Brixi Help Center

Brixi Help Center

How can we help your team today?

Guides for sales teams, call centers, customer and operations teams, automation builders, field teams, compliance owners, and admins.

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Popular tasks

Start with the work in front of you

Quick answers to the questions sales users, managers, and admins ask most often.

Manage contacts and leadsAdd customers, review lead queues, update owners, and keep records clean.Manage deals in the pipelineTrack stages, value, close dates, meetings, tasks, and deal history.Plan tasks and follow-upsTrack calls, meetings, reminders, and overdue activity.Use automationUnderstand workflows, sequences, lead distribution, and enrollments.Invite users and manage accessSet up admins, managers, agents, roles, and permissions.Review Voice Agent reportsCheck calls, outcomes, duration, phone numbers, and assistant analysis.

Guide directory

Browse like a support portal

Article groups arranged the way teams actually look for help — setup, sales, automation, and reporting.

Foundational Setup

Sales User Getting Started GuideInvite Users and Manage AccessImport ContactsData Access and Record Hygiene

Sales CRM

Create and Update a ContactWork From Lead QueuesCreate a DealTasks and Follow-Ups

Conversations and Channels

IntegrationsWhatsApp SetupInbox and ConversationsTemplate Library

Automation

Create a WorkflowSequencesWorkflow ActionsRun Message Campaigns

Voice Agent

Create a Voice AssistantTest a Voice AssistantTelephony and Phone NumbersVoice Agent Reports

Mobile and Field

Use the Mobile Home DashboardMobile Tasks and CalendarDaily Field WorkflowProperty Visits

Reports and Compliance

CRM Reports and AnalyticsCampaign Reports and AnalyticsConversation Reports and AnalyticsAdmin Reports and Analytics

Product areas

Browse by workspace area

These sections match what you see in the product — CRM, conversations, campaigns, automation, and the admin areas behind them.

Getting StartedWorkspace setup, first steps, and the main Brixi navigation.CRM: Contacts, Leads & DealsContacts, lead queues, deals, tasks, follow-ups, and CRM reports.IntegrationsWhatsApp, email, SMS, ads, calendar, telephony, and sync reports.AutomationWorkflows, sequences, lead distribution, enrollment history, and reports.Voice AgentPhone-based assistants, telephony, flows, tools, and voice reports.Conversation AgentInbox, conversations, templates, Copilot, handoffs, and conversation reports.CampaignsAudiences, templates, outbound sends, campaign automation, and reports.Using Mobile AppMobile contacts, tasks, deals, calendar, assistant, notifications, and reports.Field ExecutiveAttendance, visits, follow-ups, field updates, and field reports.Admin, Settings & BillingUsers, permissions, billing, system settings, and admin reports.ComplianceConsent, access hygiene, communication rules, data quality, and compliance reports.TroubleshootingLogin, imports, sync, notifications, missing records, and support handoff.

Use-case themes

Choose how your team uses Brixi

The docs follow the main ways teams use Brixi: sales work, call-center work, customer and operations management, and everything around them.

Sales

Manage contacts, leads, deals, follow-ups, visits, owner assignment, and sales reports.

Open sales guides

Call Center

Set up Voice Agent, phone numbers, call flows, call outcomes, conversation routing, and call reports.

Open call-center guides

Customer & Ops

Manage users, permissions, customer records, compliance, data hygiene, billing, and operating reports.

Open ops guides

Other Use Cases

Connect integrations, run campaigns, build automation, support mobile teams, and troubleshoot issues.

Open use-case guides

How Brixi fits together

One context layer for revenue work

Brixi connects CRM records, conversations, customer-intent signals, tasks, workflows, campaigns, and AI agents so teams can see what happened, why it matters, and what to do next.

CRM recordsConversationsCustomer intentTasks and visitsCampaignsWorkflowsAI agentsComplianceReports

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