This guide takes you from a new account to your first lead being answered. You can do it in one sitting, or stop after any step and come back later.
1. Sign up
Go to app.arraxis.site/signup. There are three short screens:
- Your account: your name, work email and a password of at least 8 characters. A phone or WhatsApp number is optional.
- Your business: your company or brand name, your Industry, team size, city, country and website.
- Your leads: tick where your leads come from today, such as Facebook and Instagram ads, website forms, Google Ads or walk-ins.
2. Pick your industry
Your industry sets up your workspace so it speaks your language. It gives you:
- A pipeline with stage names that fit your business. A clinic sees Appointment Booked and Showed Up. A real estate agency sees Viewing Booked and Viewing Done.
- A starter list of services (treatments, properties, programs, products and so on). You can edit it later.
- A welcome message template you can use right away.
The industries are Clinic / Aesthetics / Healthcare, Travel & Tourism, Construction & Home Services, Real Estate, Education & Consultancy, Automotive, Marketing / Agency / Services, E-commerce & Retail, Restaurant & Events, and Other business / General. Everything can be renamed afterwards.
3. Connect your first lead source
A lead source is any place leads come from. Open Settings → Lead Sources and pick the one you use most:
- Facebook or Instagram lead ads: Connect Facebook and Instagram lead ads
- A website form or tool: Send website form leads to Arraxis
- A WordPress site: Install the Arraxis WordPress plugin
- A spreadsheet of existing leads: Import leads from CSV or Excel
Send one test lead and check that it shows up on the Leads page.
4. Connect WhatsApp
Connecting your WhatsApp number lets your team chat with leads in the Inbox. It also lets automations send welcome messages. Follow Connect WhatsApp to Arraxis. Meta bills WhatsApp messages to your own card, and Arraxis adds nothing on top.
5. Switch on a ready-made automation
Open Automations, then Ready-made automations. Start with Welcome every new lead. It creates a call task at once and sends a welcome message. Preview it, add your details, test it on your own phone, then switch it on. The steps are in Switch on a ready-made automation.
6. Invite your team
Open Settings → Team & Roles. Under Add a team member, enter a name and email, choose a role and press Send invite. Each person gets an email link that is valid for 7 days. They choose a password when they accept.
The roles you can give are Owner, Manager, Call Agent and Reception. A role decides what a person can see. For example, Call Agents see their own leads and not the money figures.
If something does not work
Most problems are quick to fix, and Arraxis shows plain-word messages on the screen. If leads are not arriving, use Why are no leads arriving?. You can also email support@arraxis.site.
Last updated 4 October 2026.