Learn Alfred, step by step.
Ten short lessons from first setup to proving ROI. Each one walks you through exactly what to do, with screenshots and tips along the way.
What Alfred does in 90 seconds
Sets expectation — kills the "is this a CRM?" confusion before it starts.
Build your branded portal + QR
The wedge — your first value moment. Something you can share in five minutes.
Import your contacts
Hard blocker — nothing works until this is done. Alfred needs people to talk to.
Turn on the AI reply agent (web chat + email)
Core promise — the thing the homepage sold you on. This is where it gets real.
Connect a custom sending domain
Deliverability — the biggest silent failure point. Without this, emails land in spam.
Pick your first automation
Where the "4 / 6 / Infinity" tier limits get explained — and where Alfred starts working for you.
Lead scoring & segments
Turns your contact list from a flat spreadsheet into intelligence Alfred acts on.
Reading your morning brief
Retention driver — this is the habit that keeps you coming back.
How credits work
Prevents billing surprises — which prevents tickets and churn.
Proving it worked: the rebooking ledger
Justifies renewal — shows the ROI in writing, not vibes.
Still have questions after the lessons?
Ask Alfred in Support