Self-service resources
Find answers quickly without opening a ticket.
Support
Get help with Helpefi — product support, billing, enterprise setup, and answers to common questions.
Product support
Sign in to your workspace to contact product support and view your ticket history. If you are in a trial, you can still reach us from the contact page — we typically respond within one business day.
Billing and account
For billing or account questions, email hello@helpefi.com from your registered address. Include your workspace name and billing details so we can help faster. Topics include plan changes, invoices, refunds, and subscription management.
Enterprise and data residency
Need SSO, custom domain, data residency (BYO database and storage), dedicated onboarding, or custom contracts? Email hello@helpefi.com with topic Enterprise and we will walk through add-ons, migration, and compliance documentation.
Security and compliance
Read the Security & Compliance page for tenant isolation, authentication, audit logging, AI data use, and optional data residency. Review the Privacy Policy and Terms of Service for legal terms. For security reports or vulnerability disclosures, email hello@helpefi.com with topic Security.
Overview
We aim to make self-service fast and personal support responsive. Browse common questions below, sign in to your workspace for product support, or email us directly for billing, enterprise, and partnership inquiries.
Frequently asked questions
- How do I contact Helpefi product support?
- Sign in to your workspace to contact product support and view your ticket history. Trial users can also reach us from the contact page. We typically respond within one business day.
- How do I change my subscription plan?
- Plan changes can be managed from your workspace billing settings. For assistance or custom plans, email hello@helpefi.com from your registered address.
- Can I get a refund?
- Refund eligibility depends on your billing cycle and plan. Contact hello@helpefi.com with your workspace details and we will review your request.
- How do I set up SSO or custom domain?
- SSO (SAML/OIDC) and custom domains are available on Professional and Enterprise plans. Email hello@helpefi.com with topic Enterprise and we will guide you through setup.
- Where is my data stored?
- Helpefi workspaces are hosted in cloud infrastructure. Optional data residency is available with BYO database (AWS RDS/Aurora) and object storage (S3/R2) on Enterprise plans.
- Do you offer dedicated onboarding?
- Yes. Enterprise plans include dedicated onboarding support. For smaller teams, the setup wizard and self-serve migration guides cover the most common configurations.