Everything you need to set up your workspace, onboard your team, and start managing creative projects with Beepath.
Click through each step — this is exactly what onboarding looks like.
Sign up with your email and name your company. Your workspace is created instantly — no calls, no forms, no waiting.
Pick a preset — Design, AdOps, Marketing, Video — or create a custom one. Each space comes with its own pipeline, templates, and settings.
Add members, assign roles, and organize by department. Everyone gets the right access automatically based on their role.
Fill in the brand and a short brief. Click generate — AI writes a full creative brief in seconds. The ticket lands on your board.
Your Kanban board shows every ticket by status. Drag between columns, filter by priority, and click any card for full details.
Attach deliverable links, mark as ready, and automated emails notify the right people. Your client gets the work — you're done.
Account created, space configured, team invited, first ticket on the board, and deliverables sent to your client.
Click a feature to learn exactly how it works and where to find it.
Beepath's AI handles the heavy lifting across your workflow. Write a short description and click "Generate AI Brief" to get a detailed creative brief. Open a ticket and Smart Triage auto-suggests priority, assignee, and flags. Click "Generate Summary" for a rich lifecycle overview of any ticket.
Tip: Customize the AI prompt in Settings → AI to match your agency's tone, format, and deliverable style. Each space can have its own prompt override.
Configure custom emails that fire automatically on every status change. Choose recipients from a visual grid — admins, space managers, space members, the assigned person, the rep on ticket, or pick specific people by name across any space.
SLA levels: Warning at 75% → assigned person. Breach at 100% → assigned + managers. Escalation every 24h after → managers + admins.
Three fixed permission tiers — Admin, Manager, Team Member — control what users can do. Job titles are separate free-text fields, so "Senior Designer" can be a Team Member in one space and a Manager in another.
Each space is a self-contained department with its own status pipeline, email templates, custom fields, link labels, column config, and AI prompt. Users can belong to multiple spaces with different roles in each.
Give your clients a simplified, read-only view of their tickets. They see 5 easy-to-understand stages (Received → In Progress → Review → Ready → Live) and can approve work or request changes — all without a full platform account.
Track ticket volume, average turnaround, designer workload, and SLA compliance — all in real-time visual charts. Filter by date range and space. Admins see everything; team members see their own spaces.
Connect your Slack workspace in one click. Your team can create tickets directly from Slack using the /newticket command — a modal pops up, they fill it in, and the ticket appears on your Beepath board instantly.
Everything in Beepath is configurable — branding, statuses, email templates, link labels, AI prompts, roles, billing, and more. All from one settings page organized into clear tabs.
Switching from spreadsheets or another tool? Upload your CSV or Excel files and Beepath maps your columns automatically. Assign each file to a space, match your status values, preview the data, and import — no data left behind.
Tip: Set up your spaces and statuses first, then go to Settings → Import Data to upload your spreadsheets.
Embed a Beepath-branded request form on your website with a single script tag, or point your existing form to a webhook URL. Either way, submissions land as tickets in the right space automatically.
Tip: Go to Settings → Integrations to enable the embed form or grab your webhook URL per space.
Quick answers to get you unblocked.
Click "New Ticket" in the sidebar or dashboard. Fill in the brand, rep info, vertical, priority, due date, and a short brief. You can also create tickets from Slack using /newticket.
When a ticket is Unassigned, any designer with the can_claim_tickets permission can click "Claim" on the ticket detail panel. The ticket is assigned to them and moves to In Progress automatically.
Labels like Demo, Banner, or Video let designers attach deliverable URLs to a ticket. They're customizable per space in Settings → Link Labels. When a ticket is marked ready, account managers see all links to share with the client.
Yes. In Settings → Spaces → Custom Columns, add fields of any type — text, number, date, dropdown, multi-select, checkbox, or URL. Mark them as required or toggle "Show on Board" to display on Kanban cards.
If your company has an AdOps space, you can hand off a design ticket by clicking "Send to AdOps". This creates a linked ticket in the AdOps pipeline. When the AdOps ticket reaches Live, the original design ticket syncs to Live automatically.
Write a short 1-2 sentence description. Click "Generate AI Brief" — our AI expands it into a detailed creative brief with objectives, deliverables, tone, and specs using your brand, vertical, and features for context. Regenerate or edit anytime.
When you open a ticket, AI automatically analyzes the brief, context, and your team to suggest a priority level, best assignee, and warning flags (tight deadline, missing info, etc.). Accept suggestions with one click or dismiss. Available on Professional and Business plans.
Click "Generate Summary" on any ticket to get a rich AI-written overview of its lifecycle — status changes, comments, timeline, and what needs attention. Great for handoffs and reviews. Available on Professional and Business plans.
Yes. Set a company-wide custom prompt in Settings → AI (up to 4,000 characters). Each space can also override it with its own prompt tailored to that department's workflow.
Each plan includes a monthly AI operations allowance — Free: 10, Starter: 30, Professional: 200, Business: 1,000. Briefs, triage, and summaries all share this counter. Purchase additional packs (50, 200, or 500) in Settings → Billing. Allowances reset on the 1st of each month.
Kanban (drag-and-drop cards grouped by status), Table (sortable list), and Calendar (month/week grid by due date). All views support filtering by status, priority, assignee, rep, vertical, and client company.
A personal view showing only tickets assigned to you or in your department. Includes AI-generated one-line summaries for each task. Access it from "My Tasks" in the sidebar.
Yes. Each space has its own column config. Go to Settings → Spaces → Column Settings to show, hide, rename, or reorder columns. Reset to presets anytime.
Configure an email template for each status change in Settings → Email Templates. Choose recipients and use variables like {{brand_name}} and {{due_date}}. Emails fire automatically when a ticket moves to that status.
Set an SLA deadline (hours) on any status. Beepath sends: Warning at 75% → assigned person, Breach at 100% → assigned + managers, Escalation every 24h after → managers + admins. Each level has a customizable email template.
A weekly performance email (Professional+ plans) with per-space stats, week-over-week comparisons, and an AI narrative summary. Configure day and time in Settings → Weekly Digest.
Reconnect Reminders auto-email your team when tickets sit too long in a specific status. Go to Settings → Reconnect, click "+ Add reconnect", pick a space, pick a status, set the number of days, choose recipients, and customize the email template. Available on Starter, Professional, and Business plans.
A daily email showing a snapshot of all tickets currently sitting in the statuses you choose. Pick which statuses to track, set a delivery time, and choose recipient roles. Grouped by space. Available on Professional and Business plans. Configure in Settings → Digests & Reports.
A daily email listing tickets that moved into selected statuses yesterday — useful for tracking launches, approvals, and deliveries. Choose statuses, delivery time, and recipient roles. Available on Professional and Business plans. Configure in Settings → Digests & Reports.
You choose recipient roles per digest: Admin, Manager, Team Member, or All. Delivery is per-space or all-spaces depending on your send mode setting.
Go to Settings → Team, click "Invite Members". Enter emails, assign roles, and they'll get invitation emails. They sign up and are automatically added to your workspace.
Four system roles: Admin, Manager, Account Manager, and Team Member. Create custom roles with 10 granular permission flags. Override permissions per-user without changing their role.
Separate departments with their own status pipeline, email templates, custom fields, link labels, and AI prompt. Pick from presets (Design, AdOps, Dev, Marketing, Video) or create custom.
Yes. Each user can belong to multiple spaces with a different role in each. You can also mark someone as Department Manager for SLA escalation oversight.
Go to Settings → Integrations, click "Connect Slack". Authorize Beepath in your workspace. Your team can then use /newticket to create tickets directly from Slack.
Yes. Generate API keys in Settings → Developers. Use them to create tickets, update statuses, or fetch data programmatically. Keys are scoped to your company and rate-limited.
Yes. Go to Settings → Integrations → Embeddable Request Form, enable it for a space, and copy the one-line script tag. The form uses your company branding (logo & color) and creates tickets in the selected space automatically. Available on Professional and Business plans.
Yes. Go to Settings → Integrations → Webhook, enable it for a space, and copy the webhook URL. Set it as your form's POST action (works with Typeform, JotForm, Google Forms, or any custom form). Send a test submission, then map the detected fields to your Beepath fields. Available on Professional and Business plans.
Go to Settings → Import Data. Upload CSV or Excel files, assign each file to a space, map columns (auto-detected), map status values, preview the data, and import. Supports bulk importing hundreds of tickets at once. No email automation is triggered for imported tickets. Available on Starter, Professional, and Business plans.
CSV (.csv) and Excel (.xlsx) files up to 10MB. Each file is assigned to one space. You can upload multiple files at once — one per space.
Yes — via the Client Portal (Business plan). Invite external reps by email. They see a simplified 5-stage view. Configure visibility of due dates, assignees, deliverables, and briefs in Settings → Client Portal.
Yes. Clients click "Approve" or "Request Changes" on their ticket. Both actions are logged and trigger notifications to your team.
Free (2 seats, 10 briefs), Starter ($29/mo yearly — data import, Slack, reconnect reminders), Professional ($119/mo yearly — weekly & daily digests, form embed & webhooks, email automation), Business ($249/mo yearly — client portal, API access, advanced analytics), Enterprise (contact us — custom limits, dedicated support, SLA guarantees). Upgrade in Settings → Billing.
Downgrades take effect at the end of your billing period. Features exclusive to your current plan (digests, form embeds, webhooks) are automatically disabled. Your data is preserved — re-enable features by upgrading again anytime.
Yes. Click "Manage Seats" in Billing to add/remove seats. Purchase AI operations packs (50, 200, or 500) anytime. Changes are prorated on your next invoice.
Yes. JWT authentication with httpOnly cookies, rate limiting, security headers (CSP, HSTS, X-Frame-Options), request size limits, and email verification. Full multi-tenant isolation — every query is scoped to your company.
Yes. Enable 2FA in Settings → Profile → Security. You'll receive a one-time code via email on each login. Disable anytime with your password.
Click "Forgot Password" on the login page. You'll get a reset link valid for 24 hours. Or change it in Settings → Profile if already logged in.
Open any ticket and click Start timer in the Time Tracker section. A live counter shows elapsed time. Click Stop to save the entry. Only one timer can run at a time — starting a new one auto-stops the previous.
Yes. Click + Manual in the Time Tracker section, enter the duration in minutes and an optional description. Great for logging time after the fact.
Professional gets timer and manual entry. Business adds full time reports with filters by date, team member, and ticket — plus CSV export.
Business plan users can access Time Report from the sidebar. It shows total time, breakdowns by user and ticket, a full entries table, and a one-click Export CSV button.
Open any ticket and find the Attachments section in the sidebar. Click + Upload or drag-and-drop files directly. You can also paste images from your clipboard.
Images (JPEG, PNG, GIF, WebP, SVG), documents (PDF, Word, Excel, PowerPoint), text files, CSVs, ZIP archives, and video/audio (MP4, MOV, MP3, WAV). Maximum 10 MB per file.
Free: 100 MB • Starter: 1 GB • Professional: 10 GB • Business: 50 GB. Track your usage in Settings → Plans & Billing.
Yes. Image attachments show thumbnails. Click a thumbnail to open a full-screen lightbox preview. Non-image files show a download link with the file name and size.
On the Ticket Board, use the view switcher at the top right. Click the Calendar button alongside Table and Board.
Month view shows the full month grid. Week view shows 7 days with more room per day. Toggle between them using the Month/Week switcher.
Yes. Use the Color toggle in the calendar toolbar to switch between coloring tickets by their status or priority level.
Yes. Calendar view is available on every plan including Free. It's a view mode — no backend or billing restrictions.
A Gantt-style horizontal timeline showing tickets as bars from start date to due date. It's the 4th view option alongside Table, Board, and Calendar.
Yes. In the ticket detail panel under Dependencies, search for and link tickets as "depends on" or "blocks" relationships. The timeline draws arrows between them.
Day (one column per day), Week (compressed days), and Month (overview). Use the zoom buttons in the timeline toolbar.
Yes. Group by Assignee, Status, or Priority using the dropdown. A flat (no grouping) option is also available.
Automations are if-this-then-that rules that run automatically. For example: "When a ticket is created with priority urgent, auto-assign it to John and post to Slack."
Status changes, ticket created, priority changes, assignee changes, unassigned timeout, due date approaching, and due date overdue. Starter plans get basic triggers; Professional and Business unlock all.
Assign to a user, change status, set priority, send email, post to Slack, add a comment, create a subtask, set a custom field, move to another space, or send a notification.
Starter: 5 rules. Professional: 25 rules. Business: unlimited. Free plans don't include automations. Professional and Business also get access to automation execution logs.
Yes. In Settings → Branding, upload your logo and set a brand color. Applied throughout the platform and in automated emails.
Yes. Choose between Light, Dark, System (matches OS), or Auto (time-based) in Settings → Profile → Theme.
Yes. In Settings → Options, customize dropdowns for Features, Dimensions, Verticals, and Platforms. Your team picks from pre-approved values instead of typing freeform.
Set up your workspace in minutes. No credit card required.