Specialist Sessions
Get hands-on help from the Onyx team.
Pick the session that matches what you're working on. Twelve focused booking slots covering AI & automation, calendars, pipelines, funnels, settings, and general help - every link goes straight to the right calendar.
Track 01
AI & Automation Support
15 Minute Session - Quick AI & Automation Review
A short call to review or fix one automation or workflow. Perfect for quick troubleshooting and setup checks.
- Reviewing one automation or message flow
- Fixing broken triggers or logic
- Verifying AI conversation behavior
- Testing workflow steps
- Ensuring automation goals are working properly
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20 Minute Session - AI Automation Enhancement
Focused session to refine or expand automation logic and add new integrations.
- Updating or layering AI logic
- Syncing automations across tools
- Improving existing flows
- Adding new triggers or steps
- Reviewing automation performance
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Track 02
Calendar & Scheduling Support
15 Minute Session - Calendar Setup Check
Quick session to confirm your calendar is connected and booking properly.
- Checking time zone and visibility
- Fixing sync or connection errors
- Reviewing booking links
- Ensuring clients can schedule
- Testing form integration
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20 Minute Session - Advanced Calendar Customization
Fine-tune calendar rules, routing, and team settings.
- Setting round-robin routing
- Managing team availability
- Customizing notifications and reminders
- Embedding calendars
- Adjusting advanced settings
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Track 03
Contacts, Opportunities & Conversations Support
20 Minute Session - Pipeline & Conversations Check
Review your lead pipeline, stages, and conversation automations.
- Organizing leads in stages
- Linking pipelines with workflows
- Fixing trigger issues
- Reviewing message templates
- Checking follow-up flow
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30 Minute Session - Contact & Lead Management Optimization
Plan and improve how your contacts and leads move through your CRM for better tracking, automation, and follow-up.
- Organizing and segmenting contacts
- Tag management and filtering
- Automation follow-ups and triggers
- Lead conversion optimization
- CRM cleanup and data consistency
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Track 04
Website, Funnel & Landing Page Support
20 Minute Session - Funnel Connection Review
Ensure your funnel, forms, and automations are connected correctly.
- Testing form submissions
- Linking workflows
- Fixing broken integrations
- Checking lead routing
- Reviewing thank-you pages
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30 Minute Session - Funnel Optimization Strategy
Analyze and improve funnel performance for better conversions.
- Enhancing page flow and design
- Checking automation handoffs
- Reviewing conversion tracking
- Optimizing form fields
- Improving user experience
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Track 05
Settings & Configuration Support
15 Minute Session - System Settings Review
Quick review of CRM settings, notifications, and permissions.
- User access setup
- Notification preferences
- Account-level checks
- Profile configuration
- Quick system updates
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25 Minute Session - Integration Setup Call
Step-by-step help connecting your tools and apps.
- Email integration
- Connecting external tools
- Syncing data between systems
- Testing connections
- Troubleshooting errors
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Track 06
General Help & Other ONYX Support
15 Minute Session - Quick CRM Assistance
Get help for a single question or issue.
- Fast troubleshooting
- General platform questions
- Quick settings adjustments
- Short reviews or clarifications
- Basic how-to guidance
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20 Minute Session - General Setup & Admin Support
A flexible session for hands-on help with account setup, user management, or everyday admin tasks.
- Adding or removing staff users
- Setting up calendar availability
- Adjusting team permissions and roles
- Updating company information or settings
- Reviewing general CRM setup
Book a call →