Academy: Beginner Track

For new agents and team members: be productive in ChronosCodex in one sitting.

Lesson 1: The household model

Read Creating households, then create one practice household with two members and a policy. Everything else in the platform builds on this shape.

Lesson 2: Conversations

Send yourself a text from the household conversation panel and reply to it. Watch the thread land on the timeline. Then read Sending SMS for the campaign and compliance picture.

Lesson 3: The phone

Open Phone, place a test call on the Web Phone, and find the call log entry. Set up call forwarding once so you know where it lives (guide).

Lesson 4: Tasks and notes

Create a follow-up task from a household, complete it, and leave a note. Tasks are how work moves between teammates; notes are how context survives.

Lesson 5: Find anything

Use global search for a name, a phone number, and a household code. Speed here is daily speed.

Checkpoint: you can create a household, text it, call it, task it, and find it. That's the foundation: move to the Power User track.