Q: How do I cancel my subscription?

Log in to your account, go to the Settings tab, click Manage My Plan , scroll to the bottom, and click Cancel . If you run into any issues, reach out to support and we’ll help.

Q: How do I change or update the email address on my account?

Go to Settings > Security and update your email. You’ll need to verify both your old and new email addresses to complete the change. If you no longer have access to your old address, contact support and our team can process it manually.

Q: How do I view my sent emails in Assist?

Open a specific lead card and check the Email Activity section, or review sent messages in the Stats area of your email automations and broadcasts.

Question 1

How do I cancel my subscription?

Accepted Answer

Log in to your account, go to the Settings tab, click Manage My Plan, scroll to the bottom, and click Cancel. If you run into any issues, reach out to support and we’ll help.

Question 2

How do I downgrade from a Team plan to a Solo plan?

Accepted Answer

Yes, this is possible. Our billing team can switch your plan from Team to Solo so you’re no longer billed for the additional seats. Contact support and we’ll process the change for you.

Question 3

Can I pause my account?

Accepted Answer

Yes. You can pause your account for up to two months. You won’t be charged during that time, and you’ll still have full access to your account as usual.

Question 4

If I cancel, will my data be erased?

Accepted Answer

No. If you cancel and later decide to reactivate, your data is not erased. Everything stays saved in the system and will be available again once your subscription is reactivated.

Question 5

How do I change or update the email address on my account?

Accepted Answer

Go to Settings > Security and update your email. You’ll need to verify both your old and new email addresses to complete the change. If you no longer have access to your old address, contact support and our team can process it manually.

Question 6

I'm still in my free trial. When do the monthly charges begin?

Accepted Answer

Your monthly membership charges begin once your 14-day free trial ends.

Question 7

Why do my emails come from updates@assistcrm.ai, and how do I keep them out of spam?

Accepted Answer

Right now, emails send through our shared system address rather than your own. To help your automations stay out of spam, the recipient can add your address to their contacts, adjust their Gmail settings, or reply to your email.

On the sender address: our development team is building a feature that will let emails send directly from each agent’s own email address rather than from updates@assistcrm.ai. We’ll notify all users once it’s rolled out.

Question 8

Why isn't my email automation (or 7-day automation test) sending?

Accepted Answer

The most common cause is a missing email subject line. Open your automation and confirm a subject line was entered for each email. Without one, the email won’t send.

Question 9

How do I view my sent emails in Assist?

Accepted Answer

Open a specific lead card and check the Email Activity section, or review sent messages in the Stats area of your email automations and broadcasts.

Question 10

How do I link my social media to the icons in my email signature?

Accepted Answer

Go to your email templates, select your theme, and update your social media widgets there. Those widgets feed the icons in your signature.

Question 11

How do I upload my contacts with a CSV?

Accepted Answer

Follow our step-by-step CSV import tutorial here: [CSV importer tutorial link]

Question 12

Can I add multiple deals or addresses to one contact, or merge contact cards?

Accepted Answer

At this time, you can’t add multiple addresses to a single contact card. We’d suggest adding extra property addresses in the description field, or, to track totals like commission and sales per deal, creating a separate contact card for each transaction.

On merging cards: our development team has this on its list of future feature roll-outs, though there’s no timeline yet. We’ll keep you updated if and when it becomes available.

Question 13

What are "Subcontacts," and are they duplicates?

Accepted Answer

Subcontacts are additional people linked to a main contact card, such as a spouse or partner. They are not duplicates, so they’re safe to keep.

Question 14

How do I add a client as both a Seller and a Buyer?

Accepted Answer

A single contact card can’t be both. Best practice is to create two separate cards, one Seller card and one Buyer card, for that client.

Question 15

Where do I find the notes I added when I first created a contact?

Accepted Answer

They’re stored in the description/notes section of that lead’s contact card.

Question 16

Can I trigger an email automation for leads I add manually?

Accepted Answer

Yes. You can set up your automation so manually added leads are entered into the sequence. Here’s a walkthrough :[How to trigger an email automation tutorial]

Question 17

Can I customize automation triggers, for example trigger an email flow by a tag instead of a column change?

Accepted Answer

At this time, customized triggers aren’t a capability within the system.

Question 18

I got a form-submission notification but can't find the lead in my pipeline. Why?

Accepted Answer

First, confirm the intake form was attached to a column in your pipeline when it was created. If it wasn’t, submissions won’t land in a column.

Question 19

How do I download or export leads who signed up through one of my guides?

Accepted Answer

Go to your Forms section, find the form you created for that guide, and open its Form Responses/Submissions to view and export those leads.

Question 20

How do I reconnect my lead magnet form to my Link in Bio?

Accepted Answer

Go to Link in Bio, click Edit Bio Link, select Add Section, then add the Lead Magnet/Form section and select your form.

Question 21

Are leads from external sites like Zillow, Realtor.com, or Homes.com captured automatically?

Accepted Answer

No. Leads from those sites aren’t pulled in automatically. Leads are added to your pipeline when they come through your Assist forms.

Question 22

How do I connect my Google Calendar?

Accepted Answer

Your account is connected to the email you signed up with. To connect Google Calendar, go to the Meetings tab and click Connect.

Question 23

There's no availability showing on my calendar or booking link. Why?

Accepted Answer

A time zone must be selected for your availability to display. Go to Settings > Profile, set your time zone, then re-check the link.

Question 24

Can I use Apple Calendar?

Accepted Answer

Assist syncs with Google Calendar, not Apple/iCloud directly. The workaround is to connect your Google account inside your Apple Calendar app, so Google (and Assist) events flow into Apple Calendar both ways.

On iPhone or iPad:

Open your device Settings.
Tap Calendar > Accounts.
Select Add Account and choose Google.
Sign in to your Google account.
Make sure the Calendars toggle is on, then tap Save.

On Mac:

Open System Settings.
Select Internet Accounts.
Choose Google and sign in.
Check the box for Calendars.

Tip: When you create a new event you want synced, save it to your Google calendar (not the iCloud default), or it won’t reach Assist.

Question 25

Can the meetings funnel link to Outlook, or is it Google only?

Accepted Answer

The meetings funnel connects through Google. From there, you can copy your Google Calendar URL into Outlook so your meetings show up there as well.

Question 26

How do I create to-dos or tasks for clients, and where do I view upcoming ones?

Accepted Answer

Assign due dates directly within a client’s lead card, or use the To Dos calendar to view and manage upcoming tasks.

Question 27

Can I connect Zapier or set up a webhook to push my database into Assist?

Accepted Answer

Assist has limited Zapier support and doesn’t currently support webhooks. As an alternative, we offer a pooling feature. Contact support and we’ll help you set it up.

Question 28

Can I Zapier project management tools like Monday into Assist?

Accepted Answer

Our Zapier integration is limited. It can send contact info into another system, but it doesn’t fully populate or track information back inside Assist+. For those tools, we’d suggest keeping them separate for now.

Question 29

What is the MCP server URL to connect Assist CRM to Claude.ai?

Accepted Answer

Connecting Assist to Claude.ai via an MCP server URL isn’t supported at this time, though it’s on our development roadmap.

Question 30

Is there an Assist mobile app?

Accepted Answer

Not yet, but it’s on our feature roadmap, hopefully within the year. In the meantime, you can use Assist on your mobile device. It works best in Google Chrome on your phone. We’ll update all users once an app is available.

Question 31

Can Assist schedule social media or recurring posts?

Accepted Answer

Not at this time. Assist runs on its own private server and doesn’t currently offer social media scheduling or recurring posts.

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