1. Sellora_AI_Platform_User_Manual.md
Sellora Manual
  • Default module
    • Sign Up
  • 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
    • 10_People
    • 11_Campaigns
    • 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

2_Getting Started

Getting Started#

Screenshot 2026-08-09 at 23.09.19.png
This section explains how to access Sellora AI. You can sign in using Google, Microsoft, or Facebook, or create a Sellora AI account using your email address. For first-time users, creating an account directly is the recommended option.
Tip: Complete the steps in this section in order when accessing Sellora AI for the first time.

1. Create an Account#

From the Sellora AI sign-in page, select the option to Create an account.
This Image should be repalce
Screenshot 2026-08-09 at 23.10.15.png
Enter the requested account information and submit the registration form.
After your account is created, Sellora AI will send a verification message to the email address you registered.
Screenshot 2026-08-09 at 23.11.11.png

2. Verify Your Email Address#

Open the verification email sent by Sellora AI and follow the verification instructions.
Screenshot 2026-08-09 at 23.11.54.png
Email verification confirms that you have access to the email address associated with your account.
Important: Complete email verification before attempting to finish the initial account setup. If you didn't receive the verification email, please click the Resend Code button to sent it again.

3. Return to Sign In#

After verifying your email address, return to the Sign In interface.
Screenshot 2026-08-09 at 23.14.27.png
You can sign in using your Sellora AI credentials or one of the available third-party sign-in options.

Sign in with Email and Password#

Enter your login credentials:
Email address
Password
Then select Sign In to access Sellora AI.
Important: Alternatively, if you are using Google, Microsoft, or Facebook to sign in without craeting a account follow the instructions below.

Sign in with Google#

Select Continue with Google and follow the Google sign-in prompts to access Sellora AI using your Google account.

Sign in with Microsoft#

Select Continue with Microsoft and follow the Microsoft sign-in prompts to access Sellora AI using your Microsoft account.

Continue with Facebook#

Select Continue with Facebook and follow the Facebook sign-in prompts to access Sellora AI using your Facebook account.
Tip: Use the sign-in method associated with the account you used when registering for Sellora AI.

4. Complete Organization Details#

During the initial setup, Sellora AI asks you to provide information about your organization.
Screenshot 2026-08-09 at 23.16.20.png
Organization name — the name of your organization.
Website — your organization's website address.
Both fields are required.
After entering the information, select Continue.
Sellora AI uses these details to help configure your workspace.
Tip: Enter the correct organization name and website, as this information provides the initial business context for your Sellora AI workspace.

5. Add Products and Target Market#

After entering your organization details, Sellora AI asks you to define what your organization sells and who you sell it to.
Screenshot 2026-08-09 at 23.22.46.png
You can add one or more products or services during this step.

Product / Service Details#

Screenshot 2026-08-09 at 23.23.47.png
For each product or service, enter:
Name — the name of the product or service.
Description — a short description explaining what the offering does and who it helps.
Industry — select the industry associated with the offering.

Target Market#

Screenshot 2026-08-09 at 23.24.17.png
Define the target market for the product or service using:
Region — select the geographical regions you want to target.
Company size — select the target company size.
Revenue range — select the target customer revenue range.
Applicable positions — select the job roles or positions that are relevant to the offering.
Tip: Add accurate target market information because these details can later be used when configuring lead targeting and enrichment in Sellora AI.

Add Multiple Products#

If your organization offers more than one product or service, select + Add another product.
Configure the product and its target market information in the same way.
You can add as many products or services.
When you have finished adding your products or service information, select Continue.
Note: Product and target market information can later be reviewed and managed from Organization Intelligence → Products & Services.

6. Set Up Billing#

After completing your products and target market information, Sellora AI displays the Set Up Billing step.
Screenshot 2026-08-10 at 08.17.17.png
Important: To obtain a promo key, you need to request to the Sellora AI Support Team. Once the promo key has been provided, you can enter it during the billing setup.
If you already have a Sellora AI promo key, you can connect it during onboarding.

Connect a Promo Key#

Enter your 20-character promo key in the Promo key field.
Then select Connect Key & Finish to connect the promo key and complete the onboarding process.

Skip Billing for Now#

If you do not have a promo key or want to test Sellora AI before activating it, select Skip & Finish.
This completes the onboarding process without connecting a promo key.
Tip: Select Skip & Finish if you want to use Sellora Labs - Testing before activating your promo key.
After skipping the promo key setup, you can enter the Sellora AI workspace and use the available testing functionality.
You can connect your promo key later from:
Account Menu → Organization Settings → Billing
Important: Complete any required testing before connecting your promo key. Once the promo key is connected and the wider workspace is activated, the Testing widget is no longer displayed.
Important: After connecting your promo key, you'll need to add your own Mailbox and System Number before any campaigns run. Set these up in Outreach Settings.
Modified at 2026-08-10 07:39:35
Previous
1_Introduction
Next
3_Home
Built with