Help guide
Guides, references, and resources for Almox. Find what you need to set up your account, manage clients, and run your agency.
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Start guideSet up your workspace, take a tour as a client, and get the basics in place before you bring anyone on.Your teamInvite your team members and decide what each role can do.ClientsAdd clients, share work with them, and choose how they reach your portal.AIAI Manager — ask questions across your work, with optional bring-your-own-key support.FeaturesThe building blocks of Almox — chats, boards, docs, forms, contracts, feedback, and more.PaymentsInvoices, subscriptions, payment links, and a Store — connect a provider and start collecting.NotificationsHow and when Almox emails you and your clients, and what you can tune.AutomationsReact to events like an invoice being paid or a form being submitted.OtherPlans, security, troubleshooting, and how to reach us.