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Step-by-step guides to get the most out of Elooo System.
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Popular articles
- How to add and verify your email sending domain (SPF, DKIM and DMARC)Deliverability and domain
- How to book an appointment manually for a clientSchedule appointments
- How to buy a phone number for your businessNumbers and voicemail
- How to create a calendar group (one page with several calendars)Calendar groups
- How to set up Google/Outlook sync and prevent bookings over your other commitmentsCalendar settings
- How to connect your domain to sites and funnelsDomains
- How to connect the WhatsApp Business app you already use on your phoneWhatsApp
- How to connect your Facebook page and Instagram account to Elooo SystemFacebook and Instagram
- How to connect your Gmail or Outlook inbox to Elooo SystemEmail
- How to connect a new number to WhatsApp in Elooo SystemWhatsApp
- How to use the Conversations inboxConversations
- How to set up an affiliate program for your business with an affiliate campaignAffiliates
Categories
Getting started
Set up your account and start working in Elooo System.
- Initial setupComing soon
- Quick guidesComing soon
- Practical recipesComing soon
- Industry guidesComing soon
- Migrate from another toolComing soon
- Performance and browser2
2 articles
Conversations and channels
One inbox for WhatsApp, Instagram, Facebook, SMS, email and calls.
115 articles
Contacts and CRM
Contacts, companies, lists, custom fields, tasks and projects.
- Contacts5
- Contact record5
- Smart lists2
- Bulk actions2
- Import, export and views5
- Companies3
- Custom objects10
- Custom fields and values5
- Tasks2
- Project management5
44 articles
Opportunities and pipelines
Track every deal, from first message to close.
11 articles
Calendars and appointments
Online booking, services, teams and reminders.
- Calendars basics2
- Create calendars5
- Services3
- Rentals2
- Calendar groups1
- Calendar settings6
- Schedule appointments4
- Calendar integrations4
- Calendar troubleshooting3
30 articles
Automations
Workflows that work for you: triggers, actions and ready recipes.
- Automations basics7
- Workflow builder13
- Triggers4
- Actions4
- Automation recipes2
- Automation troubleshooting1
31 articles
Send, receive and make sure your emails reach the inbox.
16 articles
Marketing
Email campaigns, social media, ads, reviews and events.
- Email campaigns and templates3
- Social media11
- Ads1
- Trigger links1
- Brand kit1
- Countdown timers2
- Events2
- Reviews6
- Google profile and reputation2
- Affiliates5
34 articles
Sites, funnels and forms
Pages, funnels, blog, forms, website chat, store and courses.
- Funnels and websites11
- Site setup3
- Site troubleshooting1
- Site analytics1
- Blog4
- WordPressComing soon
- SEO3
- Forms3
- Surveys1
- QuizzesComing soon
- Website chat2
- QR codes1
- WebinarsComing soon
- Online store15
- Courses and memberships11
- Communities10
- Certificates5
- Client portal6
77 articles
Payments and documents
Invoices, payment links, subscriptions, products and contracts.
- Payments basics2
- Payment methods and settings2
- Invoices and estimates8
- Payment links2
- Products, taxes and coupons5
- Orders, subscriptions and transactions4
- Mobile payments1
- Gift cards2
- Documents and contracts10
36 articles
Artificial intelligence
AI agents that reply, book, call and write for you.
- AI employees1
- Conversation AI7
- Voice AI7
- Knowledge bases2
- Agent studio2
- AI studio1
- Ask AI2
- Content, email and reviews AI1
- MCP serverComing soon
23 articles
Reports and dashboards
Dashboards, lead source attribution and custom reports.
4 articles
Mobile app and notifications
Use the CRM on your phone and desktop and control alerts.
5 articles
Integrations
Connect Facebook, Instagram, Google, Stripe, Zapier and other tools.
- Facebook and Instagram5
- Google2
- Stripe1
- Zapier, webhooks and APIComing soon
- Other integrationsComing soon
8 articles
Account settings
Business profile, users, permissions, domains and privacy.
- Business profile2
- Users and permissions7
- Domains1
- Media storageComing soon
- Audit logsComing soon
- Privacy and GDPR1
11 articles