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
    • 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

4_Organisation

Organisation#

The Organisation section under Organisation Intelligence stores the core information about your organization. This information provides Sellora AI with business context that can be used across sales, content, and outreach workflows.

Access the Organisation Section#

From the left navigation menu, go to:
Organisation Intelligence → Organisation
Screenshot 2026-08-10 at 08.19.47.png
The Organisation page displays the business information that was initially provided during onboarding and allows you to maintain and expand it.
Tip: Keep your organization information accurate and up to date so that Sellora AI has reliable business context when supporting your sales and content workflows.

Organisation Page#

The Organisation page provides access to your organisation's profile, identity, core details, and supporting documents.
Screenshot 2026-08-13 at 11.27.49.png
At the top of the page, you can view:
Organisation name
Organisation tagline
Organisation logo
Profile Completeness
An Edit option for the organisation profile

Edit the Tagline#

The organisation profile includes a Tagline section.
To update it:
1.
Open Org Intelligence → Organisation.
2.
Open the Overview tab.
3.
Locate the tagline.
4.
Select the Edit icon next to the tagline.
Screenshot 2026-08-13 at 11.30.15.png
5.
Update the required information.
6.
Save the changes.
The updated tagline will then be stored as part of the organisation profile.
The Organisation page contains two main tabs:
Overview
Documents

Profile Completeness#

The Profile Completeness indicator is displayed in the upper-right area of the Organisation page.
It shows the current completion percentage of the organisation profile.
Use this indicator as a reference when reviewing whether additional organisation information may need to be completed.

Overview#

Select the Overview tab to view and maintain the organisation's main profile information.
Screenshot 2026-08-10 at 08.46.10.png
The initial details entered during the sign-up and onboarding process are available here. You can review these details and update them when your organization information changes.

Edit the About Information#

The About section contains a description of your organization.
Screenshot 2026-08-10 at 08.47.48.png
To edit it:
1.
Open the Overview tab.
2.
Locate the About section.
3.
Select the Edit icon.
Screenshot 2026-08-10 at 08.48.21.png
4.
Update the organisation description.
5.
Save your changes.
Use this section to maintain a clear description of what your organization does.

Edit Organisation Facts#

The Organisation Facts section contains key facts and structured information about your organization.
Screenshot 2026-08-10 at 08.49.06.png
Each available organisation fact can be edited individually.
To update an organisation fact:
1.
Open the Overview tab.
2.
Open the Organisation Facts section.
3.
Locate the information you want to change.
4.
Select the corresponding Edit icon.
Screenshot 2026-08-10 at 08.49.26.png
5.
Update the details.
6.
Save the changes.
This allows you to keep individual organisation facts accurate without having to recreate the entire organisation profile.

Organisation Documents#

The Documents tab allows you to maintain files associated with your organisation.
Screenshot 2026-08-10 at 08.49.58.png
To access it:
1.
Open Organisation Intelligence → Organisation.
2.
Select the Documents tab.
The Documents area can be used for organisation files such as:
PDFs
Decks
Certificates
Other organisation files
These files form part of your organisation's document library.

Add a Document#

To add a document:
1.
Open Organisation Intelligence → Organisation.
2.
Select the Documents tab.
3.
Select + Add document.
Screenshot 2026-08-10 at 08.50.20.png
4.
Choose the organisation document you want to add.
5.
Complete the upload process.
When no documents have been added, the page displays:
No documents yet
The page prompts you to add PDFs, decks, or certificates to build your organisation's library.
Note: File-size limits, supported file extensions beyond those displayed in the interface, and document management options should be confirmed during testing before they are documented.

Why is Organisation Information Important?#

The Organisation section acts as a central source of business context inside Sellora AI.
Maintaining complete and accurate information helps:
Keep your organisation profile consistent.
Provide context for AI-assisted workflows.
Support content creation with relevant organisation information.
Maintain accurate information for sales and outreach activities.
Keep business information organized in one location.
Important: Review this information whenever your company's positioning, description, or key facts change.

Organisation and Organisation Intelligence#

The Organisation page is one part of Organisation Intelligence.
Organisation Intelligence also includes:
Products & Services — manage the products and services your organization sells.
Brand Guidelines — define your brand foundation, logos, colours, typography, and themes.
Together, these areas provide Sellora AI with information about who your organization is, what it sells, and how its brand should be represented.
Modified at 2026-08-13 06:01:20
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