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

3_Home

Home#

The Home page is the main landing page of Sellora AI after you complete the initial sign-up and onboarding process.
It provides an overview of your workspace, setup progress, credit usage, and quick access to important Sellora AI features.

Access the Home Page#

Select Home from the left navigation menu at any time to return to the main Sellora AI workspace.
Screenshot 2026-08-09 at 22.55.53.png
Tip: Use the Home page to quickly review your workspace setup and continue with incomplete configuration tasks.

Sellora Labs Testing#

Before activating the wider Sellora AI workspace, the Home page displays a Try it free in Sellora Labs banner.
Screenshot 2026-08-13 at 10.35.34.png
Sellora Labs allows you to test:
Emails
Calls
Content Creation
Select Open Testing to go directly to:
Sellora Labs → Testing
The Testing area includes:
Fast Campaign — test calls and emails.
Content Creation — test AI-generated content.
Important: Complete the required Sellora Labs testing before applying the promo code. Once the promo code is applied and the wider workspace is activated, the Testing widget is no longer available.

Workspace Completion#

The Home page displays completion indicators for important Organized Intelligence areas.
These include:

Organisation#

Shows the completion percentage of your organisation profile.
Screenshot 2026-08-09 at 22.59.35.png
Select Organisation to review and complete your organisation information.

Products & Services#

Shows the completion percentage of your configured products and services.
Screenshot 2026-08-09 at 22.59.58.png
Select Products & Services to review and maintain the offerings your organisation sells.

Brand Guidelines#

Shows the current brand-readiness percentage.
Screenshot 2026-08-09 at 23.00.28.png
Select Brand Guidelines to configure and maintain your organisation's brand foundation, logos, colours, typography, and themes.
Tip: Use the percentage indicators to identify areas of your organisation setup that still require information.

Getting Started#

The Getting started section provides a checklist of the initial tasks required to set up your Sellora AI workspace.
Screenshot 2026-08-09 at 23.00.55.png
The checklist can include:
Complete your organisation profile
Upload your brand logos
Add your products & services
Create a team
Invite a teammate
Completed tasks are marked accordingly, and the section displays your overall progress, such as:
2 of 5 complete
Use this checklist to identify the remaining setup activities for your workspace.

Credit Usage#

The Credit usage section allows you to monitor credits consumed by your organisation.
Screenshot 2026-08-09 at 23.01.42.png
The dashboard displays:
Total credits used during the displayed period.
A chart showing credit consumption over time.
Daily
Weekly
Monthly views.
Use the available view options to understand how credits are being consumed across different periods.

Credit Balance#

The current available credit balance is displayed in the top navigation area.
Screenshot 2026-08-13 at 10.29.13.png
Use the Credit Balance indicator together with Credit usage on the Home page to monitor both your available balance and recent consumption.

Notifications#

Select the Notification bell in the top navigation to review workspace notifications and updates.
Screenshot 2026-08-13 at 10.30.25.png

Appearance#

Select the Appearance icon to manage how the Sellora AI interface is displayed.
Screenshot 2026-08-13 at 10.30.57.png
Available appearance options can include:
Light
Dark
System
Selecting System allows Sellora AI to follow your device's appearance setting.

Unlocking the Full Workspace#

After completing the required testing, if your organisation has received an applicable promo code, it can be entered from:
Account Menu → Organization Settings → Billing
Screenshot 2026-08-09 at 23.04.12.png
Apply the promo code to activate the wider set of Sellora AI features available to your organisation.
Important: Applying the promo code ends the Sellora Labs testing stage, and the Testing widget is no longer displayed.

Main Workspace Navigation#

After the applicable access is activated, the Sellora AI navigation provides access to areas such as:

Organisation Intelligence#

Organisation
Products & Services
Brand Guidelines

Sales Manager#

Wizard
Companies
People
Campaigns
Outreach
Opportunities
Content Library

Administration#

Administration features can include:
Connected Tools
Outreach Settings
Available features can depend on your organisation's configuration and assigned permissions.

Why is the Home Page Important?#

The Home page gives you a quick overview of your Sellora AI workspace.
From one location, you can:
Access Sellora Labs during the testing stage.
Monitor organisation setup progress.
Complete Getting Started tasks.
Review Organisation, Products & Services, and Brand Guidelines completion.
Monitor credit usage and available credits.
Access notifications and workspace controls.
Continue into the wider Sellora AI workflow.
Modified at 2026-08-13 05:11:01
Previous
2_Getting Started
Next
4_Organisation
Built with