helix

gemma associates

Dashboard Contacts Deals (B2B)Orders (B2C)AI Drafts Coaches Storefront Admin

Admin · Helix

Tenant

Workspace Branding & email Custom domains Team & roles Invitations Billing & plan

Platform

Integrations AI policy AI model config Journeys Webhooks

Content & data

Templates Custom fields Tags Segments

Notifications

Notification rules My inbox

Security

Sessions SSO & SCIM IP allowlist API keys Audit log

Compliance

Data retention Data exports

System

Feature flags System health

Custom fields

Attach industry-specific attributes to contacts, deals, orders, and companies

Fields on contacts

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