System Status Support aiCRM Guides What's New

Getting Started

Welcome: Find Your Way Around Your Dashboard Roles and Permissions Setting Up Your Workspace (Admins)

Tips & Tricks

Tips and Tricks Getting Answers from Ava

Leads & Customers

Working with Pre-Leads Managing Leads and the Pipeline Inside a Lead Record Converting a Lead to a Customer Managing Customers Importing Leads and Customers Tasks, Follow-Ups and Boards

Inbox & AI Agent

Using the Unified Inbox Taking Over from Ava Calls, Voicemail and WhatsApp Reviewing Escalations Controlling How the AI Replies (Admins)Why Was My Message Blocked?

Campaigns & Marketing

Creating a Campaign Launch Approvals and Campaign Statuses Building and Sending Surveys Finding New Leads with Lead Generation

Calendar & Bookings

Event Types and Booking Links Availability and Bookings

Reports

Reports and Exports Sales Targets

Setup & Settings

Managing Users and Roles (Admins)Company Settings and Dropdown Values (Admins)Templates, Channels and Call Routing Building Your Knowledge Base Adding a Chat Widget to Your Website Privacy: Exporting and Erasing Data What Axiever Support Manages

Integrations

Email and Phone Setup Webhooks and ERP Connection

Your Account

Signing In and Two-Factor Authentication Passwords and Account Security Notifications and Display Preferences

Troubleshooting

Troubleshooting Common Problems

FAQ

Frequently Asked Questions

What's New

Release notes for aiCRM, newest first.

Nothing here yet. New releases will be listed here, newest first.

aiCRM Guides

Step-by-step help for every part of aiCRM, the same articles as the Help Centre inside the app.

Welcome: Find Your Way Around

A quick tour of the menu and the top bar so you can find your way around.