Memberships and Communities

Here you will find everything related to the Memberships and Communities features of our platform.

Media Storage

Media Storage

Reputation

Reputation tab focuses on collecting & tracking online reviews and ratings across various platforms, allowing users to proactively address customer feedback and maintain a positive online image.

Reporting

The Reporting Tab offers insights, metrics, and visualizations for tracking key business performance indicators like lead generation and conversion rates, helping optimize strategies for better results.

Mobile App

Articles about the Mobile App

Settings

Here you will find everything related to the global settings of our platform.

Academy

Feature Summary

Broad summary of features covering end to end flow

Client Essentials

This section contains foundational guides that help clients configure critical third-party tools outside the Symphony Core App (SCA). These guides include Google account creation, Google Tag Manager (GTM), Google Analytics 4 (GA4), Stripe integration, email authentication, and domain DNS setup. These steps are required to fully activate and utilize the features and automations delivered through the SCA platform. It is designed for new clients, agency partners, or internal team members preparing infrastructure and tools before or alongside platform onboarding.

Offboarding