Platform & Solutions
Mojeep Documentation and Getting Started
Practical guides to getting started with the inbox, CRM, AI agents, knowledge, and integrations.
1. Set up your workspace
Choose team members and the roles each person needs.
2. Connect channels and knowledge
Connect eligible accounts and add approved information the team needs.
3. Test the workflow
Test assignment, permissions, and employee handoff before enabling customer-facing actions.
Unified inbox
Learn how conversations are received, assigned, and followed in a shared workspace.
Open guideCustomer relationship management
Explore customer records, opportunities, activities, and follow-up steps.
Open guideAI agents
Review knowledge, instructions, permitted tools, and team handoff boundaries.
Open guideKnowledge base
Prepare clear, current information sources for your team and agents.
Open guideWhatsApp channel
Review channel connection details and account and provider requirements.
Open guideIntegrations
Explore integrations, their configuration, and availability boundaries.
Open guide