Introduction

Welcome to Sellora AI, an AI-powered sales and customer engagement platform designed to help organizations manage leads, customers, outreach campaigns, sales opportunities, and AI-generated content from a single workspace.

Sellora AI combines customer relationship management, sales automation, AI-assisted content generation, campaign management, and outreach tools into one platform, enabling sales teams to work more efficiently.

Who is this guide for?

This guide is intended for:

Sales Representatives

Sales Managers

Marketing Teams

Business Development Representatives (BDRs)

Organization Administrators

Business Owners

New Sellora AI users

Whether you are creating your first campaign or managing your organization's sales pipeline, this guide will help you understand the key features of Sellora AI.

What is Sellora AI?

Sellora AI helps businesses manage their sales workflow from prospect discovery and outreach through opportunity management.

Using Sellora AI, you can:

Manage companies and contacts

Create sales campaigns

Track customer outreach

Manage sales opportunities

Generate presentations, proposals, and flyers using AI

Collaborate with your sales team

Monitor organization activities

Manage users, permissions, and teams

Use Nora AI for content creation and platform assistance

Key Features

Module	Description
Dashboard	Access and navigate your Sellora AI workspace.
Companies	Manage company and business information.
People	Store and manage customer and prospect contacts.
Products & Services	Manage products and services used in campaigns and outreach.
Campaigns	Create and manage sales outreach campaigns.
Opportunities	Track deals throughout the sales pipeline.
Outreach	Monitor emails, calls, contact viability, and campaign assignments.
Content Library	Generate AI content and manage sales materials.
Nora AI	Use an AI assistant for content creation and platform assistance.
Audit Logs	Review recorded activities across the organization.
Organization Settings	Manage billing, teams, members, and permissions.

Benefits of Sellora AI

Sellora AI helps organizations:

Improve sales productivity

Reduce repetitive sales work

Organize customer information

Create sales and marketing materials using AI

Manage campaigns and outreach

Track sales opportunities

Collaborate across teams

Review organizational activities through audit logs

AI-Powered Features

Sellora AI includes Nora, an AI assistant available within the platform.

Nora can assist with tasks such as:

Creating presentations

Creating business proposals

Creating flyers

Drafting content

Assisting with Sellora AI account and workspace questions

User Roles

Sellora AI supports different organization access levels.

Role	Description
Owner	Full access, including billing and account deletion.
Admin	Can manage the team, tools, and platform modules.
Editor	Can create and edit content and run tasks.
Viewer	Read-only access across the workspace.

Note: Features and actions available to you may depend on your assigned role.

What You'll Learn

This user guide explains how to:

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Next Step

Continue to Getting Started to learn how to access Sellora AI and begin setting up your workspace.

Tip: If you are new to Sellora AI, follow the user guide in order before moving to advanced areas such as Campaigns, Opportunities, Outreach, and Organization Settings.

1_Introduction

Introduction#

Who is this guide for?#

What is Sellora AI?#

Key Features#

Benefits of Sellora AI#

AI-Powered Features#

User Roles#

What You'll Learn#

Next Step#