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Guides and documentation for getting the most out of Human Cloud.
Getting Started
Create your account, log in, and learn your way around Human Cloud.
Partners
Learn about partner accounts, delegations, and how companies work with partners on Human Cloud.
What is a Partner?
Understand partner types, delegations, permissions, and how partners fit into the Human Cloud platform.
Creating a Partner Account
How partners get onboarded and set up on Human Cloud — from invitation to first action.
Inviting a Partner
How buyer organizations invite partners, manage permissions, and control partner access.
Partner Notes
How partners use personal and shared notes to annotate solutions, shortlists, and briefs.
Sending RFPs on Behalf of Clients
How partners create and manage RFPs for their buyer clients, and how to share them.
For Buyers
Search for solutions, build shortlists, send briefs and RFPs, and manage your sourcing workflow.
My Cloud Workspace
Your personal hub for managing solutions, shortlists, briefs, and your buyer profile.
Saving Solutions to My Cloud
How to save solutions you find on Human Cloud so you can come back to them later.
Searching & Discovering Solutions
How to find, filter, and evaluate solutions on the Human Cloud marketplace.
Organizing Solutions with Shortlists
Create named lists to group, compare, and track solutions for specific projects or evaluations.
Creating & Managing Shortlists
Build curated lists of solutions, compare them side by side, and share with your team.
Sending Briefs & RFPs
How to create and send requests for information or proposals to solutions, and track their responses.
Saving Solutions & Notes
Bookmark solutions to your personal library and add notes for your evaluation.
Using the Cart
Collect solutions as you browse and take bulk action on them.
Briefs: Requesting Custom Quotes
What briefs are, how to send them, and how they differ from RFPs and engagements.
Comparing Solutions
Use comparison tables to evaluate solutions side by side across key attributes.
Engagements
How to initiate and track engagements with solutions on Human Cloud.
RFPs: Overview
What RFPs are, who they're for, and how they fit into your sourcing workflow on Human Cloud.
Creating & Managing RFPs
Step-by-step guide for buyers: create an RFP, select solutions, review responses, and manage sharing.
Engagements: Managing Services & Contracts
How to create and manage engagements — formal working relationships with solutions on Human Cloud.
For Solutions
Claim or create your solution profile, manage your dashboard, and grow your presence on Human Cloud.
Claiming Your Solution Profile
How to find and claim your existing solution profile on Human Cloud.
Creating a New Solution Profile
How to create a new solution listing on Human Cloud from scratch.
Managing Your Solution Dashboard
A guide to the Solution Dashboard tabs — editing your profile, tracking leads, and growing your presence.
Understanding HC Score & Badges
How your HC Score is calculated and how badges are awarded.
Managing Your Team
Invite team members, assign roles, and manage access to your solution dashboard.
Responding to Briefs & RFPs
How to receive, review, and respond to buyer requests as a solution provider.
Business Cases & Reviews
How to add success stories, collect reviews, and build social proof for your solution profile.
Sharing & Embedding Your Profile
Share your Human Cloud profile and embed badges, scores, and profile cards on your website.
Solution Pricing Tiers
Understand the Free, Growth, and Enterprise tiers for solution providers on Human Cloud.
AI SDR Agent — Your Dedicated Sales Development Rep
How Human Cloud's AI SDR Agent finds, scores, and delivers qualified leads directly to your outbound tools.
Responding to RFPs
Step-by-step guide for solutions: receive an RFP, write answers, attach files, and manage conversations with buyers.
Setting Up Your Ideal Customer Profile (ICP)
Step-by-step guide to configuring your AI SDR Agent's ICP so leads match your target buyers.
Understanding Lead Scoring and HC Signals
How Human Cloud scores leads using ICP matching and behavioral signals that only HC can provide.
Connecting Your Outbound Tools
How to automatically deliver scored leads to Slack, Zapier, Make, Google Sheets, HubSpot, or any webhook.
Managing Your Leads
How to boost, suppress, export, and act on leads from the AI SDR Agent.
AI SDR Agent — Frequently Asked Questions
Common questions about the AI SDR Agent, lead scoring, integrations, and pricing.
Account & Settings
Manage your profile, notification preferences, organizations, and team members.
Managing Your Profile
Update your personal information, profile picture, and privacy settings.
Notification Preferences
Control which emails and alerts you receive from Human Cloud.
Organizations & Teams
How organizations work on Human Cloud and how to manage team members.
Billing & Pricing
How billing works on Human Cloud — what's free, what's paid, and how to manage your subscription.
Security & Privacy
How your data is protected and what privacy controls are available.
FAQ & Troubleshooting
Answers to common questions and solutions to frequently encountered issues.