Getting Started

Give each person in AiEngage CRM the right permission profile: choose it when you invite them, change it later from Edit User, check it on the Users list, and see how many people hold each profile.

Answers and step-by-step fixes for the most common profile problems in AiEngage CRM: users who see too much or too little, missing profiles, locked Administrator settings, bulk tools that won’t show, and safe deleting.

Use the Previous and Next arrows on a record page to open the record before or after it in your list, in the same order, search, filter and sort, across pages, then return to the list exactly as you left it.

Move files and images in and out of AiEngage CRM with a spreadsheet: export records to get a link to every attachment, and import a CSV of file links to attach photos and documents to many records at once.

When you import a CSV or Excel file, choose Round-robin under Owner assignment to share the new records evenly across a team or a list of users, in the order you set. Learn every setting step by step.

Describe what your business tracks and let the AI setup assistant suggest a ready module with fields, sections, a board and list columns. Review, change, create and undo it, then improve existing modules and layouts with AI.

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…

A complete, screen-by-screen guide to Sharing Rules in AiEngage CRM: open the Sharing Rules page, build owner-based and criteria-based rules, choose the right access level, and edit, clone, deactivate or delete rules safely.

Switch on two-step verification so AI Engage emails you a 6-digit code every time you sign in — how to turn it on, what sign-in looks like afterwards, how to trust a device for 30 days, and how to turn it off.

How to invite teammates, set their login details, and assign them a Profile and Role.