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Knowledge Base
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Add team members to your account
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User Roles & Permissions
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Login & Passwords
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Plans & Pricing
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Import data into Inteleagent
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New to Inteleagent?
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Start Here
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The Inteleagent Onboarding Guide
🎩
Creating your account / Quick setup guide
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Step 1: Signup or login in Inteleagent
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Step 2: Learn how to navigate Inteleagent
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Step 3: Import / create students
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Step 4: Import / create providers
5️⃣
Step 5: Create your first application
6️⃣
Step 6: Work with applications
7️⃣
Step 7: Add team members to your account
🎱
Step 8 - Connect Inteleagent to Encharge
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Customise your pipelines
❓
FAQs
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How do I change my password?
🐞
I found a bug! What should I do?
👆🏻
How do I request features?
📝
Anything to do before removing team members?
💁♂️
How can I invite a subagent to Inteleagent?
👩🎓
How to delete students from your database
🔐
How to change my password
🏓
Can I use more than one pipeline?
👩🎓
Students
Student Portal
Create a student record
Student management
Lead management
Delete students from your database
How to add notes for Students?
Student sources
📱
Applications
Create your first application
Packaged Courses Applications
Work with applications in Inteleagent
Task reminders
Using email in Inteleagent
Create a new pipeline
How tasks work in Inteleagent
How to add notes to Applications?
🏫
Providers
Adding providers from our database
Import courses via a csv
Manually add a course in Inteleagent
Education Institutions Management
Setting the Invoice Due Date terms
How to delete a Provider
⚙️
Your Account & Settings
Role-Based Access Controls and User Permissions
How do I change my password
Customise your pipelines
Multiple pipelines
How do automations work in Inteleagent?
System email notifications
Email notifications you can control
Controlling your notifications
How to customise your URL
💵
Finance
Setting the Invoice Due Date terms
Manage finances in Inteleagent
💳
Quotations
How do quotations work?
🛡️
Security & Privacy
Security
Account access consent
Back up your data
📍
Subagents & Franchisees
Inviting partner agents to Inteleagent
Working with partner agents explained
Managing your subagent network
Inteleagent for franchises
🧩
Integrations
Inteleagent Student Profile Properties
Overview of Encharge
Encharge - deep-dive [47 mins]
Connect Inteleagent to Encharge
Connect Inteleagent to StudyLink
Connect Inteleagent to Xero
Xero integration
Student login status API
Inteleagent End Points
Knowledge Base
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Applications
Create a new pipeline
👇
Check out this video to learn how to create a new pipeline in Inteleagent
Using email in Inteleagent
How tasks work in Inteleagent
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