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Follow the first-day checklist. It takes you from sign-in to your first receipt.

Help · Account and securityGet started with AxumFollow a checklist for your first day. Sign in, check WhatsApp, send a receipt, and invite a teammate.→

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Accountant

Send receipts and review draft entries.

• Send a receipt to the Accountant
• Approve a draft entry

Analyst

Ask questions, review anomalies, and read the Graph.

• Ask the Analyst a question
• Ask Atlas and search pages
• Read the call list
• Read product scores
• Read the Forecast page
• Read the Graph
• Review an anomaly
• Read the decision log
• Read the shock ledger
• Review learned facts

Marketer

Start and track outbound campaigns.

• Connect social accounts
• Start a marketer campaign

Billing

Read invoices and usage on your Axum bill, and learn about plans and payment.

• Plans and payment
• Read your Axum bill

Account and security

Sign in, manage access, and set up your workspace.

• Get started with Axum
• Sign in to the console
• Reset a password and edit your profile
• Invite teammates
• Connect Odoo to Axum
• Meet the agents
• Your data
• Manage your organization
• Use the Today page
• Use Settings
• Use the Review page
• Name an agent
• Draw a flow
• Use local events
• Read support requests
• Edit the public site

WhatsApp

Check the WhatsApp number that Axum uses for your organization.

• Check your WhatsApp number in Axum
• Fix a WhatsApp problem

If you need more help, email support@axumworks.com.