Foundational Setup

9

• Getting Started – Create New Contact
• Getting Started – Import Existing Contacts
• Getting Started – Launch A Funnel
• Getting Started – Setup Email, Phone, and SMS
• Getting Started – Launch an Email Campaign

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AI & Chatbots

2

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

Analytics & Tracking

1

• Integrating Google Analytics

Automation

3

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

Branding & Customization

1

• Branding Your Account (Logos, Colors, Custom Values)

Calendar Management

1

• Configuring Round Robin Booking Calendars

Course Creation

2

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