01
Intellia Tour
The left menu explained in 3 minutes.
Video coming soon
In this video:
- How the left menu is organized
- Where your key sections live
- The fastest way to get around Intellia
How-To Hub
How to use Intellia
Short videos for the things you do most. Click a title to jump to its video.
New videos are added as new questions come in.
Browse the videosGetting set up
Daily use
Automations, landing page & numbers
Getting set up Back to top Back to top Back to top Back to top Back to top
02
Business Profile
Set up your business details and defaults.
Video coming soon
In this video:
- Add your business name and logo
- Set default contact details and time zone
- Save brand defaults used across your pages
03
Connect your domain
Point your domain to your landing pages.
Video coming soon
In this video:
- Point your domain at your landing pages
- Add the DNS records we give you
- Check connection status and verify
04
Google & Calendars
Connect your Google account and calendars.
Video coming soon
In this video:
- Connect your Google account securely
- Choose which calendars to sync
- See bookings land on the right calendar
05
Connect WhatsApp
Link your WhatsApp Business number (optional).
Video coming soon
In this video:
- Link your WhatsApp Business number
- Scan the QR code or use the API
- Start replying from inside Intellia
Daily use Back to top Back to top Back to top Back to top
06
Contacts
What's inside a contact, tags and smart lists.
Video coming soon
In this video:
- What lives inside a contact record
- Use tags to group people
- Build smart lists that update on their own
07
Opportunities
Create a pipeline, stages, move cards.
Video coming soon
In this video:
- Create a pipeline for your deals
- Add and rename your stages
- Drag cards to move them along
08
Conversations
Reply to WhatsApp, email and SMS in one inbox.
Video coming soon
In this video:
- One inbox for WhatsApp, email and SMS
- Reply without switching tabs
- Keep every message in context
09
Calendars
Your booking page and appointments.
Video coming soon
In this video:
- Find your booking page link
- See upcoming appointments
- Manage availability and time blocks
Automations, landing page & numbers Back to top Back to top Back to top Back to top Back to top
10
Automations
Duplicate the template, triggers, publish.
Video coming soon
In this video:
- Duplicate the ready-made template
- Set your triggers and actions
- Turn it on and publish
11
Landing page
Edit elements, layouts and publish.
Video coming soon
In this video:
- Edit text, images and buttons
- Tweak layouts and sections
- Publish when it looks right
12
AI Agent workflow
Duplicate, edit personality, test (needs WhatsApp).
Video coming soon
In this video:
- Duplicate the AI agent template
- Edit its personality and prompts
- Test it end to end before going live
13
Leads
Where new leads show up and how to follow up.
Video coming soon
In this video:
- Where new leads appear first
- Tag and assign leads quickly
- Follow up before they go cold
14
Funnel stats
Opt-ins, booked calls and reporting.
Video coming soon
In this video:
- See opt-ins and booked calls
- Track each step of your funnel
- Export reports to share
NEED MORE HELP?
Here’s where to find support
Chat with Lumi or raise a ticket
Inside Intellia, look for the red circle chat button at the bottom-right corner of every page.
- 1.Click it to chat with Lumi, our AI support assistant. Lumi answers instantly, 24/7, from our knowledge base.
- 2.If Lumi can’t solve it, type “talk to a human” or choose Live support in the same chat to raise a ticket with our team.
Click here
Knowledge Base
Step-by-step articles and FAQs for every part of Intellia. Search it first; most answers are already there.
Daily Zoom Support
Join our live support calls on Zoom. Bring your screen and your questions and we fix it together. Sessions include the System Activation Call, Pre-Seduction Copy Lab, Buyer Intent Ad Setup, 1CallClose™ Implementation and Conversion Fix Clinic.