# Things To Know

Welcome to your newly acquired Customer Relations Management (CRM) knowledge base. This comprehensive resource will guide you through various aspects of your CRM, including conversations, automations, calendars, and other essential components. As a crucial tool for business growth and efficient operations management, the CRM will play a significant role in driving your organization toward sustained success and expansion.

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To get the most out of this knowledge base, be sure to pair it with your interactive help guides! To access your help guides in any section, you will simply need to click the "start help guide" button in the top right corner of your CRM!
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## Start Help Guide Button

If you're reading this, you should also have access to interactive help guides inside of your new CRM. These guides will take you step by step through each section, explaining components and how to use everything!

Get the most out of your knowledge base by combining it with interactive help guides! Access these helpful guides in an instant by clicking on the orange and pink “Start Help Guide” button on the top left of your screen inside your CRM.

Get ready to familiarize yourself with the ins and outs of your new CRM! With interactive help guides at your fingertips, you can learn valuable information by following each step. For a comprehensive education experience, combine these text-based instructions with hands-on exploration - read up on sections first before experimenting "by doing" for even greater understanding and efficiency.

![](/files/lx1NzylrlGZmWnynwlA9)

## Knowledge Base Search

With the abundance of information available in our knowledge base, it can be difficult to find what you're looking for.

To make your search easier and more precise, take advantage of our advanced "search" function! You'll have no problem finding whatever topic or keyword related to your CRM that you need.

<figure><img src="/files/8uAGgjUHoNjPuAErHY82" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.adspend.org/getting-started/things-to-know.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
