Public help center
Searchable public guides for your whole agency
These guides are the public-facing help layer for OfficeHubb.
They are written for agencies that want a clear overview of how the platform works without exposing the deeper internal operating details that power staff and support workflows.
Guides available
19
Pipeline, forms, AI chat, compensation, billing, and team operations.
Docs scope
Public guide library
This hub is powered by the public, customer-safe guide set shown on `/docs`.
Best use
Train, troubleshoot, verify
Use the search to answer team questions fast or send teammates directly to a guide.
19 guides found
Pipeline & Lead Management
Work leads across your Sales Pipeline and purpose boards — follow-ups, split credit, the lead archive, and the card workflow.
Read guide →Forms & Intake
See how OfficeHubb forms collect lead information and how enabled products and questions shape the intake experience.
Read guide →AI Chat & Live Handoff
Understand how agency AI chat starts, when staff can join, and what prospects can expect from the conversation flow.
Read guide →Client Messaging & Outreach
Email and text clients from every lead card, with an AI co-pilot, an approval queue, automated follow-ups, and compliance built in.
Read guide →Agency AI
Ask about your own book in plain English and get answers from your live agency data. It can also change settings for you, with a preview first.
Read guide →AI Phone Line
Your phone rings first. When you cannot pick up, an AI assistant answers, asks your quote questions, takes down service requests, and files each call as a lead or a request.
Read guide →Sales, Commissions & Bonuses
Review the basics of sales reporting, commission visibility, and bonus tracking without exposing internal payout logic.
Read guide →Dashboards & Goals
Daily home briefings, sales analytics with medal leaderboards, and agency goals that keep the monthly target visible.
Read guide →Settings, Team & Billing
Manage agency profile details, team roles, and billing settings with a simple overview of what each area controls.
Read guide →Importing Data
Send us your leads and past sales as a CSV, Excel or PDF file and our support team loads them. Plus the web address a lead vendor posts to.
Read guide →Appearance & Themes
Five color themes for your agency, with a personal light/dark mode for every user.
Read guide →Google Reviews
Connect your Google Business listing, send review requests, and show reviews on your public page.
Read guide →Team Chat & Messaging
Communicate with your team through group chat, direct messages, and built-in support chat.
Read guide →Bonuses & Incentives
Run sales contests and incentive campaigns with metric-based conditions, payout formats, and prizes.
Read guide →Notepad
A floating note-taking tool with tabs and auto-save, available from any page in the app.
Read guide →Agency Landing Page
Your branded public page with AI chat, quote requests, Google reviews, and 24/7 lead capture.
Read guide →OfficeHubb on Your Phone
Install the mobile companion from the web — team chat, the client inbox, outreach approvals, and Agency AI in your pocket.
Read guide →How OfficeHubb works with your rater and management system
OfficeHubb is built around the rater and management system you already use: HawkSoft, Applied Epic, AMS360, EZLynx, PL Rating, Tarmika, QuoteRUSH, TurboRater and more. One click copies a lead and opens your rater. One click after a sale opens your management system. Tell us what you use and we set up the hand-off with you.
Read guide →Quoting & Your Rater
One click copies a lead and opens the rater you already use. Plus Instant Quotes, new and optional on The Full Package: a finished intake goes to your QuoteRUSH account as a new lead, or becomes a TurboRater file on the card.
Read guide →Need help with something unusual?
These public guides cover common setup and workflow questions. For account-specific issues or deeper troubleshooting, open OfficeHubb support chat inside the app and a live person can step in when needed.