Support Guides
This document provides quick-reference guides to support partners during beta. Objective: Reduce integration friction and accelerate value realization.
Key Guides (initial set)
- Onboarding checklist (from sandbox to first budget lock)
- Troubleshooting flows (PKCE, budget enforcement, receipt exports)
- Security & compliance FAQ (short-lived tokens, data handling, receipts)
- Contact & escalation paths
Sources
- docs/05-beta-partnerships/beta-testing-plan.md
- docs/05-beta-partnerships/customer-success.md
Next Actions
- Convert the above into step-by-step guides with screenshots.
- Add a partner feedback form and office-hours schedule.
- Publish versioned PDFs for partners that prefer static docs.
Suggested Sections
- Onboarding
- Troubleshooting
- Security & Compliance
- Contact & Escalation
- Appendix (templates)