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Academy

Course · 5 lessons · 20 min

For admins

Team and roles, billing and seats, automations, and handovers.

  1. 1Team and rolesSet up your team the right way round — plan, seats, invites — and give each person the role that fits.4 min
  2. 2Billing and seatsRead the Billing page like an owner — plan, seats, AI credits, packs, terms, invoices and GST.4 min
  3. 3AutomationsLet KretaOS do the repeat work — chase overdue follow-ups, re-warm quiet clients, share new leads — with every send under your control.4 min
  4. 4Company memoryTeach KretaOS who you are and what you sell once, so every draft from every teammate sounds like your company.4 min
  5. 5When someone leavesHand a leaver's whole book to a successor and remove them in one step, or move clients when someone changes team.4 min