Knowledge Base
Return to Aidium
Sign in
Daily AI
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Communications
In-app Calling
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
Retargeting
Integrations
User and Team Settings
User Settings
Team Settings
Integrations
Notifications
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Aidium - Support Articles
Contacts
Daily AI
Drip Campaigns
Transactions
Milestones
Settings
Contacts
Data Uploads
Media
Communications
Marketing
Tasks
Websites
Enterprise
Partners
User Roles and Permissions
Back to home
Knowledge Base
Daily AI
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Communications
In-app Calling
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
Retargeting
Integrations
User and Team Settings
User Settings
Team Settings
Integrations
Notifications
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Aidium - Support Articles
Contacts
Daily AI
Drip Campaigns
Transactions
Milestones
Settings
Contacts
Data Uploads
Media
Communications
Marketing
Tasks
Websites
Enterprise
Partners
User Roles and Permissions
Daily AI
Legacy Articles
Drip Campaigns
Getting Started with Drip Campaigns in Daily AI
Optimizing Daily AI Drip Campaigns
Transactions
Getting Started with Transactions in Daily AI
Milestones
Getting Started with Daily AI Milestones
Optimizing Daily AI Milestones
Settings
Getting Started with Your Notifications Center
Setting up Lead Routing
Getting Started with Custom Fields
Getting Started with Sources and Tags in Daily AI
Getting Started with Daily AI Integrations
Getting Started with Email Campaigns
Getting Started with Templates
Getting Started with General Settings in Daily AI
See more
Contacts
Getting Started with Contacts in Daily AI
Data Uploads
Managing Data Uploads
Media
Getting Started with Media in Daily AI
Communications
Opting out of Texting
Getting Started with Communications in Daily AI
Marketing
Getting Started with Marketing in Daily AI
Tasks
Getting Started with Tasks in Daily AI
Websites
Getting Started with Websites in Daily AI
Enterprise
Getting Started with Daily AI for Enterprise
Partners
Getting Started with Partners in Daily AI
User Roles and Permissions
User Roles and Permissions in Daily AI