Getting Started with Multi-Agents

Navigate to Website Builder in the Multi-Agents marketplace. Review the service details and pricing.

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to complete your purchase.

Your Website Builder account is activated instantly upon successful payment. You'll receive login credentials via email to access the builder at multi-agents.com/sites.

• AI-Generated Websites — Describe your business and get a complete, production-ready website in minutes
• AI Page Generator — Add new pages to your site with AI-written content and imagery
• AI Page Editor — Edit existing pages using natural language instructions
• AI Blog — Write and publish SEO blog posts on any topic in one click
• AI SEO Watcher — Scan your site for SEO issues and auto-fix them with AI
• WordPress Powered — Every site runs on WordPress with full admin access
• Custom Domain Support — Connect your own domain (yourbusiness.com) with free SSL
• Mobile-Responsive Design — Sites automatically adapt to all screen sizes
• Multi-Page Websites — Up to 10+ pages generated per site including Home, About, Services, Contact, Blog, and more
• Professional Stock Images — AI selects and places relevant images from Pexels and Unsplash
• 20 Color Schemes — Choose from professionally designed color palettes
• 4 Layout Styles — Dark Rounded, Minimalistic Plain, Condensed Bold, and Industrial Edge
• AI Industry Detection — Automatically detects your business type from your description
• AI Page Recommendations — Suggests the best pages for your specific industry
• Hosting Included — No separate hosting purchase required
• SSL Security Certificate — Secure HTTPS included automatically
• Up to 3 Sites — Create and manage up to 3 websites per account

After activation, log in at multi-agents.com/sites using the credentials sent to your email. You'll land on your Dashboard showing all your sites.

Click "New Site" from your Dashboard. A 6-step wizard guides you through the process:

Step 1 — Business Info: Fill in your business name (required), business description (required — describe what your business does, your key services, and what makes you unique), detected industry (AI auto-fills this), and optional contact details (phone, email, address) that will appear on your website.

Step 2 — Choose Pages: AI recommends pages tailored to your industry. For example, a plumbing business might get: Home, About, Services, Drain Cleaning, Water Heater Repair, Contact, Blog. Toggle any page on or off. You can add more pages later using the AI Page Generator.

Step 3 — Choose Layout: Pick from 4 professionally designed layout styles: Dark Rounded, Minimalistic Plain, Condensed Bold, or Industrial Edge.

Step 4 — Choose Colors: Select from 20 color schemes: Indigo, Ocean, Emerald, Rose, Amber, Midnight, Carbon, Obsidian, Slate, Coral, Violet, Teal, Forest, Burgundy, Navy, Copper, Plum, Arctic, Sand, or Charcoal.

Step 5 — Logo: A logo is auto-generated for your business. You can customize it or skip this step.

Step 6 — Generate: Click Generate to build your site. AI creates all pages with professional content, stock images, navigation, footer, and SEO metadata. Your site will be live within a few minutes.

Your Dashboard shows:

• Total Sites — How many sites you've created
• Active Sites — Sites currently live
• Slots Available — Remaining sites you can create (max 3)
• Site Cards — Each site with quick links to Manage, WP Admin, and the live site

Click "Manage" on any site card to open the site management page. It has 6 tabs: Overview, Domain, Plugins, AI Blog, AI Pages and AI SEO.

Overview Tab: Shows your site details — site name, domain, live status, business name and type, template and color scheme used, and quick-action buttons for Visit Site, WP Admin login, and site URL.

1. Go to Manage Site → AI Blog tab
2. Click AI Suggest Topics for topic ideas for your business, and click any suggestion to use it
3. Or type your own topic (or leave it blank to let AI choose)
4. Click Write & Publish: AI writes a full blog post and publishes it to your WordPress site
5. You can publish up to 3 posts per day

The Published Posts section shows all your blog posts with titles, publish dates and links.

For posts written and published for you every month, add SEO Autopilot. It also fixes your pages, tracks your Google rankings and emails you a monthly report. If you already have it, click Connect This Site in the AI Blog tab.

Add new pages to your site at any time using AI.

1. Go to Manage Site → Pages tab
2. Click the Add Page button
3. Enter a Page Name — e.g., "FAQ", "Pricing", "Gallery", "Team"
4. Optionally add a Description to guide the AI — e.g., "List our pricing packages with three tiers"
5. Or use the Quick Add buttons: FAQ, Pricing, Gallery, Team, Financing, Testimonials, Areas We Serve, Our Process
6. Click Generate & Publish

AI creates the full page with professional content, images, and proper formatting. The page is automatically added to your site's navigation menu.

Edit any existing page using natural language instructions.

1. Go to Manage Site → Pages tab
2. Find the page you want to edit and click Edit
3. Describe the changes you want in plain English. Examples:
   • "Change the hero headline to 'Utah's #1 Plumbing Experts'"
   • "Add a testimonials section with 3 customer reviews"
   • "Remove the pricing section"
   • "Replace the hero image with something more modern"
   • "Change the background color of the services section to dark"
4. AI applies the changes and updates the live page automatically

The editor supports 4 types of changes: Edits (modify content, images, colors, styling), Add Sections, Replace Sections, and Remove Sections.

Monitor and automatically fix SEO issues across your entire site.

1. Go to Manage Site → SEO Watcher tab
2. Click Scan Now to analyze all pages without making changes
3. Or click Scan & Auto-Fix to analyze AND automatically fix issues with AI

What Gets Scanned: Missing or thin meta titles, missing or short meta descriptions, images without alt text, Yoast SEO plugin data completeness.

Your Score: After scanning, you'll see an SEO score out of 100, last scan date, pages scanned, issues fixed count, and a detailed page-by-page breakdown.

Auto-Fix: AI generates missing meta titles, writes compelling meta descriptions, adds descriptive alt text to images, and updates Yoast SEO fields — all automatically.

Connect your own domain name (e.g., yourbusiness.com) to your website with automatic SSL.

Step 1 — Configure DNS: From Manage Site → Domain tab, add these records at your domain registrar (GoDaddy, Namecheap, Cloudflare, etc.):

• A Record: Name: @, Value: 162.0.234.146
• CNAME Record: Name: www, Value: yourdomain.com

DNS changes usually take 5–30 minutes but can take up to 48 hours.

Step 2 — Verify DNS: Enter your domain name in the Domain tab and click Verify DNS. The system checks if your A record points to the correct server IP.

Step 3 — Connect Domain: Once DNS is verified, click Connect Domain. The system automatically updates your WordPress site URLs, issues a free SSL certificate (Let's Encrypt), and configures the web server. Your site is live at your custom domain with full SSL within 1–2 minutes.

Disconnecting: Click Disconnect in the Domain tab to revert to your default site URL. SSL and server configuration are automatically cleaned up.

Every site is a full WordPress installation with complete admin access.

Logging In: From the Dashboard, click WP Admin on your site card, or from Manage Site click the WP Admin button. You'll be automatically logged in — no password needed.

What You Can Do:

• Posts — View, edit, or delete blog posts (including AI-generated ones)
• Pages — View and manually edit any page using the Gutenberg block editor
• Media — Manage all uploaded images and files
• Appearance — Customize the theme (Twenty Twenty-Four block theme)
• Plugins — View installed plugins including Yoast SEO
• Settings — Configure site title, tagline, permalinks, and more

Do I need any technical skills?
Not at all. Describe your business in plain English, pick a style and colors, and AI builds your entire website. No coding, no design skills, no WordPress knowledge required.

Can I use my own domain name?
Yes. Go to the Domain tab in Manage Site, configure your DNS records to point to our server, verify the DNS, and click Connect. A free SSL certificate is set up automatically.

How does the AI website generation work?
Enter your business name and description. AI detects your industry, recommends pages, and you choose a layout style and color scheme. AI then generates a complete multi-page WordPress website with professional content, stock images, navigation, footer, and SEO — all in a few minutes.

Is hosting included?
Yes. Your website hosting is included. No need to purchase separate hosting or worry about server management.

Can I edit my site after AI generates it?
Yes, in three ways: (1) Use the AI Page Editor to describe changes in plain English, (2) Log into WordPress admin for direct manual editing with the Gutenberg block editor, or (3) Use the AI Page Generator to add entirely new pages.

Will my site work on mobile phones?
Yes. Every site is built with responsive design and works on all screen sizes.

How does the AI Blog work?
In the AI Blog tab, pick or type a topic and click Write & Publish. AI writes the post and publishes it to your site, up to 3 posts per day. For new posts every month automatically, add SEO Autopilot.

How many sites can I create?
Up to 3 sites per account. You can delete existing sites to free up slots for new ones.

Can I change my site's design after creation?
You can edit individual pages using the AI Page Editor, add new pages with the AI Page Generator, and make direct changes in WordPress admin. For a completely different layout or color scheme, create a new site.

What is the SEO Watcher?
It scans every page on your site for missing meta titles, thin descriptions, and images without alt text. Click "Scan & Auto-Fix" and AI automatically generates and applies optimized SEO metadata across your entire site.

How do I get support?
Contact Multi-Agents support through the website, or use the Support page within the builder.

Review your order, apply a promo code if you have one, and submit payment. Your VPN account will be activated within minutes and your login credentials will be sent to your email.

Download the VPN app for your device:

Windows: Download

Mac: Download

Linux: Download

Android (APK): Download

Android (Google Play): Download

iPhone & iPad (App Store): Download

Fire TV / Android TV (APK): Download

1. Download and install the app for your device
2. Open the app and enter your VPN username and password
3. Select a server location (or use the recommended server)
4. Tap Connect

That's it — you're now protected.

For the fastest speeds, connect to a server closest to your physical location. To access content from a specific country, connect to a server in that region. The app will show you available servers and their current load.

If you experience slow speeds or connection issues, try changing the protocol in the app settings. Available protocols include:

OpenVPN (UDP) — Best for speed

OpenVPN (TCP) — Best for reliability

IKEv2 — Best for mobile devices

L2TP/IPsec — Wide compatibility

PPTP — Legacy support

Your account supports up to 10 simultaneous connections. Install the app on your phone, laptop, tablet, TV, and more — all can be connected at the same time with a single account.

If you need to configure L2TP/IPsec manually on any device, use these details:

Server: Use any server address from the app

Username: Your VPN username

Password: Your VPN password

Secret/Pre-Shared Key: 321inter

For manual IKEv2 configuration:

Server: Use any server address from the app

Remote ID: The server address you're connecting to

Local ID: Your VPN username

Username: Your VPN username

Password: Your VPN password

Military-Grade Encryption — Your data is protected with state-of-the-art encryption on any network

Global Server Network — Connect to servers worldwide for fast, reliable access to content from anywhere

Zero Logs Policy — We don't track, store, or sell your browsing activity

Unlimited Bandwidth — Stream, download, and browse without speed throttling or data caps

P2P & Torrenting Supported — Fully supported on all servers with complete privacy

10 Simultaneous Connections — Protect all your devices with one account

1 Gbps Server Speeds — High-speed servers for optimal performance

If you're experiencing slow speeds, try these steps:

1. Connect to a server closer to your location
2. Switch to a different protocol (OpenVPN UDP is usually fastest)
3. Try a different server in the same region
4. Check your base internet speed without VPN

If you can't connect:

1. Check that your username and password are entered correctly
2. Try switching between protocols in the app settings
3. Restart the app and try again
4. Check your internet connection without VPN
5. Try a different server location

How many devices can I use? You can connect up to 10 devices simultaneously with a single account.

How do I find my password? Your password was sent to your email when you purchased the VPN. Check your inbox and spam folder for the welcome email.

Can I use it for streaming? Unlimited bandwidth means no data caps or throttling. Access to specific streaming services is not guaranteed.

Is torrenting allowed? Yes, P2P and torrenting is fully supported on all servers.

Do you keep any logs? No. We operate a strict zero-logs policy — no connection logs, no usage logs, nothing.

How fast is the connection? All servers are connected via 1 Gbps ports. For best speeds, connect to a server closest to your location.

What protocols are supported? WireGuard, OpenVPN (UDP/TCP), IKEv2, L2TP/IPsec and PPTP.

After your account is activated, you'll receive login credentials via email. Log in at multi-agents.com/social to access your social media dashboard. The dashboard shows an overview of your connected channels, scheduled posts, and account activity.

Before you can publish content, you need to connect your social media accounts:

1. Click Channels in the left sidebar
2. Click Add channels
3. Select the platform you want to connect (Facebook, Instagram, LinkedIn or X)
4. Choose the account type (Profile, Page, etc.)
5. Follow the authorization prompts to grant access

Your connected accounts will appear in the Channels list and can be selected when creating posts.

1. Click Publishing in the left sidebar
2. Click the Compose button in the top right
3. Select which channels to post to
4. Write your caption and add media (images or videos)
5. Choose to post immediately or schedule for later
6. Click Schedule or Post Now

The Publishing page displays a calendar showing all your scheduled and published posts. You can:

Switch Views — Toggle between Month, Week, or List view

Filter Posts — Filter by status (Published, Processing, Unpublished), social network, campaign, or label

Drag and Drop — Reschedule posts by dragging them to a new date

Quick Actions — Preview, edit, or delete posts directly from the calendar

Posts you've started but not scheduled are saved as drafts. Access them by clicking Draft in the Publishing navigation. From here you can continue editing or schedule your draft posts.

Campaigns help you organize related posts together:

1. Go to Publishing > Campaigns
2. Click Add new
3. Enter a campaign name and select a color
4. Click Create

When composing posts, you can assign them to a campaign to track performance and keep content organized.

Labels let you tag and categorize your posts:

1. Go to Publishing > Labels
2. Click Add new
3. Enter a label name and select a color
4. Click Create

Apply labels to posts when scheduling to filter and organize your content calendar.

Let AI automatically generate and publish content on a schedule:

1. Click AI Publishing in the left sidebar
2. Click Create new
3. Enter a campaign name
4. Select which channels to publish to
5. Choose your prompts from the prompt list
6. Configure AI options (language, tone, creativity, hashtags)
7. Set your posting schedule (times and days of the week)
8. Set an end date (optional)
9. Click Save changes

Customize how AI generates your content:

Include Media — Add AI-generated images, or pull from Unsplash, Pexels, or Pixabay

Language — Choose from 40+ languages

Tone of Voice — Select from Friendly, Professional, Humorous, Formal, and more

Creativity — Set the creativity level (Economic, Average, Good, Premium)

Hashtags — Automatically add 1-10 hashtags

Approximate Words — Set the target length for generated content

Schedule multiple posts at once using a CSV file:

1. Click Bulk Posts in the left sidebar
2. Click Bulk Template to download the CSV template
3. Fill in your posts in the template
4. Select which channels to post to
5. Upload your completed CSV file
6. Set the interval between posts (in minutes)
7. Click Save changes

The system will automatically schedule your posts with the specified interval between each one.

Automatically publish content from RSS feeds:

1. Click RSS Schedules in the left sidebar
2. Click Add new
3. Enter the RSS feed URL
4. Select which channels to publish to
5. Configure posting frequency and options
6. Click Save

New items from the RSS feed will be automatically posted to your selected channels.

Create content ideas and captions using AI:

1. Click AI Contents in the left sidebar
2. Choose a template from the left panel, or write your own prompt
3. Configure options:

• Language — Select your target language
• Tone of Voice — Choose the style of writing
• Creativity — Set how creative the output should be
• Hashtags — Add automatic hashtags
• Approximate Words — Set target length
• Total Results — How many variations to generate

1. Click Generate
2. Copy the results to use in your posts

Store images and videos for use in your posts:

1. Click Files in the left sidebar
2. Click New > Upload file
3. Select files from your computer
4. Files will appear in your library

You can also drag and drop files directly into the interface, or upload from a URL using Actions > Upload From URL.

Keep your media organized:

Create Folders — Click New > New folder to create folders

Filter by Type — Use the Filters dropdown to show only images, videos, documents, etc.

Search — Use the search bar to find specific files

Bulk Actions — Select multiple files and delete them at once

Create a library of reusable captions:

1. Click Captions in the left sidebar
2. Click Create new
3. Write your caption text
4. Click Save

When composing posts, you can quickly insert saved captions instead of writing from scratch.

Group multiple channels together for easy selection when posting:

1. Click Groups in the left sidebar
2. Click Create new
3. Enter a group name
4. Select which channels to include
5. Click Save

When composing posts, select a group to post to all channels in that group at once.

Add watermarks to protect your content:

1. Click Watermark in the left sidebar
2. Select an account or apply to all accounts
3. Upload your watermark image or enter text
4. Configure position and opacity
5. Click Save

Watermarks will be automatically applied to images you post through selected accounts.

Configure proxies for your accounts:

1. Click Proxies in the left sidebar
2. Click Create new
3. Enter your proxy details (address, port, credentials)
4. Add a description and location
5. Click Save

Assign proxies to specific channels to route traffic through them.

Find free images and videos to use in your posts:

1. Click Search Media Online in the left sidebar
2. Enter a keyword
3. Select a source (Unsplash, Pexels, Pixabay)
4. Click Search
5. Select the media you want
6. Click Save To Files to add them to your library

• Facebook — Pages
• Instagram — Business and Creator profiles
• LinkedIn — Pages and profiles
• X (Twitter) — Profiles

Each plan includes up to 500 scheduled posts a month and 1GB of media storage (files up to 10MB each).

Connect Multiple Channels — Manage all your social accounts from one place

Use Groups — Create groups for different clients or brands to post efficiently

Schedule Ahead — Plan your content calendar in advance using the calendar view

Leverage AI — Use AI Publishing to maintain a consistent posting schedule with minimal effort

Organize with Labels — Tag posts by topic or campaign for easy tracking

Save Captions — Build a library of proven captions to reuse

Use Bulk Upload — Save time by scheduling multiple posts at once via CSV

Select the billing cycle that works best for you: Monthly, Quarterly, Bi-Annual, or Annual. Longer billing cycles offer significant savings.

Create a unique username for your hosting account. This must be lowercase letters and numbers only, with a maximum of 16 characters. You

Enter the main domain name for your hosting account (e.g., yourbusiness.com). This must be a valid domain name that you own or have registered.

Review your order summary, apply a promo code if you have one, and submit payment. Your hosting account will be provisioned instantly and login credentials will be sent to your email.

Before your website will work, you need to point your domain to the correct nameservers. Log in to your domain registrar (where you purchased your domain) and update the nameservers to:

• ns1.sitedeploy.com
• ns2.sitedeploy.com

After updating your nameservers, it can take anywhere from a few minutes to 24-48 hours for the changes to fully propagate across the internet. During this time, your website may not be accessible.

Log in to your hosting control panel at multi-agents.com/hosting using the username you created during checkout and the password provided in your welcome email. You can also open it from your account on this store. This is your central hub for managing all aspects of your hosting.

From your cPanel dashboard, locate and click on WordPress Toolkit or WP Toolkit. This tool provides everything you need to install and manage WordPress websites.

Content Click Install to set up a fresh WordPress site. You'll be prompted to choose your domain, set an admin username and password, and select a site title. The installation completes in just a few clicks.

After installation, use the WordPress Toolkit to manage plugins, themes, and monitor your site

In cPanel, navigate to the Email section and click Email Accounts. This allows you to create professional email addresses using your domain (e.g., info@yourdomain.com).

Click Create, enter your desired username, set a secure password (or use the password generator), and allocate storage space. Click Create to finish. Your new email account will appear in the Email Accounts list.

You can check email directly from cPanel by clicking Check Email next to any account. To set up email on your phone or computer, click Connect Devices for configuration instructions for Outlook, Thunderbird, Apple Mail, and mobile devices.

Access File Manager from cPanel to upload, edit, and organize your website files through a web-based interface. Your website files are stored in the public_html folder. You can create folders, upload files from your computer, edit code directly, and manage file permissions.

For transferring large files, use FTP (File Transfer Protocol). Create FTP accounts in cPanel under FTP Accounts. Use an FTP client like FileZilla to connect using your domain, FTP username, and password. Monitor active FTP connections in FTP Connections to ensure only authorized users are accessing your files.

The Database Wizard walks you through creating a database step-by-step. First, create and name your database. Then create a database user with a secure password. Finally, assign the user to the database and set their privileges. This is the easiest method for beginners.

For advanced database management, use phpMyAdmin. This tool lets you browse and edit data, run SQL queries, import and export databases, and manage table structures. Access it from the Databases section in cPanel.

Need a simple website quickly? Use Site Publisher to create a basic site using pre-designed templates. Select a template, customize your business name, contact information, hours, and social media links, then publish. This is ideal for a placeholder site while you build something more comprehensive.

For a custom website without coding, use the Sitejet Builder. This drag-and-drop builder lets you choose from templates, add sections like headers, galleries, and contact forms, customize colors and fonts, and publish a professional website.

Content Protect your data using cPanel's backup tools. Use Backup Wizard for a guided backup and restore process, or Backup for more control over full and partial backups. Download backups of your home directory, databases, email configurations, and more. Store backup copies in a safe location.

Your hosting includes SSL certificates for secure HTTPS connections. In the Domains section, ensure Force HTTPS Redirect is enabled for your domain to automatically redirect visitors to the secure version of your site.

Use Cron Jobs to automate recurring tasks like database backups, sending reports, or running scripts. Access Cron Jobs from the Advanced section in cPanel. Set the schedule using the minute, hour, day, month, and weekday fields, then enter the command to run. You can optionally receive email notifications each time a cron job runs.

Your hosting account includes:

10GB SSD Storage — Space for your website files, databases, and emails

Full cPanel Access — Industry-standard control panel for easy management

One-Click App Installations — Install WordPress, Joomla, and hundreds of other applications

Unlimited Custom Emails — Create professional email addresses on your domain

SSL Certificates — Secure your website with HTTPS

Database Management — Create and manage MySQL databases with phpMyAdmin

Automated Backups — Daily and weekly backups to keep your data safe

Security Tools — Firewalls and malware scanning included

Enter your email address and choose a password — your CRM account will be created instantly. Apply a promo code if you have one, enter payment details, and click "Pay & Activate". Your CRM is ready to use immediately. Log in at multi-agents.com/crm with the email and password you chose during setup.

CRM Core:

• Contacts — Store individual contact details with full address, tags, custom fields, and activity history
• Companies — Manage organizations with industry, revenue, employee count, and related contacts
• Deals — Track your sales pipeline with customizable stages, drag-and-drop kanban board, and list view

Productivity:

• Tasks — Create action items with priorities (low/medium/high/urgent), due dates, and status tracking. Automatic reminders for overdue and upcoming tasks
• Calendar — View meetings, calls, follow-ups, deadlines, and events in monthly/weekly/daily views with color-coded event types
• Email — Send, receive, and track emails with open tracking, conversation threading, folders (inbox/sent/drafts), templates, and auto-appended signatures

Intelligence:

• AI Assistant — Chat with an AI that has full context of your CRM data for instant insights, summaries, and recommendations
• Automations — Build workflows with triggers (contact added, deal stage changed, email received, task completed, tag added), conditions, and automated actions

Dashboard & Analytics:

• Dashboard — KPIs for pipeline value, won/lost deals, win rate, conversion rate, average deal value, contact/task/email counts
• Charts — Pipeline funnel, revenue trends (auto-grouped daily/weekly/monthly), activity breakdown
• Date Filtering — Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last 30 Days, Last 90 Days, or custom range
• Period comparison with previous period change indicators
• Print and export reports

System:

• Settings — Profile management, password changes, email/SMTP configuration, email signature editor
• Trash — Deleted records are kept for recovery. Restore or permanently delete from the Trash page
• Import/Export — Bulk import contacts, companies, deals, and tasks from CSV with field mapping, duplicate detection, and preview. Export any list to CSV
• Tags — Color-coded tag system with autocomplete suggestions across all record types
• Notifications — In-app alerts for new emails, task deadlines, deal changes, and workflow executions

Log in to your CRM at multi-agents.com/crm. The Dashboard displays your key performance indicators, pipeline charts, revenue trends, top deals, upcoming tasks, and recent activity — all filterable by date range.

The left sidebar provides navigation organized into sections:

• Main: Dashboard
• CRM: Contacts, Companies, Deals
• Productivity: Tasks, Calendar, Email
• Intelligence: AI Assistant, Automations
• System: Settings, Trash

Contacts are individual people you interact with. Go to CRM > Contacts and click "Add Contact". Enter contact information:

• Name: First Name, Last Name
• Communication: Email, Phone, Mobile
• Company: Link to a company record
• Job Details: Job Title, Department
• Address: Street, City, State, Zip, Country
• Other: Lead Source, Tags, Notes, Custom Fields

The contacts list displays Name, Email, Phone, Company, and Created Date in a searchable, sortable table. Click any contact to open the detail panel showing full information, related deals, tasks, and activity timeline. You can add notes directly from the detail panel.

Duplicate Detection: When creating a contact, the system checks for existing records with the same email or phone and displays a warning if duplicates are found.

Bulk Actions: Select multiple contacts using checkboxes to delete in bulk. Export the full list to CSV or import contacts from a CSV file with field mapping and duplicate handling.

Companies represent organizations you do business with. Go to CRM > Companies and click "Add Company". Enter company details:

• Overview: Name, Industry, Website, Email, Phone
• Address: Street, City, State, Zip, Country
• Details: Annual Revenue, Employee Count, Tags, Notes, Custom Fields

The company list is searchable by name, email, phone, and industry. Click any company to view full details, associated contacts, deals, tasks, and activity history.

Duplicate Detection: The system warns when creating companies with the same name or email as existing records.

Deals track your sales opportunities and revenue. Go to CRM > Deals to view your pipeline. Deals can be viewed in two modes:

• Pipeline View (Kanban): Drag-and-drop deals between stages. Each column shows the deal count and total value for that stage.
• List View: Sortable table with search, showing deal name, value, stage, contact, and expected close date.

Click any deal to open the detail panel showing value, stage (with color badge), probability, close dates, linked contact and company, description, tags, and full activity timeline with notes.

To create a deal, click "Add Deal" and enter:

• Name, Value (supports shorthand like "50k" or "2m"), Currency
• Stage, Probability (0-100%)
• Contact, Company
• Expected Close Date, Description, Tags

Default stages: Lead (10%) > Qualified (25%) > Proposal (50%) > Negotiation (75%) > Won (100%) / Lost (0%). Stages are fully customizable — change names, colors, order, and probabilities from the deal settings.

Deal Value Validation: Values are validated and formatted automatically. Shorthand notation (50k, 2m) is supported. Invalid entries show inline error messages.

Activity Logging: Stage changes and value changes are automatically logged in the deal's activity timeline.

Go to Productivity > Tasks and click "Add Task". Enter task details:

• Title, Description
• Status: Pending, In Progress, Completed, Cancelled
• Priority: Low, Medium, High, Urgent
• Due Date/Time
• Linked Contact, Company, or Deal

Tasks are displayed in a searchable, sortable list with status filters. Visual indicators highlight due dates:

• Red row: Overdue tasks (shows "Overdue by X days")
• Amber row: Tasks due today
• Relative labels: "Due tomorrow", "Due in 3 days", etc.

Automatic Reminders: The system checks for overdue and upcoming tasks every 5 minutes and creates notifications. A toast alert appears for overdue tasks. The Dashboard overdue count is clickable to jump to your task list.

Go to Productivity > Calendar to view all scheduled activities. Switch between monthly, weekly, and daily views. Events are color-coded by type:

• Purple: Meetings
• Green: Calls
• Orange: Follow-ups
• Red: Deadlines
• Blue: Other

Create events directly on the calendar with title, description, start/end time, location, contact/deal association, reminders, and recurrence. An upcoming events sidebar shows your next scheduled items.

Go to Productivity > Email to manage all email communications. Features include:

• Inbox: View all received emails with conversation threading grouped by subject and contact
• Compose: Write and send emails with subject, body, to/CC/BCC fields
• Templates: Create reusable email templates for quick access when composing
• Folders: All Mail, Sent, Drafts, Failed
• Search: Find emails by subject, sender, recipient, or body content
• Open Tracking: Outbound emails include a tracking pixel. A green "Opened" badge shows when recipients open your email, with open count and timestamp
• Signature: Set up your email signature in Settings — it's automatically appended to every outgoing email
• Drafts: Save emails as drafts and send later

Email requires SMTP or SendGrid configuration in Settings before sending.

Access the AI Assistant from the sidebar or the top-right button on any page. The AI panel slides in from the right without blocking your current work.

Features:

• Multi-turn conversations with full chat history
• Context-aware: the AI has access to your CRM data (contacts, deals, tasks, pipeline stats)
• Create new conversations or load previous ones
• Ask questions like "Show my pipeline summary", "What deals are closing this week?", or "Draft a follow-up email for John"

Go to Intelligence > Automations to create automated workflows. The visual workflow builder uses a 3-step process:

1. Trigger: What starts the workflow — Contact Added, Deal Stage Changed, Deal Created, Email Received, Task Completed, or Tag Added
2. Conditions: Optional filters to narrow when the workflow fires
3. Actions: What happens — multiple actions can be chained together

Manage workflows from the list view: toggle active/inactive, view execution history, monitor run counts. Rate limiting prevents infinite loops (max depth of 3, configurable max runs per contact).

The Dashboard is your central analytics hub. All data responds to the date range selector in the toolbar.

Primary KPIs (4 cards):

• Pipeline Value — total open pipeline with deal count
• Won Deals — value with percentage change vs previous period
• Lost Deals — value with count
• Win Rate — conversion percentage

Secondary KPIs (6 cards):

• Total Contacts (+ new in period)
• Total Companies
• Total Deals
• Pending Tasks
• Overdue Tasks (clickable — jumps to task list)
• Emails Sent in period

Charts:

• Pipeline by Stage (bar chart)
• Pipeline Funnel (horizontal bar)
• Revenue Trend (line + bar, auto-groups daily/weekly/monthly based on date range)
• Activity by Type (stacked bar)

Additional Sections:

• Top 5 largest open deals with value, stage, and contact
• Upcoming tasks by due date
• Recent activity feed

Date Presets: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last 30 Days, Last 90 Days, or Custom Range.

Actions: Print the dashboard or export as PDF.

Go to any list page (Contacts, Companies) and click "Import CSV". The import process:

1. Upload a UTF-8 encoded CSV file
2. Preview the first 5 rows and map CSV columns to CRM fields (auto-suggested)
3. Choose duplicate handling: Skip Duplicates or Update Duplicates
4. Review duplicate counts (existing matches + in-file duplicates)
5. Run the import and view summary statistics

Click "Export CSV" on any list page to download all records in that section as a CSV file.

Go to System > Settings to configure your account.

Profile:

• First Name, Last Name, Company Name, Phone, Timezone
• Email is read-only (set during account creation)

Change Password:

• Enter current password, then new password (minimum 8 characters) and confirm

Outbound Email (SendGrid):

• Sending address is auto-generated from your account email and cannot be changed
• Set your Display Name (shown as the sender name)
• Send a test email to verify delivery

Outbound Email (SMTP — if SendGrid not enabled):

• SMTP Host, Port, Security (STARTTLS/SSL/None)
• Username, Password
• From Name, From Email
• Send a test email to verify your SMTP connection

Email Signature:

• Compose your email signature with basic HTML formatting
• Live preview shows how it will appear
• Signature is automatically appended to all outgoing emails

Go to System > Trash to view all deleted records. When you delete a contact, company, deal, or task, it's moved to the Trash instead of being permanently removed.

From the Trash page you can:

• View all deleted records with type, name, and deletion date
• Filter by record type (Contact, Company, Deal, Task)
• Restore — puts the record back where it was
• Delete Permanently — removes the record forever (cannot be undone)
• Empty Trash — permanently delete all trashed records at once

Tags help you organize and categorize contacts, companies, and deals. When creating or editing a record:

• Type a tag name and press Enter or comma to add it
• Tags appear as color-coded pills that can be removed with the X button
• Autocomplete suggests existing tags as you type
• Each tag gets a consistent color across the system

In detail panels, tags are displayed as clickable pills — click a tag to filter the list by that tag.

The notification bell in the top bar shows your unread count. Notifications are generated for:

• New emails received
• Overdue tasks and tasks due soon
• Deal stage changes
• Workflow executions
• Contact additions

Click the bell to view all notifications. Mark individual notifications as read, or use "Mark All Read" to clear them.

To ensure platform stability, the following rate limits apply per user:

• Sending emails: 50 per hour, 200 per day
• AI Assistant messages: 60 per hour
• Login attempts: 10 per 15 minutes
• Bulk deletions: 5 per hour
• CSV imports: 10 per hour
• CSV exports: 20 per hour
• API requests (general): 300 per minute

If you hit a rate limit, wait a moment and try again. A "Too many requests" message will appear.

Where do I access my CRM?
Log in at multi-agents.com/crm with the email and password you created during setup.

What's the difference between Contacts, Companies, and Deals?
Contacts are individual people. Companies are organizations (contacts can be linked to companies). Deals are sales opportunities tied to contacts and companies — track them through pipeline stages from Lead to Won/Lost.

How do I track my sales pipeline?
Go to Deals to see your pipeline in kanban or list view. Drag deals between stages, set values and probabilities, and monitor everything from the Dashboard.

Can I send emails from the CRM?
Yes. Configure your email in Settings (SendGrid or SMTP), then go to Email to compose, send, and track emails. Open tracking shows when recipients read your messages.

How do I know if someone opened my email?
Outbound emails include automatic open tracking. A green "Opened" badge appears in your inbox, showing how many times the email was opened and when.

I accidentally deleted a record. Can I get it back?
Yes. Go to System > Trash. All deleted records are kept there. Click "Restore" to recover any record.

How do task reminders work?
The system automatically checks for overdue and upcoming tasks every 5 minutes. You'll see a notification badge and toast alerts for overdue tasks. Overdue tasks are highlighted in red in your task list.

Can I import my existing data?
Yes. Click "Import CSV" on the Contacts or Companies page. Upload your CSV file, map the columns, choose how to handle duplicates, and import. The system shows duplicate warnings before importing.

What are Automations?
Automations let you create if-this-then-that workflows. For example: when a deal stage changes to "Won", automatically create a follow-up task. Set triggers, conditions, and actions using the visual workflow builder.

How do I use the AI Assistant?
Click "AI Assistant" in the sidebar or the sparkle icon in the top bar. Ask questions about your CRM data, request summaries, or get help drafting emails. The AI has context about your contacts, deals, pipeline, and recent activity.

How do I set up my email signature?
Go to Settings and scroll to the "Email Signature" section. Write your signature (HTML supported), preview it, and save. It will automatically appear at the bottom of every outgoing email.

Is there a limit on how many emails I can send?
Yes. You can send up to 50 emails per hour and 200 per day. This protects deliverability and prevents abuse.

How do I get support?
Contact Multi-Agents support through the website if you have questions or issues with your CRM system.