Tutorials
Step-by-step tutorials for the jobs people do most in Enydea. Each one says what you need before you start, walks through the steps in the app and ends with a way to check that it worked.
Beginner
- Send your first email campaignFollow one path from a mailing list to a scheduled campaign: build a template, create the campaign, schedule it and check the results.
- Connect your mailboxConnect Office 365 or another email account to Enydea, test the connection, set sync, sender details and signatures, and connect a shared team mailbox.
- Import contacts into your CRMGet companies and contact persons into Relations from a business card, your mailbox, LeadFinder, a form or a spreadsheet.
- Create a quote from an opportunityCreate an opportunity with line items for one of your relations and download it as a quote PDF in about 10 minutes.
- Send a booking link and take a meetingConnect your Outlook calendar, create a booking link, test it yourself and share it with a customer in about 15 minutes.
- Schedule your first social media postConnect a LinkedIn account, write a post with AI help, schedule it and check that it went out. Takes about 10 minutes.
- Post a video on LinkedIn with the AI AssistantHave the AI Assistant schedule a video from Files on your LinkedIn profile or company page, then check and publish it in Social Media.
- Create an AI image and save it as a PNGGenerate an image from a text description in the Visualization Image Editor, refine it, and save it as a PNG in your files.
- Connect Claude or ChatGPT to EnydeaCopy your connector URL from Settings, add it in Claude or ChatGPT, sign in with your Enydea account and try three requests. Takes about 10 minutes.
Intermediate
- Set up a bulk email domainRegister a sending subdomain such as mail.yourdomain.com, publish its DNS records, verify it, and create the email addresses your campaigns send from.
- Clean a mailing list before a campaignCheck every address on a mailing list with the AI Assistant, see which addresses a campaign will skip, and decide what the send gate holds back.
- From market research to leads in your CRMUse LeadFinder to research your market, find lead sources, crawl for companies, enrich emails, remove duplicates and save the results to your CRM with tags.
- From market signals to companies in your CRMSave a signal profile, scan news and filings for buying signals, review the best matches and turn the companies into relations with contact persons.
- Publish a landing page with a lead formCreate a form, build a landing page around it, preview the draft, publish it, share the link and turn the first submission into a CRM contact.
- Install the website tracker and check it worksCopy the tracking code, add it to your website or WordPress, set the consent banner and confirm that visits are recorded.
- Put a chat widget on your websiteCreate a chat, copy its embed code onto your website, send a test message and answer it from Enydea.
- Make a short product video and share itCreate a short product video with the AI Video Pipeline or the Scene Creator, find it in Files, share it, and use it on a landing page.
- Connect an MCP server to the Enydea agentAdd a public MCP server in Settings, allow only its read-only tools, let the Enydea AI agent use one, and find the call in the log. About 15 minutes.