Help Center — Learn at Your Own Pace

Step-by-step guides, tutorials, and resources designed to teach you how to get the most out of your technology. We're here to help you learn.

1. Getting Started (3 topics)

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Creating Your Account

Getting started with Smart Integration Works is quick and free. Here's how to create your account:

Step 1: Go to the Customer Portal and click "Create Account".

Step 2: Enter your full name, email address, and choose a strong password (at least 8 characters with a mix of letters, numbers, and symbols).

Step 3: Select your account type — Individual, Business, or Nonprofit.

Step 4: Check your email for a verification link and click it to confirm your account.

Step 5: Log in and complete your profile. You're ready to go!

💡 Tip: Nonprofit organizations can select the nonprofit option during registration to access grant resources and specialized pricing.

Signing In

Once your account is verified, signing in is simple:

Step 1: Visit the Portal and enter your email and password.

Step 2: If you have Two-Factor Authentication (2FA) enabled, you'll be prompted to enter a code from your authenticator app.

Step 3: Click "Sign In" to access your dashboard.

🔒 Security: If you lose access to your 2FA device, contact support immediately to regain access to your account.

Navigating the Portal

Your dashboard is organized into clear sections. Here's a quick overview:

🏠 Dashboard — Your home base: recent activity, quick stats, and shortcuts to your most-used tools.
🤖 AI Assistant — Configure and manage your AI assistant, customize its voice and behavior.
📧 Email — Access webmail, manage email accounts, check spam filters.
🌐 Websites — Your hosting dashboard: view sites, manage SSL, run backups.
📱 Social Manager — Create and schedule social media posts across platforms.
📍 Business Listings — Manage your Google, Yelp, and Facebook business listings.
⭐ Review Management — Monitor reviews and set up AI-powered response templates.
📅 Appointments — Set your availability and manage bookings.
👤 Account — Update your profile, change password, manage 2FA and subscriptions.
🎫 Support — Open and track support tickets.

Use the sidebar navigation to jump between sections. Your recent items are always shown on the dashboard.

2. Account Management (4 topics)

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Updating Your Profile

Keep your profile information current so we can serve you better:

Step 1: Log in to the Portal and navigate to Account → Profile.

Step 2: Update your name, phone number, company name, or profile photo.

Step 3: Click "Save Changes" at the bottom of the page.

💡 Tip: Your profile photo appears on support tickets and AI assistant interactions. A professional headshot is recommended for business accounts.

Changing Your Password

For security, we recommend changing your password every 90 days:

Step 1: Go to Account → Security in the Portal.

Step 2: Enter your current password, then your new password (twice to confirm).

Step 3: Click "Update Password".

Step 4: You'll receive a confirmation email. If you didn't make this change, contact support immediately.

🔒 Tip: Use a password manager to generate and store strong, unique passwords. Never reuse passwords across different services.

Setting Up Two-Factor Authentication (2FA)

Add an extra layer of security to your account with 2FA. Once enabled, you'll need both your password and a code from your authenticator app to sign in.

Step 1: Go to Account → Security → Two-Factor Authentication.

Step 2: Click "Enable 2FA" — a QR code will appear on screen.

Step 3: Open your authenticator app (Google Authenticator, Authy, or Microsoft Authenticator) and scan the QR code.

Step 4: Enter the 6-digit code shown in your authenticator app to verify setup.

Step 5: Save your recovery codes in a safe place (print them or store in a password manager). You'll need these if you lose access to your authenticator app.

⚠️ Important: Without your recovery codes, if you lose your phone, you will be locked out of your account. Store them somewhere secure, not on your phone.

Managing Your Subscriptions

View and manage all your active services and billing:

Step 1: Go to Account → Subscriptions in the Portal.

Step 2: Here you'll see all your active services, their status, and renewal dates.

Step 3: Click on any service to view details, upgrade, downgrade, or cancel.

Step 4: For billing history and invoices, click "Billing" in the subscriptions section.

💡 Note: All services are free to get started. You only pay when you're ready to scale. See our Pricing page for details.

3. Services (7 topics)

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Using Your AI Assistant

Your AI assistant is trained on your business data and ready to help your customers 24/7. Here's how to set it up and use it:

Accessing Your AI Assistant:

Step 1: In the Portal, go to AI Assistant from the sidebar.

Step 2: You'll see your assistant's dashboard — training status, conversation history, and settings.

Step 3: To embed the chat widget on your website, copy the embed code from the "Installation" tab.

Customizing the Voice & Personality:

Step 1: In the AI Assistant dashboard, click "Settings" → Personality.

Step 2: Adjust the tone (Professional, Friendly, Casual), response length, and knowledge scope.

Step 3: Upload training documents (PDFs, website content, FAQs) in the "Knowledge Base" tab.

Step 4: Click "Save & Retrain" to apply your changes. Training takes a few minutes.

Managing Conversations:

View all chat transcripts in the "Conversations" tab.
Flag conversations for human follow-up when the AI can't resolve an issue.
Export conversation data as CSV for analysis.
Set up email notifications for missed questions or escalation requests.

💡 Pro Tip: Upload your most common FAQs first. The AI learns fastest from structured Q&A data. Add website content and product docs over time for a complete knowledge base.

Setting Up Email

Your Smart Integration Works email comes with AI-powered spam filtering, phishing protection, and webmail access.

Webmail Access:

Step 1: Go to mail.smartintegrationworks.com.

Step 2: Log in with your full email address and the password set during account creation.

Setting Up Email on Your Phone or Desktop (IMAP/SMTP):

Step 1: Open your email client (Outlook, Apple Mail, Thunderbird, Gmail app, etc.).

Step 2: Choose "Add Account" → "Other" or "Manual Setup".

Step 3: Enter the following settings:

IMAP Server: mail.smartintegrationworks.com
Port: 993 (SSL/TLS)
SMTP Server: mail.smartintegrationworks.com
Port: 465 (SSL/TLS) or 587 (STARTTLS)
Username: Your full email address
Password: Your email password

Step 4: Click "Next" — your client will verify the connection. You're set!

Spam Filtering:

Your email is protected by AI-powered spam filtering that learns over time. To manage your spam settings:

Step 1: In the Portal, go to Email → Spam Settings.

Step 2: View your quarantine (messages flagged as spam) and release any that were incorrectly flagged.

Step 3: Add senders to your allowlist or blocklist.

Step 4: Adjust the filtering sensitivity — Low, Medium, or High.

💡 Tip: Check your quarantine folder weekly. If legitimate emails are being blocked, add the sender to your allowlist.

Managing Your Website

Your website is hosted on our secure cloud platform with daily backups, SSL, and proactive monitoring.

Hosting Dashboard:

Step 1: In the Portal, go to Websites to see all your hosted sites.

Step 2: Click on a site to view details: disk usage, bandwidth, visitor stats, and server status.

Step 3: Use the "File Manager" to upload, edit, or delete files directly.

SSL Certificates:

Step 1: In your site dashboard, go to Security → SSL.

Step 2: SSL is automatically provisioned and renewed — you'll see the status and expiration date.

Step 3: If your SSL is not active, click "Re-issue Certificate" to force renewal.

🔒 Security: SSL certificates are included free with every hosting plan. They're automatically renewed before expiry.

Backups:

Step 1: In your site dashboard, go to Backups.

Step 2: View your backup history — daily backups are kept for 30 days.

Step 3: Click "Restore" next to any backup point to restore your site to that state.

Step 4: To create a manual backup, click "Back Up Now".

💡 Best Practice: Always create a manual backup before making major changes to your site, like updating themes or plugins.

AI Social Manager

Create, schedule, and publish social media content across your connected platforms from one dashboard.

Creating Content:

Step 1: In the Portal, go to Social Manager.

Step 2: Click "Create Post" — choose your platform(s): Facebook, Instagram, LinkedIn, Twitter/X.

Step 3: Write your post, add images or links, and the AI can suggest content based on your business.

Step 4: Preview how your post will look on each platform.

Scheduling Posts:

Step 1: Instead of publishing immediately, click "Schedule".

Step 2: Pick a date and time — or use "Smart Schedule" to let the AI pick the best time based on your audience.

Step 3: View your content calendar in the "Schedule" tab.

Step 4: Edit or cancel scheduled posts anytime before they go live.

💡 Pro Tip: Use the AI "Content Ideas" feature to generate post topics based on your industry, recent news, or seasonal events.

Business Listings

Manage your business presence across Google, Yelp, and Facebook from one place.

Step 1: In the Portal, go to Business Listings.

Step 2: Connect your accounts by clicking "Connect" next to each platform.

Step 3: Once connected, you can view and update your business name, address, phone number, hours, and categories from one dashboard.

Step 4: Changes sync across all platforms — no need to update each one separately.

Step 5: Set up "Sync Schedule" to automatically check for inconsistencies across platforms.

💡 Why this matters: Consistent business information across listings improves your local search ranking and helps customers find accurate information about your business.

Review Management

Monitor reviews across platforms and respond with AI-powered templates.

Step 1: Go to Review Management in the Portal.

Step 2: Connect your Google, Yelp, and Facebook business profiles.

Step 3: All your reviews appear in one inbox — filter by platform, rating, or date.

Step 4: For positive reviews, use AI response templates to send a quick thank-you.

Step 5: For negative reviews, use the AI to draft a professional response, then review and send.

Step 6: Set up alerts to get notified when new reviews are posted.

💡 Best Practice: Respond to all reviews — positive and negative — within 48 hours. Quick, professional responses build trust with potential customers.

Appointments

Let customers book appointments with you directly through your website or portal.

Setting Your Availability:

Step 1: In the Portal, go to Appointments → Settings.

Step 2: Set your working hours for each day of the week.

Step 3: Define appointment types (e.g., "30-min Consultation", "1-hour Strategy Session") and their durations.

Step 4: Set buffer time between appointments so you're not back-to-back.

Step 5: Click "Save" to publish your availability.

Managing Bookings:

Step 1: View all upcoming appointments in the "Calendar" view.

Step 2: Click on any appointment to see details, reschedule, or cancel.

Step 3: Send automated reminders to clients (email and/or SMS) — set this up in Notifications.

Step 4: View your booking history and no-show rate in Reports.

💡 Tip: Enable SMS reminders to reduce no-shows. Most clients appreciate a text reminder 24 hours before their appointment.

4. Support (3 topics)

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Opening a Support Ticket

Need help from our team? Open a support ticket and we'll get back to you promptly.

Step 1: Log in to the Portal and go to Support → Tickets.

Step 2: Click "New Ticket" and select a category (Account, Billing, Technical, Feature Request, Other).

Step 3: Write a clear subject line and describe your issue in detail. Include screenshots or error messages if applicable.

Step 4: Select the priority level — Low, Normal, High, or Urgent.

Step 5: Click "Submit". You'll receive a confirmation email with your ticket number.

Step 6: Track your ticket status in the Portal. You'll be notified when our team responds.

⏱ Response Times: Normal tickets are responded to within 4 business hours. High priority within 2 hours. Urgent (emergency) within 30 minutes.

Using the AI Chat

Get instant answers to common questions using our AI chat assistant — available 24/7.

Step 1: Click the chat bubble in the bottom-right corner of any page on our site or in the Portal.

Step 2: Type your question in natural language — the AI understands context and can answer questions about your account, services, and common issues.

Step 3: If the AI can't resolve your issue, it will offer to create a support ticket or connect you with a human agent.

💡 What the AI can help with: Password resets, service status, billing questions, how-to guides, troubleshooting common issues. The AI is trained on our entire knowledge base.

Emergency Response

If your website is hacked, down, or experiencing a critical security issue, use our emergency response process.

Step 1: In the Portal, go to Support → Emergency.

Step 2: Select the emergency type: Site Down, Hacked/Compromised, or Security Breach.

Step 3: Provide as much detail as possible — when did it start, what you've tried, any error messages.

Step 4: Click "Submit Emergency" — this triggers an immediate alert to our on-call team.

Step 5: You'll receive a phone call within 15 minutes from our emergency response team.

🚨 For immediate emergencies, also call: (555) 000-0000 — this line is monitored 24/7 for critical incidents.

🔒 What we do in an emergency: Our team will assess the threat, isolate affected systems, restore from backup if needed, and provide a post-incident report within 24 hours.

5. FAQ Reference

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For quick answers to common questions, visit our comprehensive FAQ page:

Visit the FAQ →

Topics include account setup, billing, security, services, and nonprofit resources.

Still need help? Contact us or open a support ticket.