Frequently Asked Questions

Common questions about the Peepli platform, organized by topic.

This FAQ covers everything from getting started with your organization to advanced features like role-based access control, document verification workflows, invoicing, and security. Whether you're an Admin setting up your team or a Sales user managing leads, you'll find answers to the most common questions here.

Need More Help? If you can't find your question answered here, our support team is available to assist you. Email us at hello@peepli.ai for personalized help with setup, troubleshooting, or feature questions. We typically respond within 24 hours on business days.

For urgent issues or technical support requests, include your organization name and a detailed description of your question or problem. Screenshots or error messages can help us resolve your issue faster.

General

Getting Started

Roles & Permissions

Client & Lead Management

Invoicing & Finance

Suppliers & Employees

Security & Data

Support

Still have questions?

We're here to help. Reach out to our team for any questions not covered above.