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Find your way from setup to daily work

Guides for BU owners, administrators, makers and everyday users. Search a topic or browse by part of the platform.

102 articles · 11 collections

Security essentials

Passkeys and account recovery

The complete device replacement and administrator recovery procedure.

MCP setup and tool reference

Connect an AI client, complete OAuth and use authorized BU tools.

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All guides

100 articles

Getting started

What is SupaChrome?

Understand how the BU workspace brings sales, service, marketing, data and automation together.

Read guide Getting started

Request a Trial business unit

Start an evaluation and understand what the Trial includes.

Read guide Getting started

Find your way around a BU

Learn how navigation, modules, search and the active BU fit together.

Read guide Getting started

Follow the BU setup guide

Use the guided path to prepare a new business workspace.

Read guide Getting started

Choose an industry blueprint

Install a starter model for one of seven supported industries.

Read guide Getting started

Remove an industry blueprint

Review the impact before replacing a starter configuration.

Read guide Access and security

Sign in to a business unit

Use your BU identity and required passkey to open the workspace.

Read guide Access and security

Set up a required passkey

Register the single device credential required for every BU user.

Read guide Access and security

Replace a passkey device

Move access from an old device to a new one.

Read guide Access and security

Recover a lost passkey

Restore access using the saved recovery code or administrator procedure.

Read guide Access and security

Review users and passkey status

See who can enter a BU and who has completed registration.

Read guide Access and security

Assign roles and permissions

Control module and record actions for team members.

Read guide Access and security

Invite a BU user

Add a team member and require passkey enrollment.

Read guide Access and security

Read the audit trail

Investigate changes to BU settings and records.

Read guide CRM records

Create and edit a contact

Keep a person record available to sales and service.

Read guide CRM records

Connect a contact to a company

Make person-to-business context consistent.

Read guide CRM records

Create a company

Represent an organization for related people and sales.

Read guide CRM records

Manage a deal and its relationships

Track an opportunity with the correct account and person.

Read guide CRM records

Use tasks and follow-ups

Assign a next action to a person or record.

Read guide CRM records

Import CRM records

Bring external data into a BU carefully.

Read guide CRM records

Export records

Download an authorized object dataset.

Read guide CRM records

Use list views and filters

Save useful slices of work without changing records.

Read guide CRM records

Find duplicates and unified customers

Understand the Customer 360 view.

Read guide Data model

Create a custom object

Model a record type that is not covered by standard CRM objects.

Read guide Data model

Add fields to an object

Capture structured values instead of free-form notes.

Read guide Data model

Create object relationships

Connect records with lookup fields.

Read guide Data model

Filter a related record picker

Show lookup choices that match the current record.

Read guide Data model

Create a dependent choice field

Restrict a field’s options based on another field.

Read guide Data model

Create a formula field

Calculate a read-only value on the selected object.

Read guide Data model

Configure field visibility

Keep the editor appropriate for each role.

Read guide Data model

Delete a custom object safely

Understand dependent records before removal.

Read guide Commerce

Set up products and SKUs

Prepare a catalogue for orders and channels.

Read guide Commerce

Configure a sales channel

Represent a store, site or external selling route.

Read guide Commerce

Place an order

Create an order with compatible customer and company details.

Read guide Commerce

Adjust channel inventory

Maintain available stock by product and sales route.

Read guide Commerce

Create offers and coupon codes

Set up a controlled promotion.

Read guide Commerce

Handle returns and order status

Keep fulfilment and financial context current.

Read guide Marketing

Build an audience

Choose recipients from a defined data rule.

Read guide Marketing

Understand consent and suppression

Send only to recipients eligible for the communication.

Read guide Marketing

Create an email in the builder

Design a draft for the intended audience.

Read guide Marketing

Use HTML email mode

Import custom markup safely.

Read guide Marketing

Create a Send Flow

Connect an audience to a message sequence.

Read guide Marketing

Pause or stop a Send Flow

Control future automation without erasing history.

Read guide Marketing

Review email analytics

Measure delivery and engagement responsibly.

Read guide Marketing

Create a landing page

Publish a focused page for a business goal.

Read guide Marketing

Create a contact form page

Collect an enquiry into Contacts.

Read guide Marketing

Set up preference and unsubscribe pages

Give recipients control over messages.

Read guide Marketing

Import subscribers

Bring an existing permission-based list into marketing.

Read guide Service

Create and manage a case

Track a customer request to resolution.

Read guide Service

Configure service levels

Set a due time for cases by priority.

Read guide Service

Answer a live chat conversation

Claim and respond to a visitor.

Read guide Service

Use customer space

Let customers view permitted information.

Read guide Service

Track service requests and status

Follow a case through its lifecycle.

Read guide SupaGent

Understand SupaGent permissions

Separate AI agent administration from chat handling.

Read guide SupaGent

Create and configure an agent

Build a customer-facing assistant for a BU.

Read guide SupaGent

Add agent knowledge

Ground answers in approved business information.

Read guide SupaGent

Create topics and actions

Connect an intent to controlled behavior.

Read guide SupaGent

Use the internal SupaGent workspace

Prepare CRM and marketing work by conversation.

Read guide SupaGent

Connect an AI client through MCP

Let an authorized AI assistant work with the BU through OAuth.

Read guide SupaGent

Review an AI-created record

Confirm a proposed write before it becomes a record.

Read guide SupaGent

Configure SupaGent WhatsApp

Connect a supported messaging channel to an agent.

Read guide Integrations

Read the MCP quick start

Choose the correct server and authorize a user.

Read guide Integrations

Troubleshoot MCP tool discovery

Resolve an AI client that sees no tools or cannot write.

Read guide Integrations

Configure website ingestion

Connect an external site to customer data.

Read guide Integrations

Use API and webhook credentials

Understand how external systems authenticate.

Read guide Integrations

Map external fields

Keep imported values consistent with the BU schema.

Read guide Integrations

Review connected AI sessions

Remove obsolete client access.

Read guide Reporting

Build a report

Turn an object dataset into a useful view.

Read guide Reporting

Export report results

Take a snapshot for an authorized analysis.

Read guide Reporting

Check data quality rules

Find records missing required business information.

Read guide Reporting

Read an activity timeline

See what changed around a customer record.

Read guide Marketing

Manage subscriber identity

Connect an email destination to a stable subscriber and optional Contact.

Read guide Marketing

Configure send classifications

Document the purpose and handling rules for marketing and transactional emails.

Read guide Reporting

Analyze email engagement in Data Finder

Combine subscribers, Contacts, campaigns, emails, Send Flows and tracked events.

Read guide CRM records

Open a record from the dashboard

Go from a pipeline stage or priority task to the underlying record.

Read guide CRM records

Explore related records

Follow links between standard and custom object records.

Read guide CRM records

Bookmark a record page

Return to a specific object or record without starting from Dashboard.

Read guide Commerce

Open order contacts and products

Move between an Order and the records behind it.

Read guide Commerce

Configure a public booking page

Publish a booking link with accurate services and team availability.

Read guide SupaGent

Add SupaGent chat to a website

Show an agent on a SupaChrome Page or an external website.

Read guide SupaGent

Verify a customer in chat

Protect personal order and service answers behind email verification.

Read guide Service

Handle a SupaGent handoff

Take ownership when a visitor asks for a person.

Read guide Getting started

Use Search and create

Choose the right action when looking for or adding data.

Read guide Commerce

Create a SupaCommerce store

Create a template-driven storefront from an existing BU catalog without using AI tokens.

Read guide Commerce

Design and publish a storefront

Edit the draft and publish a separate live version.

Read guide Commerce

Send a quote with a store link

Give a customer a secure quote and an optional way to browse the BU storefront.

Read guide Commerce

Track quote orders

Follow an accepted quote into the order it created.

Read guide Commerce

Understand store totals and tax

See the amount a customer will pay before confirming checkout.

Read guide Commerce

Review payments across stores

Find pending requests and verified payment receipts in one BU workspace.

Read guide BU setup

Place a custom object in navigation

Show a custom record type under the team heading where it belongs.

Read guide Commerce

Choose storefront products and stock

Control which existing products a store displays.

Read guide Commerce

Connect verified storefront payments

Configure the merchant account and secure webhook used by checkout.

Read guide Commerce

Review storefront orders and payments

Trace purchases back to existing BU records.

Read guide Commerce

Edit and publish store pages

Create useful storefront pages within a store draft.

Read guide Commerce

Set country prices for a storefront

Show merchant-controlled local prices without automatic conversion.

Read guide Commerce

Sign in to a store and view orders

Link a verified shopper to an existing BU Contact.

Read guide Commerce

Manage verified store accounts

Review account setup and reset access when a customer requests help.

Read guide Commerce

Accept direct store payments

Offer bank transfer or UPI instructions without connecting an online gateway.

Read guide Commerce

Analyze store conversion and customer value

Use store events and saved Orders to understand commerce performance.

Read guide Commerce

Create audiences from store customer value

Target Contacts using saved store LTV, purchase count and a configurable value group.