TekMatix Blog & Help Articles
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How to Switch On Project Management in Tekmatix (Early Access)
How to switch on Project Management in Tekmatix Labs for early access to spaces, lists, tasks and subtasks, and what to expect as it rolls out to your account. ...more
CRM ,Settings &Business tips
November 04, 2026
How to Turn Your Tekmatix Client Portal Into a Course Storefront With Discover
How to switch on Discover in your Tekmatix client portal so learners can browse, filter and buy your courses, offers and communities in one storefront. ...more
Memberships ,Course Creation Client Portal &Business tips
November 04, 2026
Need a Quick Cash Injection? 6 Ways to Raise Cash From the Customers You Already Have
Need a cash injection for your business? Start with unpaid invoices, past customers and warm leads. 6 fast, honest ways to raise cash, done by asking your AI in Tekmatix. ...more
Contacts ,Business tips &Marketing
November 04, 2026
How to See Where Students Stop Watching Your Course Videos in Tekmatix
How to use video analytics in Tekmatix courses: views, watch time, retention heatmaps, finish rates and AI tips to keep students watching. Step by step. ...more
Course ,Course Creation &Business tips
November 04, 2026
How to Check Your Email for Spam Problems Before You Send It in Tekmatix
How to use the pre-send spam check in Tekmatix email campaigns to find sender setup issues and spam triggers in your content before you send. Step by step. ...more
Email Deliverability ,Email &Business tips
November 04, 2026
How to Get Your AI Receptionist to Answer WhatsApp Calls in Tekmatix
How to set up Voice AI to answer WhatsApp calls in Tekmatix: ring your team first, go straight to AI, or use AI as the backup when nobody picks up. ...more
CRM ,Settings &Business tips
November 04, 2026
How to Preview Your Email in Gmail, Outlook and Apple Mail Before You Send It in Tekmatix
How to use Inbox Preview in the Tekmatix email builder to see how your email really looks in Gmail, Outlook and Apple Mail, including dark mode, before sending. ...more
Email Deliverability ,Email &Business tips
November 04, 2026
How to Wake Up Old Leads With an AI Campaign in Tekmatix
How to run an AI campaign in Tekmatix that reaches out to old leads, past customers or stalled deals, handles replies and books appointments for you. ...more
CRM ,Campaign &Business tips
November 04, 2026
How to Write Email Campaigns and Whole Sequences With AI in Tekmatix
How to use the new email AI in Tekmatix: draft on-brand emails by chatting, build a full email sequence from one goal, and let AI A/B test subject lines. ...more
Email Builder ,Email &Business tips
November 04, 2026
How to Set Up an AI Employee That Messages New Leads First in Tekmatix
How to set up an outbound AI employee in Tekmatix that messages new leads first after a form, missed call or deal change, then follows up until they reply. ...more
CRM ,Campaign &Business tips
November 04, 2026
How to Build an AI Employee in Tekmatix Just by Describing It
How to build a Conversation AI employee in Tekmatix by describing it in plain English or starting from a template, then refining it by chat. Step by step. ...more
CRM ,Workflow &Business tips
November 03, 2026•3 min read
How to Use Meeting Rooms in Tekmatix (and Cancel Your Zoom Subscription)
How to switch on and use Meeting Rooms in Tekmatix: video calls, recordings, transcripts, booking calendars, workshops and community live sessions. Drop Zoom. ...more
Calendars ,Course Creation Communities &Business tips
November 03, 2026•9 min read
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