1. Confirm company settings
Check the company name, timezone and working language before the team starts daily work.
Quick start
First-day AllOne Sales quick start for administrators and employees.
1
Administrator path
Finish company settings, permissions and your first channel before inviting colleagues.
2. Review employee access
Confirm that existing employee accounts belong to the right department or team and have only the access they need.
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. Verify ownership and response targets
Open the SLA page, then use one timed direct-inbound test conversation to verify the actual owner or unassigned state and the visible response timing. Do not use the saved automatic-assignment strategy as proof of 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, review the manual and send a non-sensitive test support message.
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
Search the customer, confirm contact details and record one accountable next action.
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.