Help centre

Documentation & support

Everything you need to set up Invonix AI, run your CRM and put the AI workforce to work.

Guides

1. Name your business

Settings → Business. Your business name, logo, address and currency appear on every invoice, estimate and public payment page.

2. Train the AI Operations Brain

AI Hub → AI Operations Brain. Answer the guided questions about what you sell, who you sell to and how you price. Advanced features such as AI Call Intelligence unlock at 70% completion.

3. Bring in your data

Customers, Contacts or Leads → Import. Map your CSV columns once; phone numbers are normalised automatically so AI calling works.

4. Send your first document

Invoices → New, or Estimates → New. Download the PDF, copy the payment link, or email it straight to the customer.

5. Hire an AI employee

Workforce → Employees. Give them a role, a daily goal and (optionally) a Retell agent so they can make outbound calls.

Common questions

Why is my dashboard empty?

A brand new workspace has no records yet. Use the setup checklist on the dashboard, or import customers and leads from CSV — the KPIs fill in immediately.

My revenue number looks wrong.

Revenue counts paid invoices plus any manual revenue records. If an invoice was paid outside the app, open it and use Mark paid so it enters the ledger.

Emails aren't reaching customers.

The Email button composes the message in your own mail client, so it sends from your address. Check the customer has an email on their record.

AI Call Intelligence is locked.

It unlocks once the AI Operations Brain is at least 70% complete — the module needs that context to be accurate.

A teammate can't edit anything.

They were invited as a Viewer. Change their role in Team; the change applies on their next page load.

Can I export my data?

Yes. Every CRM table exports to CSV from its list view, and invoices export as PDF.

Still stuck?

Email our team and we'll reply within one business day.

support@invonixai.com