Layout, navigation, and high-level concepts.

Receive inbound emails as tickets, escalate reviews, manage status, and troubleshoot blank messages or missing deliveries.

Find and read public resources and articles powered by CMS content.

Create, edit, draft, schedule, and publish blog posts from the admin dashboard.

Use LocalSEO Grid and Competitor Benchmarking together with shared credits.

Interpret radar scores, metric bars, and competitor visibility in context.

Managing Google locations & store codes.

Complete reference for pushing, listing, inspecting, and removing your organisation’s canonical store master records (/api/v1/locations) by store_code.

Per-location table showing impressions, engagement, leads, reputation, and accuracy scores.

Manage Google Business Profile reviews, track response metrics, and engage with customers from ProfilePilot.

Google deprecated the My Business Q&A API; Q&A sync and answering are disabled.

When to use Incremental vs Backfill for syncing Google reviews.

Step-by-step guide for campaign specialists on when and how to sync Google reviews.

Creating, scheduling, and managing posts across Google Business Profile, Facebook, and Instagram.

Overview of all report types and the Combined Report PDF background export system.

Find duplicate or unmanaged listings across Google and Meta; skips re-scanning the same candidates for 90 days.

Profile, integrations, notifications, widget, review perks, team onboarding, and subscription controls.

Admin-only tools for organization management, response time settings, and sync scope controls.

Manage which campaign specialists have access to which client organizations from a centralized admin dashboard.

Connect your Bing Places for Business account to sync locations from Google Business Profile.

Using short links and review perks to recover unhappy customers.

High-level business performance summary with aggregated GBP metrics, AI narrative, review health, and social media overview.

Export Executive Summary, Location Performance, and Reputation Health as a single merged PDF.

Review sentiment analysis, topic sentiment, staff mentions, trends, unresolved negatives, and response time metrics.

Admin-only console for sync, diagnostics, invites, pricing, templates, and health checks.

All locations ranked by listing accuracy score with status filtering, top missing fields summary, and CSV export.

How the 0-100 score is calculated and what it means for a location.

Create customizable response templates with smart filtering and variable substitution.

Moderation hub for Facebook and Instagram comments: triage KPIs, Auto-Mod flags, escalate to Smart Inbox, and reply from one feed.

Understand where to view Facebook and Instagram post engagement and how to create new posts.

Connect and manage your Facebook and Instagram business pages.

Set up your billing profile, add a payment method, and manage invoices.

Compare monthly and annual plans, understand what each tier includes, and learn how to change your plan.

Automatic detection and escalation of critical reviews requiring immediate attention.

How Review Perks opt-ins become CS cases, how they link to Red Flags, and which surface to close so teams do not triple-resolve.

Create a search grid around a store, run a scan, then read the map (your rank at each pin) and the competitor list (who else appears on those pins).

Turn on WhatsApp ordering, sync external catalogs, take payments, run the kitchen queue, and send receipts.

Opt-in audiences, approved Marketing templates, paced campaigns, carousels, Flow buttons, and STOP handling.

Which templates belong on each client WABA, library names for Orders, and why promos must not use Utility.

Send and verify one-time passcodes on your WhatsApp Business number via ProfilePilot’s API for ecommerce login, account recovery, and staff portals.

Send email campaigns and newsletters from your own domain to contacts who agreed to hear from you, with deliverability checks, warm-up, and one report per campaign.

Connect and verify the domain your marketing email sends from: DKIM, SPF, bounce MX, and DMARC records, then Verify.

How Combined Export works as the document builder, why Template Studio is an admin stub, and step-by-step themes, chapters (incl. WhatsApp / Insights / Marketing), and background PDF jobs.

Find step-by-step guides for the agency portal — overview, clients, team, branding, wholesale billing, working in a client org, and offboarding.

Sign in to the agency portal, read the overview rollup, and use the header client switcher to work across managed clients.

Search and filter your client list, open a client drill-in, provision a new client org, and understand what agency staff can and cannot see.

Invite agency staff, choose Agency Admin vs Agency Staff, set client scope (empty = all clients), deactivate safely, and respect the last-admin rule.

Update logos, primary colour, support contacts, presentment currency, and analytics IDs. Connect a sender domain. Domain configuration is read-only for agencies.

Read invoices, understand Starter–Enterprise per-storefront tiers and the base licence, pay via PayFast, and know what unpaid lock does.

Select a client in the header, connect channels correctly, run Reputation / Locations / Social Inbox, and understand free Connect vs paid Insights Platform.

Platform-admin staged exit on /dashboard/admin/whitelabel/[id]/offboard: initiate grace (≥7d, default 30), disposition each client (transfer or suspend), then complete (cancelled + inactive + pro-rata). Different from unpaid lock. Clients never deleted.

Complete reference index for the ProfilePilot Developer & Reporting API (/api/v1/*) — authentication, scopes, 500,000 monthly call metering, and per-product endpoint guides.

Pull per-store Google Business Profile impressions, clicks, calls, direction requests, peak footfall days, Facebook/Instagram location metrics, and Local SEO Geo-Grid Share of Voice.

Query reputation KPIs, paginated customer reviews with business-hours response times, scoped Red Flag alerts, and Customer Satisfaction opt-in cases.

Export WhatsApp Commerce orders, normalized SKU line items, paid GMV & fulfilment SLA analytics, metered WhatsApp message usage, Auth OTP challenges, and loyalty balances.

Export email subscriber counts, deliverability health, broadcast/newsletter campaign metrics, automation workflow enrollments, WhatsApp marketing campaigns, and social posts.

Pull Smart Inbox ticket volumes, priority/source breakdowns, and business-hours SLA metrics alongside Facebook & Instagram comment sentiment and actionable response rates.

Export paid media spend and conversions (Google Ads & Meta Ads), GA4 sessions and revenue, Google Search Console performance, and True Attribution outcomes.