Tutorials¶
Managing Employees, Bonuses & Deductions
Learn how to add employees, configure profiles, set up bonuses and deductions, import workers in bulk, and send invitations — all from the Employee Stream.
Setting Up Time Tracking for Your Team
Configure GPS-validated mobile clock-in, tablet-based Entrance App check-in, manual time entry, overtime rules, and approval workflows for your workforce.
Executing Payroll Runs & Generating Payslips
Step-by-step guide to creating payroll runs, understanding calculations, reviewing results, generating payslips, and exporting HR Intelligence Reports for local payroll providers.
Setting Up Tax Compliance for Multi-Country Payroll
Configure tax compliance for 12 Latin American countries with one-click setup, customize rates, manage employer contributions, and handle multi-country payroll.
Using Analytics to Monitor Payroll Costs
Navigate the analytics dashboard, understand payroll cost trends, compare locations, analyze taxes and provisions, and set up scheduled reports for stakeholders.
Employee Mobile App: A Complete Guide for Your Team
A step-by-step guide for employees on using the 4Geeks Payroll mobile app — clock in/out with GPS, view payslips, request time off, and manage your profile.
Managing Compliance Documents with the Vault
Learn how to use the Compliance Vault to store, organize, and manage employment documents across 50+ countries with automated reminders and role-based access.
Deploying an AI Sales Agent: From Setup to First Qualified Lead
Learn how to deploy the AI Sales Agent, connect your CRM, train it on your product data, and start generating qualified leads automatically.
Building a 24/7 AI Customer Support Agent with WhatsApp Integration
Learn how to set up the AI Customer Support Agent with WhatsApp integration, upload your knowledge base, define escalation rules, and deploy 24/7 support.
Automating Hiring with the AI Recruiter Agent
Learn how to deploy the AI Recruiter Agent, configure screening criteria, connect your ATS, and automate candidate communication and interview scheduling.
Setting Up an AI Receptionist for Appointment Scheduling
Learn how to deploy the AI Receptionist Agent, connect your calendar, configure voice and WhatsApp channels, and automate appointment scheduling 24/7.
AI Marketing Agent: Automated Campaign Creation & Optimization
Learn how to deploy the AI Marketing Agent, configure brand voice, connect marketing tools, and set up automated content creation workflows.
Connecting AI Agents with Payments for Automated Collections
Learn how to combine the AI Collection Agent with 4Geeks Payments to create a fully automated debt recovery system with real-time payment processing.
How Can AI Agents Automate Complex Business Workflows
Learn how 4Geeks AI Agents act as intelligent connective tissue that can perceive, reason, and execute actions across your tech stack.
How Does 4Geeks Compare to Building In-House or Using Competitors Like Zapier
Helps make a Buy vs. Build decision by contrasting 4Geeks managed service model against DIY solutions and lighter automation tools.
How to Create a WhatsApp AI Agent
Step-by-step guide to creating a WhatsApp AI Agent on 4Geeks, from connecting Meta Business account to deploying your agent.
How Customizable Are the Agents and Can You Give Real-World Examples
Learn how 4Geeks pre-built agents are highly customizable with real-world use cases across different industries.
What Kind of Data Is Required to Train the Agents and How Is It Secured
Learn about data requirements for training AI agents and how 4Geeks ensures enterprise-grade security and compliance.
How Do I Get Started with Deploying a 4Geeks AI Agent
A roadmap for deploying an AI agent with 4Geeks, from sign-up to deployment, managing expectations about the process and timeline.
How Does Human Oversight Work and What Support Is Available After Deployment
Learn how 4Geeks Human-in-the-loop approach ensures AI agents perform reliably with ongoing maintenance and support.