Clear guides to help you master every corner of your dashboard.
Step-by-step documentation for getting started, launching builds, working with Atlas, managing plans and billing, and bringing your team on board.
Everything you need to move confidently, from first login onward.
These guides are written for the people who use CustomBuilds every day: founders, executives, marketers and operators. They focus on what you can do in the dashboard and how to get the best results, so you can spend less time figuring things out and more time building.
Guided learning
Follow structured paths from the basics to advanced workflows at your own pace.
Quick answers
Find the exact step you need with clear headings and focused, scannable articles.
Ask Atlas
Prefer a conversation? Atlas can walk you through any task right inside the dashboard.
Find your way around in a few clicks.
Getting started
Create your account, set up your workspace profile and tour the dashboard essentials.
Builds
Launch a new build, review milestones, request changes and approve work for go-live.
Working with Atlas
Brief Atlas effectively, refine your blueprint and turn recommendations into action.
Plans and billing
Review your engagements, add intelligence credits, update payment details and download invoices.
Team and permissions
Invite teammates, assign roles, set up approvals and manage access as your organization grows.
Reports and analytics
Read your performance dashboards, customize views and share reports with stakeholders.
Your first build in four steps.
Set up your workspace
Add your company details, brand basics and goals so every recommendation is tailored to you.
Brief Atlas
Open Atlas from the sidebar and describe what you want to achieve in your own words.
Launch a build
Choose New Build, confirm the scope Atlas recommends and press launch.
Track and approve
Follow progress on the build page, leave feedback and approve when you are ready to go live.
The articles our clients open most.
These guides answer the questions new and growing teams ask most often. Start here if you want quick wins.
- Writing a great brief for Atlas
- Understanding build stages and milestones
- Inviting teammates and choosing the right roles
- Requesting a scope for your next engagement
- Sharing performance reports with your leadership team
Leaders don't take our word for it. They take the results.
“Our marketing team was fully onboarded in an afternoon using the getting started guides.”
“The guide on briefing Atlas completely changed the quality of recommendations we receive.”
“Clear, concise and always current. I rarely need to contact support.”
Everything you need to decide with confidence.
Where do I find the documentation inside the dashboard?
Open the help menu from your dashboard at any time to search guides without leaving your work.
Is there documentation for developers?
Our documentation focuses on using the dashboard. For technical questions about a specific build, contact your team through the help center.
How do I change my plan?
Go to Billing in your settings, choose the plan you want and confirm. The plans and billing guides cover each option in detail.
Can I invite people outside my company?
Yes. You can invite collaborators with limited roles. The team and permissions guides explain how.
What if I cannot find what I need?
Ask Atlas or visit the help center to reach our support team directly.
The best way to learn is to build.
Join free, open your dashboard and follow the quick start to launch your first build today.
Confidential by default · Engagements from $5,000 · Priced per scope