If our team runs your account: settings, billing and getting started
Where our team runs TruLata with you, Settings, Billing and Getting started look different. Each change you ask for goes to your team.
#Settings: your controls
Settings opens with Your controls. It shows your Brand voice & tone, Target keywords, Target accounts (ICP), Cadence, the channels switched on, and what our team manages for you.
Press Edit beside your voice, or + Add beside keywords or target accounts, type the change and press Send. It goes straight to your TruLata team as a ticket with a number.
#Getting started
While your setup is open, the Overview carries Getting started. Each step is marked Done, We're setting this up or Needed from you. Reply to your TruLata contact or email support@trulata.com with anything we need.
#Billing
Billing says your engagement is a custom agreement. Contact us about billing sends any question to your team. To change your card, press Update on the payment card and tell us what to switch to; we send a secure link, and you never type card details into the dashboard. Press Download beside an invoice and a copy is sent to you.
#Google and your tools
Our team connects Google, your CRM and your other tools during setup. The Google card on Integrations says Your TruLata team connected Google for you, and there is nothing for you to set up. Changes to your ads are made by the people running them, so Ask TruLata answers questions about your campaigns rather than changing them.
#Questions
Can I still invite my own team?
Yes, from the Team tab. Depending on your account, the seat is added at once or the invite goes to your TruLata team, who set up access and confirm.
How fast does my team answer a request?
Every request becomes a ticket with a number on the Support tab, and its status shows there.
How do I cancel?
Press Contact us about billing or email support@trulata.com, and your team handles it with you.
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Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

