1. Go to app.candexai.co.in and open the sign-up page
2. Choose a quick sign-up option: Google, Facebook, or Microsoft
3. Or scroll to Or Sign Up With Email and fill in:
   • Full Name
   • Email Address
   • Password (at least 6 characters)
   • Confirm Password
4. Complete the reCAPTCHA ("I'm not a robot") checkbox
5. Click Continue to create your account and enter the platform
6. Already registered? Click Sign in at the bottom instead

1. Go to app.candexai.co.in and open the sign-in page
2. Sign in with Google, Facebook, Microsoft, or email under Or continue with email
3. Enter your Email address and Password
4. Forgot your password? Click Forgot password? next to the password field
5. Complete the reCAPTCHA if shown
6. Click Sign In — you'll be directed into your CandexAI dashboard
7. From there, open Onboarding hub in the sidebar to follow setup tasks and unlock bonus minutes

Click any image to zoom in

1. Click AI in the left sidebar, then open Knowledge base
2. You'll see summary counts: Total, Ready, Processing, Failed
3. Existing knowledge bases appear as cards showing name, type, date, and a Ready status
4. Click + Create knowledge base in the top-right to add a new one
5. Use Ingest data on any card to add more content to an existing knowledge base

1. Enter a Name for your knowledge base (e.g. "Product FAQ", "Support Docs")
2. Choose a Source type:
   • Text — paste FAQ or policy text directly
   • URL — provide a website link to scrape
   • File — upload a PDF, DOCX, or TXT file
3. Add your Content in the text area (or upload file / enter URL)
4. Click Create & ingest to process and index your content

1. Go to AI → Voice clone in the sidebar
2. Switch between the Voice library tab (your saved clones) and the Voice clone tab
3. Click + Clone new voice in the top-right to create a voice from a short recording or audio file
4. If you have no voices yet, click Get started → in the empty state
5. Once created, your voice appears in Your library and can be assigned to any agent under Voice → Voice library
6. Click Refresh to update the list after cloning

1. Go to AI → Integrations from the AI sidebar
2. Read the How integrations work box at the top:
   • Email integrations use Gmail connected under Settings → Integrations
   • HTTP tools let AI call external APIs for chatbot, voice agent, or both
   • A clear Description tells the AI when to use each tool
3. Click Refresh to update the list after creating tools
4. Click + New Integration in the top-right to create your first AI tool

1. Click + New Integration, then select the HTTP Tool tab
2. Choose Target Platform:
   • Chatbot — website widget + dashboard chat only
   • Voice agent — phone calls only (you must pick which agent)
   • Both — same tool works in chat and on calls
3. Enter Function name (e.g. get_patients, check_order_status) — this is the internal name the AI uses
4. Write Description in plain English: what the tool does AND when the AI should use it. This is the most important field — be specific!
5. Configure the HTTP Endpoint:
   • Method — GET (fetch data), POST (create/send), PATCH (update)
   • URL — your API endpoint (e.g. https://api.yoursite.com/orders)
   • Parameters — what data the AI should collect from the user and send (name, order ID, etc.)
   • Auth — Bearer token, API key, or Basic auth if your API requires it
6. If target is Voice agent, select the agent from the dropdown
7. Click Register HTTP tool

1. First: Connect Gmail under Settings → Integrations → Gmail (required before email tools work)
2. Go to AI → Integrations → + New Integration → Email tab
3. Pick a template or click Skip — build from scratch:
   • confirm_appointment — sends confirmation when user books an appointment
   • send_email — general email with optional CC and BCC
4. Enter Integration name (e.g. confirm_booking)
5. Fill When should the chatbot send this email? — write in everyday language when the AI should trigger this (e.g. "When user successfully booked an appointment")
6. Configure Email fields (recipient, subject, body) and click + Add field for dynamic values from the conversation
7. Click Create email tool

1. Go to AI → Agents in the sidebar
2. Each row shows the agent name, agent ID, language, and created date
3. Click Browse templates to start from a ready-made agent
4. Click + New agent in the top-right to create a new agent
5. Click any agent row to open and edit its prompts, voice, and workflow

1. Click Browse templates to see all 59+ ready-made agent templates
2. Or pick a Popular Starter like "Customer support" or "Appointment booking"
3. Or click Blank agent at the bottom to start from scratch

1. Use the search bar to find a specific template (e.g. "appointment", "sales")
2. Filter by category: General, Sales, Support, Booking, Healthcare, Education
3. Click a template card on the left to preview its workflow on the right
4. Review the conversation flow steps (Start → Greeting → Collect info → Confirm → End)
5. When satisfied, click Use template in the top-right

1. Enter an Agent name (e.g. "Appointment Booking")
2. Write the First message — what the agent says when the call connects
3. Edit the System prompt to define the agent's role, tasks, and rules. Click Generate to auto-write one with AI
4. Review the Workflow diagram on the right to understand the call flow
5. Click Continue to studio when ready

1. On the left: refine your System prompt and First message. Use variables like {{name}}, {{email}}, {{phone}}
2. On the right under Identity: set agent name and Language
3. Under Voice: browse Standard voices or the Voice library (your clones). Click the ▶ play icon to preview each voice
4. Under Advanced: expand to link Knowledge bases and set escalation rules
5. Click Create agent at the bottom-right to finish

1. Go to AI → Test voice agent in the sidebar (under AI section)
2. In the Test Outbound Call dialog, select an Agent from the dropdown
3. Select an Agent Phone Number (must have outbound support configured)
4. Choose a Caller Provider (default: SIP)
5. Enter the Customer Phone Number, Customer Name, and Customer Email
6. Click Start test call to initiate the call

1. Go to Campaigns in the left sidebar
2. Click + Batch Call in the top-right (or use the create form on the Campaigns page)
3. Enter a Batch name (e.g. "Q1 Customer Outreach") — required, helps you identify this campaign later
4. Select a Source Phone Number — must have outbound support (set up under Configuration → Phone first)
5. Select an Agent — the voice agent that speaks on each call (create one under AI → Agents first)
6. Choose Start time: Start now for immediate launch, or Schedule date and time for later
7. Target concurrency limit (optional) — how many calls run at the same time. Leave empty to use platform default
8. Add Recipients:
   • Upload via CSV — file must include headers: name, email, phone_number (or first_name + last_name)
   • Use existing contact list — pick a list you created in Contacts
9. Click Submit a Batch Call when all required fields are filled

1. From Campaigns, click View Batch Calls in the top-right
2. The Batch Calls page lists all your outbound batch jobs
3. Click Create Batch Call here to start a new campaign
4. Click the refresh icon to update the list with latest status
5. When batches are running, you'll see each job here with its status. When empty, it shows "No batch calls found" until you create your first one
6. Individual call transcripts from batch campaigns also appear in Conversations under the Voice Calls channel

1. Click Conversations in the left sidebar
2. Use channel filters at the top (All Channels, Website Chat, WhatsApp, Instagram, Facebook, Telegram, Voice Calls, Auto Dialer)
3. Use the date range picker (e.g. Last 7 days) and Folders to organize threads
4. Click any conversation thread in the left list to open it and read the full history
5. Type a reply in the message box at the bottom and press Send — it goes out on the same channel the customer used
6. Use Take Control to pause AI and reply manually on an active thread

1. Navigate to Configuration → Chatbot
2. Logo: Click the upload box to add your brand logo to the chat widget
3. Chatbot Name: Enter the name shown in the widget header (e.g. "AI Assistant")
4. Widget Color: Pick a preset color or enter a custom hex code (e.g. #6366f1)
5. Default Knowledge Bases: Click the dropdown to select which knowledge bases the chatbot uses. Click Select All or Clear as needed
6. System Prompt: Write the AI personality and behavior rules. Use Generate for AI-assisted writing, or pick a previous prompt from the dropdown

1. Escalation alert condition: Write in plain English when you need a human (e.g. "When user asks for a human"). Or click a prebuilt condition tag like "Appointment booked", "Visitor asks for a human", "Complaint or frustration"
2. When triggered, you receive an email with context and a link to the conversation
3. Greeting Message: Set the message shown after the visitor enters their name. Use {{name}} as a placeholder (e.g. "Hello {{name}}! How can I help you today?")
4. Language: Select the primary language from the dropdown (e.g. English)
5. Click Save Changes at the bottom to apply all settings

1. Go to Chatbot Test in the sidebar
2. On the right Sandbox testing panel: pick a Knowledge base, Tone, and Character
3. Type a message in the sandbox chat to see how the AI responds
4. Copy the Live preview link with Copy Link, or click Preview chatbot to open it
5. Expand Optional: website embed code to get the snippet for your site

1. The widget shows your configured chatbot name, color, and greeting
2. Visitors type in the "Type your message..." box and press the send button (paper plane icon)
3. Paste the embed snippet into your website's HTML before the closing </body> tag to go live

1. Go to Configuration → Phone
2. The page shows two sections: Outbound numbers and Inbound numbers
3. Summary cards at the top show your current count for each type
4. Click Add outbound number to set up a number for making calls
5. Click Add inbound number to set up a number for receiving calls

1. Click Add outbound number on the Phone page
2. Select Full Setup (left card) — for Twilio numbers used by outbound agents
3. Fill in the required fields:
   • Label — a friendly name (e.g. "Customer Support Line")
   • Phone Number — your Twilio number (e.g. +12625925656)
   • Provider Account SID — from your Twilio Console
   • Provider Auth Token — from your Twilio Console
4. Click Import phone number to complete

1. Click Add outbound number or Add inbound number
2. Select Generic SIP Trunk (right card)
3. Check Supports Inbound and/or Supports Outbound based on your needs
4. Fill in: Label, Phone Number, Provider
5. For outbound: enter SIP Address, Username, Password, Media Encryption, and Transport
6. Click Create SIP trunk to save

1. Go to Automations in the sidebar
2. Click Browse templates or the + New automation button
3. Pick a Popular Starter such as "Inbound Call → Email Conversation Digest" or "Batch Call → Appointment Booking"
4. Or click Blank automation to build from scratch

1. Filter templates by All, Calls, Email, or CRM
2. Click a template card to preview its workflow steps on the right
3. Review each step: Trigger (what starts it) → Actions (what happens) → Conditions (logic gates)
4. Click Use template to create your automation from the template

1. Step 1 (Trigger): The event that starts the workflow (e.g. "Inbound Chatbox Message")
2. Step 2+ (Actions): What the system does automatically (e.g. "Send Email")
3. Click the + button between steps to add new actions or conditions
4. Each step shows "Setup done" when configured correctly
5. Toggle the Inactive → Active switch at the top-right to turn on the automation
6. Click Save at the bottom-right to save changes
7. Click Executions to view run history and logs

1. Click Analytics in the sidebar
2. Select a time range: Today, Yesterday, Last 7 days, Last 30 days, or Custom
3. Filter by channel: All Channels, Website Chat, WhatsApp, Instagram, Facebook, Telegram, Voice Calls
4. Review the KPI cards: Call Minutes, Conversations, Chat Threads, Avg Duration, Active Channels
5. Green arrows show growth trends compared to the previous period
6. Scroll down for charts: Call Minutes Over Time and Conversations Over Time
7. Click Export to download a CSV report, or Refresh to update data
8. Check your Balance badge in the top-right for remaining voice call minutes

1. Click CRM in the left sidebar — you'll land on the CRM Tables view
2. If you have no tables, click Create your first table in the center
3. Or click + New Table in the top-right to create a table manually
4. Name your table (e.g. "Leads", "Appointments", "Support Tickets") and add columns (name, email, phone, status, etc.)
5. To import existing data: click Import to existing or use the Import link in the top bar with a CSV/Excel file
6. Once created, your table appears in the list with a record count

1. From CRM, click Voice Agents in the top navigation
2. You must already have a voice agent created under AI → Agents. If none exist, create one first
3. On the left, browse Available Voice Agents or search by name/agent ID
4. Click an agent card or Open setup → to open its CRM configuration page
5. Step 1 — Choose a CRM table: Select which table this agent can access (e.g. "Appointments")
6. Step 2 — Set primary keys: Pick column(s) used to match records (e.g. phone, email). The agent uses these to find the right row
7. Step 3 — Register tools: Click Register tools for [table name] and configure:
   • Create record (POST) — agent adds a new row when caller provides info
   • Search record (GET) — agent looks up existing data by primary key
   • Update record (PATCH) — agent changes fields on an existing row
8. Write a clear description for each tool so the AI knows when to use it during the call
9. Save — the tools are now attached to that voice agent for live calls

1. From CRM, click Chatbot in the top navigation
2. You need at least one CRM table created first (Step 1 above)
3. Step 1 — Choose a CRM table: Click the table card your chatbot should access (e.g. "Leads")
4. Click Register tools for [table name]
5. Configure the same three tools as voice agents:
   • Create record — chatbot adds new data from the conversation
   • Search record — chatbot looks up existing records
   • Update record — chatbot updates fields on a matched record
6. Select primary key columns for matching records (click column chips to toggle)
7. Write descriptions in plain English for when each tool should run
8. Register each tool — they're now active for your website widget and dashboard chat

1. Go to Contacts in the sidebar
2. Click + Add contact to add a single contact manually
3. Click + Add list to create a new contact list for segmentation
4. Use the search bar to find contacts by name, email, or phone across your entire database
5. Use the time filter (All time) and column headers to sort and filter
6. Use the edit (pencil) and delete (trash) icons in the Actions column to manage each contact
7. Adjust Per page (30 / 60 / 90 / Custom) at the bottom to control list size

1. Go to Integrations in the sidebar (or Settings → Integrations)
2. Use the category tabs: All, Productivity, CRM, E-commerce, Channels, Custom
3. Use the search bar to find a specific integration
4. Google Workspace: Click Connect to enable Sheets export, Drive storage, and Calendar scheduling
5. Calendly: Click Connect to let visitors book appointments through your chatbot
6. HubSpot / Salesforce / Zoho CRM: Click Connect on each to sync contacts, leads, and deals

1. Shopify: Click Connect to link your store via OAuth
2. WooCommerce: Click Connect for WordPress e-commerce integration
3. Outlook Calendar: Click Connect for Microsoft calendar and mail automation
4. WhatsApp Business: Click Connect — you'll need Access Token, Phone Number ID, and WABA ID
5. Instagram Direct: Click Connect — needs Access Token, Instagram Account ID, and Page ID
6. Facebook Messenger: Click Connect — needs Page Access Token and Page ID
7. Telegram Bot: Click Connect — needs Bot Token from @BotFather
8. Meta Lead Ads: Click Connect for lead form automations
9. Gmail: Click Connect to send and receive emails

1. Go to Team in the sidebar (Settings → Team)
2. In the "Invite by email" section, type your colleague's email (e.g. colleague@company.com)
3. Click Send Invite — they'll receive an email with a link valid for 7 days
4. View Active members in the list below with their roles (Owner, Member)
5. Check Pending invitations to see invites that haven't been accepted yet

1. Go to Billing and Subscription in the sidebar (or click your avatar → Settings)
2. Switch between Profile and Billing tabs at the top
3. Avatar: Click Change photo to upload a profile picture (JPG, PNG, WebP · max 5 MB)
4. Account Information: Fill in Name, Email, Phone, Company Name, Website, VAT, and Address fields
5. Click Save Profile to save your details
6. Security: Enter Current Password, New Password, and Confirm New Password
7. Click Update Password to change your password