- Getting started — sign up, connect WhatsApp (Embedded Signup), invite your team, the onboarding checklist.
- CRM & pipeline — contacts, deals, stages, custom fields.
- Inbox & WhatsApp — assigning chats, the 24-hour window, templates.
- Flow builder — building, testing and publishing chatbot flows.
- Broadcasts — segments, templates, scheduling, deliverability.
- Email marketing — lists, drips, deliverability.
- Bookings — services, staff, availability, reminders.
- Quotes, invoices & payments — GST, payment links, receipts.
- E-signatures — templates, sending, signed documents.
- Projects & tasks — boards, time logs, billing time.
- AI Agent & credits — using AI, bring-your-own-key, top-ups.
- Chatbots — training, escalation, the conversations inbox.
- Automation — triggers, conditions, actions.
- Client portal & support desk — setup and daily use.
- Calling — click-to-call, logging, AI voice.
- Billing & account — plans, upgrades, cancellation, two-factor login.
- Troubleshooting — common issues and fixes.
Crimbox
Help Centre
Everything you need to set up and get the most out of Crimbox. Search for a topic, or browse by category.
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