Documentation

Everything about how KnowWho works. If you just want to get going, start with how to connect instead. It takes five minutes.

  1. 01How it worksThe three pieces, what lives where, and what KnowWho holds. Read this one first if you are going to read only one.
  2. 02CapturingHow to get things in. What the confirmation means, how corrections work, and what happens when a name is ambiguous.
  3. 03AskingHow recall works, the questions that get good answers, and why it sometimes asks you which person you meant.
  4. 04TeamsShared books, invitations, seats and roles.
  5. 05Plans and billingWhat each plan includes, what happens at the Free limit, and how upgrading, downgrading and cancelling behave.
  6. 06Privacy and securityWhat we store, who touches it, what your assistant sees, and how to export or delete everything.
  7. 07Tool referenceThe thirteen tools KnowWho gives your assistant, what each does, and which ones change data. For the technically curious and for anyone reviewing the connector.
  8. 08TroubleshootingThe things that go wrong, and what to do about each.

Guides

How to connect · How to use KnowWho

Cannot find your answer? Email support@knowwhocrm.com. We read everything, and if a page here was confusing we will fix the page.