For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/crm-settings.md.
  • English

      • Where are Attendants, Team, Booking pages, Connections and Playbooks?

      Under Contacts & Commercial → Settings → CRM settings. The page opens with a side menu on the left; each item swaps the content next to it without leaving the page.

      The old links to these screens keep working and land on the right section inside CRM settings.

      Open a section

      1. In the product's side menu, open Contacts & Commercial.
      2. In the Settings group, click CRM settings. The page opens on the first section your role can see.
      3. In the page's side menu, click the section. On mobile the menu becomes a row of buttons above the content.

      What each section does

      SectionWhat it doesWho sees it
      AttendantsWorkspace attendants: who serves, in which pipelines and with what results.Owner and Admin
      Attendant typesThe types used to group attendants and distribute opportunities.Owner and Admin
      TeamService teams: members, distribution mode, availability and team booking pages. Clicking a team opens its page.Owner and Admin
      Booking pagesYour booking pages (the same list as the Booking pages tab under Activities).Every CRM role
      ConnectionsGoogle Calendar connection and the calendar's automatic actions. See Connect Google Calendar.Every CRM role
      PlaybooksThe sales method written once and linked to several pipelines. Clicking a playbook opens its editor.Owner, Admin and Editor
      My agentsThe AI agents that serve through your connected channels, plus the API keys. Clicking an agent opens its editor. See Create an AI agent with your own key.Anyone who can open Settings
      Recording extensionConnect the Chrome extension that records meetings and revoke authorized browsers. See How to record a meeting.Every CRM role
      InboxYour company's email mailbox (IMAP/SMTP) used for support, connected over IMAP and SMTP with an app password.Anyone who can open Settings, when the inbox is available on the account

      The last three sections are the same screens as Settings → Accounts center: they stay there and now also show up here, next to the rest of the CRM setup. Setting one path up covers the other.

      A role that cannot see a section simply does not find it in the page's side menu.

      First visit, no attendant types, teams or booking pages yet

      In the Attendant types, Team and Booking pages sections, when there is nothing yet, the screen shows a faded preview of the area, the title (Create your first attendant type, Create your first team or Create your first booking page), a short summary and three highlights. The Create type, Create team and Create booking page buttons do the same as the button at the top of each section. A search or filter with no results doesn't show this screen: the plain message that nothing was found stays.

      If it didn't work

      • CRM settings is missing from the menu → your role sees none of the sections. See what to do without permission.
      • The page opened on Booking pages, not Attendants → it is the first section your role can see. Attendants, Attendant types and Team are Owner and Admin only.
      • I can't see Inbox → it only shows up on accounts where the support mailbox is available.