Documentation

Everything you need to use Salezx.

Step-by-step guides, feature references, and setup walkthroughs — all in one place.

New to Salezx? Start here.

Follow our 5-step guide to connect your CRM, upload your product docs, and make your first query — in under 30 minutes.

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Feature guides

Deep-dives into each Salezx capability — with examples built for manufacturing and industrial sales teams.

ASK

Instant Product Answers

Learn to query your catalog, specs, pricing, and competitive data in natural language.

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KNOW

Pipeline Intelligence

Account briefings, deal alerts, buying signals, and forecast visibility.

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ACT

CRM Updates via Chat

Log meetings, update deals, and create tasks via chat — without opening your CRM.

Read guide
RESPOND

Smart Enquiry Handling

Analyze RFQs and draft accurate responses using your product knowledge.

Read guide

Setup & integrations

Connect your existing stack in minutes. Salezx plugs into the CRMs, ERPs, and communication tools your team already uses.

Connect your CRM

Step-by-step OAuth setup for Salesforce, Dynamics 365, HubSpot, and Zoho. Go live in one afternoon — no developer required.

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All integrations

ERP, LinkedIn, WhatsApp, Google Maps, and more — what each integration adds to your workflow and how to enable it.

Browse integrations

Popular topics

Quick answers to the questions we hear most from sales teams getting started.

How to upload product documentsHow to connect SalesforceChat message examplesUnderstanding warmth scoresSetting up deal alertsHow quotes are generatedWhatsApp setup guideCRM field mapping guide

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