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Open Clients and CRM then Appointments The
summary shows appointment

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totals and statuses with a separate review
process for appointment

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requests Review a request and the available time
before confirming

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a booking

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Appointment Services defines the services
available for booking

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Company Schedule and Staff Working Hours provide
the scheduling

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context Keep these settings aligned with the team
and service durations

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before offering appointments to clients

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Open Pixie CRM WhatsApp and choose Inbox
Conversations CRM activity

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and conversation controls are brought into the
same workspace This

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training connection is awaiting private setup so
no message delivery

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or completed WhatsApp connection is represented

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Standard Replies provides reusable message
wording Audit Trail records

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the module activity available to your account
Review recipients

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and message content carefully before sending any
real communication

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Connection setup and QR scanning should be
completed privately

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Open MailboxAI from Support With no mailbox
connected the application

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directs this training workspace to Mailbox
Accounts Add Account

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begins provider setup Complete sign-in consent
and any credentials

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privately then return to the inbox after the
connection is ready

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MailboxAI also contains Email Templates Auto
Replies Categories

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Drafts and Scheduled messages Open Email
Templates for reusable

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email content then Scheduled to review the
scheduled queue Sending

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and provider delivery are separate from preparing
a draft

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Open Pixie CRM Google Workspace The integration
presents Google

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Meet Calendar Gmail Drive and related
collaboration tools Access

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depends on configured provider integration and
user consent This

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training account is not connected authentication
should be completed

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privately

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Open Pixie CRM Calling to review provisioned
identities extension

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readiness and registration status Browser calling
also needs the

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authorised microphone permission and a ready
calling service This

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overview does not place a real call or grant
microphone access

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Open Support Tickets to review ticket status
queues assignment context

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and the weekly overview New Ticket starts a
support case while the

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Ticket Compliance Pack has a separate evidence
workflow Use a clear

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subject and the correct customer context when
recording a real issue