Getting Started

CRMAI is an AI-powered CRM & Shared Inbox platform for WhatsApp, Telegram, Facebook Messanger and Instagram. This page is a recommended setup checklist — not a full explanation of every feature. Follow the links under each stage for the details.

Before you begin

• Make sure you're signed in to the right workspace.

• Set up at least one channel connection if the feature you're about to use needs to send or receive messages.

• Make sure contacts have the right channel identity before using scheduled messaging, Birthday, or Broadcast — this isn't a requirement for every message type.

• Make sure your role has the permission the action requires.

• Use test/synthetic data the first time you try a new feature — avoid real customer data during setup.

Recommended setup order

1. Set up your account and workspace

Register, verify your email, log in, then create a new workspace through Plans or join an existing one with an invitation code. Confirm the active workspace using the sidebar switcher.

• Registration

• Login

• Onboarding & Workspace Creation

• Workspace Switcher

2. Set up your team

Configure users, roles, and divisions before you start managing conversations. This decides who can access what.

• Team & Division Management

3. Connect a channel

Create a connection (WhatsApp, Telegram, Instagram), then test sending and receiving a message before using it for real operations.

• Connections Overview

4. Prepare your data and replies

Import contacts, set up categories/companies if needed, and prepare Quick Replies to speed up your team's responses.

• Contact Management

• Messaging Tools

5. Set up and test the AI

Add knowledge (Text, Q&A, File, sitemap) so the AI Agent can answer based on your business context. Set up blacklist and escalation rules before the AI is used on real conversations, then test it through the Inbox with contacts your team controls — only turn it on once the results check out.

• AI & Automation

6. Go operational

Use Broadcast or Scheduled Message once both sender and recipient identities are verified. Use Analytics and AI Audit once you have enough conversation data to work with.

• Messaging Tools

• Reporting

• Inbox & Conversations

Smart Forms, Stories, and Birthday are features worth exploring later — not a requirement for every new workspace.

Not ready to commit yet?

You can try CRMAI in trial mode first. Check the Try Free Demo page for the current trial terms and duration.

Need help fast?

If you run into a technical issue, visit CS Support & Technical Assistance.