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KnowledgeBase
Getting Started
Set up your AI Engage CRM workspace and get productive in minutes.
Create Roles: Build Your Hierarchy Step by Step
How to create roles top-down and assemble your complete role hierarchy in AI Engage CRM.
Create Teams: Group Users for Lead Routing, Reporting & Sharing
How to create teams, set a team lead, organise teams hierarchically with parent teams, and add members — the complete step-by-step guide.
Understanding Sharing Rules: When and Why to Use Them
What sharing rules are, when to use them, and the difference between owner-based and criteria-based rules — conceptual overview.
Create Sharing Rules: Control Cross-Team Data Access Step by Step
Step-by-step guide to creating sharing rules — choosing the module, sharing type (owner-based or criteria-based), who shares from, who shares to, access level, and the Allow Superiors toggle.
Create a New Module: Build Custom Modules for Your CRM
How to create a custom CRM module from scratch: name your module, design the field structure in the Module Builder, and save it for your team to use.
Customize Your CRM: Add Custom Fields and Configure Module Layouts
How to add custom fields to any module, choose the right field type, configure required/unique/picklist options, rearrange the layout, and save — all without coding.
Field Layouts and Required Fields: Organise Your CRM Forms
How to reorder fields, mark fields as required, and hide fields that do not apply to your workflow.
Advanced Field Types: Formula, Rollup, Auto-Number, Lookup & Subforms
Beyond simple text and number fields, the module builder offers advanced field types that calculate values, roll up data from related records, generate sequential IDs, link modules together, and em…
Add Your First Contact: Creating Contact Records Step by Step
How to manually create a contact record and fill in all the standard fields.
Bulk Import Contacts: Bring Your Existing Data into AI Engage CRM
How to bulk import contacts from a CSV or Excel spreadsheet: prepare your file, choose an import mode, map columns to CRM fields, assign to lists, and check results.