Welcome to the BAI Playbook For Everyone

This is where you learn how to use the tools we use every day at BAI Capital — explained in plain language, with pictures and short videos. No technical background needed.

How this site is organized

• 📘 Getting Started — set up and find your way around. Start here on day one.
• 🎬 Tutorials — follow along step by step, from start to finish, to learn a task.
• ✅ How-To — already know the basics? Jump to a quick answer for one task.
• ❓ FAQ — common questions, quick fixes, and who to ask.

Finding things

• Use the search bar at the top right to look for anything.
• Pages are labeled for your team: For Marketing For Sales For Everyone

Still stuck?

Check the FAQ section — it lists who to contact for each tool.