aiCRM Guides
Step-by-step help for every part of aiCRM, the same articles as the Help Centre inside the app.
Getting Started
Welcome: Find Your Way Around
A quick tour of the menu and the top bar so you can find your way around.
Your Dashboard
What your Home page shows and how to use it.
Roles and Permissions
The five standard roles and what each one can do.
Setting Up Your Workspace (Admins)
The steps an admin takes to get a new workspace ready.
Tips & Tricks
Tips and Tricks
Small habits and shortcuts that save time every day.
Getting Answers from Ava
What Ava can answer in her side panel, and questions worth trying.
Leads & Customers
Working with Pre-Leads
Check raw contacts before they become leads.
Managing Leads and the Pipeline
Views, stages, search, owners and bulk actions for your pipeline.
Inside a Lead Record
Everything on a lead's page: actions, details, activity and contacts.
Converting a Lead to a Customer
Turn a won lead into a customer, keeping its history, contacts and consent.
Managing Customers
Find, filter and look after your customers in the Portfolio workspace.
Importing Leads and Customers
Bring in leads from a CSV or Excel file and customers from Excel.
Tasks, Follow-Ups and Boards
Your follow-up queue, reminders and team boards.
Inbox & AI Agent
Using the Unified Inbox
Email, SMS, WhatsApp, calls and website chat in one inbox.
Taking Over from Ava
Step into a conversation the AI is handling, then hand it back.
Calls, Voicemail and WhatsApp
Live calls, call history, voicemail and WhatsApp calls in one place.
Reviewing Escalations
Conversations the AI handed to you, and the replies waiting for your approval.
Controlling How the AI Replies (Admins)
Set the assistant's name, what it may handle, and when it hands over to your team.
Why Was My Message Blocked?
The safety checks every message passes, and what to do when one stops a send.
Campaigns & Marketing
Creating a Campaign
Build a campaign by email, SMS, WhatsApp or phone, step by step.
Launch Approvals and Campaign Statuses
Who approves a campaign before it sends, and what each status means.
Building and Sending Surveys
Build surveys, send them, and read NPS and CSAT results.
Finding New Leads with Lead Generation
Find businesses that match your ideal customer and review them before they become leads.
Calendar & Bookings
Event Types and Booking Links
Create bookable meeting types and share their booking links.
Availability and Bookings
Set your weekly hours and manage the meetings people book with you.
Reports
Reports and Exports
The reports your role can open, and how to export them.
Sales Targets
Set targets for people or regions and track progress against them.
Setup & Settings
Managing Users and Roles (Admins)
Add people, change their role, and deactivate or reset accounts.
Company Settings and Dropdown Values (Admins)
Your company profile, logo, legal links and the values in every dropdown.
Templates, Channels and Call Routing
Message templates, channel settings and where incoming calls ring.
Building Your Knowledge Base
The answers your AI is allowed to give, and how to keep them accurate.
Adding a Chat Widget to Your Website
Put an AI chat on your website that answers from your knowledge base.
Privacy: Exporting and Erasing Data
Export or erase a contact's personal data when they ask.
What Axiever Support Manages
Platform settings that Axiever support looks after for you.
Integrations
Email and Phone Setup
Connect your sending email domain and phone number so messages reach people.
Webhooks and ERP Connection
Connect the CRM to your ERP or other systems with signed webhooks.
Your Account
Signing In and Two-Factor Authentication
Signing in, two-factor codes and recovery codes.
Passwords and Account Security
Password rules, two-factor authentication and keeping your account safe.
Notifications and Display Preferences
Choose which alerts you get and how the app looks for you.