CX Platform
Knowledge Base
Welcome to your CX Platform knowledge base — a single place to find answers, learn the platform, and get unstuck. Whether you're setting up your first channel, fine-tuning a campaign, start here and work your way through at your own pace.
Core Modules
These four modules form the backbone of CX Platform. New to CX Platform? Start with Getting started and work left to right. Already configuring something specific? Jump straight to the relevant module.
Introduction to CX Platform
Learn core modules, navigation, and dashboard basics.
Platform Essentials
Platform Configuration
Configure domains, categories, branding and landing page settings.
Branding and Domains
Tenant and System Settings
Channel Configuration
Set up and manage your email and SMS channels.
Configure Email and SMS Channels
Access and Authentication
Manage users, authentication, security, and environment access.
Managing Users and Access
Authentication
Security and Governance
Environment Access and Configuration
Overview
Navigate the Send module and understand workspace essentials.
Workspace Essentials
Applications
Learn about applications, configuration pathways and how to deploy them.
Fundamentals
Application Details
Application Configuration
Configure applications, templates, channels, and delivery settings.
Template Management
Attachments
Channel and Delivery Settings
Security and Audit
Composition Studio
Create, personalise, and manage cross-channel content.
Email Templates
Email Visual Editor
Email Advanced HTML Editor
Email Best Practices
Asset Library
SMS Composer
Landing Page Builder
Document Composition Editor
Data Management
Learn how to manage data lists and upload batch data.
Data Lists
Upload Batch Data
APIs and Automation
Learn about our APIs, integrations and automation.
API Fundamentals
Overview
Navigate the Receive module and understand workspace essentials.
Workspace Essentials
Getting Started
Set up your form workspace, customise branding, and learn the essentials.
Branding and Styling
Domains and Hosting
Creating a Form
Designing and Publishing
Asset Library
Form Customisation, Logic and Security
Configure authentication settings, input logic and personalisation.
Authentication Options
Form Logic
Templates and Responses
View, manage, and review form templates and responses.
Form Management
Automation and Integrations
Connect forms via APIs, webhooks, notifications, and automate data exports.
Digital Form APIs
Overview
Navigate the Archive module and understand workspace essentials.
Archive Introduction
Search and Retrieval
Search, filter, preview, resend, and audit archived documents.
Learn how to build customer experiences with our bootcamp series.
This is where marketers, designers and administrators can learn everything they need to know to get started with CX Platform, and how to design and deploy meaningful, data-driven customer interactions.
