Getting Started
Sign in, land on your dashboard, learn the shape of AgentiCRM.
What is AgentiCRM
AgentiCRM by MAP Platform is an AI native CRM built around Centurion, your chief of staff, three brains knowledge, and always on AI agents.
Your Dashboard
The dashboard is your daily control room. Tasks, conversations, deals, and system health in one glance.
Workspaces and the Tenant Switcher
Every workspace is fully isolated. MAP Platform staff can flip between client CRMs from the switcher.
The Onboarding Checklist
A short guided list that gets you to first value. Admins can mark it complete for a whole workspace.
Centurion
Your embedded chief of staff. Plans, drafts, and acts with your approval.
Centurion, an overview
Not a bolt on chatbot. The native intelligence and action layer, wired into your knowledge, CRM, calendars, and inbox.
Action Centre
The approvals queue. Every draft, booking, or CRM change lands here first. Approve, edit, or reject in one click.
Chief of Staff, your daily plan
Personal DMO, suggested routines, time blocked schedule, and Watch Today. Replaces the old Morning Brief.
Ask Centurion
A grounded chat surface. Pull up a contact, draft a reply, ask for a rewrite. Answers use your permitted CRM context and three brains.
Skills, reusable playbooks
The repeatable jobs Centurion and your AI agents run. Install starters, create with Centurion in plain English, or add manually.
Three Brains, the knowledge model
Company, Department, Personal. The knowledge Centurion and every AI agent draws on.
Centurion To Do, Eat That Frog
A priority driven to do list built on Brian Tracy's Eat That Frog method. Share with teammates in a workspace.
CRM Core
Contacts, Companies, Deals, Pipelines, Tasks.
Contacts
A contact is one person. Everything you have said or done with them lives on their record.
Searching for a contact
How to find any contact fast, and why a search might come up empty.
Add websites to contacts from their email address
Select contacts and let AgentiCRM work out each website from the work email, check it answers, then save it.
Companies
Groups contacts who work at the same organisation. Useful for B2B: one company, many people.
Deals and Pipelines
Track money moving through named stages. Drag deals between stages. Donut chart shows conversion at a glance.
Tasks
The little jobs that stop things falling through the cracks. Tie a task to any contact, company, or deal.
Custom Fields
Add your own fields to contacts, companies, and deals. Text, number, date, dropdown.
Getting deals out of a pipeline
Won, Lost, Parked, and Disqualified. Four honest ways to close a card so your pipeline tells the truth.
Communications
Every message, every channel, in one place.
Conversations, the unified inbox
Email, SMS, WhatsApp, voice transcripts, web chat. One thread per person, no tab hopping.
Mail, your full email client
Dedicated email surface for long form work. Full thread view, rich composer, verified sending domains.
The comms centre, how it all fits together
Personal mailboxes, sender identities on subdomains, the support desk and the approval queue, explained as one system.
Sender identities on subdomains
Send from support., billing., updates. and more on your own domain, chosen automatically, with reputations kept apart.
Team Chat
Internal only chat. Contacts never see it. Threads, mentions, unread badges, email digest for missed messages.
Calendar
Your calendar plus teammates plus AI booked meetings. Google or Microsoft two way sync.
Booking Links
Share a link, they pick a time, the meeting drops into your calendar. Different links for discovery, demo, follow up.
Calibrate your CRM booking hours to match Google
Your Google booking page and your CRM booking link keep their own hours. Here is how to line them up so nobody books you at the wrong time.
Marketing
Brand, audiences, templates, campaigns, drips, sequences, prospecting, partner materials.
Brand Board first, then funnels and pages
Colours, fonts, logo, graphics and tone of voice must be complete before you build funnels, landing pages, forms or templates.
Brand Builder
Logo, colours, fonts, graphics, tone of voice and social links, set once. Every page, email and template uses them automatically.
Pages and funnels
Describe an offer in plain English and Centurion writes the page in your brand, wires the form behind it and publishes it.
Smart Lists (Audiences)
Saved filters that update themselves. 'All UK contacts', 'Deals lost in the last 90 days'.
Email and Message Templates
Reusable content so you never start from a blank page. Personalisation tokens fill themselves.
Campaigns
A single broadcast to a Smart List. Newsletter, announcement, promo.
Drips and Sequences
Drips send messages spaced over time. Sequences add branching based on behaviour.
Prospecting, proactive outbound
AI agents go find and message new leads. Describe the target in plain English and the AI builds the campaign.
The 12 month Newsletter Journey (Bitflow)
12 unique emails, each promoting a different monthly newsletter. Auto enrolls anyone tagged masterlist or merchant masterlist.
Partner Marketing Materials
Shared library of 52 newsletter style assets. Each partner gets their own /uniqueurl personalised into every link.
Verified Sending Domains
Verify SPF, DKIM, and DMARC so email lands in the inbox with a branded From address.
Marketing Reports
Opens, clicks, replies, and bookings for every campaign so you can double down on what works.
The New Merchant Toolkit drip
Six emails that walk a new merchant into their first transaction, starting the moment their deal passes compliance.
Partner lead brief and Lead choices
How a new partner tells us where they want their 30 leads, and what happens on the pipeline when they do.
AI Agents
Your always on team. Email, SMS, WhatsApp, voice.
AI Agents, an overview
Trained assistants assigned to a channel. Follow your instructions, use your knowledge base, hand off to a human when needed.
Email Agent
Answers inbound email, drafts replies, and routes to the right person.
SMS Agent
Handles inbound and outbound SMS via Twilio. Compliance controls built in.
Voice Agent
Answers calls with a natural voice. Pick voice, speed, and personality. Powered by ElevenLabs.
Agent Self Test
One click test that runs a scripted conversation and grades the agent.
Agent Coaching
When an agent gets something wrong, correct it once, save, and it will not repeat the mistake.
Outbound Scripts
The opener the agent uses to break the ice on proactive campaigns.
STOP and Compliance
Every outbound SMS is masked with STOP. Replies auto suppress. Opt outs are deleted.
Agent Factory and workspace isolation
Agent Builder and AI Agent Factory are separate, and both now show only the agents belonging to the workspace you have selected.
Support
Native ticketing to replace Freshdesk. Shared inbox, AI triage, customer portal.
Support Tickets
Native ticketing with threading, statuses, and shared team ownership.
How to use Open, Pending, Resolved and Closed
The four ticket statuses, how to assign owners, how to set a task from a ticket, and the daily rhythm that keeps the queue honest.
Connecting a support mailbox
Sign in with Google to connect support@yourdomain. OAuth, no password storage.
The Customer Portal
A public portal where customers can raise a ticket, track status, and read your help articles.
Knowledge
The brain that powers Centurion and every agent.
The Knowledge Base
Where you feed the three brains. Documents, URLs, pasted text. Smart Quality Check finds gaps.
Knowledge Profile
A single page snapshot of how much your workspace knows. Improve it and every AI response gets sharper.
Knowledge Intake links
Send a link to a colleague or partner and everything they upload feeds your knowledge base.
Integrations
Google, Microsoft, Twilio, ElevenLabs, Slack, Stripe.
Google (Gmail and Calendar)
One Google connection covers Gmail sync and Calendar two way sync. Scopes are gmail.modify, gmail.send, calendar.events.
Microsoft (Outlook and Calendar)
Same shape as Google. Connect once for Outlook and Calendar.
Connect any other mailbox (Yahoo, iCloud, AOL, Fastmail, your own host)
Step by step guide to connecting a mailbox that is not Google or Microsoft, using IMAP and SMTP with an app password.
Twilio (SMS and WhatsApp)
Bring your Twilio account. Assign numbers to AI agents or teams.
ElevenLabs (Voice Agents)
Powers the Voice Agent. Pick voice, tune personality, transcripts save to the contact.
Slack notifications
Send workspace events to a Slack webhook. New tickets, high value deals, escalations.
Payments (Stripe)
Bill your customers. Sandbox first, then flip to live. Webhooks fire subscription and invoice events into AgentiCRM.
Automations
Workflows, triggers, data detective.
Workflows
When X happens, do Y. Move a deal, tag a contact, send a template, create a task.
Data Detective, import enriched leads
Once enrichment finishes, ready data can be pushed straight into your CRM.
Migrations from GHL
One click migration for pipelines, contacts, tags, and conversations. Preserves names, casing, and tags.
Automation Radar
Sees the work you repeat by hand, puts hours on it, and offers the one click way to hand it over.
AgentiRecon, research before you write
Reads a prospect website before you contact them and hands Centurion real facts to open with.
AgentiPhone
Business calling inside the CRM. Screen pop on inbound, AI receptionist, automatic text back on missed calls, and a written summary after every call.
Admin
Workspaces, roles, invites, billing.
Roles and Permissions
Admin, compliance, sales, viewer. Roles are stored per workspace, not on the profile.
Inviting teammates
Send an invite email. New user signs in, gets active membership automatically.
Billing and Usage
Wallet based usage billing. Top up, debit per event, see history.
21-Day Prospecting Engine
The one sales process everyone follows when cold merchant leads land.
Your first prospecting engine in ninety seconds
Do not read the manual. Start one merchant, let the tasks come to you, and learn the system while it runs.
The walkthrough video, by chapter
Sixteen minutes cut into short chapters, so you can watch the two minutes that matches whatever you are about to do.
What the 21-Day Prospecting Engine is
One fixed cadence of eleven touches across 21 days, with tasks, scripts, and coaching built in, so cold leads actually get worked.
The 21 day cadence, touch by touch
What happens on each day, why it is in that order, and what to do if a lead is not local.
The prospecting engine skill pack
Nine Centurion skills that write every touch for you, signed off with your own business details.
Tracking, nudges, and your week review
How the prospecting engine keeps you honest, and what to do when you fall behind.
AgentiSocial
Connect your channels, write teaching posts from your knowledge, and approve every reply before it goes out.
What AgentiSocial is
One place to write posts and one place to answer everything social, all written from your three brains knowledge.
Connecting your social accounts
Add a page or profile, choose workspace or personal, pick the expert, and stay in draft mode.
Trend radar, teaching posts from this week's news
Scan the last seven days of real industry news, score what you can speak to, and write the expert angle.
The engagement queue and watchlist
Watch people, companies and keywords, then approve short helpful comments that buy attention without selling.
Team boost and expert personas
When one team member posts, the rest like and comment from the knowledge base, staggered and approved.
Going live with autopilot
Draft mode first. Autopilot only after fifty replies at eighty percent accuracy, and money or complaints always reach a person.
AgentiAce programme and migration
The fifty founding seats, the pricing ladder, the terms, and how moving clients across actually works.
Ace support desk and the learning loop
How to get help as an Ace, and why the same question is answered faster every time it is asked.
What an AgentiAce is
Fifty founding Aces who own their brand, their clients and their margin on the MAP Platform Profit Engine.
The seat pricing ladder
Pre launch is $3,495 for the first ten seats. The published ladder rises to $14,995 for the final ten.
Moving clients across from GHL, HubSpot, Zoho or Pipedrive
Migration Studio moves contacts, companies, deals, pipelines, tags, notes and conversation history. We do it at our cost.
Launch a client workspace, safety check and certification
The repeatable flow every Ace follows: launch the workspace with a vertical blueprint, prove it is walled off, then watch health in Ace HQ.
Seat terms, minimums and the cure window
Ten live clients by month six, twenty live by month twelve, and a $50 per month shortfall top up if you are under.
How the money works
You set retail, pay $50 per month per live workspace whoever introduced it, keep the usage markup, and set your own referral partner prices.
The questions every agency asks before switching
Straight answers on lock in, downtime, training, support load and what happens to their existing GHL bill.
Your AgentiAce onboarding checklist
Every step from paying your seat to your first client workspace going live, in order, with who does what and how long each part takes.
Exactly what the migration tool moves, platform by platform
What comes across from GHL, HubSpot, Zoho and Pipedrive, what does not, what we need from you and how long a client takes.
Moving the automations from their current CRM
Workflows do not export cleanly from any platform. Here is how we rebuild them, usually better, and how Build by Interview does most of the work.
Metered usage, what we charge and what you rebill
The platform fee is $50 per month per client workspace. Everything else is metered at cost plus a small margin, shown live in the workspace wallet.
Agency FAQ, the awkward questions answered
Data ownership, exit, downtime, deliverability, support load, contracts, GDPR, white label limits and what happens if MAP Platform disappears.
Build
Speak or type what you want. Centurion builds the pages, forms, automations and blueprints.
AgentiVoice, run the platform by talking
Start here. One bar on every page. Speak in plain English and AgentiCRM navigates, answers from your records, makes the change, or builds it.
Needs you now, your triaged morning
A ranked list of what is genuinely at risk, at the top of Centurion and the Dashboard.
Build it by talking
The Build button in Centurion turns a spoken or typed brief into tags, pipeline stages, forms, pages and follow up, after you approve the plan.
Pages and funnels from a sentence
Write a full landing page from a prompt using your brand colours, logo and knowledge base, with a live desktop and mobile preview.
MAP Blueprints
Your business systems, already built. Capture a working workspace as a blueprint and deploy it into any other workspace in minutes.
Invoicing
Raise, send and track invoices inside the CRM, from your verified sending domain, with a branded pay page and view tracking.
Ready to try AgentiCRM?
Start a workspace and Centurion, three brains knowledge, and your AI agents come switched on.
Get started