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KnowledgeBase
Getting Started
Set up your AI Engage CRM workspace and get productive in minutes.
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.
Profile Permissions Explained: What Every Module, Feature & Setup Setting Controls
A section-by-section guide to every setting on an AiEngage CRM profile: module access (All, Team, Own, None), bulk tools, feature permissions, Team Inbox and calendar access, and the sensitive setup permissions.
Create a Permission Profile Step by Step: Build, Edit, Clone, Deactivate & Delete
Build a permission profile in AiEngage CRM from start to finish: name it, set module access and bulk tools, switch off features and setup permissions, save it, then edit, clone, mark inactive or delete it.
Understanding the Role Hierarchy: How Roles Decide Whose Records Each User Can See
How roles, parent roles and hierarchy levels work in AiEngage CRM: who sees whose records, how levels are set automatically, the protected Super Admin role, deletion rules, and how roles connect to users, profiles and sharing rules.
Create Roles Step by Step: Build, Edit and Delete Your Role Hierarchy
Build your role hierarchy in AiEngage CRM step by step: create a top-level role, add roles beneath it with Parent Role, check the levels on the Roles list, give users their roles, and edit or delete roles safely.
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 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.
