Documentatie
Alles wat je nodig hebt om Enydea in te richten en aan het werk te gaan: hoe elk onderdeel werkt, stapsgewijze tutorials voor veelvoorkomende taken en naslag over koppelingen en probleemoplossing.
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English
Nog niet vertaald. Deze pagina’s zijn beschikbaar in het Engels:
- Sign in and manage your accountEngelsCreate an Enydea account, sign in with e-mail or a social account, reset a password, turn on two-factor, and switch language, theme or account.
- Setup Wizard: set up your workspace in 13 stepsEngelsWalk through the 13 steps of the Setup Wizard, what each step asks for, what it feeds in Enydea, and how to skip, reopen or finish it.
- Navigating Enydea: menu, accounts, notifications and helpEngelsFind your way around Enydea: the left menu, the Current Account selector, notifications, the AI button, help, theme and the pages customers see.
- Team and roles: invite colleagues and manage accessEngelsInvite colleagues to your company, learn what the Admin, Member and Viewer roles do, set a primary user, remove members and manage seats.
- Dashboard: key numbers and widgetsEngelsRead your key numbers, build private or team dashboards from widgets, ask the AI Assistant about a widget and export a dashboard as PDF.
- Relations: your CRM for companies and contactsEngelsFind, create and edit relations, add contact persons, log calls and meetings, and use the AI Call Coach and the business card scanner.
- Opportunities and quotesEngelsTrack deals with line items, add articles from a catalog, name decision makers, plan follow-ups and print a quote as a PDF.
- LeadFinder: find and qualify B2B companiesEngelsRun market research, discover lead sources, crawl for companies and contacts, and add the results to your CRM with LeadFinder.
- Mailbox: read, reply and link email to your CRMEngelsRead and answer email inside Enydea, link messages to relations, create tasks, use AI suggestions and send from your own or a shared mailbox.
- Action items: work through what needs youEngelsSee emails, tasks, form entries, draft mailings, chats and CRM follow-ups in one place, and use AI search and AI suggested replies.
- Mailings and campaigns: design, schedule and send bulk emailEngelsBuild email templates, set up a campaign with follow-ups, schedule it and send it to a mailing list through your own sending domain.
- Mailing lists and segments: build your audienceEngelsCreate mailing lists, upload or import recipients, build dynamic lists from CRM segments, and understand how unsubscribed and bounced addresses are handled.
- Forms: build, embed and review enquiriesEngelsBuild a web form, embed it on your website, and handle the entries it collects, including adding people to your CRM.
- Landing pages: publish a page with a lead formEngelsBuild a public landing page from sections, add a lead-capture form, preview the draft, publish it and share its link.
- Scheduling and booking linksEngelsLet customers pick a free time in your Outlook calendar through a booking link, share the link, and see who booked.
- Chats: add a chat widget to your websiteEngelsCreate a chat for your website, add its embed code, answer visitors inside Enydea, and optionally let an AI agent reply first.
- Social Media and WhatsApp: connect, post and scheduleEngelsConnect social accounts, write and schedule posts, read analytics and manage WhatsApp Business templates from the Social Media screen.
- Google Ads and Advertising: build and monitor campaignsEngelsConnect a Google Ads account, build and manage Google Ads campaigns, set budgets, sync audiences and watch results from the Advertising menu.
- Visualization: create images, scenes and videosEngelsCreate AI images, animated scenes and videos with the Image Editor, Scene Creator and Video Editor tabs in Visualization.
- Files: your media libraryEngelsUpload, search, preview, download, copy the link of and delete the images, videos and documents stored for a marketing relation.
- Contracts and e-signingEngelsWrite contract templates, create contracts for a relation, send them for signing and see what the signer sees and what Enydea records.
- AI Assistant and AI Agents: ask, act and schedule tasksEngelsUse the AI Assistant in chat or agent mode, confirm the actions it proposes, and schedule recurring AI Agent tasks in Enydea.
- Website tracking and consent settingsEngelsAdd the Enydea tracking code to your website, choose what it collects, set up the consent banner and see where the data appears.
- Settings reference: every tab, card and fieldEngelsA tab-by-tab reference of Enydea Settings: account, tracking, email, integrations, CRM upload, invoices, data protection, contracts, deletion and logs.
- Send your first email campaignEngelsFollow one path from a mailing list to a scheduled campaign: build a template, create the campaign, schedule it and check the results.
- Connect your mailboxEngelsConnect Office 365 or another email account to Enydea, test the connection, set sync, sender details and signatures, and connect a shared team mailbox.
- Set up a bulk email domainEngelsRegister a sending subdomain such as mail.yourdomain.com, publish its DNS records, verify it, and create the email addresses your campaigns send from.
- From market research to leads in your CRMEngelsUse LeadFinder to research your market, find lead sources, crawl for companies, enrich emails, remove duplicates and save the results to your CRM with tags.
- Tutorial: import contacts into your CRMEngelsGet companies and contact persons into Relations from a business card, your mailbox, LeadFinder, a form or a spreadsheet.
- Tutorial: create a quote from an opportunityEngelsCreate an opportunity with line items for one of your relations and download it as a quote PDF in about 10 minutes.
- Tutorial: send a booking link and take a meetingEngelsConnect your Outlook calendar, create a booking link, test it yourself and share it with a customer in about 15 minutes.
- Publish a landing page with a lead formEngelsCreate a form, build a landing page around it, preview the draft, publish it, share the link and turn the first submission into a CRM contact.
- Install the website tracker and check it worksEngelsCopy the tracking code, add it to your website or WordPress, set the consent banner and confirm that visits are recorded.
- Put a chat widget on your websiteEngelsCreate a chat, copy its embed code onto your website, send a test message and answer it from Enydea.
- Tutorial: Schedule your first social media postEngelsConnect a LinkedIn account, write a post with AI help, schedule it and check that it went out. Takes about 10 minutes.
- Tutorial: Build and monitor a Google Ads campaignEngelsConnect Google Ads, create a paused campaign with the builder, review its copy, enable it on purpose and monitor results, with the spend risks explained.
- Create an AI image and save it as a PNGEngelsGenerate an image from a text description in the Visualization Image Editor, refine it, and save it as a PNG in your files.
- Make a short product video and share itEngelsCreate a short product video with the AI Video Pipeline or the Scene Creator, find it in Files, share it, and use it on a landing page.
- Tutorial: Connect Claude or ChatGPT to EnydeaEngelsCopy your connector URL from Settings, add it in Claude or ChatGPT, sign in with your Enydea account and try three requests. Takes about 10 minutes.
- AI assistant connector for Claude and ChatGPTEngelsReference for the Enydea connector: the URL, supported clients, sign-in, what an assistant can do, confirmation rules, limits and troubleshooting.
- Integrations overview: what Enydea connects toEngelsSee which services Enydea connects to, what each is for, where to set it up and the main limitation of each, plus what is not supported.
- Privacy and compliance tools in EnydeaEngelsThe consent banner, data deletion widget, unsubscribe links and request register Enydea gives you for your own website and mailings.
- Plans and billing: plan, usage, invoices and paymentEngelsSee where to find your plan, usage and invoices in Enydea, how seats and marketing accounts are limited, how payment works, and what the expiry pages mean.
- GlossaryEngelsPlain definitions of the terms used in Enydea, such as relation, marketing relation, Current Account, segment, campaign, sending domain and MCP.
- Troubleshooting common problemsEngelsFixes for common Enydea problems: blank or empty modules, sign-in and registration, mailbox and sending, booking links, social accounts, imports and language.