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Your Agentbox QuickStart Guide

Welcome to the Agentbox family! Your journey starts now with essential steps and must-dos to swiftly launch into success with your Agentbox CRM and Premium features. Let's dive in and make things happen!

What you need to do

Step 1

Let's make sure you're in the right place

Follow the Agentbox Onboarding Checklist - Agentbox
Step 2

Follow the Agentbox Onboarding Checklist

Onboarding Checklist
Follow the Agentbox Onboarding Checklist - Agentbox
Step 3

Activate your Premium features

How to Activate
Activate your Premium Products - Agentbox
Step 4

Configure your Premium features

How to Configure
Configure Your Branding with Our Products - Agentbox
Step 5

Learn how to use your Premium features

How to Use
Learn with Agenbox Academy - Agentbox
Follow the Agentbox Onboarding Checklist - AgentboxFollow the Agentbox Onboarding Checklist - AgentboxActivate your Premium Products - AgentboxConfigure Your Branding with Our Products - AgentboxLearn with Agenbox Academy - Agentbox
User Manual - Agentbox

Agentbox Help Centre

Unlock the solution with just a few clicks – it might be closer than you think

Your Go-To for Guidance

The Agentbox Help Centre serves as the definitive guide for mastering everything related to Agentbox—an invaluable resource for users seeking comprehensive how-to information.

Tip: We recommend bookmarking this page to your browser so you can reference it any time you need it!

How-To: Activate

Activate Prospector Icon - Agentbox

How to Activate Prospector

Activate Digital Proposals Icon - Agentbox

How to Activate Digital Proposals

Activate Auto Responders Icon - Agentbox

How to Activate Auto Responders

How-To: Configure

Configure Prospector Icon - Agentbox

How to Configure Prospector

Configure Digital Proposals Icon - Agentbox

How to Configure Digital Proposals

Configure Auto Responders Icon - Agentbox

How to Configure Auto Responders

How-to: Use

Use Prospector - Agentbox

How to Use Prospector

Use Digital Proposals Icon - Agentbox

How to Use Digital Proposals

Email Icon - Agentbox

How to Use Auto Responders

Getting Started with Premium: 
eLearning Course

The Agentbox Academy is the central learning resource centre of all things Agentbox. It spans across our CRM, mobile apps, websites, digital proposals - You name it, we've got it.

Our incredible training team have put together an eLearning course to help you get up-to-speed with your new Premium products. Courses like these are usually paid, but we've made it free until the end of March 2024, just for you!

The Agentbox Academy also offers personalised workshop packages for your team or agency and can be delivered onsite or via online consulting. Our team are here to help and can customise training to suit your needs.

Support at Agentbox

Agentbox Support

Customer Support Phone Hours
Monday to Friday
8:00am - 5:00pm AEDT
Customer Support Closures
NSW Public Holidays
8:00am - 5:00pm AEDT
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