How to get help from

November 5, 2026

Unified.to customers get help three ways: the Unified assistant in Slack for technical questions, self-serve resources for security, status and account settings, and the Unified.to team for anything specific to a workspace, plan or billing.

How do I ask the Unified assistant a question?

Every Unified.to workspace, including free trials, can get a private Slack channel with our team. The Unified assistant is in your channel and our Discord, around the clock. Mention @Unified with your question and it answers from our documentation, how-to guides and API reference, with links to the sources.

Use the Unified assistant for questions like:

• Getting started: "How do I set up a sandbox connection to test without real credentials?"
• Authorization: "How do I embed the Authorization component in my app?" or "How do I use my own OAuth app for HubSpot?"
• Coverage: "Which HRIS integrations support time off?" or "Does Salesforce support the deal object?"
• API usage: "How does pagination work?" "How do I filter by updated_gte?" "What does this error code mean?"
• Webhooks: "How do I set up native vs. virtual webhooks?" or "Why would a webhook be delayed?"
• SDKs and setup: "How do I install the TypeScript SDK?" or "How do I configure environments?"
• Your tickets: "Show my tickets" lists your open support tickets.

Follow-up questions are fine. The assistant remembers the conversation in that thread. If an answer isn't quite right, click 👎 so we can improve it.

Where do I find security, status and account information?

Security and compliance documents, uptime status, onboarding progress, support tickets and account deletion are all available without contacting the Unified.to team.

• Security and compliance: our Trust Center is where you request our SOC 2 Type II report and find our security policies and compliance details (GDPR, CCPA, HIPAA, PIPEDA). It's the quickest route for security questionnaires and vendor reviews. Common questions are answered on our Security page.
• Platform status: check status.unified.to for live platform status and incidents.
• Launch checklist: track your onboarding steps on the launch checklist.
• Support tickets: view and open tickets at app.unified.to/help/tickets.
• Deleting your account: go to Settings in the Unified.to app and choose Delete account. This is permanent. If you're the only admin of a workspace, that workspace and its data are deleted too, so reach out first if you only want to remove a workspace.

How do I contact the Unified.to team?

Requests that need someone to look at your workspace and take action go to the Unified.to team. To reach a person, click Fetch a human! in Slack, tag our team in your shared channel, or email us. We'll pick it up right away during business hours (Canadian time) and as soon as possible outside them.

Trials, plans and billing: sales@unified.to

• Extending or resetting your trial. If your trial ran out before you could finish testing, we can extend it on your existing workspace. There's no need to create a new account.
• Upgrading, downgrading or changing your plan, or switching between monthly and yearly billing
• Cancelling, or undoing a pending cancellation
• Usage limits and overages, for example after an 80% or 100% usage alert
• Add-ons, custom or enterprise pricing, and startup programs
• Invoices, receipts, refunds, failed payments and payment details

Agreements: sales@unified.to

• Signing a BAA (HIPAA), DPA or MSA
• Security reviews that need more than the Trust Center provides

Workspace and access: tag our team in Slack or open a ticket

• Workspace lockouts, admin changes or ownership transfers
• Moving a workspace to another data region (US, EU or AU), or merging workspaces
• SAML / SSO setup, domain auto-join, and custom auth or API domains
• IP allowlist lockouts
• Rotating an API key you think may have been exposed
• GDPR data deletion requests

Investigating an issue in your account: open a ticket or tag our team

• A specific connection that's failing, missing data, or webhooks that aren't arriving
• Errors on your API calls that the docs don't explain
• A specific integration that seems to be down (include the integration name and connection ID)
• Updates on an open ticket

Including your workspace ID and any connection IDs helps us resolve things faster.

Roadmap and partnerships: sales@unified.to

• New integrations, objects or fields you'd like us to support
• Early access to beta integrations and features
• Booking a call with our team
• Partnerships and reselling