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What You'll Build

In this tutorial, you'll create your first CRM workflow, add users, configure permissions, and make your first API call. By the end, you'll have a working CognexiaAI ERP instance ready for development.

Step 1: Create Your Account

# Navigate to registration
https://app.cognexiaai.com/register

# Or use CLI
cognexia-cli signup --email your@email.com

Free Trial: Includes 14 days access to all features, 50 users, and unlimited API calls.

Step 2: Setup Your Organization

Complete the onboarding wizard to configure your organization:

Organization Details

Name, industry, size, location

Module Selection

Choose CRM, HR, Finance, etc.

User Roles

Define admin, manager, staff roles

Integrations

Connect email, calendar, storage

Step 3: Create Your First CRM Contact

Let's add a customer contact using the web interface:

Navigate to CRM Module: Click on "CRM" in the main navigation

Click "Add Contact": Fill in name, email, phone, company

Add Tags: Categorize with tags like "VIP", "Lead", "Customer"

Save: Your first contact is now in the system

Or use the API:

curl -X POST https://api.cognexiaai.com/v1/crm/contacts \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "firstName": "John",
    "lastName": "Doe",
    "email": "john@example.com",
    "company": "Acme Corp",
    "tags": ["lead", "enterprise"]
  }'

Step 4: Configure User Permissions

Set up role-based access control (RBAC):

Create User Roles

# Navigate to Settings > User Management > Roles
# Create roles: Admin, Manager, Sales, Support

# Or via CLI
cognexia-cli roles create \
  --name "Sales Manager" \
  --permissions "crm:read,crm:write,reports:read"

Invite Team Members

cognexia-cli users invite \
  --email teammate@company.com \
  --role "Sales Manager" \
  --send-email

Step 5: Make Your First API Call

Generate an API key and test the connection:

1. Generate API Key

Go to Settings → API Keys → Generate New Key

Security: Save your API key securely. It won't be shown again.

2. Test Authentication

# Test API connection
curl https://api.cognexiaai.com/v1/auth/verify \
  -H "Authorization: Bearer YOUR_API_KEY"

# Expected response:
{
  "status": "success",
  "user": {
    "id": "usr_123",
    "email": "you@company.com",
    "role": "admin"
  }
}

3. Fetch Your Data

# List all contacts
curl https://api.cognexiaai.com/v1/crm/contacts \
  -H "Authorization: Bearer YOUR_API_KEY"

# Response includes pagination
{
  "data": [...],
  "pagination": {
    "page": 1,
    "per_page": 50,
    "total": 1
  }
}

Step 6: Create a Dashboard

Build your first analytics dashboard:

Go to Analytics: Navigate to the Analytics module

Create Dashboard: Click "New Dashboard" and give it a name

Add Widgets: Drag and drop charts, tables, and metrics

Configure Data Sources: Connect to CRM, HR, Finance modules

Share: Set permissions and share with your team

Congratulations!

You've successfully set up CognexiaAI ERP, created your first contact, configured permissions, made API calls, and built a dashboard. You're ready to start building!

API Docs

Explore full API reference

CRM Guide

Advanced CRM features

Get Help

24/7 support available

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