OffBook Help Center
Find direct answers to setup, profile workflows, privacy, billing, troubleshooting, and account questions.
Published: April 25, 2026 · Updated: June 2, 2026
Author: OffBook Support Team
Start here
New user? Start with your first coached call and what profiles are.
Self-serve signup: 5-business-day trial · 2 hours · No credit card, then Power from Billing.
Plans at a glance
- Power — $59/mo ($590/yr), 3 profiles, full product
- Team — $1,000/seat/yr, 3-seat minimum (sales-assisted)
This help center currently contains 70 articles. Every article is written to be self-contained for both human readers and AI support retrieval.
Getting Started
8 articles
From signup to your first successful coached call.
- What is OffBook and what does it do?
- How do I set up my account?
- How do I create my first profile?
- How do I choose the right profile type for my use case?
Using Profiles
8 articles
How profiles, modes, and personas map to different call contexts.
- What are profiles and why do they matter?
- How do I create, name, and customize profiles?
- How do I switch between profiles during the day?
- Can I switch profiles during an active call?
Real-Time Coaching: How It Works
8 articles
Understand prompt timing, limits, and best practices.
- How does real-time coaching work in plain English?
- What can the assistant do and what can it not do during a call?
- How much latency should I expect from prompts?
- How do I read prompts during a live call without getting distracted?
Privacy, Security & Legal
10 articles
Explicit answers for trust, consent, and data handling.
- How do you handle my audio data?
- Is OffBook recording my call?
- Where is call data processed and how long is it retained?
- Do you use my calls to train models, and can I opt out?
Billing & Account
11 articles
Pricing, plan changes, invoices, refunds, and cancellations.
- How does OffBook pricing work?
- How does the free trial work?
- How is call usage tracked?
- I was on the waitlist — what access do I have?
Troubleshooting
9 articles
Fix capture, latency, prompt quality, and platform issues quickly.
- Why is my microphone not working or audio not captured?
- Why are coaching prompts late or not showing up?
- What should I do if the assistant is hallucinating or giving wrong suggestions?
- How do I fix issues with Zoom, Meet, Teams, Webex, or in-person calls?
Account Management
8 articles
Identity, security, self-serve account deletion, and data controls.
- How do I update my profile and personal details?
- How do I change my account email address?
- How do I reset my password?
- How do I enable two-factor authentication?
Best Practices & Guides
8 articles
Long-form tactical guidance for stronger outcomes.
- How can I coach myself through a tough sales discovery call?
- How do I use AI in interviews without sounding scripted?
- How do I use AI call assistance ethically and when should I disclose?
- How should I set up a profile for sales demos?