Getting Started with AI Engage CRM: Your Complete Setup Guide

Welcome to AI Engage CRM. This guide walks a brand-new user through every configuration step, in the exact order that makes sense for your team. By the end you will have a fully working CRM — with the right people, the right permissions, and your existing contacts already imported.

The setup sequence#

1. Getting Started Dashboard — Track your setup and CRM Health Score

2. The Setup Hub — Where every configuration area lives

3. Personal Settings — Your name, photo, timezone and formats

4. Invite Your Team — Give teammates a login

5. Accepting an Invitation — For the people you invite

6. Understanding Profile Permissions — Learn what each permission controls

7. Create Profiles — Build permission templates for each job type

8. Understanding the Role Hierarchy — Learn how data visibility works

9. Create Roles — Build your reporting hierarchy

10. Create Teams — Group users for routing and reporting

11. Understanding Sharing Rules — Learn when and why to use them

12. Create Sharing Rules — Open cross-team data access

13. Customize Modules and Fields — Add fields specific to your business

14. Field Layouts and Required Fields — Organise and enforce data quality

15. Add Your First Contact — Create a contact record manually

16. Bulk Import Contacts — Bring your existing data in

17. Import Data into Any Module — The same importer for every module

18. Pre-Launch Checklist — Verify your setup before going live

19. Sidebar Bookmarks — Pin the pages you use most

20. What's Next — Explore automation, campaigns, and integrations