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Workforce scheduling · fictional product

How Shiftly answers its customers

Shiftly’s sales team spent hours on the same pre-sale questions: per-location pricing, payroll exports, how trials convert. They uploaded their pricing FAQ, refund policy and security overview, and put the popover on the pricing and features pages, handing off to a demo-booking link when a question is about a custom deal.

Popover on the marketing site

What they added

  • Pricing FAQArticle written in PageTruth
  • Refund and cancellation policy.pdfPDF · 3 pages
  • Security overview.pdfPDF · 9 pages
  • shiftly.com/featuresURL · synced weekly

How they set it up

Layout
Popover, bottom right
Launcher
“Questions?”
Suggested questions
3, shown on open
Handoff
Book a demo link

Questions their customers ask

Real answers from their sources, with the citations a customer sees.

Is pricing per user or per location?

Per location: each location is $4 per employee a month, and managers are free 1. Multi-location discounts start at 10 locations 2.

1

Pricing FAQ

Article · Plans

2

Volume pricing

Pricing FAQ · section 4

Can I get a refund if I downgrade halfway through the month?

Downgrades take effect at the end of your current billing period, so there is no partial refund — you keep the higher plan until then 1. Annual plans can be refunded within 14 days 2.

1

Refund and cancellation policy.pdf

page 1

2

Refund and cancellation policy.pdf

page 2

The first gap they closed

Not in the docs

“Do you integrate with Xero payroll?”

Nine asks in a week. Product used the count to prioritise the integration; the help center now cites the beta announcement.

The snippet on their site

index.html
<script
  src="https://pagetruth.com/widget.js"
  data-key="pk_shiftly_8f2c1a"
  async
></script>
Install guide

And their hosted help center

The same knowledge base, published at help.shiftly.com for customers who start from search.

Set up your product like Shiftly

Point PageTruth at your docs, publish a help center and drop the widget into your app. The free plan is enough to see it answer your own questions.

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