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Support

Customers open tickets right inside the app. Not a customer yet? Ask us anything below — you’ll get an answer from someone who uses the platform every day.

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Common questions

Is my agency’s data shared with other Workganic™ customers?

No. Every agency runs in its own isolated tenant boundary with dedicated phone boundaries. Your clients are never pooled with anyone else’s.

How does Workganic™ handle covered HIPAA workflows?

Covered workflows that involve ePHI remain off until legal review is complete, a Workganic Business Associate Agreement is signed, the tenant is activated as a Covered Tenant, and the applicable service path is designated for covered use.

Can I keep my phone number and email address?

Yes — port your existing numbers in, and connect your existing Zoho, Gmail, Outlook, or just about any other email provider (or run mail on your own domain inside Workganic™).

Can I bring my existing client list?

Yes. Bring your client list in as a spreadsheet (CSV) with Batch, and export some or all of your clients at any time. Your data is yours.

What happens to calls I miss?

Missed calls and voicemails land on the client timeline, and voicemails arrive transcribed — read them at a glance and call back with context.

Do I need separate phone service?

No. The phone system is built into every plan: call from your computer or a real deskphone, with routing, texting, voicemail, and recording — plus power dialing on Professional and up.

Can I sign up right now?

Yes. Create and verify the owner account online, choose a plan, and provision the workspace without waiting for Workganic staff. Secure billing starts the 30-day free trial. The Customer Agreement, BAA, and business-document submission continue inside the workspace; Workganic reviews the submitted business documents before covered workflows receive full access.

Existing customer?

Log in to your workspace and open a support ticket from the app — tickets are included on every plan.