How to Use Tekmatix: Complete Beginner's Platform Walkthrough
New to Tekmatix? In this complete platform walkthrough, you'll get a guided tour of the core features inside your Tekmatix account so you can confidently navigate the platform and understand where everything is. In this training, Tekmatix Tekspert Ilkay explains the purpose of each major section, how they work together, and the recommended setup process for new users. Rather than focusing on every button, this session helps you understand the overall workflow so you can build your business more efficiently inside Tekmatix. In this video, you'll learn about: • Navigating the Tekmatix dashboard • Managing contacts and your CRM • Using calendars and different booking types • Creating tasks and customer pipelines • Connecting Stripe and managing payments • AI Studio for website creation and quizzes • AI Agents and Knowledge Bases • Social Planner and email marketing • Workflows and automations • Websites vs Funnels • Courses, memberships and communities • Reviews and reputation management • Reports and analytics • Mobile app features • User permissions and team management • Custom fields, tags and integrations • Best practices for testing your automations and forms Whether you're just getting started or want a better understanding of how all the tools fit together, this walkthrough provides an excellent foundation for building your business inside Tekmatix. If you'd like to learn more, be sure to explore the additional Tekmatix daily training sessions and tutorials mentioned throughout the walkthrough. 00:00 Introduction & What You'll Learn 01:18 Launchpad & Dashboard Overview 04:05 CRM & Contact Management 09:15 Contact Records, Notes & Customer History 12:05 Sasha AI Support Chat 13:10 Calendar Types Explained 16:45 Calendar Connections & Booking Settings 18:50 Tasks & Team Assignments 20:20 Customer Pipelines & Opportunities 22:50 Payments, Products & Stripe Integration 27:05 Documents, Proposals & Templates 29:00 AI Studio Website Builder 32:10 AI Agents & Knowledge Bases 37:15 Social Planner & Content Scheduling 39:30 Email Marketing & Campaign Statistics 42:10 Snippets, Affiliate Manager & Brand Boards 44:00 Workflows & Marketing Automation 48:10 Websites vs Funnels 51:10 Analytics, Forms & Chat Widgets 53:15 Courses, Communities & Media Storage 55:00 Reviews & Reputation Management 57:10 Reporting, Mobile App & Settings 59:20 Custom Fields, Integrations & Audit Logs 01:00:40 Q&A & Closing Remarks #Tekmatix #TekmatixTutorial #TekmatixCRM #TekmatixAIStudio #TekmatixAIAgents #TekmatixWorkflows #CRMAutomation #BusinessAutomation #SalesFunnels #MarketingAutomation Get a FREE TRIAL on TekMatix here: https://www.tekmatix.com/

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