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Find guides, tutorials, and answers to get the most out of your AI business assistant and AI productivity tool. From AI dashboard automation to AI workflow automation, marketing reporting automation, and goal tracking - everything you need to save time with AI and run your business smarter.
Popular Articles
The most-read guides to get you up and running fast
Creating Your Account
Sign up with SSO or email and set up your organisation
Dashboard Overview
Navigate the main dashboard, sidebar, and key features
Connecting Your Tools
Link HubSpot, Xero, Google Analytics, and more
What Are AI assistants?
How specialised AI agents handle department-specific tasks
Finance Manager Guide
Track expenses, generate financial reports, and manage budgets
Chatting with Alexia.ai
How to ask questions, give commands, and get results
Feature Intro Videos
Short introductions to each Alexia feature - what it does, how it works, and the value it brings to your team
Meetings & AI Notetaker
How Alexia joins your meetings, captures notes automatically, and turns conversations into actions.
Executive Assistant
Meet your AI EA - managing your calendar, inbox, and follow-ups so you can focus on the work that matters.
AI Agents for Business
How specialised AI agents handle everyday business work - from research and drafting to running whole workflows.
AI Managers for Teams
How AI keeps teams aligned - tracking goals, surfacing blockers, and keeping everyone across what matters.
AI Chat & Collaboration
How chat-first collaboration works in Alexia - talk naturally, loop in teammates, and get things done in one place.
Reporting
How Alexia turns your business data into clear reports and insights - no spreadsheets or manual work required.
Browse by Category
Explore all guides organised by topic
Getting Started
Set up your account, navigate the AI dashboard automation software, and get Alexia.ai working for your business in less than 5 minutes.
Creating Your Account
Sign up with SSO or email and set up your organisation
Dashboard Overview
Navigate the main dashboard, sidebar, and key features
Your First AI Assistant
Create and configure your first AI assistant
Connecting Your Tools
Link HubSpot, Xero, Google Analytics, and more
Understanding the Onboarding Tour
What each step of the welcome tour covers
Quick Actions
Use the Quick Actions menu to quickly create chats, managers, tasks, goals, and more
AI Assistants
Learn how to create, configure, and get the most out of Alexia.ai's specialized AI assistants - AI for business operations.
What Are AI assistants?
How specialised AI agents handle department-specific tasks
Creating a New Assistant
Step-by-step guide to setting up any department assistant
Finance Manager Guide
Track expenses, generate financial reports, and manage budgets
Marketing Manager Guide
Automate campaign reports, track KPIs, and analyse performance
HR Manager Guide
Manage team tasks, track leave, and streamline HR workflows
Custom Assistant Configuration
Advanced settings for tailoring assistants to your needs
Chat & Conversations
Master the conversational interface and unlock AI-powered workflow automation through natural language.
Chatting with Alexia.ai
How to ask questions, give commands, and get results
Chat History & Context
How Alexia.ai remembers past conversations and context
Meeting Notes
Review meeting transcripts, extract action items, and get AI summaries
Calendar Assistant
Manage your schedule, create events, and get AI-powered calendar insights
Huddles
Start video meetings with your team and access recordings
Executive Assistant
Your personal AI assistant for managing tasks, goals, and daily work
Human Chats
Direct message your team members and create group conversations
Mentions
See when you're mentioned in conversations and stay in the loop
Agents
Create and manage specialised AI agents for automated tasks
Email Intelligence
Connect your inbox and let AI handle email triage, summaries, and draft responses. Save time with AI email intelligence.
Connecting Gmail / Google Workspace
Authorise Alexia.ai to read and manage your email
Email Summaries & Prioritisation
How AI categorises and prioritises your inbox
Draft Replies
Let Alexia.ai draft responses you can review and send
Creating Tasks from Emails
Turn sent and received emails into actionable tasks for your team
Privacy & Email Security
How your email data is protected and processed
Goals & Task Management
Set business goals, assign tasks, and track progress with AI-powered insights. Increase team productivity with AI workflow automation.
Setting Business Goals
Create measurable goals with deadlines and milestones
Creating & Assigning Tasks
Assign work to team members or AI agents
The Task Board
Track work on a Kanban board grouped by goal
Repeating Tasks
Schedule recurring tasks that run automatically
AI-Recommended Tasks
How Alexia.ai suggests tasks based on your goals
Progress Tracking & Alerts
Monitor goal progress and get proactive notifications
Integrations & Data
Connect your business tools and upload data for instant AI analysis. Operations automation tools that streamline your business.
Reports & Analytics
Generate automated business reports, customise, and schedule across all your business data with AI data reporting software.
Generating Your First Report
Connect your tools and ask Alexia.ai to create data-driven reports in natural language
Report Templates
Pre-built templates for common business reports
Scheduling Recurring Reports
Automate weekly or monthly report generation
Custom Charts & Visualisations
How Alexia.ai creates charts from your data
Exporting & Sharing Reports
Download, email, or share reports with your team
Security & Privacy
Understand how Alexia.ai protects your business data and maintains compliance.
Data Encryption & Storage
How your data is encrypted at rest and in transit
Authentication & SSO
Single sign-on, two-factor, and access controls
Data Retention Policies
How long data is stored and how to request deletion
Compliance & Certifications
SOC 2, GDPR, and other compliance standards
Team Permissions & Roles
Control who can access what within your organisation
HRIS & People Management
Manage employee records, time-off requests, onboarding workflows, org charts, and performance tracking - all built into Alexia.ai at no extra cost.
Getting Started with HRIS
Set up your built-in HR Information System and navigate the dashboard
Timesheets
Log hours, track time, and manage timesheet approvals
Managing Leaves
Request, approve, and track annual leave, sick leave, and more
Employee Onboarding Workflows
Track new hire onboarding and manage document requirements
User Management
Invite users, manage profiles, and track profile updates
Employment Records
Manage employee directory, shift allocation, and salary access
Clients
Add and manage client organisations and assignments
Reporting
Generate attendance reports filtered by date, client, and user
ATS & Recruitment
Post jobs, manage candidates, run hiring pipelines with AI screening, schedule interviews, and handle approvals - all built into Alexia.ai at no extra cost.
Getting Started with ATS
Navigate the ATS Dashboard with hiring stats, insights, pipeline overview, and activity
Jobs
Create and manage job postings with pipeline stage tracking
Candidates
View and manage all candidates with AI resume analysis, interview questions, and stage tracking
Approvals
Review and approve pending job requests from clients
Interview Availability
Manage your calendar and create interview slots for recruiters and hiring managers
Budget Approvals
Review and approve candidate hiring costs and salary proposals
User Access
Manage who can access the ATS and their roles and permissions
Salary Matrix
Manage salary benchmarking data by position, level, and region
Salary Calculator
Calculate and compare hiring costs across currencies and clients
Pipeline Config
Create and manage reusable hiring pipeline templates
Team Connect
Video meetings, AI-powered conversations, scheduling, and recording - all built into Alexia.ai with AI assessment and transcription.
Getting Started with Team Connect
Navigate the Dashboard, meeting types, and recent recordings
Meetings
View, search, and manage all your meetings in list or calendar view
Scheduled Meetings
Schedule new meetings and manage your active meeting list
Recordings
View, search, and review recorded meetings with transcripts and AI feedback
Settings & Account
Manage your profile, preferences, notifications, and provide feedback to the Alexia.ai team.
Quick Links
Other ways to get help and learn more
Still Have Questions?
Can't find what you're looking for? Our team is ready to help you get the most out of Alexia.ai.