aiXios Help Documentation

Foundational Setup

9

aiXios Basic Ideas Overview
Getting Started – Automatic Email and SMS Followup
Getting Started – Create New Contact
Getting Started – Import Existing Contacts
Getting Started – Launch A Funnel
Getting Started – Launch an Email Campaign
Getting Started – Setup A Booking Calendar
Getting Started – Setup Email, Phone, and SMS
Getting Started – Setup Pipelines and Opportunities

AI & Chatbots

2

AI-Powered Chat Widget Setup
Create an AI Chatbot for Booking Appointments

Analytics & Tracking

1

Integrating Google Analytics

Automation

3

Advanced Workflow Automation
Automating Missed Call Follow-Ups
Automating Tasks with Workflows

Branding & Customization

1

Branding Your Account (Logos, Colors, Custom Values)

Calendar Management

1

Configuring Round Robin Booking Calendars

Course Creation

2

Creating Membership Sites & Online Courses
Creating Membership Sites and Online Courses

CRM Management

2

Custom Fields for Lead Segmentation
Managing Contacts and Custom Fields in the CRM

Domain Setup

1

Connecting Your Domain to AiXios

E-commerce

1

Abandoned Cart Recovery

Email Configuration

2

Configuring Your Email SMTP Provider for Outbound Email
Custom Domains for Email Deliverability

Funnel Building

2

Building Sales Funnels and Landing Pages
Split Testing Landing Pages

Integrations

1

Custom API Integrations (e.g., Zapier)

Lead Generation

2

Building Forms and Surveys for Lead Capture
Create a Form Tutorial

Payment Processing

3

Client Billing & Invoicing
Setting Up Stripe & Square Payments
Using AiXios’s Billing and Invoicing Features

Phone System

2

Enabling Missed-Call Text Back Automation
Setting Up Phone Numbers for Calls and SMS (Twilio Integration)

Reputation Management

1

Reputation Management & Review Requests

Sales Management

2

Creating Sales Pipelines and Opportunity Stages
Pipeline Management for Sales Teams

SMS Marketing

2

Advanced SMS Campaigns (Drip Sequences)
SMS Keyword Campaigns

Social Media

2

Facebook/Google Ads Integration
Integrating Facebook & Instagram Accounts

Webinar Marketing

1

Creating a Webinar Registration Page

Website & Content

3

Getting Started – Launch a Website from Blank
Getting Started – Launch a Website From Template
Getting Started – Migrate a WordPress Site

Marketing & Lead Generation

3

Getting Started – Launch an SMS Campaign
Getting Started – Setup Facebook and Instagram Lead Ads
Getting Started – Setup Social Planner

Sales & Conversations

3

Getting Started – Connect Personal Inbox
Getting Started – Setup Facebook and Instagram Messenger
Getting Started – Setup Live Chat Widget

Commerce

5

Getting Started – Connect Stripe
Getting Started – Create and Send Invoices
Getting Started – Launch a Course
Getting Started – Sell Products
Getting Started – Setup Payment Links

General

8

Call Forwarding to Your aiXios Phone Number
How to Create and Use Call Scripts in Web & App Dialers
How to use Custom CSS to hide the Twilio error banner
How to Use the Number Migration Tool in Phone System
Number Intelligence – Number Validation, Spam Detection, and Unknown Caller
Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)
The Phone Dialer Overview
Understanding Default Phone Preferences for New Sub-Accounts

Calling

22

Call disconnected in mobile app only
Call Events Not Working for Twilio
Call Status Workflow Trigger Setup
Cannot find contacts in live transfer window – warm transfer
Geo Permissions Issues with Twilio
How to check logs for a specific Call in Twilio
How To Fix – Phone Call Redirect Loop
How to Fix Bad Call Quality
How To Forward Inbound Calls to Mobile App
How to Set Up Call Tracking (Number Pool)
How To Setup Automatic Calls and Voicemail Drops
Inbound Call Routing – Explained
Local Presence Dialing with the aiXios Phone System
Outbound Calls with Dialer in Web App (Softphone)
Recommendations and Best Practices for Maintaining a Positive Caller Reputation
Remediate ‘Spam Likely’ on your Caller ID using Free Caller Registry
Ring Incoming call to multiple users
SIM-based calling with the Mobile App
Understanding LeadConnector Inbound Call Rate Limits
Using Call Connect to Ensure Accurate Call Status Tracking
Why are my Calls marked as Spam, and How can I avoid it?
Why doesn’t my Business Name display after CNAM registration?

LC Phone System

16

Configuring Sender ID and Opt-Out Language for SMS Compliance
Fixing Failed Number Registrations (A2P Local and Toll-Free)
How do I migrate my agency and sub-account over to LC Phone?
How to Disable LC Phone System for Subaccount/Location (LC to Twilio)
How to Enable Call Transcriptions for Recorded Calls
How to Set Up Verified Caller ID (Use your number for Voice Calls)
Know Your Customer (KYC) in the United Kingdom
LC Phone Pricing & Billing Guide
LC Phone System – Error Code and Warning Dictionary
Phone System Messaging Analytics Overview
Physical VoIP Deskphones (SIP)
Regulatory Bundle and Address Creation for Sub-Accounts
Test
What is LC (Lead Connector) Phone System?
Why is your account suspended
Why You Can’t Delete a Twilio Subaccount from the aiXios?

Email – General

7

Bot Detection Preventing Statistics Increment and Automation Execution
Email Services Configuration – Reply & Forward Settings
Enhanced Email Verification for Campaigns!
Filter Contacts by Email Stats and Enhanced Filtering Options
Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!
List of all outgoing system generated emails
Sending Priority – From Name & Address

Email – Deliverability

9

Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements in 2024
An Introduction To Email Deliverability
Creating and Managing Custom Unsubscribe Links
Guest Tutorial: Deliverability Masterclass for aiXios by Seven Figure Agency
How List-Unsubscribe helps email deliverability
How to Resubscribe After Unsubscribing from an Email List
What is Email Deliverability? – A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox
Why Are My Emails Going To Spam?
Workflow Action based on Email Event Clicked/Opened

Messaging

22

Action Required: UK SMS Messages Sent Via International Long Codes Will Be Blocked from June 1, 2023
Best Practices for SMS deliverability and Avoiding SMS Restrictions
Calculating SMS and MMS Costs: A Step-by-Step Guide
Conversations Glitching? Here’s What’s Going On?
Error : The From phone number is not a valid, SMS-capable phone number
File Size Limits for Attachments in SMS and Email
How to Calculate SMS and MMS Costs
How to check logs for a specific text message if you are connected to your own Twilio account
How to Prevent SMS Filtering by Carriers: Error 30007
Incoming or inbound SMS message showing as calls / not showing at all
Incoming SMS only shows up in Conversation / not forwarding to the forwarding number
LC – Phone Messaging Policy