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KnowledgeBase
Getting Started
Set up your AI Engage CRM workspace and get productive in minutes.
Getting Started with AI Engage CRM: Your Complete Setup Guide
Everything you need to set up AI Engage CRM from a blank account — in the right order.
Your Getting Started Dashboard & CRM Health Score
Track your setup with an 8-step Getting Started dashboard and a CRM Health Score that climbs to 100% as you finish each step.
The Setup Hub: Your Admin Control Panel
The Setup hub is one page that links every configuration area in the CRM — users, security, customization, channels, data, reports, and developer tools.
Set Up Your Personal Profile: Name, Photo, Timezone, Formats & Social Links
Configure your individual account — name, photo, timezone, date/time format, social links, and your password.
Change Your Password & Account Security
Keeping a strong, private password is the simplest way to protect your AI Engage CRM account. You can change your password at any time from your Profile page — you don't need an administrator to do…
Invite Your Team: How to Add and Manage Users in AI Engage CRM
How to invite teammates, set their login details, and assign them a Profile and Role.
Accepting Your Invitation
Invited to a workspace? Open the invite link, set your password, and you’re in — this is the invitee side of adding a user.
Understanding Profile Permissions: What Every Setting Controls
A full explanation of the Create, View, Edit, and Delete permissions and which modules each controls.
Control Permissions with Profiles: Create a Profile Step by Step
Step-by-step guide to creating permission profiles for each job type on your team.
Understanding the Role Hierarchy: How Data Visibility Works
How role hierarchy, parent roles, and hierarchy levels control which records each user can see in AI Engage CRM.