Getting started with AI SoloHR
Set up your workspace, create your first case, invite the right people, and understand where AI fits in your U.S. HR workflow.
Create a case
How to open a structured HR case and capture the first useful details.
Generate AI drafts
Use case facts to draft emails, manager updates, and leadership summaries for HR review.
Upload documents
Attach HR documents to cases so files stay connected to the work they support.
Invite team members
Invite managers and viewers with the right level of access for their role.
Connect Google Calendar
Connect calendar workflows so interviews, follow-ups, and key HR dates stay visible.
Manage billing
Understand where to manage subscriptions, invoices, and plan changes.
Draft and send emails within cases
Write, preview, and send email messages to employees or managers directly from your case timeline.
Understanding support access mode
Learn how site administrators can temporarily access your organization to help troubleshoot issues.
Exporting HR case reports as PDF
Generate and download a formatted PDF report of your case timeline, notes, and resolution.
Managing system-wide blog posts
Learn how platform administrators can create, edit, preview, and publish system-wide blog posts.
What this help center covers
The help center focuses on the public product workflows AI SoloHR already supports today. That means creating a case, organizing documents, generating reviewed AI drafts, and using connected tools like Google Calendar without turning setup into a giant documentation project.
- Learn the core actions new users need first
- Understand the workflow order behind each task
- Keep setup expectations grounded in the product that actually exists today
How to use the help center
Start with the workflow you are trying to complete
Open the help article that matches the action in front of you, such as creating a case, generating a reviewed AI draft, uploading documents, or connecting Google Calendar.
Follow the steps alongside the live product
These pages are designed to be short and practical. They explain what the feature does, what should already be in the case, and what the next action usually looks like afterward.
Use contact or pricing only when your question becomes account-specific
If you need plan help, setup clarification, or a workflow fit conversation, move from the help article into contact, pricing, or the product page rather than forcing a generic article to answer a company-specific question.
Before you start
A short help article works best when the surrounding workflow is already clear
Most setup problems are not really UI problems. They usually come from missing case context, unclear ownership, or documents that have not been collected yet. The fastest path is to use help articles alongside a real case instead of treating them like standalone documentation.
- Start with the live workflow you need to complete, such as opening a case, uploading documents, or generating a reviewed draft.
- Keep the case facts, dates, and supporting files organized before relying on any generated communication.
- Treat AI output as draft-only content that should be reviewed by a person before it is shared or sent.
How to escalate
Use the right page for the right kind of question
What the help center is good for
Public setup guidance, feature orientation, and step-by-step instructions for the product workflows already available on the site today.
What usually belongs on another page
Plan selection, workflow-fit questions, security review, and broader product evaluation usually belong on pricing, product, or contact pages.
What the help center does not promise
Hidden features, autonomous HR decisioning, custom legal review, or product capabilities that are not already supported in the application.
Start Here if You Are New to AI SoloHR
Follow our step-by-step setup guides to connect calendar resources and establish secure document folders.
Connect Google Calendar
Integrate calendar resources to keep check-in dates and milestones visible inside your local workspace.
Create First Case
Open a case record for a mock or real FMLA, ADA, or employee relations issue to test the timeline logs.
Upload & Generate
Add a placeholder PDF document, then try generating an AI draft under human-in-the-loop review.
What the Help Center Covers Today
Access clear instructions for intake form customization, document archiving, and timeline logging.
How to customize fields, employee subjects, and key status stages for new intakes.
Organizing files by medical restrictions, witness statements, and certification packets.
Configuring automatic deadlines, task owners, and secure, uneditable history stamps.
