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Documentation

Step-by-step guides, video walkthroughs, and a full capability map for the LiveUXI admin platform — CRM, finance, communications, automations, and more.

Start with the basics Platform capabilities Book a guided demo
GS

Getting started with LiveUXI

6 min read

Understand the platform layout, sign in, and find your way around the admin experience.

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DB

Dashboards and KPI cards

7 min read

Build personalised dashboards with lazy-loaded cards, date filters, compare mode, and PDF export.

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CAP

Platform capabilities

12 min read

Complete map of admin features available after sign-in — every module, route, and what it does.

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PM

Page Manager and sites

8 min read

Build and maintain marketing pages, forms, and multi-domain public sites.

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CRM

CRM, pipeline, and sales

10 min read

Manage leads, pipeline stages, proposals, and invoices from prospect to cash.

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CAL

Calendar and public booking

8 min read

Schedule internally, expose availability, and let customers book through your public booking hub.

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INB

Unified inbox

6 min read

Handle email and messaging channels from one inbox with assignment, threading, and CRM context.

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FIN

Finance overview

6 min read

Monitor revenue, receivables, and financial KPIs alongside operational data.

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AUTO

Workflows and automations

9 min read

Define workflow rules, trigger automations from CRM and operations events, and reduce manual handoffs.

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PD

Project delivery and tasks

10 min read

Plan projects, assign tasks, track delivery boards, and connect implementation work to CRM outcomes.

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CP

Client portal

7 min read

Give customers a branded self-service area for login, invoices, and account management.

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Platform modules at a glance

Every capability below is available in the admin after sign-in (subject to your role).

Core platform

Dashboards, workflows, notifications, customers, and system settings.

  • Overview dashboard

    /dashboard

    Role-aware analytics landing page with module shortcuts.

  • My Dashboard

    /core/dashboards/my-dashboard

    Personal KPI cards with date presets, compare mode, and PDF export.

  • Workflow definitions

    /core/workflows

    Automation rules with triggers, conditions, and actions.

  • Notifications

    /core/notifications

    In-app notification inbox with acknowledgement workflows.

  • Customers

    /core/customers

    Customer records linked to CRM, finance, and portal accounts.

Sales & CRM

Pipeline, prospecting, proposals, and invoicing from lead to cash.

  • CRM pipeline

    /sales/crm/pipeline

    Kanban board for deals by stage with drag-and-drop progression.

  • Lead finder

    /sales/prospecting/lead-finder

    Geographic prospecting with map context and CRM ingest.

  • Proposal builder

    /sales/proposals/proposal-builder

    Branded quotes from catalogue with approval and conversion.

  • Invoices

    /sales/invoices

    Invoice register with filters, exports, and portal visibility.

Communications

Unified inbox across email and messaging channels with CRM context.

  • Unified inbox

    /communications/inbox

    Omni-channel threads with channel filters, status, and assignment.

Calendar & booking

Team scheduling, resources, and public self-service booking.

  • Calendar dashboard

    /calendar/calendar-dashboard

    Appointments, resources, and availability in day/week/month views.

  • Public booking hub

    /calendar/public-booking-hub

    Customer-facing slot selection and confirmation flows.

Finance

Revenue KPIs, receivables, and quote-to-cash reporting.

  • Finance overview

    /finance/overview

    Financial dashboard with period filters and receivables drill-down.

Page Manager

Public sites, visual builder, navigation, and hosted content.

  • Visual builder

    /page-manager/visual-builder/1

    Drag-and-drop page sections with live preview.

  • Site menu manager

    /page-manager/site-menu-manager

    Navigation trees for multi-domain public sites.

  • Media feed manager

    /page-manager/media-feed-manager

    Curated media libraries for marketing pages.

Project delivery

Projects, cross-project tasks, and individual work queues.

  • Projects

    /project-manager/projects

    Delivery projects with status, owners, and customer links.

  • Task manager

    /project-manager/task-manager

    Operational board across projects with priority filters.

  • My tasks

    /project-manager/my-tasks

    Personal task queue for day-to-day execution.

Full capability guide →

What you will find here

Video walkthroughs

Automated screen recordings show real click paths through admin workflows.

Step-by-step instructions

Numbered steps in every guide so new users know exactly what to do next.

Verified admin routes

Capability paths are link-audited to catch 404 and 500 errors before you do.