Tallyfy includes a built-in user guide accessible either by clicking the ? icon in the left sidebar to search help articles and message support or by selecting Help and FAQs from your profile menu to open the full documentation site in a new tab.
Contact support
Here’s how to reach our support team and get help with Tallyfy.
- In-app help bubble - Click the Get Help bubble (green, bottom right corner). Search help articles or send messages with screenshot attachments to the support team.
- Email support - Send questions directly to
support@tallyfy.com. - Live screen-sharing calls - Schedule free 25-minute screen-sharing sessions with Tallyfy experts through our booking page ↗.
For projects that need deeper consultation or hands-on expertise, Tallyfy offers Professional Services. Our support team will let you know when your needs fit these services:
- Dedicated account manager - An expert assigned to your account for ongoing support.
- Process mapping consultation - Help mapping complex business processes before building them in Tallyfy.
- Workflow optimization analysis - Evaluation and improvement recommendations for your workflows.
- Custom template development - Creation of templates tailored to your specific business requirements.
- Pilot program implementation & ROI analysis - Help setting up pilot programs, measuring success metrics, and calculating return on investment.
- Advanced integration design - Help designing, configuring, and testing connections to external systems.
- Change management & team training - Guidance for rolling out Tallyfy organization-wide and ensuring successful team adoption.
Tallyfy transforms static process documentation into dynamic and trackable workflows with real-time status tracking and conditional logic automation plus external guest collaboration and built-in process optimization tools.
Tallyfy’s how-to guides provide task-focused step-by-step instructions that show you how to combine platform features to solve real-world workflow challenges and help your team work more productively.
Tallyfy offers a range of resources beyond its core workflow tools including company background and trust information along with support and troubleshooting guides and details on browser compatibility and system features like file storage and search and translation and legal documentation.
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