Help & Documentation

Docs, guides, and support.

Find answers in the docs, ask the AI bot, or reach the team. Most questions answered in under 30 seconds.

Documentation

Start here.

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Coming soon

Triage Documentation

Full product docs: getting started, CSV upload, brief generation, CRM setup, credit system, billing, and API reference.

Hosted on GitBook · docs.triage.club

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Coming soon

24/7 AI Support Bot

Ask any question about Triage — the AI bot answers instantly from the documentation. Available around the clock, no waiting.

If the bot can't answer, your question is captured and routed to the team. We reply within one working day.

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GitHub — Issues & Requests

Report bugs, request features, and track what's on the roadmap. Public issue tracker so you can see exactly what's being worked on.

github.com/triage-club

Quick answers

Most common questions.

How do I upload my first CSV?

From the dashboard, click "New list" → "Upload CSV". Triage auto-maps columns — first name, last name, email, company. You can correct any mapping before importing.

How do I connect Pipedrive?

Go to Settings → Integrations → Pipedrive. Paste your personal API token (found in your Pipedrive profile under Personal Preferences). Takes under 60 seconds. No admin required.

Why did a brief come back empty?

Usually means the company domain couldn't be scraped (parked domain, robots.txt blocking, or no public homepage). Triage will show you what it found — or flag that it couldn't reach the site.

Where do my credits go?

One credit per brief generated. MX checks, domain scrapes, and CRM pushes are free. You can see your credit usage in Settings → Usage. Purchased credits are tracked separately from your monthly allocation.

How do I cancel my subscription?

Settings → Billing → Cancel plan. Your plan stays active until the end of the current billing period. Purchased top-up credits never expire regardless of plan status.

How do I delete my account?

Settings → Account → Delete account. All your data is removed within 30 days per GDPR requirements. This action is irreversible. Brief history and campaign contexts cannot be recovered.

Contact

Still need help?

Pick the right channel and we'll get back to you fast.

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General support

Questions about the product, briefs, or your account.

support@triage.club
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Integrations

CRM connection issues, integration requests, or API questions.

integrations@triage.club
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Students & graduates

Applying for student access or re-verifying your status.

students@triage.club
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Privacy & data

GDPR requests, data deletion, DPA enquiries.

privacy@triage.club
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Security issues

Vulnerability reports. We respond within 48 hours.

security@triage.club
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Enterprise & DPA

Enterprise pricing, custom DPA, or compliance queries.

legal@triage.club
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We aim to respond to all support emails within one working day. Unanswered AI bot questions are reviewed daily and routed to the relevant team member.