KamoUniverse
Help Center
Guides and answers for every KamoUniverse product: getting started, members, CRM, meetings, phone, documents, SI and administration.
Getting Started
New to KamoUniverse? Start here. This section covers the screen you land on when you sign in, how to make it your own, and where everything else lives. KamoUniverse is one place for the work a business actually does day…
- The Home Launchpad
- Members vs. Team Members Explained
- Setting Up Your Organization — A Checklist
- How to Sign In and Find Your Way Around
- What KamoUniverse Is
- How to Search Across KamoUniverse
Client Relations Manager
The Client Relations Manager — CRM for short — is where you keep track of the people and companies you do business with, from the first time you hear about them to long after they've bought something. Two records do…
Learn moreCommunications
Everything you use to talk to somebody: email, chat, video meetings, phone calls and text messages. All four run inside KamoUniverse, so a conversation stays attached to the person it's about instead of scattering…
Documents and Knowledge
Where your files, your working documents and your internal guides live. There are two quite different things here, and the names are similar enough to be worth separating up front. Docs is a place to create and edit…
AI Assistant
The AI Assistant answers questions about your work in plain language. Ask it how to do something in KamoUniverse, ask it to summarize a long thread, or ask it something about your own organization's guides — it can read…
AI Team
An AI team member is someone on your team who is run by AI. It has a name, a work mailbox, a phone extension and a computer of its own. It answers email, chat and calls, keeps its plans in tasks and its future work on…
Workspace and Administration
The settings that shape how KamoUniverse behaves for everyone in your organization: who your people are, what they're allowed to do, what things are called, which features are switched on, and what it all costs. Most of…
Platform, Security and Reliability
How KamoUniverse is built, and what that means for your data. Nothing in this section is something you configure — it's here so you can answer questions about the platform when your IT team, your compliance officer or…
Your Personal Settings
The settings that belong to you rather than to your organization. Changing anything here affects only what you see. What you'll find here Notifications — what you get told about, where, and how to clear what's piled up.…
Marketing
Everything you send outward: the designs and files your team shares with customers, bulk email campaigns, and your social media accounts. What you'll find here Marketing Materials — a shared library of brochures,…
Commerce
Selling things: taking an order, moving it through fulfillment, taking payment, and handling it when a customer sends something back. What you'll find here Commerce Markets Explained and How to Create a Commerce Market…
Getting Support
How to reach a human when the answer isn't in these articles, and how to run support for your own customers if you're on the other side of the desk. What you'll find here If you need help: How to Contact Support — start…
- Support Tickets and Webinars
- How to Check the Status of a Support Ticket
- How to Set Your Support Notification Preferences
- How to Contact Support
- How to Set Up Scheduled Support Webinars
- How to Create and Manage Support Topics
Human Resources and Time Cards
Two related areas: the HR record-keeping an employer has to do, and the clock your team punches every day. What you'll find here Time Cards — clocking in and out, meals and breaks, checking your own hours, and…
Calendar
Your schedule, your team's schedule, and the meetings that fill both. What you'll find here Events, Calendars and Guests — the three ideas the calendar is built from, and how they fit together. How to Create an Event —…
Contacts
Your address book: the people you email, call and meet, kept in one place and shared with your team when you want it to be. Contacts are deliberately separate from leads and accounts. A lead is somebody you're trying to…
- Your Contacts Address Book
- How to Add a Contact
- How to Connect an External Contact Source
- How to Edit, Export or Delete a Contact
- How to Import Contacts from a VCF File
- How to Organize Contacts with Books and Groups
Notes
Somewhere to write things down. Notes are private to you unless you choose otherwise, they keep their own history, and the ones you need often can be pinned where you'll see them. What you'll find here Notes and the…
- Notes and the Wall
- How to Create and Edit a Note
- How to Export a Note
- How to Float a Note as a Sticky
- How to Pin, Favorite and Color a Note
- How to Search and Filter Your Notes
Analytics
What's happening on your website: how many people visited, where they came from, what they looked at, and which of your marketing actually brought them. This is website analytics, not sales reporting. It answers "how…
Cameras
Watch the security cameras at your locations live, from wherever you sign in: one camera at a time, or a wall of them in a single window. You decide exactly who may see each camera. A small program called the connector…
IoT Devices
Connect the smart-device accounts your organization already uses, and see, control, share and automate your devices in one place. IoT Devices does not sell, install or host devices; it links the accounts you own,…
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