Connect guides

How to use Connect

Product and team messaging across the Aicountly suite.

Open Connect About Connect

These guides give a short tour of each menu.

Start here

New to Connect? Do these in order.

Daily work

The jobs you do every day or every week.

Inbox Open Connect and work your active conversations. 5 steps Starred Keep high-priority threads one click away. 5 steps Pending Focus on conversations waiting on you or awaiting a response. 5 steps Archived Store quiet conversations without deleting history. 5 steps

Work with your team

Bring in colleagues and your accountant.

Groups Work in team and company group channels instead of one-to-one DMs. 5 steps

Good to know

Sign in at my.aicountly.com with your organisation account.
Confirm company membership in Manage so team and product chats resolve correctly. See the guides
Never paste Vault secrets into Connect — use Vault and escalate product issues via Support when needed. See the guides

Works with

Still stuck?

Ask the community, or tell our support team what you were trying to do.

Ask the community Contact support