Getting Started
Foundational YouEx.ai guides for first-day success, whether you are an end user or an administrator.
Getting Started
Start here if you are new to YouEx.ai or taking ownership of an existing workspace.
Choose your quickstart
Who should read what
Use the End User Quickstart if you:
- work leads and opportunities
- send outreach emails
- manage follow-ups
- use CRM Actions and reminders
- use your personal public calendar or Google integrations
Use the Admin Onboarding Guide if you:
- manage workspace settings, members, or billing
- configure workspace email fallback
- build knowledge bases and agents
- manage routing pools, tier playbooks, or conversations