Couchwork Help
How can we help?
Plain-English, step-by-step guides for everything in Couchwork. No jargon.
Getting started
Find your way around and get the basics set up.
Customers & leads
Keep your customers and enquiries in one place.
Your day
Tasks and reminders, handled by chatting to the AI.
Team & account
Invite people, change your plan and make it look yours.
Settings
Maps, the AI assistant, backups and the rest of the admin settings.
Most asked
Popular guides
Find your way around Couchwork
A quick tour of the left-hand bar and what each part is for.Getting startedSet up an email box
Connect your Gmail, Outlook or other mailbox so you can read and send email in Couchwork.Getting startedAdd a customer by hand
Create a contact for a person or company in a minute.Customers & leadsAdd a lead by hand
Create a lead, give it a value and move it through your pipeline.Customers & leadsSwitch on automatic lead follow-ups
Have Couchwork chase leads that go quiet after you've emailed them.Customers & leadsCreate to-dos and reminders from the chat
Just tell the AI what to remember. It lands in your Today list.Your dayAdd a team member
Invite someone with a one-off code and choose what they can do.Team & accountUpgrade your plan
Add more people or include the AI, and manage your card and invoices.Team & accountSettings explained
What each page in Settings is for, in plain English.SettingsSet up maps with a Mapbox token
See your leads on a map and plan journeys. Takes about ten minutes.Settings
A quick tour of the left-hand bar and what each part is for.Getting startedSet up an email box
Connect your Gmail, Outlook or other mailbox so you can read and send email in Couchwork.Getting startedAdd a customer by hand
Create a contact for a person or company in a minute.Customers & leadsAdd a lead by hand
Create a lead, give it a value and move it through your pipeline.Customers & leadsSwitch on automatic lead follow-ups
Have Couchwork chase leads that go quiet after you've emailed them.Customers & leadsCreate to-dos and reminders from the chat
Just tell the AI what to remember. It lands in your Today list.Your dayAdd a team member
Invite someone with a one-off code and choose what they can do.Team & accountUpgrade your plan
Add more people or include the AI, and manage your card and invoices.Team & accountSettings explained
What each page in Settings is for, in plain English.SettingsSet up maps with a Mapbox token
See your leads on a map and plan journeys. Takes about ten minutes.Settings