--- title: "Docs" id: "1971" type: "page" slug: "docs" published_at: "2026-09-30T23:07:32+00:00" modified_at: "2026-11-14T11:27:32+00:00" url: "https://xedant.com/agents/crm/docs/" markdown_url: "https://xedant.com/agents/crm/docs.md" excerpt: "The section reference — from the first steps to fine tuning: how to keep the…" --- # Docs [https://xedant.com/agents/crm/docs/.md](https://xedant.com/agents/crm/docs/.md) The section reference — from the first steps to fine tuning: how to keep the client base, merge repeats, accept requests from your site, move deals through the pipeline, prepare quotes and invoices, assemble mailings and serve requests on their deadlines. Open the section you need right now. ![Add-ons catalogue](https://xedant.com/wp-content/uploads/2026/09/icon-layers.svg)### [Add-ons catalogue](/agents/crm/addons) All twenty-three add-ons as cards: why you need each one, what it does, what it is connected to and what it deliberately does not do. ![Getting Started](https://xedant.com/wp-content/uploads/2026/09/icon-rocket.svg)### [Getting Started](/agents/crm/docs/getting-started) What the product is made of, what the core and the add-ons are, who it fits. ![Contacts & Companies](https://xedant.com/wp-content/uploads/2026/09/icon-list.svg)### [Contacts & Companies](/agents/crm/docs/contacts) One client base, company details, person–company links, the recycle bin. ![Timeline & Links](https://xedant.com/wp-content/uploads/2026/09/icon-activity.svg)### [Timeline & Links](/agents/crm/docs/timeline) The client’s history in one feed: notes, emails, calls, tasks, files. ![Data Quality & Duplicates](https://xedant.com/wp-content/uploads/2026/09/icon-refresh.svg)### [Data Quality & Duplicates](/agents/crm/docs/data-quality) Mandatory duplicate search, the review queue, merging and undo. ![Import, Export & Bulk Operations](https://xedant.com/wp-content/uploads/2026/05/icon-folder.svg)### [Import, Export & Bulk Operations](/agents/crm/docs/import-export) CSV import with a trial run, exports and bulk edits with undo. ![Custom Fields, Objects & Views](https://xedant.com/wp-content/uploads/2026/05/icon-settings.svg)### [Custom Fields, Objects & Views](/agents/crm/docs/customization) Custom fields, your own objects, labels, views and segments. ![Leads](https://xedant.com/wp-content/uploads/2026/09/icon-trend.svg)### [Leads](/agents/crm/docs/leads) Intake, assignment, scoring, reaction deadlines and conversion into a client. ![Deals & Pipeline](https://xedant.com/wp-content/uploads/2026/09/icon-handshake.svg)### [Deals & Pipeline](/agents/crm/docs/deals) Pipelines and stages as data, the transition log, forecast and analytics. ![Money: Quotes, Invoices, Payments & Contracts](https://xedant.com/wp-content/uploads/2026/09/icon-wallet.svg)### [Money: Quotes, Invoices, Payments & Contracts](/agents/crm/docs/money) Quotes, invoices, payments, contracts, subscriptions and receivables. ![Marketing](https://xedant.com/wp-content/uploads/2026/09/icon-gift.svg)### [Marketing](/agents/crm/docs/marketing) Campaigns, audiences, mailings, consents and end-to-end analytics. ![Communications](https://xedant.com/wp-content/uploads/2026/09/icon-message.svg)### [Communications](/agents/crm/docs/communications) The shared inbox, email, calls, messengers, the site widget and the calendar. ![Service: Tickets, SLA, Knowledge & Portal](https://xedant.com/wp-content/uploads/2026/09/icon-briefcase.svg)### [Service: Tickets, SLA, Knowledge & Portal](/agents/crm/docs/service) Tickets, queues, deadlines, the knowledge base, the client portal and surveys. ![Add-ons & Product Composition](https://xedant.com/wp-content/uploads/2026/09/icon-blocks.svg)### [Add-ons & Product Composition](/agents/crm/docs/addons) The core and the switchable add-ons: assemble the product for yourself. ![Screens & Workspaces](https://xedant.com/wp-content/uploads/2026/09/icon-grid.svg)### [Screens & Workspaces](/agents/crm/docs/views) Read-only workspaces and the client card with the full picture. ![Automation: Rules & Processes](https://xedant.com/wp-content/uploads/2026/09/icon-zap.svg)### [Automation: Rules & Processes](/agents/crm/docs/automation) Rules “when this happens, do that”, multi-step processes and approvals. ![Analytics: Reports & Dashboards](https://xedant.com/wp-content/uploads/2026/09/icon-chart.svg)### [Analytics: Reports & Dashboards](/agents/crm/docs/analytics) Your own reports from any data, dashboards, exports and scheduled delivery. ![Python Scripts](https://xedant.com/wp-content/uploads/2026/09/icon-code.svg)### [Python Scripts](/agents/crm/docs/scripts) Your own code when the built-in features are not enough: a schedule, intake and a journal. ![Management API](https://xedant.com/wp-content/uploads/2026/09/icon-plug.svg)### [Management API](/agents/crm/docs/api) The management key, the command reference and public request intake. ![Chat with the AI Agent](https://xedant.com/wp-content/uploads/2026/09/icon-robot.svg)### [Chat with the AI Agent](/agents/crm/docs/agent) Connecting Agent, what the agent can do and where the license starts. ![Product-wide Search](https://xedant.com/wp-content/uploads/2026/09/icon-search.svg)### [Product-wide Search](/agents/crm/docs/search) One field searches every main section at once: customers, deals, tickets. Did not find what you needed — take a look at the [FAQ](/agents/crm/faq) . [← Back to CRM section home](/agents/crm)