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Support","i-lucide-circle-help","\u002Ffaq-and-support","7.faq-and-support",[205,209],{"title":206,"path":207,"stem":208},"FAQ","\u002Ffaq-and-support\u002Ffaq","7.faq-and-support\u002F1.faq",{"title":210,"path":211,"stem":212},"Get Help","\u002Ffaq-and-support\u002Fget-help","7.faq-and-support\u002F2.get-help",{"title":214,"path":215,"stem":216},"For AI","\u002Fllm-context","8.llm-context",{"id":218,"title":206,"body":219,"description":706,"extension":707,"links":708,"meta":709,"navigation":710,"path":207,"seo":711,"stem":208,"__hash__":712},"docs\u002F7.faq-and-support\u002F1.faq.md",{"type":220,"value":221,"toc":694},"minimark",[222,226,231,292,296,345,349,429,433,578,582,602,605,634,638],[223,224,225],"p",{},"Common questions about your account, company settings, billing, and data management.",[227,228,230],"h2",{"id":229},"account","Account",[232,233,234,246,252,276,282],"prose-accordion",{},[235,236,238],"prose-accordion-item",{"label":237},"Can I update my profile?",[223,239,240,241,245],{},"Yes. Go to ",[242,243,244],"strong",{},"Settings → Account"," to update your name, profile picture, and email address. If your company uses domain enforcement (restricting members to a specific email domain), changing to an email outside that domain will remove you from the company.",[235,247,249],{"label":248},"Can I change my account region?",[223,250,251],{},"No. Your account region is set during signup and cannot be changed.",[235,253,255,270],{"label":254},"Can I delete my account?",[223,256,240,257,259,260,263,264,269],{},[242,258,244],{}," and request deletion. Your account is deactivated immediately. After a ",[242,261,262],{},"30-day grace period",", all personal data is permanently anonymized. If you need to reactivate your account during the grace period, email ",[265,266,268],"a",{"href":267},"mailto:support@zerulean.com","support@zerulean.com",".",[223,271,272,273,275],{},"You cannot delete your account if you are the sole owner of a company. Delete the company first or email ",[265,274,268],{"href":267}," for assistance.",[235,277,279],{"label":278},"Can I have multiple organizations?",[223,280,281],{},"Yes. A single account can create and belong to multiple organizations, each with their own companies and workspaces.",[235,283,285],{"label":284},"Can I use Slate in a different language?",[223,286,287,288,269],{},"Slate currently supports English. Additional languages are planned. If you would like to request a specific language, email ",[265,289,291],{"href":290},"mailto:contact@zerulean.com","contact@zerulean.com",[227,293,295],{"id":294},"company-organization","Company & Organization",[232,297,298,304,310,321,327,333],{},[235,299,301],{"label":300},"Can I change my company's region?",[223,302,303],{},"No. The region you select during company creation is permanent and cannot be changed. Your data is stored in the selected region to comply with data residency requirements. If you need a different region, create a new company in the desired region and migrate your data using CSV export and import.",[235,305,307],{"label":306},"Can I have multiple companies in one organization?",[223,308,309],{},"Yes. An organization can contain multiple companies, each with its own pipelines, contacts, teams, and settings. This is useful for managing separate departments, clients, or brands.",[235,311,313],{"label":312},"Can I restrict members to a specific email domain?",[223,314,315,316,320],{},"Yes. You can enable domain enforcement on a company to restrict membership to users with a specific email domain (e.g., only ",[317,318,319],"code",{},"@yourbusiness.com","). If an existing member changes their email to a domain that does not match, they are automatically removed from the company.",[235,322,324],{"label":323},"Can I rename my company or organization?",[223,325,326],{},"Yes. Organization and company names can be changed at any time by an admin from the settings page.",[235,328,330],{"label":329},"Can I transfer ownership of an organization?",[223,331,332],{},"Ownership transfer is not currently available.",[235,334,336],{"label":335},"What happens when I delete a company?",[223,337,338,339,269],{},"All data associated with the company is permanently deleted, including pipelines, items, contacts, tasks, automations, integrations, and team members. Compliance records (invoices, proposals, and signed documents) are retained for up to 10 years for legal obligations. For full details, see our ",[265,340,344],{"href":341,"rel":342},"https:\u002F\u002Fslate.zerulean.com\u002Fprivacy-policy#data-retention",[343],"nofollow","Privacy Policy",[227,346,348],{"id":347},"billing-plans","Billing & Plans",[232,350,351,364,374,380,390,399,405,421],{},[235,352,354],{"label":353},"Is there a free plan?",[223,355,356,357,360,361,269],{},"There is no free plan. All new companies start with a ",[242,358,359],{},"14-day free trial",". If you have a referral code, you can apply it to extend your trial to ",[242,362,363],{},"60 days",[235,365,367],{"label":366},"How does billing work?",[223,368,369,370,373],{},"Billing is ",[242,371,372],{},"per company",". You select a plan, number of users, and any addons (such as extra storage). Billing is available monthly or annually.",[235,375,377],{"label":376},"What happens when my trial expires?",[223,378,379],{},"After the 14-day trial, access to your pipeline data is suspended until you select a plan. You can still log in and access billing settings to subscribe. Companies that remain unsubscribed for 30 days after the trial expires are permanently deleted.",[235,381,383],{"label":382},"Can I upgrade or downgrade my plan?",[223,384,385,386,389],{},"Yes. You can switch between plans at any time from ",[242,387,388],{},"Settings → Company Settings → Billing",". Upgrades are prorated immediately. Downgrades take effect at the end of the current billing period.",[235,391,393],{"label":392},"How do I change my user limit?",[223,394,395,396,398],{},"You can increase or decrease the number of users from ",[242,397,388],{},". Increasing the user count is prorated immediately. Decreasing takes effect at the end of the current billing period.",[235,400,402],{"label":401},"What payment methods do you accept?",[223,403,404],{},"Slate supports local and international payment methods. You can select your currency on the checkout page to see the available payment options for your region.",[235,406,408],{"label":407},"Who is Dodo Payments?",[223,409,410,415,416,269],{},[265,411,414],{"href":412,"rel":413},"https:\u002F\u002Fdodopayments.com\u002F",[343],"Dodo Payments"," is our Merchant of Record (MoR). They handle payment processing, tax compliance, and invoicing on our behalf. Charges on your bank statement will appear from Dodo Payments. If you have questions about a charge, visit ",[265,417,420],{"href":418,"rel":419},"https:\u002F\u002Fdodopayments.com\u002Fsupport\u002Fwhy-has-dodo-payments-charged-me",[343],"Dodo Payments Support",[235,422,424],{"label":423},"Can I get a refund?",[223,425,426,427,269],{},"Monthly plans are non-refundable. Annual plans are eligible for a refund within 14 days of purchase. To request a refund, email ",[265,428,268],{"href":267},[227,430,432],{"id":431},"data-privacy","Data & Privacy",[232,434,435,447,453,466,516,526],{},[235,436,438,441,444],{"label":437},"Where is my data stored?",[223,439,440],{},"Your account data is stored in the region you select when creating your account.",[223,442,443],{},"Your company data (pipelines, items, contacts, documents) is stored in the region selected during company creation.",[223,445,446],{},"Both regions are permanent and cannot be changed after creation.",[235,448,450],{"label":449},"Is my data encrypted?",[223,451,452],{},"Yes. All data is encrypted in transit using TLS. Data at rest is protected by infrastructure level disk encryption. Sensitive fields such as API keys, webhook secrets, and uploaded files are additionally encrypted at the application level using AES-256.",[235,454,456],{"label":455},"Can I import data from another CRM?",[223,457,458,459,461,462,465],{},"There is no direct import from other CRM platforms. You can export your data from the other CRM as a CSV file and import it into Slate using the ",[265,460,161],{"href":162}," feature. You can also use the ",[265,463,464],{"href":181},"API"," to programmatically create items and tasks.",[235,467,469,472],{"label":468},"Can I export my data?",[223,470,471],{},"Yes. Slate supports full data export for both companies and individual accounts.",[473,474,475,486],"table",{},[476,477,478],"thead",{},[479,480,481,484],"tr",{},[482,483],"th",{},[482,485],{},[487,488,489,504],"tbody",{},[479,490,491,497],{},[492,493,494],"td",{},[242,495,496],{},"Company export",[492,498,499,500,503],{},"Admins can export all company data from ",[242,501,502],{},"Settings → Export",". The export is prepared in the background and available for download for 7 days",[479,505,506,511],{},[492,507,508],{},[242,509,510],{},"Account export",[492,512,513,514],{},"Any user can export their personal data from ",[242,515,244],{},[235,517,519],{"label":518},"Can I restore deleted items?",[223,520,521,522,525],{},"Yes, within the retention window. Deleted items are kept for 7 days and can be restored from ",[242,523,524],{},"Settings → Company Settings → Deleted Items",". After 7 days, items are permanently removed and cannot be recovered.",[235,527,529],{"label":528},"How long is data retained?",[473,530,531,539],{},[476,532,533],{},[479,534,535,537],{},[482,536],{},[482,538],{},[487,540,541,550,559,568],{},[479,542,543,547],{},[492,544,545],{},[242,546,184],{},[492,548,549],{},"Deleted items are recoverable for 7 days",[479,551,552,556],{},[492,553,554],{},[242,555,67],{},[492,557,558],{},"Retained for 10 years for tax and legal compliance",[479,560,561,565],{},[492,562,563],{},[242,564,63],{},[492,566,567],{},"Retained for 7 years, including associated e-signature records",[479,569,570,575],{},[492,571,572],{},[242,573,574],{},"Account deletion",[492,576,577],{},"30-day grace period before permanent anonymization",[227,579,581],{"id":580},"platform-limits","Platform Limits",[232,583,584,596],{},[235,585,587],{"label":586},"Are there limits on users, pipelines, or items?",[223,588,589,590,595],{},"Limits on users, pipelines, automations, and other features depend on your plan. See the ",[265,591,594],{"href":592,"rel":593},"https:\u002F\u002Fslate.zerulean.com\u002Fpricing",[343],"pricing page"," for full details. There is no limit on the number of items per pipeline.",[235,597,599],{"label":598},"Can I move items between pipelines?",[223,600,601],{},"Items belong to a specific pipeline and cannot be moved between pipelines directly. To move data, export items from one pipeline as CSV and import them into another.",[227,603,33],{"id":604},"features",[232,606,607,616,625],{},[235,608,610],{"label":609},"Can I use my own email domain?",[223,611,612,613,615],{},"Yes. You can verify your own domain for outbound email and set up inbound email forwarding for conversations. See ",[265,614,169],{"href":170}," for setup instructions.",[235,617,619],{"label":618},"Can I connect Slate to Zapier or Make?",[223,620,621,622,624],{},"Yes. Slate supports inbound webhooks (to receive data from external tools) and REST hooks (for programmatic event subscriptions compatible with Zapier and Make). See ",[265,623,147],{"href":148}," for details.",[235,626,628],{"label":627},"Does Slate support e-signatures?",[223,629,630,631,624],{},"Yes. Slate supports SES (Simple Electronic Signature) built in, and AES\u002FQES (Advanced\u002FQualified Electronic Signature) via DocuSign with bring-your-own credentials. See ",[265,632,63],{"href":633},"\u002Ffeatures\u002Fproposals#e-signatures",[227,635,637],{"id":636},"security-authentication","Security & Authentication",[232,639,640,682,688],{},[235,641,643,650],{"label":642},"What authentication methods are supported?",[223,644,645,646,649],{},"Slate uses ",[242,647,648],{},"passwordless authentication"," exclusively. There are no passwords. Two methods are available:",[473,651,652,660],{},[476,653,654],{},[479,655,656,658],{},[482,657],{},[482,659],{},[487,661,662,672],{},[479,663,664,669],{},[492,665,666],{},[242,667,668],{},"Email passcode",[492,670,671],{},"A one time code sent to your email address",[479,673,674,679],{},[492,675,676],{},[242,677,678],{},"Passkey",[492,680,681],{},"Biometric or hardware key authentication (Face ID, Touch ID, security keys)",[235,683,685],{"label":684},"What browsers are supported?",[223,686,687],{},"Slate works on all modern browsers including Chrome, Firefox, Safari, and Edge. Passkey authentication requires a device and browser that support WebAuthn.",[235,689,691],{"label":690},"Is there a mobile app?",[223,692,693],{},"There is no dedicated mobile app. Slate is accessible through your mobile browser and is designed to work on smaller screens.",{"title":695,"searchDepth":696,"depth":697,"links":698},"",1,2,[699,700,701,702,703,704,705],{"id":229,"depth":697,"text":230},{"id":294,"depth":697,"text":295},{"id":347,"depth":697,"text":348},{"id":431,"depth":697,"text":432},{"id":580,"depth":697,"text":581},{"id":604,"depth":697,"text":33},{"id":636,"depth":697,"text":637},"Frequently asked questions about accounts, billing, data, and platform limits.","md",null,{},true,{"title":206,"description":706},"THMh2Nb9s1S4JQ92-ggAeLt6Khd2fUtqTpnTo2qOnss",[714,716],{"title":195,"path":196,"stem":197,"description":715,"children":-1},"Programmatic event subscription and unsubscription for integration platforms.",{"title":210,"path":211,"stem":212,"description":717,"children":-1},"Reach out to us with your questions.",1775587844136]