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THE GRIFFIN HELP CENTER

A little guidance.
A clearer next step.

Find answers about setup, plans, connections, and your workspace.

11 articles

What do I need before setup?Getting started

Prepare your business name, public contact information, service area, hours, booking rules, and escalation procedure. List your current CRM, calendar, and phone provider. Use the onboarding worksheet to create a brief. Never send passwords or API keys in the worksheet or by email.

What happens after I prepare my onboarding brief?Getting started

Download the brief and email it to support@getgriffinleads.com yourself. Downloading does not submit it. Griffin will need to confirm your scope, final price, secure access method, and testing plan before live activation.

What is included in free setup?Plans & billing

Free setup is conditional on paid operating service and an honest review and testimonial after use. Feedback need not be positive. Core is $299/month for standard CRM and follow-up automation. Growth is $799/month and adds AI chat, inbound AI call answering, and more management. Both cover one location. Phone, text, email, carrier and registration charges are billed separately at provider cost; rates and budget are agreed before activation.

How do I cancel the service?Plans & billing

Email support@getgriffinleads.com with your business name and cancellation request. Do not include payment card information. You can request cancellation anytime; consult your final agreement for the effective date and billing treatment. Online subscription checkout is not active yet.

Can Griffin work with my existing tools?Connections

The intended setup can add AI and CRM workflows to compatible existing systems. During onboarding, list your current providers. Each connection requires authorized access and a successful test. The website demo does not establish a live connection.

Why did a text or appointment not arrive from the demo?Connections

The demo intentionally simulates messages and bookings. It never sends real SMS, calls, technician alerts, or calendar invitations. For a live service issue, contact support with the approximate time, time zone, and affected workflow. Avoid sending sensitive customer information in the initial email.

How do I try a complete booking?Using the demo

Open the interactive demo and select “Run a full booking demo.” Explore the lead conversation and appointment book. Use fictional details only. The demo data lives in your browser and can be reset using “Restore sample workspace.”

How does urgent escalation work?Using the demo

The demonstration shows a human handoff using sample rules. Production escalation requires verified team contacts, an agreed procedure, and delivery testing. It is not an emergency dispatch service; do not rely on the demo for an actual emergency.

Where is my onboarding information stored?Your information

The worksheet keeps your input in this page. If you choose “Save my draft on this device,” it is stored in this browser until you clear it. It is not synced or sent to Griffin. Downloading creates a local text file; emailing that file is a separate action you control.

How do I remove a saved draft?Your information

Return to Client onboarding and choose “Clear this worksheet and saved draft.” This removes the onboarding draft from this browser. Copies you downloaded or emailed are separate and must be managed where they were saved or sent.

What is the difference between Core and Growth?Plans & billing

Core uses preset missed-call text-back, a CRM inbox, one calendar, and up to three standard workflows; your staff handles conversations. It includes up to 30 minutes of support and small changes monthly. Growth adds AI chat, one inbound AI receptionist, up to two calendars and six standard workflows total, plus up to 90 minutes of monthly review, tuning and support. Both cover one location. Phone and messaging usage are separate. Additional managed work requires a separate quote.

Still need a hand?

Tell us your business name and what you’re trying to do.

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