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.
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
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.
