Getting Started with Canebee Connect
Welcome to Canebee Connect!
We’re thrilled to have you onboard. This guide will help you set up your account, explore key features, and make the most of your experience. Let’s get started!
1. Sign Up & Set Up Your Account
Step 1: Sign Up
Create your Canebee Connect account by following these simple steps:
Option 1: Sign up with your email or phone number.
Option 2: Use your Google or social media account to sign up quickly.
[Sign Up Guide or Video Tutorial]
Step 2: Verify Your Email/Phone Number
Check your inbox or SMS for a verification code after signing up.
Enter the code to activate your account.
[Troubleshooting Verification Issues]
Step 3: Set Up Your Profile
Add your name, business information, and upload a profile picture to personalize your account.
[Profile Setup Guide]
2. Explore the Dashboard
Step 1: Navigating the Dashboard
Once logged in, you’ll be greeted with your personal dashboard. Here’s a breakdown of what you’ll see:
Overview: Your account summary, including recent activity and pending tasks.
Notifications: Alerts and updates on new messages or actions you need to take.
Quick Access: Easy links to essential features like billing, reminders, and tasks.
Step 2: Customizing Your Dashboard
Tailor the dashboard to suit your workflow by adding, removing, or reordering widgets to prioritize the information most important to you.
[Dashboard Customization Guide]
3. Learn About Key Features
Canebee Connect offers a range of powerful tools to help you manage your tasks, reminders, and more.
Feature 1: Task & Reminder Management
Stay organized with Canebee Connect’s task and reminder features:
Adding a Task: Click “Add Task,” name the task, set a due date, and assign a category.
Setting Up Reminders: Schedule reminders (one-time or recurring) with notifications for upcoming events.
[Task Management Guide or Video Tutorial]
Feature 2: AI Assistant
Get assistance with daily tasks using the AI assistant. It helps you automate workflows and organize your tasks seamlessly:
How It Works: Simply type or voice your request (e.g., "Remind me to email a client tomorrow").
[AI Assistant Guide]
Feature 3: Sync with Your Tools
Connect Canebee Connect to third-party tools like your calendar or email to streamline your workflow:
Sync Options: Google Calendar, Outlook, and more.
[Sync & Integration Guide]
4. Upgrade to Unlock More Features
Canebee Connect offers premium features that enhance your experience, including:
Priority Support: Get faster support response times.
Advanced Analytics: Access in-depth reporting tools to track your progress.
Additional Storage: Save more files with increased storage capacity.
[Upgrade Now] [View Pricing Plans]
5. Need Help?
If you have questions or encounter any issues, we’ve got you covered:
Search the Help Center: Browse our FAQs for quick answers.
Contact Support: Get in touch with our support team via live chat or email at support@canebeeconnect.com.
[Support Page Link]
Video Tutorials for New Users
We’ve put together some quick video tutorials to guide you through setting up and using Canebee Connect:
How to Set Up Your Account
Exploring the Dashboard
Using the AI Assistant
Syncing with Google Calendar
Thank you for choosing Canebee Connect!
We hope this guide helps you get the most out of our platform. If you have any other questions, feel free to reach out to our support team or check out our Help Center.