End User Quickstart

This quickstart is for everyday YouEx.ai users such as sellers, SDRs, AEs, and workspace members.

It will help you get productive quickly without having to read the full documentation set first.

Your first-day path

1. Confirm you are in the correct workspace.
2. Open Profile Settings.
3. Connect Google if you plan to use Gmail sending or Google Calendar scheduling.
4. Set your CRM Reminder Send Time.
5. Review Home, Leads, and Email Topics.
6. Open a real lead and walk through research, email drafting, and follow-up actions.

1. Learn the main tabs

The tabs most end users rely on are:

• Home
• Leads
• Contacts
• Companies
• Opportunities
• Email Topics
• Email Lists
• Pools

Use Home first each day to review what needs attention.

2. Set up your profile

Open Profile Settings and review:

• your basic profile details
• Google connection status
• Google Email
• Google Calendar
• CRM Reminder Send Time
• personal public calendar branding if you use scheduling

If reminders matter to your day, set the reminder send time before you begin scheduling follow-ups.

3. Start in Home

The Home tab is your seller inbox.

Focus on:

• Needs your attention
• recent activity
• hot or stalled work
• scheduled follow-ups that are due

Use Home to decide what to do next before jumping into a specific list view.

4. Work a lead end to end

Open a lead and practice the normal motion:

1. Review the record details.
2. Run Research if you need more context.
3. Run Enrichment if core data is missing.
4. Review tier, routing, and ownership hints.
5. Draft an email.
6. Add a CRM Action for the next step.

This will expose most of the everyday workflows you will use.

5. Understand email workflows

YouEx.ai supports:

• one-to-one draft emails from lead records
• reusable Email Topics
• list-based outreach using Email Lists and Campaigns

When you send, the app may use:

• your connected Gmail
• or the workspace-managed sender fallback

If send is disabled, check:

• lead email exists
• Email Topic is selected
• subject is filled in
• body is filled in
• sender setup is available

6. Use CRM Actions for follow-up

CRM Actions are the best way to manage real follow-up work inside the app.

Use them to:

• log meetings, calls, texts, and emails that already happened
• schedule future actions
• trigger reminder emails
• surface work back in Home → Needs your attention

If your team wants reliable follow-up, this should become part of your normal workflow.

7. Use the full guide next

After this quickstart, continue with the full End User Guide, especially:

• Home and Seller Inbox
• Working CRM Records
• Email Outreach
• CRM Actions and Reminders
• Profile and Scheduling