1. Sellora_AI_Platform_User_Manual.md
Sellora Manual
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  • Sellora_AI_Platform_User_Manual.md
    • 1_Introduction
    • 2_Getting Started
    • 3_Home
    • 4_Organisation
    • 5_Products & Services
    • 6_Brand Guidelines
    • 7_Sellora Labs Testing
    • 8_Wizard
    • 9_Companies
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    • 12_Outreach
    • 13_Opportunities
    • 14_Content_Library
    • 15_Connected Tools
    • 16_Outreach Settings
    • 17_Audit Logs
    • 18_Manage Account & Organization Settings
    • 19_Ask Nora
  1. Sellora_AI_Platform_User_Manual.md

19_Ask Nora

Ask Nora#

Ask Nora is Sellora AI's built-in AI assistant. It allows you to interact with your workspace in plain language and ask for help with sales, content, customer, and workspace-related tasks.
You can open Nora from the Ask Nora button in the top-right corner of Sellora AI.
Tip: Use Nora when you want fast assistance without manually navigating through multiple sections of the platform.

Access Ask Nora#

To open Nora:
1.
Go to the top-right corner of the Sellora AI interface.
2.
Select Ask Nora.
Screenshot 2026-08-12 at 08.55.49.png
3.
The Ask Nora workspace will open.
The Ask Nora interface contains:
A New chat button
A chat history panel
Nora's conversation area
Suggested prompts
A message input field
An attachment option
A send button

Start a New Chat#

Select + New chat to begin a new conversation with Nora.
Screenshot 2026-08-12 at 08.56.27.png
Use a new chat when you want to start a separate topic or task.
Previous chats can appear in the left-side chat list, allowing you to return to earlier conversations when required.

Ask Nora in Plain Language#

You can type requests to Nora in normal everyday language.
For example, you can ask Nora to:
Summarize recent activity
Show warm leads
Help prepare customer outreach
Draft sales content
Answer questions about your Sellora AI workspace
Help you understand customer or campaign information
Type your request into the Ask anything... field and send it.

Suggested Prompts#

The Ask Nora interface provides suggested prompts that can help you get started quickly.
Screenshot 2026-08-12 at 08.57.45.png
Examples shown in the interface include:
What needs my approval?
Summarize today
Show warm leads
Draft a LinkedIn post
Select one of these suggestions to quickly begin that task.

Attach Files#

The message area includes an attachment option.
Screenshot 2026-08-12 at 08.58.24.png
Use this when you want to provide supporting material to Nora as part of your request.
Important: Only upload files that your organization is permitted to use in Sellora AI.

Conversation Area#

The main conversation panel shows your messages and Nora's responses.
Screenshot 2026-08-12 at 08.58.52.png
When no messages exist yet, the interface displays No messages yet and prompts you to ask something to start the conversation.

Continue a Conversation#

After Nora responds, you can continue the same chat by sending another message.
This is useful when you want to:
Ask for clarification
Request more detail
Change the output
Continue a previous task
Refine a draft
Ask a follow-up question

Ask Nora About Your Workspace#

Depending on your available data and permissions, you can ask questions related to:
Organisation
Products & Services
Brand Guidelines
Companies
People
Campaigns
Outreach
Opportunities
Content Library
Connected Tools
Outreach Settings
Audit activity

Ask Nora for Sales Assistance#

Nora can help with sales-related tasks such as:
Summarizing customer information
Preparing for outreach
Reviewing lead context
Drafting follow-up messaging
Helping with campaign-related content
Identifying useful next actions from available context

Ask Nora for Content Assistance#

Nora can also help create or draft content.
Examples include:
Draft a LinkedIn post
Prepare a customer-facing message
Summarize information
Rewrite or improve content
Create sales messaging
Help prepare campaign copy
For full document creation such as Presentations, Proposals, and Flyers, use the Content Library content creation workflow.

New Chat vs Existing Chat#

Use New chat when:
You are starting a completely different task
You want a clean conversation context
You want to keep topics separated
Continue an existing chat when:
You are refining a previous response
The new question depends on earlier context
You want Nora to continue the same task

Ask Nora and Permissions#

Nora can only work with the data and capabilities available to your Sellora AI account.
Your access may depend on your assigned role and organization permissions.

Typical Ask Nora Workflow#

1.
Select Ask Nora from the top-right corner.
2.
Select + New chat if needed.
3.
Type your question or task into the message field.
4.
Attach a file if the task requires supporting information.
5.
Send the request.
6.
Review Nora's response.
7.
Ask follow-up questions or request changes.
8.
Start a new chat when moving to a separate task.

Example Requests#

You can ask Nora questions such as:
Summarize today's sales activity.
Show me warm leads.
What needs my approval?
Draft a LinkedIn post.
Help me prepare for outreach to this customer.
Summarize the information available for this company.
Give me follow-up messaging for this campaign.

Best Practices#

For better results when using Nora:
Be clear about what you want.
Include the relevant person, company, campaign, or product when possible.
Provide enough context for the task.
Ask follow-up questions when you need more detail.
Use attachments when additional information is required.
Review AI-generated content before using it externally.
Start a new chat when changing to a different task.
Tip: Specific requests usually produce more useful results than very broad questions.

Why is Ask Nora Important?#

Ask Nora gives you a conversational way to work with Sellora AI.
It helps you:
Get assistance without navigating through many screens
Ask questions in plain language
Summarize information
Prepare sales messaging
Review lead and customer context
Draft content
Continue tasks through follow-up questions
Work more quickly with information already available in your workspace

Recommended Next Step#

Use Ask Nora whenever you need AI-assisted help while working in Sellora AI. For structured document creation, continue to Content Library.
Modified at 2026-08-12 07:03:05
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