Chronos Academy

Everything after signup.

Documentation, training, certifications, the product roadmap, and release notes — the official learning and success platform for ChronosCodex.

app.chronoscodex.com
The ChronosCodex dashboard right after signup — onboarding checklist, pipeline, and activity

What you'll be working in

A quick look at the product these docs cover. Click any image to enlarge.

ChronosCodex dashboard with onboarding checklist and KPIs
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Your dashboard

Onboarding checklist, pipeline, and activity from day one.

A household profile showing members, policies and coverage
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The household record

Members, policy badges, coverage, and a tab for everything else.

The Clients list in ChronosCodex
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Your client list

Search, filters, and bulk actions across the whole book.

Start here

Getting Started

Your first hour in ChronosCodex: workspace, team, phone number, and your first client.

Open →

Importing your book of business

Bring your clients in from HealthSherpa or CSV — households, members, and policies.

Open →

Creating households

The household is the parent record. How to create, organize, and work one.

Open →

Sending SMS

Texting from your own number: conversations, campaigns, and the compliance guardrails.

Open →

Using automation

Welcome series, renewal reminders, and follow-ups that run themselves.

Open →

Every feature, documented

Campaigns

Filtered audiences, throttles, and AI-classified replies.

Open →

Phone & PBX

Web Phone, Backup Line, forwarding, and minutes.

Open →

Email

Your workspace inbox and email automation.

Open →

Fax

Send, receive, and log faxes on the household.

Open →

Tasks & Calendar

Work that moves between teammates.

Open →

Documents

Files stored where the household lives.

Open →

Commissions

Expected vs received, reconciled.

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Leads & Prospects

Capture, score, and work the pipeline.

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Agents & AOR

Agent records, slots, and AOR workflow.

Open →

Team

Invites, roles, and per-member phone lines.

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Billing & Credits

Allowances, usage, and top-ups.

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AI Features

Classification, transcripts, drafting, scoring.

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Learn the platform

Academy tracks

Structured training from CRM basics to automation specialist.

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Certifications

Chronos Certified User, Power User, and Automation Specialist programs.

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Roadmap

What's planned, what's in progress, and what shipped.

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Changelog

Release notes for every meaningful update.

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Communications, on the household

SMS, calls, and transcripts — all documented, all on the client record. Click to enlarge.