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How Settle Scaled Their Documentation Practice with Solo

Becca Campbell

Becca Campbell

VP of Customer at Settle

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Table of contents

  • What is Settle
  • What were you trying to solve?
  • What tools did you try?
  • What was procurement and implementation like?
  • What was life like after Solo?

What is Settle

Settle's software helps e-commerce-based brands order, manage, and pay for inventory. As a leading Series C Fintech, Settle has raised capital from Ribbit Capital, Kleiner Perkins, and Shopify, and has been recognized by Forbes as the next billion dollar startup.

What were you trying to solve?

As Settle scaled, their feature velocity picked up, but the internal "what shipped, when did it ship, and how do I talk about it?" information loop couldn't keep up. Customer-facing teams felt this the most: confusion about whether something was live, how it worked, and how to explain it to customers. The Customer Support and Success teams tried several processes to improve product knowledge, but they were all time-consuming and prone to human error:

  • Bi-weekly syncs with the product team, but there was never enough time to cover all changes, and it was difficult to get so many people on one call.
  • A dedicated Support team member translating product changes from PMs to customer-facing teams, but this was extremely time-consuming, involving days of back-and-forth messages and incomplete lists of feature changes.

As this pattern continued, documentation began lagging behind releases, creating gaps where customers and internal teams were asking questions before the help center had answers. Settle started looking for solutions that scaled with them.

What tools did you try?

Settle piloted Notion AI and Cursor for several months to see if they could help.

  • Notion AI was user-friendly, but many documents in Notion had become outdated. As a result, Notion AI returned incorrect answers, quickly creating mistrust and declining usage. Without a major cleanup effort, there was no clear ROI.
  • Cursor was powerful, but operationally awkward. It required granting codebase access to many non-technical teams, which created security concerns. It also required ongoing maintenance to ensure teams were pulling the latest code regularly. On top of that, answers were often too technical to be useful for non-technical teams.

Settle ultimately piloted Solo because it could answer questions directly from the codebase and feature flags.

What was procurement and implementation like?

As a fintech, Settle is naturally cautious about giving any tool access to internal information. But they felt confident in the Solo team and their security infrastructure, so they were comfortable bringing it into their stack. Settle described onboarding as surprisingly lightweight: "Solo was super simple to set up for something as helpful and robust as it is. We were set up in less than a day, and the support was great—not just fast responses, but proactive outreach."

What was life like after Solo?

Release notes went from "chasing" to "same-day"

Before Solo, documentation was a multi-step relay:

  • A team member requested a list of updates from PMs
  • Re-pinging and chasing PMs for responses
  • Drafting release notes
  • Routing drafts to PMs for multiple approvals
  • Shipping help center updates days after the sprint ended

Before Solo, they were probably only capturing about 60% of what actually shipped, because it depended on what each PM thought was worth highlighting. With Solo, they saw everything.

After Solo, the workflow flipped:

  • A team member ran updates through Solo to surface what shipped
  • Solo flagged and described feature changes
  • Settle stopped requesting approvals altogether, since updates were pulled directly from the source of truth: the code

They saved about five hours every sprint just by not having to hunt down new features.

A more reliable knowledge base improved Fin AI's performance

When code changed, Solo identified knowledge base articles that became outdated, saving Settle's team from manually tracking and correcting stale documentation. This happened nearly in real time alongside code changes. Solo showed them exactly where the knowledge base needed updates. Because they could publish changes so quickly, every AI tool relying on that content stayed current. That helped them avoid situations where customers were asking questions they couldn't answer. With fresher, more accurate documentation, downstream tools like Fin AI immediately benefited. After Solo started maintaining their knowledge base, Fin AI's deflection rate increased by 20%.

Business impact summary

  • Higher deflection: increased Fin AI's deflection rate by +20%
  • Faster documentation: from ~5 days after release to same-day updates to help center
  • Time saved: a full day per week on release-note assembly + ~5 hours every other week on feature hunting
Table of contents
  • What is Settle
  • What were you trying to solve?
  • What tools did you try?
  • What was procurement and implementation like?
  • What was life like after Solo?

What is Settle

Settle's software helps e-commerce-based brands order, manage, and pay for inventory. As a leading Series C Fintech, Settle has raised capital from Ribbit Capital, Kleiner Perkins, and Shopify, and has been recognized by Forbes as the next billion dollar startup.

What were you trying to solve?

As Settle scaled, their feature velocity picked up, but the internal "what shipped, when did it ship, and how do I talk about it?" information loop couldn't keep up. Customer-facing teams felt this the most: confusion about whether something was live, how it worked, and how to explain it to customers. The Customer Support and Success teams tried several processes to improve product knowledge, but they were all time-consuming and prone to human error:

  • Bi-weekly syncs with the product team, but there was never enough time to cover all changes, and it was difficult to get so many people on one call.
  • A dedicated Support team member translating product changes from PMs to customer-facing teams, but this was extremely time-consuming, involving days of back-and-forth messages and incomplete lists of feature changes.

As this pattern continued, documentation began lagging behind releases, creating gaps where customers and internal teams were asking questions before the help center had answers. Settle started looking for solutions that scaled with them.

What tools did you try?

Settle piloted Notion AI and Cursor for several months to see if they could help.

  • Notion AI was user-friendly, but many documents in Notion had become outdated. As a result, Notion AI returned incorrect answers, quickly creating mistrust and declining usage. Without a major cleanup effort, there was no clear ROI.
  • Cursor was powerful, but operationally awkward. It required granting codebase access to many non-technical teams, which created security concerns. It also required ongoing maintenance to ensure teams were pulling the latest code regularly. On top of that, answers were often too technical to be useful for non-technical teams.

Settle ultimately piloted Solo because it could answer questions directly from the codebase and feature flags.

What was procurement and implementation like?

As a fintech, Settle is naturally cautious about giving any tool access to internal information. But they felt confident in the Solo team and their security infrastructure, so they were comfortable bringing it into their stack. Settle described onboarding as surprisingly lightweight: "Solo was super simple to set up for something as helpful and robust as it is. We were set up in less than a day, and the support was great—not just fast responses, but proactive outreach."

What was life like after Solo?

Release notes went from "chasing" to "same-day"

Before Solo, documentation was a multi-step relay:

  • A team member requested a list of updates from PMs
  • Re-pinging and chasing PMs for responses
  • Drafting release notes
  • Routing drafts to PMs for multiple approvals
  • Shipping help center updates days after the sprint ended

Before Solo, they were probably only capturing about 60% of what actually shipped, because it depended on what each PM thought was worth highlighting. With Solo, they saw everything.

After Solo, the workflow flipped:

  • A team member ran updates through Solo to surface what shipped
  • Solo flagged and described feature changes
  • Settle stopped requesting approvals altogether, since updates were pulled directly from the source of truth: the code

They saved about five hours every sprint just by not having to hunt down new features.

A more reliable knowledge base improved Fin AI's performance

When code changed, Solo identified knowledge base articles that became outdated, saving Settle's team from manually tracking and correcting stale documentation. This happened nearly in real time alongside code changes. Solo showed them exactly where the knowledge base needed updates. Because they could publish changes so quickly, every AI tool relying on that content stayed current. That helped them avoid situations where customers were asking questions they couldn't answer. With fresher, more accurate documentation, downstream tools like Fin AI immediately benefited. After Solo started maintaining their knowledge base, Fin AI's deflection rate increased by 20%.

Business impact summary

  • Higher deflection: increased Fin AI's deflection rate by +20%
  • Faster documentation: from ~5 days after release to same-day updates to help center
  • Time saved: a full day per week on release-note assembly + ~5 hours every other week on feature hunting

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