Help Centre

Learn how to navigate the dashboard, set up your first Pip, and understand the core components that power your workspace.

Get familiar with the foundational building blocks like company and asset cards—what they are, and how they’re used across the platform.

Manage the lifecycle of your Searches: set them up, edit or delete them, adjust category preferences, and track their active/inactive states.

Learn more about how email digests, a scheduled summary of new documents collected by your Pip and delivered straight to your inbox.

Organisation settings help admins manage teams, assign Pips, and customise insights using tools like Company Sets, Category Sets, and User Sets.

Your Profile lets you manage account details, email settings, and security, including when and how you receive digests.