1. Confirm company settings
Open Organization → Company management at /app/hr/org. Check the company name and UTC offset; change your own interface language in Personal Settings.
Quick start
First-day AllOne Sales quick start for administrators and employees.
1
Administrator path
Set up employee access, connect a channel, and check that messages can be received and answered.
2. Review employee access
Find the employee at /app/hr/people. Check account and role access at /app/hr/accounts and /app/hr/roles, then have the employee sign in with their own account.
3. Connect the first customer channel
Authorize one supported provider account and map its inbox to a team.
4. Complete a two-way test message
Send from a separate customer account, reply in AllOne Sales and verify delivery.
5. Check ownership; set response targets if needed
Check the actual conversation owner in the inbox. If your team needs response targets, follow the SLA guide at /app/sla-settings and verify the timer with a test message. Saved automatic-assignment policies do not prove direct-inbound routing.
6. Review the first operating view
Open the dashboard, set the date range and confirm test activity is represented.
7. Show the team where to get help
Open Help & Support and locate the manual and Online support. Share these entry points with colleagues; send a message only when you have an actual question.
2
Employee path
Learn the daily workflow and where to get help.
1. Sign in and check your profile
Confirm the read-only name and email, choose the preferred language, then change any temporary password.
2. Handle your first conversation
Open the assigned queue, review customer context, reply and set the correct next status.
3. Record a customer follow-up
Find the customer at /app/customer/, then use the row’s New Task action to record a title and due time. Use Tasks to arrange assignment.
4. Use IM and complete a task
Send an internal message, create or accept a task and attach the result before completion.
5. Open help and online support
Find the manual, replay the guided tour and learn what context to send support.