# Nutshell Help Center

> 👋 Hello! We’re here to help you use Nutshell!

## About Nutshell

- [FAQS: Nutshell's Partnership with WebFX](https://support.nutshell.com/en/articles/8428845-faqs-nutshell-s-partnership-with-webfx.md): Get answers to common questions about Nutshell's partnership with WebFX, including future improvements and data policies.
- [Training & Support: Nutshell communications](https://support.nutshell.com/en/articles/9853897-training-support-nutshell-communications.md): This article shares the different Nutshell communication channels for product updates, newsletters, and best practice tips.
- [Using Nutshell: How to check Nutshell's uptime](https://support.nutshell.com/en/articles/8428996-using-nutshell-how-to-check-nutshell-s-uptime.md): Find out how to view Nutshell's uptime and reliability on our public status page. Subscribe for updates on status and downtime alerts.
- [Using Nutshell: How to use keyboard shortcuts](https://support.nutshell.com/en/articles/8429121-using-nutshell-how-to-use-keyboard-shortcuts.md): Learn how to boost productivity in Nutshell with keyboard shortcuts.
- [Using Nutshell: Browser and App compatibility](https://support.nutshell.com/en/articles/8428994-using-nutshell-browser-and-app-compatibility.md): Explore Nutshell's browser and OS compatibility requirements for optimal performance on web and mobile applications.
- [How to refer a customer to Nutshell \(and earn a referral bonus\)](https://support.nutshell.com/en/articles/11173858-how-to-refer-a-customer-to-nutshell-and-earn-a-referral-bonus.md): This article describes how to refer a business to Nutshell and earn a referral bonus if they become a customer
- [Nutshell’s partner program](https://support.nutshell.com/en/articles/11403135-nutshell-s-partner-program.md): Learn how anyone can refer customers to Nutshell and earn commissions through our partner program

## Your Account Settings

- [How to customize your new account settings](https://support.nutshell.com/en/articles/8429004-how-to-customize-your-new-account-settings.md): Customize your Nutshell account settings for a personalized experience, including company details, reporting, and data entry defaults.

## Sales

- [Nutshell Quotes Guide](https://support.nutshell.com/en/articles/10616834-nutshell-quotes-guide.md): Learn how to set up and use Nutshell Quotes to easily create and send professional quotes to your leads
- [Nutshell Invoices Guide](https://support.nutshell.com/en/articles/11771712-nutshell-invoices-guide.md): Learn how to set up and use Nutshell Invoices to easily create and send professional invoices to your leads
- [Nutshell Documents guide: Upload documents and send for e-signing](https://support.nutshell.com/en/articles/15655458-nutshell-documents-guide-upload-documents-and-send-for-e-signing.md): Learn how to build PDF document templates \(for contacts, proposals, agreements, etc\), send then for signing, and track acceptance from start to finish in Nutshell.

## AI

- [AI & Data protection](https://support.nutshell.com/en/articles/10490546-ai-data-protection.md): Find out how Nutshell's AI summarization features keep your data private and secure through effective data protection tools and policies.
- [Understanding AI assists and AI outcomes in Nutshell](https://support.nutshell.com/en/articles/13762956-understanding-ai-assists-and-ai-outcomes-in-nutshell.md): Learn what AI assists and AI outcomes mean, how they are counted, and how to track usage with confidence.

## Reports & Insights

- [Reporting: Save, share, and download reports](https://support.nutshell.com/en/articles/8428985-reporting-save-share-and-download-reports.md): Learn how to save, share, and download reports in Nutshell for easy collaboration. Analyze, manage, and distribute key metrics and insights.
- [Reporting: An overview of Nutshell reports](https://support.nutshell.com/en/articles/8428976-reporting-an-overview-of-nutshell-reports.md): Learn how Nutshell's robust reporting features help you analyze sales and marketing data, forecast trends, boost team productivity, and more
- [Scheduler report](https://support.nutshell.com/en/articles/13908902-scheduler-report.md): See your Scheduler views, bookings, and availability trends in one clear report
- [Scheduled exports: Set up and automate your list and report exports by email](https://support.nutshell.com/en/articles/15447139-scheduled-exports-set-up-and-automate-your-list-and-report-exports-by-email.md): Nutshell enables you to automatically send your saved lists and reports to any inbox on a recurring schedule, without logging in every time.

## Nutshell IQ

- [Nutshell IQ: Learn all about Nutshell IQ data](https://support.nutshell.com/en/articles/9824079-nutshell-iq-learn-all-about-nutshell-iq-data.md): Learn about how Nutshell IQ uses numerous open- and closed-source data sources and discover how our data benefits you!