WELCOME TO
AI BOOST SOLUTION
SUPPORT PORTAL
Get answers fast, troubleshoot your AIBS setup, access guided workflows, and submit technical support tickets—all in one modern centralized hub.
You're In The Right Place
Whether you're setting up your account for the first time or troubleshooting something unexpected, get instant solutions without long hold times or email delays.
What You'll Find Here
Comprehensive step-by-step guides, voice AI walkthroughs, CRM interface tutorials, and direct access to dedicated technical ticketing.
Get The Most Out Of AIBS
Use plain search terms or browse by topic to configure text reminders, sub-account permissions, SMS compliance, and automation pipelines in minutes.
BROWSE BY CRM MODULE & TOPIC
Select a module below to view detailed documentation, step-by-step setup guides, and troubleshooting instructions.
PROFILE & TEAM
Managing profile settings, team members, role-based sub-user access, and permissions.
- How to update company profile and logo
- Adding sub-users with role-based permissions
- Configuring security and team access levels
FORMS & SURVEYS
Building lead capture forms, custom survey logic, and automated response routing.
- Creating custom lead generation forms
- Setting up conditional logic in surveys
- Troubleshooting form submission webhooks
INVOICE & PAYMENTS
Managing recurring billing, issuing client invoices, connecting payment gateways.
- Setting up payment processors (Stripe/PayPal)
- Automating invoice generation & reminders
- Handling refund requests & tax invoices
CONTACTS & SMARTLIST
Organizing contact records, smart filtering, tag segmentation, and bulk import.
- Importing CSV lists with custom field mapping
- Creating dynamic SmartLists by behavior
- Tagging and segmenting contacts for campaigns
REVIEWS & QR CODES
Automating customer review requests, generating QR codes, managing reputation.
- Setting up Google review request automations
- Generating printable QR codes for location check-ins
- Managing & responding to online reviews
SNIPPETS & LINKS
Reusable text snippets, trigger links, and custom tracking parameters.
- Creating canned email/SMS response snippets
- Tracking trigger link clicks in automations
- Shortening custom domain campaign links
TASKS & USERS
Assigning sales tasks, user notifications, and internal team follow-up pipelines.
- Assigning lead follow-up tasks to team members
- Setting automated task escalation rules
- User activity reporting & productivity logs
PIPELINES & TAGS
Custom deal stages, opportunity tracking, automated pipeline stage triggers.
- Designing custom sales pipelines & stages
- Moving deals automatically with workflow triggers
- Pipeline conversion probability reporting
CALENDAR & RENTALS
Syncing Google/Outlook calendars, appointment booking widgets, equipment rental slots.
- 2-way Google/Outlook calendar synchronization
- Creating multi-user round-robin booking widgets
- Managing rental schedule availability
FUNNELS & WEBSITE
Page builder tutorials, funnel step routing, custom domain SSL setup.
- Connecting custom domains & SSL certificates
- Building high-converting funnel pages
- Setting up A/B split testing for funnels
SOCIALS & SNAPSHOTS
Social media planner, snapshot deployment, Zapier/Webhook integrations.
- Connecting Meta, LinkedIn, and TikTok channels
- Loading & customizing AIBS industry snapshots
- Connecting external tools via Zapier/Webhooks
WHAT'S IN IT FOR YOU
Everything included in your AI Boost Solution portal is crafted to eliminate downtime and maximize platform speed.
Structured Help Documentation
Instant access to organized, easy-to-follow help docs covering every feature of AIBS powered CRM. Built specifically for your AIBS setup.
Guided Platform Navigation
Step-by-step walkthroughs showing exactly how to move through dashboards, pipelines, and automation workflows so you never get stuck.
CRM Usage and Training
Bite-sized training modules covering core CRM functions: contact management, automations, campaigns, pipeline tracking, and reporting.
AI BOOST SOLUTION
CRM INTERFACE & VOICE AI
Empower your vision with smarter AI solutions. Unlock the potential of AI to streamline workflows, amplify lead capture, and drive automation with zero friction.
Centralized Command Center
Monitor incoming pipeline leads, appointment calendars, SMS conversations, and sales metrics in one unified dashboard designed for modern speed.
Automated SMS & Text Reminders
Instant customer messaging with carrier-compliant registered business texting.
Smart Pipeline Drag & Drop
Move deals between pipeline stages with dynamic automation triggers.
24/7 Available Sub-account Permissions
Role-based access for sales reps, support staff, and account managers.
$48,250.00
+18% this month142 Leads
94.2% AI Response38 Calls
Zero No-showsCLEAR ANSWERS FOR EVERY STEP
Common questions regarding onboarding, SMS carrier compliance, team seats, and platform usage.
Need personalized technical help?
Our specialists are ready to review your account setup and workflow logic.