# AXL — Knowledge Base

Guides and instructions for the AXL education platform.

## For AI agents

- https://docs.axl.tech/llms-full.txt: the full text of every article in one file
- https://docs.axl.tech/{slug}.md: any page as markdown: add .md to its URL
- https://docs.axl.tech/search.md?q=: keyword search, top 10 results as markdown

## Quick Start

- [Getting Around AXL](https://docs.axl.tech/quick-start-getting-around): A five-minute tour for new users: the home page, the menu, the top bar, turning sections on, and inviting a colleague.
- [Add Your First Contacts](https://docs.axl.tech/quick-start-add-contacts): Add a contact by hand, import a list from a file, open a contact card and tag contacts.
- [Make Your First Page](https://docs.axl.tech/quick-start-first-page): Create a website, add a page with the AI editor, publish it and check that its form brings in contacts.
- [Send Your First Email Campaign](https://docs.axl.tech/quick-start-first-email-campaign): Create a broadcast, choose who receives it, write the email, send a test and send or schedule it.
- [Chat with Website Visitors](https://docs.axl.tech/quick-start-website-chat): Set up the website chat, put it on your sites and answer visitors in the AXL inbox.
- [Your First Automation](https://docs.axl.tech/quick-start-first-automation): Build an automation that reacts to a form submission and tells your team, then turn it on.
- [Start Accepting Payments](https://docs.axl.tech/quick-start-get-paid): Connect a payment gateway, create a product and start selling it.
- [Let the AI Assistant Do It](https://docs.axl.tech/quick-start-ai-assistant): Ask the AI Assistant to build pages, emails, courses and automations for you, and review what it made.

## Platform AI Features

- [AI Features Overview](https://docs.axl.tech/overview-of-the-platform-s-ai-capabilities): A tour of AXL's AI features: the AI Assistant, AI page editor, email and quiz tools, AI Tutor, Chat Agent, MCP, and how AI usage is billed.
- [AI Assistant](https://docs.axl.tech/ai-assistant): Use the built-in AI Assistant to find data, build pages, courses, emails, and automations, and manage your account by chatting in plain language.
- [MCP](https://docs.axl.tech/mcp): Connect AXL to Claude, ChatGPT, Cursor, and other AI tools with MCP, and build sites, courses, forms, emails, and automations from prompts.
- [Chat Agent](https://docs.axl.tech/application-ai-assistant): Set up a Chat Agent that answers customers in your chat channels around the clock, uses your knowledge base, and hands off to a team member when needed.
- [AI Tutor](https://docs.axl.tech/application-ai-curator): Set up the AI Tutor to review student assignments automatically, using your instructions, knowledge base, and confidence threshold.

## General

- [Dashboards](https://docs.axl.tech/dashboards): Build your own dashboards from widgets: numbers, charts, pie charts, tables and text over contacts, orders, payments, deals and other data.
- [My Profile](https://docs.axl.tech/profile): Update your personal details, view Partner Program info, and manage notification settings on the My Profile page.
- [Top Bar and Sidebar](https://docs.axl.tech/toolbar): A quick tour of the AXL top bar and sidebar: what each icon and menu section does.
- [Conversations](https://docs.axl.tech/dialogues): Use the floating Chat window to answer conversations from any page: start a conversation, reply with templates, and open the full chat.
- [Notifications](https://docs.axl.tech/notifications): Choose how you get notified about events in your account, and how users manage notifications in the Membership Portal.
- [Tech Support](https://docs.axl.tech/technical-support): How to contact AXL tech support, what to prepare first, and how to get your Support Code.

## Sites

- [Sites](https://docs.axl.tech/sites): Create a website in AXL and manage it from the Sites list.
- [General Site Settings](https://docs.axl.tech/general-site-settings): Learn what each tab of your website's settings does, from pages and domains to forms, code, headers, footers, and files.
- [Site Pages](https://docs.axl.tech/site-pages): Create site pages and manage their general settings: design, account settings, automation, integrations, A/B testing, and analytics.
- [AI Page Editor](https://docs.axl.tech/ai-page-editor): Build and edit website pages with the AI assistant, fine-tune them by hand in the Design and Code tabs, and see how AI usage is billed.
- [Domain Verification for Third-Party Services](https://docs.axl.tech/domain-confirmation-for-third-party-services): Verify your domain with third-party services such as Facebook Business Manager by adding a verification file in AXL.
- [Widgets](https://docs.axl.tech/widgets): Create a widget in the page editor, set up its automation, and embed it on your AXL pages or on an external website.
- [Widgets for the Webinar Room](https://docs.axl.tech/widgets-for-webinar-room): Show a widget, such as a payment form, in the webinar room so attendees can use it without leaving the live stream.
- [Headers and Footers](https://docs.axl.tech/header-and-footer): Create site headers and footers, design them in the page editor, and choose which pages use them.
- [Forms & Quizzes](https://docs.axl.tech/forms-and-quizzes): Learn what forms and quizzes are, how to create them with AI or from scratch, and how to manage pages, rules, and responses.
- [Website Traffic Analytics](https://docs.axl.tech/website-traffic-analytics): See where your website visitors come from and what they do, and build funnels to track conversions and drop-offs.
- [Conversions and Advanced Website Tracking](https://docs.axl.tech/conversions-and-advanced-work-with-websites): Use the built-in AXLWebsite events to send conversions to Facebook Pixel when visitors submit a form or pay.
- [Block Page Editor Overview](https://docs.axl.tech/page-editor-overview): Learn how the block page editor works for sites, courses, and libraries: templates, elements, settings, and the toolbar.
- **Site Elements**
  - [Elements](https://docs.axl.tech/elements): Learn how to add elements to a page in the page editor and where to find each element's settings.
  - **Block Element**
    - [Block Element](https://docs.axl.tech/element-block): Learn what blocks are, how to create one in the page editor, and which block types are available.
    - [Video Block Settings](https://docs.axl.tech/video-block-settings): Set up the Video block on a site page: size, padding, background, and container width.
    - [Columns Block Settings](https://docs.axl.tech/columns-block-settings): Set up the Columns block on a site page: size, padding, background, and container width.
    - [Cover and Titles Block Settings](https://docs.axl.tech/cover-and-titles-block-settings): Customize the Cover and Titles block: height, vertical alignment, padding, background, and container width.
    - [Text Block Settings](https://docs.axl.tech/text-block-settings): Set up the Text block on a site page: size, padding, background, and container width.
    - ["About Project" Block Settings](https://docs.axl.tech/about-project-block-settings): Learn how to add the "About Project" block to a page and adjust its size, padding, background, and container.
    - ["Order Is Complete" Block Settings](https://docs.axl.tech/order-is-complete-block-settings): Learn how to add the "Order Completed" block to a page and adjust its column, padding, background, shadow, and border.
    - ["Menu" Block Settings](https://docs.axl.tech/menu-block-settings): Learn how to add the "Menu" block to a page and adjust its size, padding, background, and container.
    - ["Advantages" Block Settings](https://docs.axl.tech/advantages-block-settings): Learn how to add the "Advantages" block to a page and adjust its size, padding, background, and container.
    - [Page Dividers Block Settings](https://docs.axl.tech/page-dividers-block-settings): Add a Page Dividers block to separate sections of a long page, and set its size, padding, background, and container width.
    - [Forms Block Settings](https://docs.axl.tech/forms-block-settings): Add a Forms block to collect visitor details, and set up its fields, layout, redirect, labels, and style.
    - [Timer Block Settings](https://docs.axl.tech/timer-block-settings): Settings for the Timer block in the page editor: height, padding, background, and container width.
    - [Payment Forms + Upsell Forms Block Settings](https://docs.axl.tech/payment-forms-upsell-forms-block-settings): Add a Payment Forms + Upsell Forms block to take payments and offer extra products, and adjust its size, padding, background, and container.
    - [Footers Block Settings](https://docs.axl.tech/footers-block-settings): Add a Footers block to the bottom of your pages and adjust its size, padding, background, and container width.
    - [Direct Message Block Settings](https://docs.axl.tech/direct-message-block-settings): Add a Direct Message block and set up its columns, positioning, style, and visibility.
    - [Product Sale Cards Block Settings](https://docs.axl.tech/product-sale-cards-block-settings): Add a Product Sale Cards block to present products or services for sale, and adjust its size, padding, background, and container.
    - [AXL Trademark Block Settings](https://docs.axl.tech/axl-trademark-block-settings): Settings for the AXL Trademark block in the page editor: height, padding, background, and container width.
  - [Text Element](https://docs.axl.tech/element-text): Learn about the Text element in the page editor and its settings.
  - [Heading Element](https://docs.axl.tech/element-heading): Learn about the Heading element in the page editor and its settings.
  - [Fonts](https://docs.axl.tech/fonts): Choose, install, and apply fonts for text and headings in the page editor, and set a main font for your whole site.
  - [Image Element](https://docs.axl.tech/element-picture): Learn about the Image element in the page editor, its settings, and the click actions it supports.
  - [Video Element](https://docs.axl.tech/element-video): Learn about the Video element in the page editor and its settings.
  - [Text + Image Element](https://docs.axl.tech/element-text-image): Learn how to add a Text + Image element and set up its text, image, margin, style, and visibility in the page editor.
  - [Icon Element](https://docs.axl.tech/element-icon): Learn about the Icon element in the page editor, its settings, and the click actions it supports.
  - [Audio Element](https://docs.axl.tech/element-audio): Learn how to add an Audio element and set up its file or URL, download control, click actions, and visibility.
  - [Button Element](https://docs.axl.tech/element-button): Learn about the Button element in the page editor, its settings, and the click actions it supports.
  - [Column Element](https://docs.axl.tech/element-column): Use the Column element to hold other elements, set its width and offset, and style its padding, background, shadow, and border.
  - [Form Element](https://docs.axl.tech/element-form): Learn how to set up the Form element in the page editor to collect contact details from visitors.
  - [Form/Quiz Element](https://docs.axl.tech/element-form-quiz): Learn how to add a Form/Quiz element to a page, create a new form from the page editor, and style the element.
  - [Element Payment Form](https://docs.axl.tech/element-form-of-payment): Add a Payment Form element to a page, then set up its products, upsell, components, style, and upsell buttons.
  - [Element Timer](https://docs.axl.tech/element-timer): Add a countdown timer to a page and configure its mode, units, text, background, separator, and style.
  - [Group Element](https://docs.axl.tech/element-group): Use the Group element to combine several page elements so you can move, copy, align, and style them together.
  - [Element Menu](https://docs.axl.tech/element-menu): Add a Menu element in the page editor, then set up its layout, collapse behavior, buttons, click actions, and style.
  - [Element Markdown](https://docs.axl.tech/element-markdown): Add a Markdown element in the page editor, then set up its content, text, positioning, and style.
  - [HTML Code Element](https://docs.axl.tech/element-html-code): Add your own HTML code to a page with the HTML Code element in the page editor.
  - **Element Settings**
    - [Positioning](https://docs.axl.tech/positioning): Set an element's size, alignment, margin, and padding in the Positioning tab of the page editor.
    - [Conditional Show/Hide](https://docs.axl.tech/conditional-show-hide): Show or hide an element by device, or by conditions such as signed-in status, filter membership, and URL.
    - [Animation](https://docs.axl.tech/animation): Add motion to any page element and set its trigger, effect, speed, delay, and repeat count.
    - [Advanced Settings](https://docs.axl.tech/advanced-settings): Copy an element's ID and add custom CSS or CSS classes in the Advanced Settings tab of the page editor.
- [Popups](https://docs.axl.tech/pop-up-windows): Learn what popups are, how to create them in the page editor, and how to set their size, padding, and style.

## Webinars

- [Webinars](https://docs.axl.tech/webinars): Learn what the Webinars section does and how to create a webinar, copy it, and open its settings.
- [Webinar Settings](https://docs.axl.tech/webinar-settings): Configure your webinar: general details, content and slides, registration, design, chat rules, and custom code.
- [Set Up Webinar Registration with Chatbot Reminders](https://docs.axl.tech/setting-up-registration-for-a-webinar-with-reminders-via-a): Create a webinar, build a registration page, and send attendees reminders through a chatbot such as Telegram or Viber.
- [Webinar Attendees](https://docs.axl.tech/webinar-participants): Add, search, and manage webinar attendees, see their details and roles, and export the list.
- [Hosting a Webinar](https://docs.axl.tech/hosting-a-webinar): Open the webinar room, share a presentation or stream, start and end your webinar, and follow the attendee chat.
- [Webinar Room](https://docs.axl.tech/webinar-room): How to enter the webinar room as a host, connect a stream, share a presentation or video, add buttons, and start and end the webinar.
- [Live Broadcast in AXL](https://docs.axl.tech/live-broadcast): Go live from the webinar room with your camera, microphone and screen, or connect OBS and vMix, without a third-party streaming service.
- [Buttons, Widgets, and Custom Events in the Webinar](https://docs.axl.tech/buttons-widgets-and-custom-events-in-the-webinar): Add buttons to your webinar room and set them to open a link, trigger a custom event, or open a widget in a pop-up.
- [Webinar Attendee Chat](https://docs.axl.tech/webinar-participants-chat): How the attendee chat works in the webinar room: chat, questions, announcements, and the attendee list, plus moderation tools for hosts and moderators.
- [Chat Messages](https://docs.axl.tech/chat-messages): View, filter, and export the messages attendees and your team posted in a webinar chat.
- [Webinar Statistics](https://docs.axl.tech/webinar-statistics): See how a webinar performed: registrations, attendance, engagement, sales, and the UTM sources behind them.
- [Webinar Template](https://docs.axl.tech/webinar-template): Learn what a webinar template is, how to create one and set up its events, and how to run it as an automated webinar.
- [Types of Events in the Webinar Template](https://docs.axl.tech/types-of-events-in-the-webinar-template): Add and configure webinar timeline events, control stage and chat content, resolve editor problems, and save or transfer the event list.
- [Automated Webinars](https://docs.axl.tech/autowebinars): Turn a recorded webinar into an automated webinar with a template, a schedule, and an automation, then manage it like a live one.
- [Automated Webinar Preview and Event Editor](https://docs.axl.tech/automated-webinar-preview-and-event-editor): Preview an automated webinar in the Events editor, jump to any moment, and add, edit, and re-time events on the timeline.

## Content

- [Videos](https://docs.axl.tech/video): Upload videos, organize them in folders, control who can watch them, embed them on your pages, and track views.
- [How to Embed a Video](https://docs.axl.tech/how-to-embed-a-video): Upload a video to AXL, copy its embed code, and add it to a course lesson or a website page.
- [Video Analytics](https://docs.axl.tech/video-analytics): See how people watch your videos: views, unique views, watch time, and charts for one video or for all of them.
- [Files](https://docs.axl.tech/file-manager): Upload files to your account, organize them in folders, and control whether each file is public or private.

## Memberships

- [Courses](https://docs.axl.tech/courses): Create and manage courses in AXL: the course list, structure, comments, ratings, and reviews.
- [Course Management](https://docs.axl.tech/course-management): Edit a course: its general info, settings, plans, steps, comments, ratings, users, reviews, and automation.
- [Course Steps](https://docs.axl.tech/course-steps): Learn what course steps are, how to add them to a course, and how to set them up and edit them.
- [General Course Step Settings](https://docs.axl.tech/general-course-step-settings): Set a course step's title, comments, ratings, access conditions, and time delays on its Account Settings tab.
- [Libraries](https://docs.axl.tech/libraries): Create libraries of learning materials, add articles and sections, and manage comments and ratings.
- [Event Calendar](https://docs.axl.tech/event-calendar): Publish live Q&As, workshops and meetups in the membership portal, let students register, and see who is coming.
- [Cohorts](https://docs.axl.tech/cohorts): Learn what a cohort is, how to add one, and how to set its dates, courses, and libraries.
- [Theory](https://docs.axl.tech/theory): Add video, text, files, and images to a course step on its Theory tab.
- [Tests](https://docs.axl.tech/tests): How to add a test to a course step, write its questions and answers, and make it visible to users.
- [Assignments](https://docs.axl.tech/tasks-2): How to add an assignment to a course step, set up its fields and review option, and make it available to users.
- [Course Availability](https://docs.axl.tech/course-availability): Control who can open a course and when: free access, step order, plans, time delays, and fixed dates.
- [Comments](https://docs.axl.tech/comments): How to let users comment on course steps, reply to and moderate comments, filter the list, and export it.
- [Ratings](https://docs.axl.tech/ratings): How to turn on ratings for course steps, review user ratings and comments, filter the list, and export it.
- [Users](https://docs.axl.tech/users): How to find course users, filter them by status and dates, and view their progress, history, and feedback.
- [Reviews](https://docs.axl.tech/reviews): See, filter, and export the reviews students leave about your courses.
- [Checking Assignments](https://docs.axl.tech/checking-assignments): Review student answers to assignments, approve or return them, and leave comments in Assignment Review.
- [Certificates](https://docs.axl.tech/certificates): Create certificate templates, issue certificates to students, and automate delivery.
- [Gamification](https://docs.axl.tech/gamification): Reward students with points, achievements, and a leaderboard, and let them spend points in a Points Store.
- [Settings](https://docs.axl.tech/settings-2): Customize your Membership Portal: set its domain, sign-up rules, chat, footer, member profile fields, and custom code.

## Sales

- [Products and Services](https://docs.axl.tech/products-and-offers): Create and manage the products and services you sell, including digital and physical products, courses, subscriptions, and cohorts.
- [Products & Services: General Settings](https://docs.axl.tech/common-settings-of-the-products-and-services-section): A guide to the General Settings of a product or service: names, price, discounts, bonuses, content, access, payment options, and cover.
- [Subscription](https://docs.axl.tech/subscription): Learn how to create a subscription and set its price, trial, renewals, failed-payment retries, and automations.
- [Orders](https://docs.axl.tech/purchase-orders): See customer orders, find them with search and filters, update statuses, process refunds, and export order data.
- [Create an Order](https://docs.axl.tech/create-order): Create an order by hand and send your customer a payment link.
- [Payments](https://docs.axl.tech/payments): View and filter payments, add or edit them manually, and export payment data.
- [Promo Codes](https://docs.axl.tech/promo-codes): Create promo codes that give customers a fixed or percentage discount, and manage them in one list.
- [Sales Analytics](https://docs.axl.tech/sales-analytics): Track revenue, orders, payments, and new customers with sales charts and filters.
- [Affiliate Program](https://docs.axl.tech/affiliate-program): Set up and manage your affiliate program: affiliates, commission offers, payouts, withdrawal requests and automations.
- [Sales Form](https://docs.axl.tech/sales-form): Add the Payment Form element to a page and set up its products, upsell pages, thank you page, and components.
- **Payment Form Components**
  - [Upsell Page](https://docs.axl.tech/upsell-page): Create an upsell page, add the Accept Offer and Decline buttons, and connect the page to a Payment Form.
  - [Form Component](https://docs.axl.tech/component-form): Set up the form component of the Payment Form: contact fields, labels, styles, and when to hide the form.
  - [Product List Component](https://docs.axl.tech/component-product-list): Set up the Product List component of the Payment Form: add products, choose the selection mode, and show product descriptions.
  - [Payment Button Component](https://docs.axl.tech/component-payment-button): Set up the Payment Button component in a payment form: payment method, partial payment, button text, icons, and style.
  - [Totals Component](https://docs.axl.tech/component-totals): Customize the Totals component of the Payment Form: line labels, text, style, and display conditions.
  - [Promo Code Component](https://docs.axl.tech/component-promo-code): Customize the Promo Code button of the Payment Form: text, style, icons, and when the button appears.
  - [Order Bump Component](https://docs.axl.tech/component-order-bump): Set up the Order Bump component of the Payment Form: which product to offer, whether it adds or replaces, and the text customers see.
  - [Credit Card Form Component](https://docs.axl.tech/credit-card-form-component): Set up the Credit Card Form component in a payment form: payment method, labels, positioning, and style.
- [Form for Selling with a Shopping Cart](https://docs.axl.tech/form-for-sale-via-shopping-cart): Create a form that sells your products through the shopping cart, and choose what happens when a visitor clicks the form button.

## Automations

- [Automations Overview](https://docs.axl.tech/scenario): Create an automation, choose its events and actions, connect and organize steps, run it for contacts, and review step history.
- [Course Automation](https://docs.axl.tech/course-scenario): Open a course automation, choose Course Started or Course Completed, configure actions, connect the steps, and activate the flow.
- [Website Automation](https://docs.axl.tech/site-scenario): Open a site page automation and configure payment, form submission or custom events with connected response actions.
- [Cohort Automation](https://docs.axl.tech/cohort-scenario): Set up actions before a cohort starts, at its start or end, and when a participant joins, then configure and connect the steps.
- [Webinar Automation](https://docs.axl.tech/webinar-scenario): Choose webinar registration, reminder, start or end events, configure actions, connect the flow, and activate the automation.
- [Product Automation](https://docs.axl.tech/product-scenario): Configure purchase, order-created and subscription events, personalize messages, and set up an unpaid-order reminder.
- [Chatbot Automation](https://docs.axl.tech/chatbot-scenario): Build simple and webinar chatbot automations, configure start phrases and events, connect actions, and activate the chatbot flow.
- [Chat Channel Automation](https://docs.axl.tech/chat-channels-scenario): Create keyword-based chat replies with exact or partial matching, configure response actions, and activate the channel automation.
- [Deal Automation](https://docs.axl.tech/deal-scenario): Open a pipeline automation, choose deal-added or stage-change events, configure the target stages and actions, and connect the flow.
- [Affiliate Program Automation](https://docs.axl.tech/affiliate-program-scenario): Set up affiliate sign-up and purchase automations, choose whether actions run for the referral or affiliate, and connect rewards and messages.
- [Certificate Automation](https://docs.axl.tech/certificate-scenario): Configure what happens after a certificate is issued, add certificate variables to messages, and connect the issuing and notification automations.
- [Gamification Automation](https://docs.axl.tech/gamification-scenario): Respond to earned achievements, add or deduct points, award or remove achievements, and configure the gamification automation.
- [Telegram Groups/Channels App Automation](https://docs.axl.tech/telegram-groups-channels-application-scenario): Open a connected Telegram group’s automation, configure message keyword matching, and connect replies or follow-up actions.
- [Date and Time Format](https://docs.axl.tech/date-and-time-format): Learn how to format the webinar date and time in the messages and emails that your webinar automation sends.
- [Automation Event Types and Settings](https://docs.axl.tech/types-of-events-in-the-scenario-and-their-configurations): Find automation events by feature, learn when they trigger, and configure their available settings.
- [Types of Actions in Automations and Their Settings](https://docs.axl.tech/types-of-actions-in-the-scenario-and-their-configurations): Configure automation action fields, delivery and access options, deal updates, rewards, delays and branching using the full settings reference.
- [Conditions in Automations](https://docs.axl.tech/conditions-in-the-scenario): Configure AND/OR conditions, connect matching and non-matching branches, and choose filters available in the automation context.
- [Variables in Automations](https://docs.axl.tech/variables-in-the-scenario): Insert variables into automation actions and learn which contact, order, webinar, course, form and certificate data is available.
- [SMS Broadcast Integration via Webhook](https://docs.axl.tech/integration-with-sms-mailing-services-via-webhook): Set up SMS broadcasts through Twilio by connecting its API to an AXL automation with the Webhook action.
- [Run an Automation via the API](https://docs.axl.tech/calling-the-scenario-via-the-api): Configure an automation and API key, send contact data using POST or GET, and check the resulting run in the contact card.

## CRM

- [Contacts](https://docs.axl.tech/contacts): Add, import, filter, and bulk-edit contacts in AXL CRM.
- [Merging Contacts](https://docs.axl.tech/merging-contacts): Review duplicate contacts, choose the profile values to keep, and merge them into one target record.
- [Importing Contacts](https://docs.axl.tech/importing-contacts): Import contacts into your CRM from a TXT, CSV or XLSX file: choose the data source, map the fields and validate.
- **Contact Card**
  - [Contact Card](https://docs.axl.tech/contact-card): See contact details, actions, subscriptions, and tabs in a CRM contact card.
  - [Contact Profile](https://docs.axl.tech/contact-profile): Learn about the profile fields and custom attributes on a contact's General Information tab.
  - [Membership Portal Account](https://docs.axl.tech/membership-portal-account): See whether a contact has signed up for your Membership Portal, send an invitation, and reset the contact's password.
  - [Contact Tasks](https://docs.axl.tech/contact-tasks): See a contact's tasks, add a new task, and edit, complete, or delete tasks from the contact card.
  - [Owners](https://docs.axl.tech/responsible): Assign admins as owners of a contact, set their job titles, and choose which new orders and chats they get automatically.
  - [Messaging Apps](https://docs.axl.tech/messengers): Invite a contact to a messaging app and open their conversations from the Messaging Apps card on the General Information tab.
  - [Access & Products](https://docs.axl.tech/access-and-products): Give a contact access to courses, products, cohorts, and libraries, and set how long the access lasts.
  - [Contact Deals](https://docs.axl.tech/contact-deals): Add a deal to a contact and manage the contact's deals from the Deals card on the General Information tab.
  - [Contact History](https://docs.axl.tech/story): Review recorded activity for a contact, filter the history by category, and add notes with optional files.
  - [Learning in the Contact Card](https://docs.axl.tech/training-in-the-contact-card): Learn what the Learning tab shows about a contact's courses and how to filter it.
  - [Tasks in a Contact Card](https://docs.axl.tech/tasks-in-a-contact-card): Learn how to add, filter, and manage tasks on a contact's Tasks tab.
  - [Orders in the Contact Card](https://docs.axl.tech/orders-in-the-contact-card): See a contact's orders, choose table columns, and filter the order list on the Orders tab.
  - [Webinars in the Contact Card](https://docs.axl.tech/webinars-in-the-contact-card): See which webinars a contact registered for or attended, check attendance, and manage attendee records.
  - [Automations in the Contact Card](https://docs.axl.tech/scenarios-in-the-contact-card): Open a contact’s automation history, inspect individual runs, and find the controls for stopping or deleting a run.
  - [Quizzes/Forms in the Contact Card](https://docs.axl.tech/quizzes-forms-in-the-contact-card): See the quizzes and forms a contact has submitted, filter them, and preview the answers.
  - [Affiliate Program in the Contact Card](https://docs.axl.tech/affiliate-program-in-the-contact-card): Manage a contact's affiliate links, earnings, payout requests, and transactions from the Affiliate Program tab of the contact card.
  - [Gamification in the Contact Card](https://docs.axl.tech/gamification-in-the-contact-card): See a contact's points, achievements, and point history in the Gamification tab of the contact card, and reset a user's gamification data.
- [Tasks](https://docs.axl.tech/tasks): Create, filter, and manage CRM tasks for your contacts.
- [Bonus Balance](https://docs.axl.tech/bonus-balance): How bonus balances work: view and edit a contact's bonus transactions, award bonuses with automations, and let customers pay with bonuses.
- [Filtering and Search Conditions](https://docs.axl.tech/filtering-and-search-terms): Filter CRM contacts with AND/OR conditions, apply the result, and save personal or shared filters for reuse.
- [Deals](https://docs.axl.tech/deals): Create and configure a sales board: stages, required fields, cards, filters, and bulk actions.
- [Deal Details](https://docs.axl.tech/deal-details): Work with deal fields, tasks, orders, contact information, history, and archived opportunities.
- [How to Automate a Deal](https://docs.axl.tech/how-to-automate-a-deal): Set up automations that create deals, move them through pipeline stages and assign tasks to your team.

## Communications

- [Meetings](https://docs.axl.tech/meetings): Set up booking pages for consultations and calls, manage availability, and track bookings and results with Meetings.
- [Community](https://docs.axl.tech/community): Set up a community in your Membership Portal: spaces, feed, members, moderation, automations, badges, and access.
- [Chat](https://docs.axl.tech/chat-room): Use the Chat inbox to message customers across all connected channels and manage conversations.
- [Chat Channels](https://docs.axl.tech/chat-channels): Connect messaging apps to AXL and manage each channel's settings, users, templates, and automations.
- [Viber Channel](https://docs.axl.tech/channel-viber): Connect a Viber chatbot to your AXL account as a chat channel.
- [Telegram Channel](https://docs.axl.tech/channel-telegram): Connect a Telegram bot to your AXL account as a chat channel.
- [Facebook Channel](https://docs.axl.tech/channel-facebook): Connect a Facebook page to your AXL account as a chat channel.
- [WhatsApp Channel](https://docs.axl.tech/channel-whatsapp): Connect WhatsApp to your AXL account through Meta and manage the channel's settings and message templates.
- [Wazzup24 Channel](https://docs.axl.tech/channel-wazzup24): How to connect a Wazzup24 channel to your account and chat with customers on WhatsApp, Instagram, and Telegram.
- [Instagram Channel](https://docs.axl.tech/channel-instagram): How to connect an Instagram channel to your AXL account and manage its chats from the Chat Channels page.
- [Line Channel](https://docs.axl.tech/channel-line): How to connect a Line channel to your account so you can chat with customers on Line.
- [Chatbots](https://docs.axl.tech/chat-bots): Learn what chatbots are, how to create one, and how to set up its key phrases, automation, and buttons.
- [Set Up and Connect a Chatbot](https://docs.axl.tech/setting-up-and-connecting-a-chatbot): Set up a welcome chatbot that warms up new contacts, connect it to a form, and send people to it from a thank-you page.
- [Buttons in Chatbots](https://docs.axl.tech/buttons-in-chatbots): Add buttons to chatbot messages, connect each button to its own branch of the automation, and track clicks.
- [VKontakte Channel](https://docs.axl.tech/channel-vkontakte): Connect a VKontakte group to your AXL account as a chat channel.

## Telephony

- [Telephony](https://docs.axl.tech/telephony): What AXL Telephony is for, how to turn it on, what each tab does and in which order to set it up.
- [Phone Numbers](https://docs.axl.tech/phone-numbers): Connect a phone number, choose between local and toll-free, set up recording, outgoing calls and the team that works the number, and check rates.
- [Incoming Calls](https://docs.axl.tech/incoming-calls): Choose what happens when someone calls your number: ring the team, forward to a phone, or let an AI voice agent answer, with hold and fallbacks.
- [Calls in the Browser](https://docs.axl.tech/calls-in-the-browser): Make and take calls in AXL: the phone window, caller ID, a second call on hold, call outcomes and notes, sound settings and your own call list.
- [AI Voice Agents](https://docs.axl.tech/ai-voice-agents): Create a voice agent that answers calls to your numbers and calls your contacts: greeting, instructions, voice, meetings, forms, selling and testing.
- [Call Campaigns](https://docs.axl.tech/call-campaigns): Let an AI voice agent call a list of contacts: who to call, the script, calling hours, retries, outcomes, selling on the call and launching.
- [SMS and SMS Registration](https://docs.axl.tech/telephony-sms): Turn on texting for your numbers: why carriers require registration, what it costs, how long it takes, and who on the team can text.
- [Call Settings](https://docs.axl.tech/call-settings): Limit the countries your account can call and set up the call outcomes your team and the AI use after each call.
- [Call Analytics](https://docs.axl.tech/calls-analytics): Track team call performance on the Analytics tab and review every call on the History tab in Communications → Telephony.
- [AI Calls](https://docs.axl.tech/ai-calls): Use AI Calls to have a voice AI agent call your contacts from an automation, qualify leads, and save the results to the contact record.
- [Connecting IP Telephony from Zadarma](https://docs.axl.tech/connecting-ip-telephony-from-zadarma): Connect your Zadarma IP telephony to AXL: get your API key and secret key from Zadarma, then add the integration under Telephony.

## Email & Broadcasts

- [Email Section](https://docs.axl.tech/mail-section): A quick tour of the Email section: sent emails, suppression list, mailing lists, broadcasts, email templates, and email settings.
- [Sent Emails](https://docs.axl.tech/sent): Inspect outgoing email records, sending statuses, opens, clicks, sales and recorded delivery events.
- [Mailing Lists](https://docs.axl.tech/mailing-lists): Learn what a mailing list is and how to create and manage one.
- [Broadcasts](https://docs.axl.tech/broadcast): Create, schedule, and manage broadcasts that send emails and chat messages to your contacts.
- [Email Settings](https://docs.axl.tech/mail-settings): Set up sending profiles and SMTP, edit system email templates, and manage incoming email addresses for your account.
- [Mailing List Conditions](https://docs.axl.tech/conditions-for-mailing): Build a dynamic mailing list with AND/OR conditions, preview matching contacts, and use the complete condition reference.
- [Suppression List](https://docs.axl.tech/stop-list): Manage email addresses excluded from ordinary account mailings and record why each address is on the suppression list.
- [Email Editor](https://docs.axl.tech/email-editor): Create and edit emails in the AXL Email Editor with the AI Assistant or manually, then preview, check, and test them before you send.
- [Email Templates](https://docs.axl.tech/email-templates): Learn what an email template is, how to create one with AI or from a built-in or account template, and how to edit it.
- [Email Client and Incoming Email Settings](https://docs.axl.tech/email-client-and-incoming-mail-settings): How to set up incoming email addresses and use the built-in email client to send, receive, and manage messages.

## Apps

- [Telegram Groups/Channels App](https://docs.axl.tech/application-telegram-groups-channels): Connect the Telegram Groups/Channels app to approve join requests, ban members, and manage who can access your private Telegram groups and channels.
- [How to Automate Telegram Groups/Channels](https://docs.axl.tech/how-to-automate-the-work-of-the-telegram-groups-channels): Set up a chatbot, a product automation, a payment form, and a thank-you page so buyers join your Telegram group or channel automatically.
- [Meta Conversions App](https://docs.axl.tech/application-meta-conversions): Connect the Meta Conversions app to send website events to Meta through the Conversions API and measure the results of your ads.
- [Google Analytics App](https://docs.axl.tech/application-google-analytics): Connect the Google Analytics app to track website traffic and conversions from your AXL account in a Google Analytics data stream.
- [Zoom App](https://docs.axl.tech/zoom-application): Connect Zoom to AXL so booked meetings get Zoom links automatically, and learn how to disconnect the app.

## Settings

- [Account Settings](https://docs.axl.tech/account-settings): Update your account's name, language, time zone, currency, and storage settings, and set up global variables.
- [Team & Departments](https://docs.axl.tech/team-and-departments): Invite team members, set their permissions and roles, and organize them into departments.
- [Payment Gateways](https://docs.axl.tech/payment-settings): Connect payment gateways such as Stripe and PayPal so customers can pay on your website, and manage the gateways you've added.
- [Stripe Settings](https://docs.axl.tech/stripe-settings): Create a Stripe account, copy your API keys, and connect Stripe to AXL to accept card payments.
- [PayPal Settings](https://docs.axl.tech/paypal-settings): Create a PayPal account, get your Client ID and secret key, and connect PayPal to AXL to accept payments.
- [Cash Settings](https://docs.axl.tech/settings-cash): Add the Cash payment gateway so customers can pay in cash, then record each cash payment on the order in AXL.
- [Bank Transfer Settings](https://docs.axl.tech/settings-cashless-payment): Add the Bank Transfer payment gateway so customers can pay by bank transfer, then mark the order as paid once the money arrives.
- [Accepting Payments by Bank Transfer](https://docs.axl.tech/accepting-payments-by-bank-transfer): Set up a payment page, form, and automation so customers can pay by bank transfer, then mark the order as paid when the money arrives.
- [Fondy Settings](https://docs.axl.tech/fondy-settings): Connect Fondy to AXL: create a Fondy merchant, copy your Merchant ID and Payment Key, and add Fondy as a payment gateway.
- [Square Settings](https://docs.axl.tech/squareup-settings): Connect Square to AXL: create a Square application, copy your Application ID, Location ID, and Access Token, and add Square as a payment gateway.
- [Smart Glocal Settings](https://docs.axl.tech/smart-glocal-settings): Connect Smart Glocal to AXL: get your project name and keys from your Smart Glocal manager and add it as a payment gateway.
- [BitPay Settings](https://docs.axl.tech/bitpay-settings): Connect BitPay to AXL: create a BitPay API token and add BitPay as a payment gateway to accept cryptocurrency payments.
- [ECPay Settings](https://docs.axl.tech/ecpay-settings): Connect ECPay to your AXL account to accept online payments in Taiwan.
- [Mercado Pago (AR) Settings](https://docs.axl.tech/mercadopago-ar-settings): Connect Mercado Pago (Argentina) to your AXL account with your Public Key and Access Token.
- [CyberSource Settings](https://docs.axl.tech/cybersource-settings): Connect CyberSource to your AXL account with your Organization ID, Key, and Secret Key.
- [Mobbex Settings](https://docs.axl.tech/mobbex-settings): Connect Mobbex to your AXL account with an API Key and Access Token to accept online payments.
- [WayForPay Settings](https://docs.axl.tech/wayforpay-settings): Connect WayForPay to your AXL account to accept card and online payments.
- [Midtrans Settings](https://docs.axl.tech/midtrans-settings): Connect Midtrans to your AXL account with your Client Key and Server Key to accept payments in Indonesia.
- [Domains](https://docs.axl.tech/domains): Learn what a domain is, then connect your own domain or subdomain to your AXL website and set up a domain for sending email.
- [API Keys](https://docs.axl.tech/api-keys): Learn what an API key is, how to create one in AXL, and how to set its access rights.
- [Billing](https://docs.axl.tech/billing): Manage your AXL plan, balance, usage, transactions, and payment methods on the Billing page.
- [Import & Export](https://docs.axl.tech/sharing-settings): Share website pages between AXL accounts: export materials from one account and import them into another.