- What you do
- Connect one supported customer channel and prove a real two-way message.
- Why it helps
- The team can work from a verified connection instead of switching among provider tabs.
Learn AllOne Sales around the work you need to finish
Start with your role, see how the system fits together, then follow a visual guide for each task. Every screenshot comes from a released product route and every limit is stated openly.
Start with the path that matches your role
Administrators set up the workspace and prove the first workflow. Employees learn the daily service and follow-up loop.
Administrator path
Finish company settings, permissions and your first channel before inviting colleagues.
- Confirm company settings
- Review employee access
- Connect the first customer channel
Employee path
Learn the daily workflow and where to get help.
- Sign in and check your profile
- Handle your first conversation
- Record a customer follow-up
How the system works together
Four connected workflows turn a customer message into an owned follow-up and a measurable operating signal.
- What you do
- Read context, reply, confirm delivery and set the correct next conversation state.
- Why it helps
- One visible queue reduces missed messages and duplicate replies.
- What you do
- Keep identity, history, owner and the next follow-up in one customer record.
- Why it helps
- Follow-up survives shift changes because responsibility is recorded, not remembered.
- What you do
- Choose a period and scope, then trace an unusual metric back to source work.
- Why it helps
- Operating decisions stay tied to visible records instead of a number without context.
Browse the user manual
Step-by-step guidance for administrators and employees.
Set up the workspace
Secure accounts, organize access, understand limits and know where to get help.

Account, profile and security
Sign in safely, update your profile, change your password and protect an account shared across daily work.
Read full guide →
Company and employee access
Review the company structure, existing employee accounts and the access each person needs for their work.
Read full guide →Plans, quotas and AI balance
Check seats, channels, devices and AI usage before a limit blocks new work.
Read full guide →
Troubleshooting and contacting support
Collect safe diagnostic context, try reversible checks and contact support without exposing credentials or customer secrets.
Read full guide →Serve customers
Connect supported channels, handle conversations, keep ownership clear and record the next action.

Connect customer channels
Connect a channel explicitly enabled for your tenant, then verify receipt, reply and delivery with a real customer account. Each channel also has its own illustrated step-by-step guide in this section.
Read full guide →Connect a company mailbox (IMAP / SMTP)
Turn a company mailbox into a shared inbox channel: enable IMAP at your mail provider, generate an app password, fill the connection form, then verify with a real email in both directions.
Read full guide →Connect Facebook Pages (Messenger)
Authorize with your Facebook account so Messenger conversations from your Pages arrive in the shared inbox, then assign an agent per Page.
Read full guide →Connect WhatsApp by scanning a QR code
Link a WhatsApp account by scanning a QR code from the phone that owns the number, then assign an agent and verify with a real message.
Read full guide →Connect a TikTok account
Authorize a TikTok business account so its conversations sync into the shared inbox, then assign an agent and verify with a real message.
Read full guide →Put live chat on your website
Create a chat widget, paste one snippet of code into your website, then assign an agent and verify with a real conversation from the live site.
Read full guide →
Shared inbox and replies
Read, reply to and resolve customer conversations from supported channels in one workspace.
Read full guide →
Assignment, ownership and SLA
Understand the assignment behavior used by the current direct inbound path, keep one visible owner and verify SLA targets before making an operating commitment.
Read full guide →
Customer records and follow-up
Keep customer identity, conversation context, ownership and next action in one tenant-isolated record.
Read full guide →Run the team
Coordinate internally, manage workforce workflows, read operating data and review AI-assisted drafts.

Internal IM and tasks
Coordinate internal decisions in IM and turn work that needs an owner or due date into a task.
Read full guide →
HR records, leave and attendance
Maintain employee records and use currently available leave and attendance workflows without assuming unopened calendar or check-in features.
Read full guide →
Dashboards and operating metrics
Read conversation, customer, service and operating indicators with the selected period and data source in view.
Read full guide →AI-assisted drafts and approvals
Use AI-assisted explanations and suggestions as drafts while keeping business decisions and external actions under human review.
Read full guide →Extend the platform
Use controlled API, webhook, export and external-system boundaries without bypassing permissions.
API keys and the public API
Create a least-privilege API key and safely handle pagination, limits and retries.
Read full guide →Webhook verification, retries and deduplication
Receive customer-service events with HMAC verification and at-least-once handling.
Read full guide →Advanced data exports
Create permission-scoped CSV or XLSX jobs for customers, conversations, messages and service reports.
Read full guide →External systems and data integrations
Understand which integration is connected, which direction data flows and which write operations remain locked.
Read full guide →Common questions
Start with the most common questions, then open the complete FAQ when needed.
I cannot sign in or forgot my password. What should I do?
First confirm that you are using your company’s correct system URL and the exact login account created by the administrator. Use the reset option if shown; otherwise ask the administrator to reset the temporary password. Never send a password or one-time code to support.
Read full guide →Why can an employee not sign in or see the correct modules?
The current administrator flow creates the login account and temporary password directly; it does not send an email invitation. Confirm the exact account name, reset the temporary password if needed, and check the assigned team and role. Correct the existing record rather than creating a duplicate employee.
Read full guide →The channel is connected but no customer message appears. What should I check?
Check provider authorization, channel status, inbox-to-team mapping, agent access and active filters. Send one test message from a separate customer account and record its time before contacting support.
Read full guide →Why did a reply or attachment fail to send?
Read the visible error first. Common causes are an expired channel token, provider window rules, unsupported file type, file-size limit or network failure. Keep the original error and reduce the attachment only when the limit message asks you to.
Read full guide →Where are automatic assignment and SLA settings?
SLA settings are under Customer Service → Team → SLA Settings at /app/sla-settings. Automatic assignment currently has no Workspace or left-sidebar entry and is reachable only by opening /app/auto-assign directly as an administrator. Its saved strategies are not yet connected to the direct inbound conversation path.
Read full guide →How should duplicate customer records be handled?
Search using verified email and phone values, then use the supported merge flow when available to authorized users. Do not delete a record merely to hide duplication because it may contain conversation history. Contact support when merge is unavailable.
Read full guide →Why did I not receive a notification?
Check assignment, team visibility, application notification preferences, browser permission and whether the event occurred while you were already viewing the conversation. Notification delivery does not replace monitoring the work queue.
Read full guide →What happens when a seat, channel, device or AI limit is reached?
The system should preserve the known limit message and stop the blocked action instead of silently exceeding entitlement. Existing data remains subject to the active plan. Ask an administrator or support to review the exact limit.
Read full guide →Does AI automatically decide or execute business actions?
No general autonomous promise is made. Sales AI action type and risk are currently rule-driven, with optional generated rationale. Ad AI suggests actions but does not directly write changes to Meta. A person must review external impact before approval.
Read full guide →How is company data separated, and what should not be sent to support?
Business data is scoped to the company tenant and deployment controls. Users must still follow least privilege. Never send passwords, one-time codes, API keys, access tokens or unnecessary customer secrets through chat or screenshots.
Read full guide →Who can use the public API, webhooks and advanced exports?
They require Max or Enterprise, the deployment gate and the relevant role permission or API scope. Free, Pro and Trial remain blocked in the page and backend. Upgrade restores retained configuration; downgrade blocks use immediately.
Read full guide →How should a client handle errors, limits and duplicate sends?
Read code, message, requestId and details. Back off after 429. Reuse an Idempotency-Key only for the same intended message; replay returns the original result.
Read full guide →Why was a webhook repeated or not retried?
Deduplicate by X-AOS-Event-Id. Network failures, 408, 425, 429 and 5xx retry; other 4xx are terminal. Downgrade cancels pending retries and disabled-period events are not replayed.
Read full guide →Why can an export fail or become unavailable?
Over 10,000 rows or storage failure produces no partial file. Status, permissions and scope are rechecked. Files expire after seven days and signed URLs after five minutes.
Read full guide →The test says authentication failed — what do I put in the password field?
Put the app password or authorization code generated in your mailbox security settings, not the password you type on the provider's login page. Gmail, Microsoft 365 and Yahoo call it an app password; QQ Mail, Tencent Exmail and NetEase call it an authorization code. If IMAP was only just switched on, generate the code again afterwards — codes created before IMAP was enabled are sometimes rejected.
Read full guide →The test says it cannot reach the mail server. What should I check?
Check the IMAP and SMTP host spelling and the ports. IMAP over SSL is normally 993; SMTP is 465 or 587 depending on the provider. NetEase 126 mailboxes need imap.126.com and smtp.126.com rather than the 163 hosts. If the values are right, ask whether the network or mail provider blocks IMAP from outside, which some corporate mail policies do.
Read full guide →Binding succeeded but no mail arrives in the inbox.
Open the completion self-check on the channel again and read which item is not green. A binding can save while mail collection has not started yet; the dialog says so explicitly when that happens. Also confirm the test mail went to the exact connected address and is not sitting in the mailbox's own spam folder, since mail filtered before IMAP never reaches the system.
Read full guide →I authorized, but no Pages are listed.
Facebook only returns Pages the signed-in account administers and that were ticked during authorization. Check that you signed in with the right account, and that the Pages were selected rather than skipped. Pages managed through Business Manager often need the System User sync instead of a personal sign-in.
Read full guide →The Page shows as connected but no customer messages arrive.
Re-run the authorization and confirm no messaging permission was unchecked — a Page can bind with reduced permissions and then deliver nothing. Also check the Page is not restricted or unpublished on Facebook, and send a test message from an account that does not administer the Page, since your own admin account behaves differently.
Read full guide →Nothing happens when I select "Sign in with Facebook".
The authorization window is a browser pop-up, so a pop-up blocker stops it silently. Allow pop-ups for this site and try again. Some embedded or in-app browsers cannot open it at all — open AllOne Sales in a normal desktop browser for this step.
Read full guide →The QR code stopped working before I could scan it.
QR codes are short-lived by design. Select Regenerate in the dialog to get a fresh one, and have the phone already sitting on the Link a device screen before you generate it.
Read full guide →It says the number I scanned is already bound somewhere else.
One WhatsApp number can hold only one binding in the workspace. The message names where the existing binding lives. Release that old binding first, or scan with a different number that is not bound yet. If the slot is still holding a previous number instead, regenerate the code and scan again — the system then treats it as a number change.
Read full guide →The WhatsApp channel shows as disconnected. Do I have to start over?
No. Use Reconnect on that account in the channel list and scan again — the existing inbox and its conversation history are kept rather than replaced. A binding drops when the phone stays offline for a long time, or when someone removes this device from the phone's linked-devices list.
Read full guide →The authorization window never opens.
Authorization runs in a browser pop-up, so a blocker stops it without any message. Allow pop-ups for this site and try again. Embedded and in-app browsers often cannot open it at all — use a normal desktop browser for this step.
Read full guide →Authorization finished but no account was synced.
Check which TikTok account you actually signed in with — a personal profile without shop or business access authorizes nothing useful. If the right account was used and the sync still comes back empty, capture the time and the account name and contact support through Help & Support; do not repeat the authorization many times, because that does not change the result.
Read full guide →I pasted the snippet but no chat bubble appears.
Confirm the change was published rather than only saved in a draft, then reload the page bypassing the cache — a CDN or page cache commonly serves the old HTML for a while. Check the snippet was pasted whole, and that it sits inside the page HTML rather than inside a comment or an escaped text box.
Read full guide →The widget only shows on some pages.
The snippet went into a single page template instead of the shared layout. Move it into the layout or footer template that every page includes. Sites built from several templates — landing pages, checkout, blog — often need it added to each of those templates.
Read full guide →How do I contact AllOne Sales support?
Open Help & Support in the signed-in application and choose Online Support. Include the page, approximate time, action and observed result. Messages may be left at any time; the first release does not promise an immediate response SLA.
Read full guide →Know what is available
Check what is available now, what needs setup and what is not yet available.