Watch training videos
On this page
Set up your workspace
| Watch on YouTube | Written guide |
|---|---|
| CRM settings | Find your system settings |
| Add a new user to BizAI | Invite your team |
| Add email to Smart CRM | Connect an email mailbox |
Some recordings show earlier screen layouts. Use the written guide for current menu paths.
Set up WhatsApp and start sending
The channel also has a walkthrough of the WhatsApp AI agent. Its controls may differ from the current AI Agents screens.