Administrator Guide

This guide is for customer-facing administrators in YouEx.ai.

That includes:

• workspace owners and admins
• agent operators
• revenue and routing operators

In this guide

• Workspace Setup
• Members and Billing
• Workspace Email and Executive Agent
• Knowledge Management
• Agent Configuration
• Proactive messages (Beckons)
• Testing, Deployment, and Conversations
• Revenue Agent Operations — pools, tier playbooks, and how routing connects to the AI CRM
• Slack Integration — CRM search, lead edits, and high-intent alerts in Slack
• Zapier Integration

For seller-facing CRM workflows (leads, opportunities, relationship maps, research, and ChatGPT/Claude access), see the End User Guide, especially Working CRM Records.

If you are just getting started, begin with the Admin Onboarding Guide.