Getting Help: Onboarding and Support
Learn about the onboarding and support options available to help you successfully implement PSOhub
Published: 1 June 2026
Audience
This article is intended for:
- New users during trial or onboarding
- Customers implementing PSOhub
- Teams looking for support or guidance
Objective
After completing this guide, you will:
- Understand the different support and learning options available in PSOhub
- Know where to go when you need help or guidance
- Be able to continue your setup and project work with confidence
Introduction
As you begin using PSOhub, questions and challenges are a natural part of the process.
Whether you are setting up your organization, creating your first project, or managing ongoing work, there are multiple ways to get support and guidance when you need it.
PSOhub provides a combination of self-service resources, guided learning, and direct support to help you move forward quickly and confidently.
Ways to Get Help
Live Chat
Live chat provides quick, real-time support directly within PSOhub.
Your first point of contact is Mike, our AI support agent, who is trained on the PSOhub Knowledge Base and can help answer questions, guide you through features, and provide relevant support articles instantly.
👉 How to access:
- Click the "Ask Me Anything" button in the bottom-right corner of PSOhub
👉 Use live chat when:
- You have a quick question about how something works
- You need guidance while setting up or using a feature
- You want to quickly find the right support article
📌 Note: Live chat is monitored by our Support Team. If your question requires deeper assistance or relates to a technical issue, you can request human support at any time and your conversation will be redirected to a team member.
PSOhub Knowledge Base
The PSOhub Help Center contains step-by-step guides, explanations, and best practices for using the platform.
It is the best place to start when you want to:
- Learn how a feature works
- Follow a step-by-step setup guide
- Understand key concepts such as projects, contracts, and plans
👉 Use the Knowledge Base when:
- You want to learn independently
- You need detailed guidance on a specific topic
- You are looking for best practices
Onboarding Support
During your trial or early onboarding, you may receive guidance through onboarding sessions.
These sessions are designed to:
- Help you set up your environment
- Guide your project structure and workflow
- Ensure you are using PSOhub effectively
Assigned Customer Success Manager (CSM)
Once you become a customer, you will be assigned a Customer Success Manager who supports your onboarding and long-term success.
They can help with:
- Implementation guidance
- Workflow optimization
- Strategic questions about how to use PSOhub
💡Tip: If you are a customer and would like to get in touch with your Customer Success Manager, you can reach out via hello@psohub.com and your request will be directed accordingly.
Next Steps
✅ Start your PSOhub setup
Follow the step-by-step onboarding guide to set up your account and begin using PSOhub.
Start Here: Your PSOhub Setup Guide
✅ Set up your organization
Configure your users, roles, and financial settings to prepare your system for real projects.
Set up your organization in PSOhub
✅ Create your first project
Put everything into practice by creating your first project, adding a contract, and planning your work.
Create your first project in PSOhub