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Admin Guide

Explore all advanced settings and understand how to get the most out of ImpactPilot

Cycles
Required HubSpot permissions for ImpactPilot Admins
Embed ImpactPilot in HubSpot
Setting Up AI agents
Workflow: Updating Customer Journey based on Impact Driver Status
Customer Quote Agent
AI agent: Automated Notifications via Hubspot Workflow

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Getting Started with ImpactPilot
Admin Guide
Manager Guide
Advanced Guides
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