Guide 1: Enginy Configuration
Initial setup guide for new users
7 articles
Getting StartedThis guide walks you through the essential first steps to set up your Enginy account. Complete each section in order so your workspace is fully configured before you start building…
Connect Your CRM & IntegrationsSync contacts and companies between Enginy and your CRM, and connect third-party tools for data enrichment, AI, and communication.
Set Up Your BlocklistPrevent specific contacts and companies from being contacted, imported into lists, or exported to your CRM.
Fill In Your AI PlaybookGive the AI the context it needs to generate personalized messages, score contacts against your ICP, and handle conversations automatically.
Understand Credits and LimitsLearn how credits work, what actions consume them, and which plan is right for your team.
SettingsConfigure your workspace preferences, security, and team permissions.
FAQs