Onboarding

11 articles

Learn the contact structure in Vixiees: basic information, statuses, lead sources, consents, and CRM integration.

Manage users in Vixiees: configure agents, permissions, work schedules, vacations, and personal email and calendar integrations.

Organize commercial operations with playbooks: configure stages, task templates, priorities, and contact assignment strategies.

Understand the task lifecycle in Vixiees: creation, prioritization, assignment, transferability, and activation to optimize sales management.

Configure task templates to automate task creation, define priorities, communication requirements, recurrences, and automatic completion actions.

Configure the contact assignment strategy in playbooks: Fair Rotation, First Available, or manual, with daily limits and skills management.

Automate processes with workflows: configure events, conditions, and actions to execute tasks automatically when certain events occur in the system.

Manage commercial opportunities (deals) in Vixiees: record value, status, custom attributes, and sync with your CRM.

Manage inbound and outbound calls in Vixiees: reception flows, call states, recordings, and CRM synchronization.

Sync contacts and opportunities bidirectionally between Vixiees and HubSpot. Includes fields, sync timings, and configuration.

Sync contacts and opportunities between Vixiees and Pipedrive with real-time webhooks. Includes pipeline and field mapping.