🚀 New Customer Onboarding: What Training and Support Is Available

Camilo Aponte

Camilo Aponte

Last updated on Sep 30, 2026

✅ What is included with your paid plan

  • Training calls — one-on-one onboarding calls with the Search Atlas team. Book through the link in your welcome email, from the 1:1 onboarding banner shown in-app for active paid accounts, or by contacting support
  • Help Center — comprehensive written guides and video tutorials
  • FIN AI chat support — available 24/7 for instant answers
  • Live chat support — human agents available during business hours (Monday-Friday)

🚫 What is NOT included with paid plans

  • Dedicated account manager — not available on standard plans. Agency and enterprise plans may include this; contact sales for details
  • Live product demos — demos are reserved for free trial users evaluating the platform. Paid customers should use training calls instead

💡 How to get the most out of onboarding

  1. Book your onboarding training call after signing up. If you are illegible, the 1-1 onboarding call banner will be displayed when you login to your SA dashboard
  2. Come to the call with a list of your top 3 goals
  3. After the call, use the Help Center to go deeper on the specific tools you'll use most

Don't see your booking or login link?

Some new annual checkout customers have received a welcome email that is missing the login link — this is a known issue our team is tracking. If your welcome email doesn't include a login or booking link, contact support and we'll get you access.

Note that the in-app 1:1 onboarding banner only appears for accounts with an active paid plan.

🗓️ Weekend support availability

Human agent support is available Monday through Friday during business hours. FIN AI is available 24/7. A human agent will follow up at the start of the next business day for weekend messages.