.png){kind=logo}
GUIDES
Everything You Need To Begin Your WhiteLabel App
Contact your success manager assigned to you as a white label for your 1-on-1 onboarding experience or book it yourself below. You will need your white label set up to access your guides through your app login.
PACKETS
Tasks, Questions, Resources & Topics
Create a Packet
Duplicate a Packet
Assigning a Packet
Autogenerate Live.Stack from a Packet
Selecting Permission Required Packets
CIRCLES
Orchestrated Groups
Create a Circle
Onboarding a Circle
Assigning packets for a Circle
Autogenerated Live Stack for a Circle
LIVE STACKS
Presentations & Video Conferencing
Creating a Live Stack Meeting
Sharing & Connecting via Live Stack
Live Stack for Circles
FLOWS
AI Connections & Introductions
Set up a flow
Enter Ally & Partner flows
Enter Peer-to-peer flows
YOUR INNOVATION TEAM AWAITS
Implementing a new tool kit for your team has never been easier.
WeTransact provides a collection of FREE onboarding resources designed to help your organization to get up to speed on how to operate your app. Training sessions are great for anyone looking for an overview of a particular feature or tool. We'll highlight the essentials and include best practices.
Please be sure you have access to your white label and completed your onboarding prior to booking a training session.
PACKETS
Learn everything to get started creating packets.
Step by step actionable guidance best practices:
Assign Actionable Tasks
Create Progressive Disclosure Questions
Curate Most Relevant Resources Resources
