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 → 🤖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 → 🔁Build deterministic follow-up sequences (delay + channel + message) that run on their own with no per-step AI cost, and pause the moment a lead replies.
Read →Get verified to text and call your leads.
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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