If you quickly want to know what is going on in a fresh account & need guidances on first steps. This is the perfect <3m video Loom video here

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Setting up

The first step to world-class documentation is setting up your editing environments.

Inbox

All your Channels in one inbox. Create Views with Filters & Sort

Email

Connect multiple Email Accounts. Setup with AI and more

Web Widget

Create multiple Web Widgets. Connect with AI and setup escalation to agents

AI

Use Auto-Tagging, create Scenarios, add Handover Topics and AI Actions

Macros

Create your first Macros to use them in your Inbox & let them use the AI
Another loom video on how to setup armincx here