Welcome to Centrical CRM

Centrical CRM is a revolutionary voice-first customer relationship management system designed specifically for modern sales teams. By combining advanced voice command capabilities with powerful AI insights, Centrical makes managing customer relationships more intuitive, efficient, and effective than ever before.

Key Features

• Voice Command Interface: Control your CRM using natural language voice commands
• AI-Powered Insights: Gain deeper understanding of customer relationships through intelligent analysis
• Conversation Intelligence: Analyze sales calls for insights, patterns, and coaching opportunities
• Hardware Integration: Connect with Serebro Wearable and Omi devices for enhanced voice interaction
• Comprehensive CRM Functionality: Manage contacts, opportunities, tasks, and communications in one platform

System Requirements

Centrical CRM is a cloud-based application that runs in most modern web browsers. For optimal performance, we recommend:

Getting Support

If you need help with Centrical CRM, you have several options:

• In-app Support: Click the help icon in the top-right corner of any page to access context-sensitive help
• Email Support: Contact our support team at support@centricalcrm.com
• Phone Support: Call us at +1 (800) 555-1234 (available for Professional and Enterprise plans)
• Community Forum: Connect with other users and share tips at community.centricalcrm.com

Setting Up Your Centrical Account

This section will guide you through the process of setting up your Centrical CRM account, from initial registration to configuring your profile and preferences.

Registration Process

To create a new Centrical CRM account:

1. Visit app.centricalcrm.com/register or click "Get Started" on our homepage
2. Enter your email address, name, and create a password
3. Select your subscription plan (or start with a free trial)
4. Enter your company information
5. Provide payment details (not required for free trials)
6. Click "Create Account" to complete registration

After registration, you'll receive a confirmation email with a link to verify your email address. Click the link to activate your account.

Initial Setup Wizard

When you first log in to your new account, you'll be guided through a setup wizard that helps you:

• Configure your organization settings
• Customize your sales pipeline stages
• Set up your user profile
• Import existing contacts and opportunities (optional)
• Connect integrations like email, calendar, and phone systems

We recommend completing the entire setup wizard for the best experience, but you can skip steps and return to them later from the Settings menu.

User Profile Configuration

To configure your user profile:

1. Click your profile picture in the top-right corner of the screen
2. Select "My Profile" from the dropdown menu
3. Upload a profile picture (recommended for team collaboration)
4. Update your personal information and contact details
5. Set your time zone and language preferences
6. Configure notification preferences
7. Set up your email signature
8. Click "Save Changes" to apply your updates

Voice Recognition Setup

To optimize the voice command feature for your voice:

1. Go to Settings > Voice Interface
2. Click "Voice Recognition Setup"
3. Follow the prompts to read a series of test phrases
4. Adjust microphone sensitivity if needed
5. Set your preferred wake word (default is "Hey Centrical")
6. Complete the confirmation test

This voice training process takes about 2-3 minutes and significantly improves recognition accuracy. We recommend repeating this process in different environments where you commonly work.

Two-Factor Authentication

For enhanced security, we strongly recommend enabling two-factor authentication (2FA):

1. Go to Settings > Security
2. Click "Enable Two-Factor Authentication"
3. Choose your preferred 2FA method:
   • Authenticator app (recommended)
   • SMS verification
   • Email verification
4. Follow the on-screen instructions to complete setup
5. Save your backup codes in a secure location

Using the Voice Command Interface

The voice command interface is at the core of the Centrical CRM experience. This section will help you understand how to interact with the system using natural language voice commands.

Activating the Voice Interface

There are several ways to activate the voice interface:

• Wake Word: Say "Hey Centrical" (or your custom wake word) to activate voice listening
• Button Press: Click the microphone icon in the top navigation bar
• Keyboard Shortcut: Press Alt+Space (Windows/Linux) or Option+Space (Mac)
• Serebro Wearable: Press the action button on your Serebro device
• Omi Device: Use the wake gesture near your Omi device

When the voice interface is active, you'll see a visual indicator (pulsing microphone icon) and hear a subtle audio cue.

Basic Command Structure

Centrical understands natural language commands, so you can speak naturally rather than memorizing specific phrases. However, most effective commands follow this general structure:

For example:

Command Confirmation

Centrical uses different levels of confirmation based on the action you're taking:

• Visual Confirmation: For simple actions, you'll see visual feedback without requiring explicit confirmation
• Quick Confirmation: For standard actions, Centrical will display what it understood and give you a moment to cancel before proceeding
• Explicit Confirmation: For critical actions (like deleting records or sending messages), Centrical will ask for explicit verbal confirmation

You can adjust these confirmation settings in Settings > Voice Interface > Confirmation Levels.

Command Feedback

Centrical provides multiple forms of feedback for your voice commands:

• Visual Transcript: Shows what the system heard
• Interpretation Display: Shows how the system understood your command
• Voice Response: Provides spoken confirmation or asks for clarification
• Action Result: Shows the outcome of the command (e.g., new contact created)

You can control which feedback methods are used in Settings > Voice Interface > Feedback Preferences.

Common Voice Commands

Here are some examples of common voice commands across different categories:

Voice Command History

Centrical maintains a history of your voice commands, which you can access by:

1. Clicking the voice interface icon in the top navigation
2. Selecting "Command History" from the dropdown menu

The command history shows:

• What you said (transcript)
• How the system interpreted it
• The action that was taken
• Timestamp of the command

You can also use the command history to repeat previous commands or create command templates for common tasks.

Understanding AI Insights

Centrical's AI Insights platform analyzes your customer data, communications, and sales activities to provide actionable intelligence that helps you build stronger relationships and close more deals.

Types of AI Insights

Centrical offers several categories of AI-powered insights:

Accessing AI Insights

You can access AI insights through multiple channels:

• Dashboard Widgets: Customizable insight panels on your main dashboard
• Record Views: Insight tabs on contact, opportunity, and account records
• AI Insights Hub: Dedicated section for in-depth analysis (AI Insights in the main navigation)
• Notifications: Proactive alerts for important insights
• Voice Interface: Ask questions like "What's the sentiment trend for Acme Corp?" or "Which leads should I focus on today?"

Understanding Insight Sources

Centrical's AI insights are generated by analyzing data from multiple sources:

• CRM Data: Contact, opportunity, and activity records
• Communication History: Emails, calls, meetings, and text messages
• Engagement Metrics: Email opens, link clicks, document views
• Voice Interactions: Transcribed calls and meeting recordings
• External Data: News, social media, and market information (Enterprise plan only)

All data analysis is performed in compliance with your organization's privacy settings and data governance policies.

Confidence Levels

Each AI insight includes a confidence level that indicates the system's certainty in its assessment:

Consider confidence levels when making decisions based on AI insights. Lower confidence insights should be treated as suggestions for further investigation rather than definitive conclusions.

Providing Feedback on Insights

Centrical's AI system learns from your feedback to improve future insights. For each insight, you can:

• Confirm: Mark the insight as accurate
• Reject: Indicate the insight is inaccurate
• Comment: Provide additional context or explanation

Your feedback helps train the AI system to better understand your business context and preferences.