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Product guide · Real workflows · Reviewed screenshots

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.

21 step-by-step guidesSetup, service, operations and integrations
15 reviewed product viewsCaptured from released product routes
2 role-based starting pathsAdministrator and employee
Shared inbox showing an active customer conversation and contact panel
Shared inbox showing an active customer conversation and contact panel

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.

How the system works together

Four connected workflows turn a customer message into an owned follow-up and a measurable operating signal.

Channels page with supported connection options
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.
Shared inbox showing an active customer conversation and contact panel
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.
Customer list with the New Task form open for a selected customer
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.
Analytics dashboard with date filters and operating metrics
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.

Serve customers

Connect supported channels, handle conversations, keep ownership clear and record the next action.

Channels page with supported connection options
Channels

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.

Administrators3 stepsRead full guide →
Channels

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.

Administrators5 stepsRead full guide →
Channels

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.

Administrators5 stepsRead full guide →
Channels

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.

Administrators4 stepsRead full guide →
Channels

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.

Administrators4 stepsRead full guide →
Channels

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.

Administrators4 stepsRead full guide →
Shared inbox showing an active customer conversation and contact panel
Customer service

Shared inbox and replies

Read, reply to and resolve customer conversations from supported channels in one workspace.

All users3 stepsRead full guide →
SLA Management showing global scope, business hours and the live-board, overdue-list and audit effects
Customer service

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.

Administrators, Employees4 stepsRead full guide →
Customer list with the New Task form open for a selected customer
CRM

Customer records and follow-up

Keep customer identity, conversation context, ownership and next action in one tenant-isolated record.

All users3 stepsRead full guide →

Run the team

Coordinate internally, manage workforce workflows, read operating data and review AI-assisted drafts.

Extend the platform

Use controlled API, webhook, export and external-system boundaries without bypassing permissions.

Common questions

Start with the most common questions, then open the complete FAQ when needed.

Frequently asked questions →
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 →
Why is a menu or feature missing?

Menus may depend on role permissions, plan entitlements, tenant feature gates or required setup. Ask an administrator to check all four. A hidden or disabled feature must not be treated as available.

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 →

Know what is available

Check what is available now, what needs setup and what is not yet available.

Feature availability →