SOWHATHQ HELP CENTER

What can we help you
turn into action?

Clear, practical guidance for every part of SoWhatHQ—from your first competitor to a defensible impact story.

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Everything you need, organized around the work.

Start with a goal and follow the related guides. No product jargon required.

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Browse the complete guide.

Getting started

Set up your workspace and reach your first useful insight.

Welcome to SoWhatHQUnderstand the core workflow and where each part of the product fits.5 minComplete your workspace setupConfigure your company, competitors, positioning, and notifications.8 minPlans and feature accessLearn how trials, plans, competitor bands, and unlimited viewers work.4 min

Monitoring & insights

Track competitors, review evidence, and turn changes into action.

Add and manage competitorsBuild your watchlist, discover sources, rescan sites, and remove companies safely.9 minManage monitoring sourcesUnderstand discovered sources and add the exact public pages you care about.7 minUnderstand and act on a so-whatRead the change, interpretation, recommended action, and source evidence.8 minEvidence, sources, and provenanceSee where an insight came from and how to verify it.6 minPin, share, and triage movesKeep the feed useful with statuses, pins, activity sharing, and focused follow-up.6 minUse Landscape, Benchmark, and PulseTurn individual moves into a market-level view for prioritization and leadership.8 min

Positioning & enablement

Keep positioning, messaging, and battlecards current.

Build and maintain your positioningGive SoWhatHQ the context it needs to produce company-specific intelligence.9 minManage your messaging system of recordDraft, approve, version, and maintain reusable messaging entries.9 minCreate and use battlecardsGenerate, edit, export, and keep a living sales guide for each competitor.10 min

Digests & delivery

Bring the right intelligence to your team at the right time.

Use weekly digestsReview the market quickly and align your team around the most important moves.6 minSet notification preferencesControl which updates you receive and where SoWhatHQ sends them.5 minConnect SlackDeliver competitive intelligence to a Slack channel through OAuth.6 minConnect Microsoft TeamsSend digests and eligible alerts to a Teams channel.6 min

Integrations

Connect the tools your marketing and sales teams already use.

Connect and use HubSpotSync competitive deal outcomes and surface SoWhatHQ context inside HubSpot.12 minUse the SoWhatHQ APICreate a read-only key and retrieve your workspace intelligence programmatically.10 min

ROI & impact

Connect competitive work to real business outcomes.

Track ROI and impactBuild an evidence-based record of which competitive work influenced outcomes.10 min

Workspace & account

Manage people, plans, preferences, data, and troubleshooting.

Members, roles, and permissionsInvite teammates and understand what owners, administrators, and members can do.7 minManage profile and workspace settingsUpdate identity, workspace details, general options, integrations, and account controls.8 minBilling and subscriptionsStart, change, or cancel a plan and understand billing states.7 minData, privacy, and securityUnderstand public-source monitoring, integrations, credentials, exports, and safe usage.8 minTroubleshoot monitoring and missing updatesDiagnose quiet feeds, blocked sources, missing evidence, and delayed analysis.10 minContact supportSend a useful support request and know what information never to include.4 min
STILL STUCK?

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Tell us what you expected, what happened, and where you were. We’ll help you find the shortest path forward.

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