Loxo

Learn proven practices for setting up and navigating your Loxo account

Welcome to Loxo

Go from zero to a highly efficient hero - Welcome to Loxo!

New User Onboarding Checklist

Learn about our Single Sign-On option for Google and Microsoft users

Loxo's Sign-On Features

Quickly and easily configure your Account Preferences

Account Settings for All Users

Sync Your Email and Calendar in Loxo

Automatically include your signature on outgoing emails

Add an Email Signature

Parse data into your Loxo database using the Loxo Chrome Extension

Install the Loxo Chrome Extension

Admins can easily configure the desired font for your organization

Change the Default Font for Your Account

Use templates to streamline emails, SMS, Person Notes, and Campaigns

Create Email and SMS Templates in Loxo

Learn how to use the unsubscribe feature for emails sent from your Loxo account

Add an Unsubscribe Option in Emails

Learn about the People Page in Loxo, your internal database for candidates and contacts

Navigating the People Page

Your personalized roadmap to launching faster, learning key workflows and unlocking the full power of the platform.

The In-App Onboarding Checklist

New to Loxo? Start here to set up your account

Get Started

Webinar Trainings

Schedule a Demo

Help Center Home Page

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Join the Loxo Community

Product Releases & Updates

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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