Product help center
Find setup instructions, feature requirements and fixes for common Lightfield problems.
Find the task you need below, or search by the symptom you see. Each feature article explains its availability, exact settings and troubleshooting.
Start with your task
Section titled “Start with your task”- Connect email and calendar.
- Find a missing meeting or recording.
- Fix a sequence that is not sending.
- Control who can see your data.
- Import your data or merge duplicate records.
- Understand usage or check a missing feature.
Product setup, walkthroughs and troubleshooting live here. To build with the API, SDKs, CLI or MCP, use API guides. For endpoint schemas, use API reference.
Browse by topic
Section titled “Browse by topic”Get started and daily work
Section titled “Get started and daily work”- Lightfield basics
- Sign in and recover access
- Up next and search
- Tasks
- Notes
- Your profile
- Notifications
Chat, knowledge and skills
Section titled “Chat, knowledge and skills”- What the agent can do
- Knowledge
- Skills
- Find people and research companies
- Choose a model
- Premium models
- Agent settings
- Fix an agent problem
- Files and attachments
Records and data
Section titled “Records and data”- Accounts
- Contacts
- Opportunities
- Custom objects
- Relationships
- Tables, views, bulk edits and exports
- Lists
- Import data and review imports
- Merge duplicate records
- Restore deleted items
- Fields and data model
- Record display and field conditions
- Formula fields
- Formula function reference
- Pipelines
Email, calendar and meetings
Section titled “Email, calendar and meetings”- Write, send and reply to email
- Connect email and calendar
- Connect multiple accounts
- Shared inboxes
- Email signatures
- How email and calendar create records
- Exclude types of activity
- Fix email or calendar sync
- Meetings and sharing
- Meeting prep
- Transcripts and meeting sources
- Your recording settings
- Workspace meeting settings
- Find a missing meeting or recording
Prospecting and sequences
Section titled “Prospecting and sequences”- Target accounts
- Sequences
- Choose your outreach audience
- Prepare your audience
- Prepare sequence senders
- Build and test a sequence
- Review sequence results
- Sequence senders and settings
- LinkedIn steps
- Sending limits and schedules
- Fix a sequence that is not sending
Automations and review
Section titled “Automations and review”- Automations
- Build and test an automation
- Automation runs, failures and held runs
- Workflows
- Send automation messages to a Slack channel
- Workflow recipes
- For review
- Who reviews a draft
- Task generation settings
- HubSpot sync
Dashboards and reports
Section titled “Dashboards and reports”- Dashboards
- Create and change a dashboard
- Explore a dashboard with chat
- One-off and scheduled reports
Integrations and developer connections
Section titled “Integrations and developer connections”- Choose a connection
- Slack
- Microsoft Teams
- Granola
- Gong
- Linear
- Claude
- Connectors
- External apps
- API keys
- Secrets
Privacy and workspace access
Section titled “Privacy and workspace access”- Control who can see your data
- Invite and manage members
- Groups and record permissions
- Viewer seats
- Account security
- Security and compliance
- Single sign-on
- Workspace settings
Plans, usage and billing
Section titled “Plans, usage and billing”Find the page you are on
Section titled “Find the page you are on”The sidebar groups related tasks. In the app, Settings → Sequences is covered under Prospecting and sequences; Settings → Recording and Settings → Meetings are under Email, calendar and meetings. Field settings and pipelines are under Records and data. Every Settings article keeps its existing URL.
Contact support
Section titled “Contact support”Ask the agent in chat first; it can inspect the workspace information available to it. You can also email support@lightfield.app, or use your shared Slack channel with our team if you have one.
Include the page or chat link, what you expected, what happened, and any exact error. For a missing meeting, include its time and timezone. Share screenshots that show the relevant control without exposing passwords, API keys or sign-in links.