Help center
Guides on every part of LendAxiom. Search or browse by category.
Getting started
New here? Start here.
Getting started with LendAxiom
A 5-minute tour of what LendAxiom does and where to find your first wins.
Signup, step by step
Exactly what you fill in, what Stripe asks for, and what happens after you pay.
Verifying your email
What email verification unlocks, and how to fix it if the email never arrives.
Inviting teammates
How invites and per-seat billing work, and what changes on your bill when someone accepts.
Integrations
Twilio, SendGrid, Google, iMessage.
Connecting Twilio for SMS
How to find your Account SID, generate an auth token, and verify the connection.
Connecting SendGrid for email
API key generation, sender verification, and what happens on the test send.
Connecting Google Workspace
OAuth scopes we ask for, what we use them for, and how to disconnect later.
iMessage setup
Why iMessage takes 72 hours to activate and what we do on our end during that window.
Day-to-day workflow
Pipeline, leads, drip, Melanie.
Setting up your pipeline
Default stages, how to rename them, and how to add new ones without breaking automations.
Importing leads
CSV format, how we de-duplicate, and what to do when an import fails.
Creating drip campaigns
How a drip campaign is structured, when each message goes out, and how to pause one.
Using Melanie AI
How Melanie suggests follow-ups, what she will and will not send on her own, and how to coach her.
Keyboard shortcuts
A short list of shortcuts that make pipeline triage fast.
Billing
Plans, seats, invoices, cancellation.
Understanding your bill
What the line items mean, how proration works, and where to see receipts.
Failed payment recovery
What happens when a payment fails, how to fix it, and how the dunning timeline works.
Cancelling your subscription
The cancel flow, what happens to your data, and the data-retention timeline.
Troubleshooting
When something goes wrong.
Data privacy
What we collect and how to delete it.