Docs
Everything you need to get set up.
Short answers for connecting WhatsApp, training your AI agent, and getting the most out of your inbox, CRM, and campaigns.
Getting started
Create your account
Sign up free, no card required, and land straight in your new workspace.
Connect WhatsApp
Link your existing WhatsApp Business number through the official API, or migrate one in.
Set up your AI agent's knowledge base
Upload your services, pricing, and policies so the agent answers accurately from day one.
Invite your team
Add teammates to your workspace so conversations can be assigned and shared.
Using AGENTiX
Shared inbox basics
WhatsApp and Instagram DMs in one inbox — assignment, internal notes, and labels.
Building campaigns
Send template broadcasts to a segmented audience and track delivery, reads, and replies.
The CRM pipeline
Understand how leads are automatically scored Hot, Warm, or Cold as they move through the Kanban board.
Reading your analytics
One dashboard for conversations, campaigns, leads, and revenue — with CSV export.
Can't find it?
Our team is a message away — reach out and we'll walk you through it directly.
Contact support