Email and Phone Setup

Admins connect email and phone under Settings > Integrations.

Email DomainCopy Anchor Link

1. Enter your Sending Domain.
2. Add the DNS Records shown at your domain provider.
3. Set up the Inbound Domain and Forwarding so replies reach the CRM.
4. Click Activate once the records check out.

DNS changes can take a while to appear. If a check fails, wait and try again.

Phone NumberCopy Anchor Link

Under Phone Number Setup, click Get a new number and choose Canada or the United States. The CRM sets up calling and texting for you. US numbers also need 10DLC registration for texting, on the same page.

Setting up a number never turns sending on by itself.

Handled by Axiever SupportCopy Anchor Link

Using a number you already have, changing it after setup, and connecting WhatsApp. See What Axiever Support Manages.