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.

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.

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.

Upgrade Your Sellora AI Workspace

To activate the wider Sellora AI workspace, select Upgrade now from the banner at the top of the interface.

Selecting Upgrade now directs you to the Billing page.

From the Billing page, you can:

View your current plan.

View your available credits and monthly credit allocation.

Apply a promo code.

Compare available Sellora AI plans.

Select a paid subscription plan.

View your payment method and billing information.

If you have received a Sellora AI promo code:

Locate the Have a promo code? section.

Enter your 20-character promo code in the Promo code field.

Select Apply code.

The applicable credits and features are added to your account based on the promo code.

Important: If you do not have a promo code, you can choose one of the available paid plans from the Choose a plan section.

Choose a Plan

The Choose a plan section displays the available Sellora AI subscription plans.

Select the plan that best suits your requirements and follow the checkout process to activate your subscription.

You can also select Compare plans to review the available plans before making a selection.

Workspace Completion

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

These include:

Organisation

Shows the completion percentage of your organisation profile.

Select Organisation to review and complete your organisation information.

Products & Services

Shows the completion percentage of your configured products and services.

Select Products & Services to review and maintain the offerings your organisation sells.

Brand Guidelines

Shows the current brand-readiness percentage.

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.

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.

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.

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.

Note: For more information about viewing and managing notifications, refer to the Notifications section of this user manual.

Appearance

Select the Appearance icon to manage how the Sellora AI interface is displayed.

Available appearance options can include:

Light

Dark

System

Selecting System allows Sellora AI to follow your device's appearance setting.

User Manual

A User Manual icon is available on every interface throughout Sellora AI.

Select the User Manual icon whenever you need help or guidance while using the platform.

It provides quick access to Sellora AI documentation and instructions from anywhere in the platform.

Tip: Use the User Manual icon whenever you need guidance on Sellora AI features or workflows.

Support

The Support option is available in the top navigation area of Sellora AI.

Select Support when you need to report a problem, request new development, or get assistance from the Sellora AI team.

Submit a Support Request

To send a support request:

Select Support from the top navigation.

Select the appropriate support type.

Enter a description of the issue or request.

Review your first name, last name, and email.

Optionally, provide a phone number if you would prefer to be contacted by phone.

Add any relevant attachments, such as screenshots, recordings, or documents.

Confirm the contact consent option.

Select Send request.

Tip: Include clear details and relevant attachments when reporting an issue to help the support team understand and resolve your request faster.

Unlocking the Full Workspace

After completing the required testing, if your organisation has received an applicable promo code you can enter or else you can subscribe a plan:

Account Menu → Organization Settings → Billing

Apply the promo code or subscribe a plan to activate the wider set of Sellora AI features available to your organisation.

Important: Applying the promo code or subscribe a plan ends the Sellora Labs testing stage, and the Testing widget is no longer displayed.

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

Reports

Imports

Administration

Connected Tools

Outreach Settings

Account

Billing

Logs

Audits

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.

Access the Home Page#

Sellora Labs Testing#

Upgrade Your Sellora AI Workspace#

Apply a Promo Code#

Choose a Plan#

Workspace Completion#

Organisation#

Products & Services#

Brand Guidelines#

Getting Started#

Credit Usage#

Credit Balance#

Notifications#

Appearance#

User Manual#

Support#

Submit a Support Request#

Unlocking the Full Workspace#

Main Workspace Navigation#

Organisation Intelligence#

Sales Manager#

Administration#

Account#

Logs#

Why is the Home Page Important?#