Pixie CRM learning library

Video tutorials and guided walkthroughs

Learn Pixie CRM with genuine screen recordings, live clicks, clear narration, English captions and matching written workflow guides.

1:37 · English captions

Create and verify a knowledge base group

Create a Pixie CRM knowledge-base group with live clicks. Set its name, colour, description and order, save it and reopen the group to verify the retained settings.

Matching written guide ↗

1:52 · English captions

Create and verify an internal knowledge base article

Create an internal Pixie CRM knowledge-base article with live clicks. Set its title and group, choose Internal Article, write the guidance and verify the saved audience and content.

Matching written guide ↗

1:35 · English captions

Disable and restore a knowledge base article

Disable and restore a Pixie CRM knowledge-base article with live clicks. Save and verify both availability states while preserving the Internal Article audience setting.

Matching written guide ↗

1:25 · English captions

Create and verify a support department

Create a Pixie CRM support department with live clicks. Set its name and client visibility, save it and reopen the department to verify the retained settings.

Matching written guide ↗

1:23 · English captions

Create and verify a ticket service

Create a Pixie CRM ticket service with live clicks. Enter its label, save the new option and reopen the Edit form to verify that the name is retained.

Matching written guide ↗

1:22 · English captions

Create and verify a ticket priority

Create a Pixie CRM ticket priority with live clicks. Enter its label, save the new option and reopen the Edit form to verify that the name is retained.

Matching written guide ↗

1:46 · English captions

Create and verify a predefined support reply

Create a Pixie CRM predefined support reply with live clicks. Enter its name and message, save the reusable text and reopen it to verify the retained wording.

Matching written guide ↗