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Administration & Settings

Account administration — security and data management, sandbox environments for testing, and the integrations marketplace.

3 guides in this section

  1. 01

    Testing Safely Without a Sandbox

    AutomateNexus CRM has no sandbox environments. Test safely in the live workspace with workflow dry runs, AI agent dry runs, Stripe test mode, the WhatsApp sandbox and Preview as Client.

  2. 02

    Security & Data Management

    Configure security, manage data, and set up approval workflows

  3. 03

    Integrations & Marketplace

    Extend AutomateNexus CRM with marketplace apps and third-party integrations