Platform Overview

Alex is a comprehensive sales platform that combines CRM functionality with AI-powered automation to help you manage leads, close deals, and scale your business. This section provides an overview of the platform's key components and how they work together.

Platform Components

Alex is organized into several core sections:

• Dashboard: Your central hub with key metrics and activities
• Main Features: Core functionality including leads, deals, tasks, and communications
• Company Settings: Organization and team management
• Configuration: Billing, usage, and platform settings

Dashboard

The Dashboard is your central hub in Alex, primarily focused on providing comprehensive monitoring of core metrics for all agents in your team. It gives you a quick overview of key performance indicators, activities, and metrics that help you track how your AI agents are performing.

Main Features

Alex provides several powerful features to manage your sales process:

Leads

The Leads section helps you manage potential customers throughout their journey:

• Lead capture and import
• Lead assignment and tracking
• Contact information management

Tasks

The Tasks section helps you organize your work and ensure follow-ups:

• Task creation and assignment
• Due date tracking
• Task prioritization
• Completion monitoring

Deals

The Deals section helps you track sales opportunities to closure:

• Visual pipeline management
• Deal stage tracking
• Revenue forecasting
• Closing probability assessment

Unibox

Unibox is your unified communication center:

• Centralized inbox for all Gmail accounts used for cold outreach
• Email management across multiple company accounts
• Template-based responses
• Complete communication history tracking
• Consolidated view of all customer conversations

AI Agents

Our intelligent AI Agents streamline and enhance your sales workflow:

• Automated lead qualification to identify high-potential prospects
• Personalized cold outreach campaigns with smart follow-ups
• Intelligent meeting scheduling and calendar management (coming soon)
• Performance analytics to continuously improve conversion rates

Accounts

The Accounts section allows you to manage your Gmail accounts:

• Monitor and manage multiple Gmail accounts in one place
• Track email account warmup progress and status
• Add and configure new email accounts
• Check DNS records status and configuration
• Monitor account health and deliverability metrics
• View performance analytics for each account

Integrations

Connect Alex with your existing tools:

• HubSpot - Seamlessly sync your CRM data
• Google Calendar - Manage meetings and appointments
• Slack (Coming Soon) - Streamline team communications
• Zapier (Coming Soon) - Connect with thousands of apps
• Calendly (Coming Soon) - Simplify scheduling
• Salesforce (Coming Soon) - Enterprise CRM integration

Best Practices

To get the most out of the Alex platform:

• Check your Dashboard at the start of each day to plan your priorities
• Keep your lead and deal information current and accurate
• Use AI agents to handle routine tasks and communications
• Set up integrations with your most-used tools
• Regularly review analytics to optimize your sales process