Everything you need to get your AI-driven CRM working your leads — from your first login to running webinars, texting at scale, and reselling under your own brand.
New here? Start with these.
Get Sales Team Toolbox live in a day: sign up free, pick your industry playbook, add your leads, and let your AI rep start working them.
Read → 📘Your playbook is the blueprint your CRM and AI rep run: pipeline stages, AI persona, lead tiers, follow-up sequences, and SMS templates — pre-wired and fully editable.
Read →The pipeline, the Queue, and letting Arianna do the outreach.
Use the pipeline board and contact records in The Thinking CRM: add or bulk-import leads, drag them through stages, log activity, and text from the contact timeline.
Read → ✅The Queue turns your pipeline into a prioritized call-and-text worklist: hottest and oldest leads first, a recommended first touch, and one-click logging and stage advancing.
Read → 🎯Out of leads? Describe your ideal customer in plain English and Sales Team Toolbox builds a targeted, skip-traced list — full contacts, DNC/TCPA compliance flags, and roof/HVAC/solar propensity — imported straight into your CRM.
Read → 🤖Run AI Tasks like 'Work my new leads' and 'Reactivate cold leads'. Every AI-drafted text, call, or blast waits in the Approvals inbox — nothing sends until you approve it.
Read → 🔁Visual workflows on a canvas — 24 node types, branching, wait-until timing — pre-built for your industry and fully editable.
Read → 📝Build hosted or embeddable lead-capture forms wired straight to your pipeline and your AI rep — with custom fields and consent baked in. Have AI build the form, or do it by hand.
Read →Pre-built automation for your industry — and the agent that works your pipeline.
How the visual workflow engine works — the canvas, enrollment, and what runs when — available on every plan.
Read → 🧰The ~7 pre-built workflows and Agent Goals your industry gets at signup — and how to make them yours.
Read → 🛠️Create a workflow from scratch or edit a pre-built one on the canvas, step by step.
Read → 🧩All 24 node types — what each one does and how to configure it.
Read → ⚡Every way a contact enters a workflow — form submits, stage changes, tags, webhooks, and more.
Read → 🧭The goal-driven agent that works your pipeline toward wins — included on the Pro and Agency plans.
Read → ✨Merge fields that drop each contact's details into your messages automatically.
Read → ⚖️How workflows respect consent and opt-outs, plus answers to common questions.
Read →Get verified to text and call your leads.
Register your business for compliant A2P 10DLC texting, either with the guided 3-step wizard or by letting the AI concierge set it up for you conversationally.
Read → 🎧Run a multi-channel AI helpdesk: email, phone, SMS, chat and a public portal, with AI-drafted replies held for your approval, SLAs, macros and per-niche pipelines.
Read →Run live webinars and build AI-narrated presentations.
Create a webinar, share the registration link, and run the live room from the presenter console: go live, switch the video source, launch polls, moderate Q&A, and react in real time.
Read → 🎤Build an AI presenter: upload a headshot, write or import a slide script from your PowerPoint speaker notes, choose a voice (free browser TTS or a natural cloned voice), and present.
Read →Send contracts for signature.
Plans, the usage wallet, team, and white-label.
Understand your plan, the prepaid usage wallet that funds metered texts, calls, and AI, and how per-unit usage pricing works — with a monthly credit on paid plans.
Read → 🏷️Invite unlimited team members with roles, and — on the Agency plan — white-label the whole portal with your own logo and brand name.
Read →Can't find an answer? Talk to a human at 1 (888) 486-4553, or hear our AI agent at 1 (442) 214-8910.
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