Jidoki Help Hub

Jidoki Help Hub

✦ Help Hub

How can we help you?

Answers, guides, and resources for financial advisors on the Jidoki platform.

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Getting Started

Account & Profile

Billing & Plans

Workflows & Automation

Troubleshooting

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🚀 Setting up your Jidoki OS Grow account for the first time

Getting Started›

📱 How to connect your WhatsApp Business account

WhatsApp & SMS›

⚙️ Building your first client acquisition workflow

💳 Understanding your Jidoki subscription and billing cycle

🔌 Connecting Stripe for automated payment collection

Integrations›

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