Frequently asked questions
How do I change the email address on my account?
Change it in your account settings instead of opening a second account. Keep access to your current inbox because a confirmation may be sent there. Your workspaces, pages, and permissions remain attached to the same account after the address changes.
What happens when I upgrade or downgrade my subscription?
An upgrade unlocks the features of the higher plan; a downgrade removes features the lower plan does not cover. Before downgrading, check what you rely on, such as member seats or branding options. The current details are shown when you make the change.
I signed up with Google. Can I switch to a password instead?
Yes. You can add a password in account settings to an account created with Google or Facebook sign-in. This can help if you might lose access to the linked account or your company wants a consistent sign-in method with multifactor protection.
Can I get my notes out of FuseBase?
You can export pages to HTML or PDF to archive a record, give a file version to a client, or keep a copy outside your account. Export the pages you need; one button does not package an entire workspace.
What should we check in settings before we start using AI?
Start with who holds each role and what each space contains. Assistants and agents work within the permissions you set, so review access before assigning work. Decide who may create assistants and which spaces they may read.
What does FuseBase actually do?
FuseBase gives a client-facing business one place for both sides of its work: an internal workspace where the team prepares and a branded portal where clients read, approve, and reply. FuseBase has served client-facing teams since 2014.
Will clients know they are using FuseBase?
Not unless you want them to. Depending on your plan and account type, white labeling can cover the portal, its domain, and the address used for notifications. Check your account to see which options are available.
How does internal work connect to what the client sees?
They are stages of one process rather than separate systems. Your team prepares work internally, shares what the client should see in the portal, and uses the client’s reply or approval to inform the next internal step without re-entering it.
Can AI work inside a client portal?
Yes, within the permissions you set. An agent can prepare a response to a client request or help keep a portal current. You decide whether a person must review its output before the client sees it.