Help center · agency & agent

Find your next step.

Short, practical question-and-answer guides for the InsuranceAI workspace. Find steps for missed-call text-back, AI conversations, leads, online booking, team chat, websites, domains, and settings.

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InsuranceAI agency dashboard with daily work summary — A guided tour of your agency workspace9 guides

Browse by task

What would you like to do?

Pick a guide. Each one takes about 3 minutes.

Account basics

Create an account and sign in

Follow the guided signup, finish the account form at the end, and enter through the right agency-branded link.

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Workspace tour

Dashboard and navigation

Read your daily overview, find the workspace tools, and use the vertical menu on desktop or mobile.

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Customer work

Leads and the pipeline

Capture prospects, filter the board, move an opportunity through its stages, and set the next action.

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Customer work

Inbox, chat, and follow-ups

Handle conversations from one inbox and understand how the website chat widget reaches your team.

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Website studio

Websites, forms, and domains

Choose a template, edit the site, test its forms, publish it, and connect a custom domain.

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Website studio

Website Builder Blocks: What Each Section Does

Explore every InsuranceAI website builder block, from navigation and hero sections to forms, coverage, layouts, media, interactive elements, and footers.

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Team & recruiting