Help for Brand My Inbox and EmailPro

Short, step-by-step answers for every screen. Each screen's ? button opens the one that belongs to it.

• Set up your whole business in one go

  Type your domain, pick the kind of business, and the installer sets up DNS, sending, addresses, a website with a contact form wired to the CRM, a sales pipeline and three ready automations.

• How your domain gets connected

  The installer picks the path from what is on your domain today, and tells you why in one sentence. You can override it under Advanced.

• Automations anyone can build

  Build "when this happens, if that is true, do these things" in three rows, describe one in words, or install a ready skill. Every automation is versioned, limited and traced.

• Contacts, lists and deals

  One record per person with everything that happened, a list you can drive from the keyboard, and a deals board that works on a phone.

• Members see only their own records

  A workspace setting that limits each member to the contacts, companies, deals and tasks they own. Owners and admins always see everything.

• Lead routing, response times and the sales dashboard

  Route new leads to the right person, see who answered in time, and read the pipeline, win rate and forecast in one place.

• Connections: Zapier, Make, imports and lead sources

  One Connections page shows every link to another system, its state and last error, and disconnects cleanly.

• AI agents with your own model key

  Run your chat, WhatsApp and voice agents on your own key from the AI provider you already use (or any compatible endpoint), while our rules decide what an agent may do.

• One history for every person

  Every email, SMS, WhatsApp message, agent chat, call, form, deal, task and purchase with a person, in one timeline.

• Connect your AI assistant (MCP)

  Let Claude, Cursor, VS Code or another MCP client work in your account: read and prepare anything, with sending and switching automations on left to a person.