Quickstart Guide

Get up and running with Aellysa in just 5 minutes. Choose your role to get personalized guidance.

Get Started: Account Executive

Perfect for sales reps! Follow these steps to start closing deals.

Step 1: Sign In

1. Go to app.aellysa.com
2. Click “Sign In”
3. Enter your email and password
4. Complete 2FA (if enabled)

Step 2: Connect Your Email

1. Go to Settings → Integrations
2. Click “Connect Gmail” or “Connect Outlook”
3. Grant access permissions
4. Wait for initial sync to complete

Step 3: Set Your Energy Level

In Focus Area (⌘1):

1. Set your energy level (High/Medium/Low)
2. Your task list will adjust automatically
3. Start with the top priority task

Step 4: Create Your First Deal

1. Go to Pipeline (⌘2)
2. Click “New Deal”
3. Fill in deal details
4. Link to account and contacts

Step 5: Start Your Day

Essential Features for Account Executives

• Focus Area — Your daily command center
• Pipeline — Manage all your deals
• Inbox — Email with AI assistance
• Deal Rescue — Save at-risk deals
• MEDDPICC Scoring — Qualify deals effectively

Get Started: Manager

For team leads managing approvals and team performance.

Step 1: Sign In & Setup

1. Sign in to app.aellysa.com
2. Complete your profile in Settings → Profile
3. Connect your email in Settings → Integrations

Step 2: Review Team Setup

1. Go to Settings → Team Management
2. Review team members
3. Set up approval workflows
4. Configure team permissions

Step 3: Access Management Dashboard

1. Go to Management Dashboard
2. Review pending approvals
3. Check team performance metrics
4. Set up reporting

Step 4: Configure Approvals

1. Go to Management → Approvals
2. Review approval settings
3. Set approval thresholds
4. Configure notification preferences

Essential Features for Managers

• Management Dashboard — Team overview
• Approvals — Review and approve proposals
• User Roles — Manage permissions
• Pipeline — Team deal overview
• Insights — Business intelligence

Get Started: Admin

For administrators setting up and managing the organization.

Step 1: Initial Setup

1. Sign in to app.aellysa.com
2. Complete admin profile
3. Verify organization settings

Step 2: Configure Organization

1. Go to Settings → Organization
2. Set organization name and details
3. Configure default settings
4. Set up data retention policies

Step 3: Manage Users

1. Go to Settings → Users
2. Invite team members
3. Assign roles (User, Manager, Admin)
4. Configure permissions

Step 4: Set Up Products

1. Go to Workspace → Products
2. Add products to catalog
3. Configure pricing
4. Set up product categories

Step 5: Configure Integrations

1. Go to Settings → Integrations
2. Set up Salesforce/HubSpot sync (if needed)
3. Configure email providers
4. Set up API access

Essential Features for Admins

• User Management — Manage users and roles
• Products — Product catalog
• Integrations — Connect external tools
• Security — Security settings
• Data Management — Export/import data

Keyboard Shortcuts

Next Steps

• Navigation Guide — Learn the interface
• Overview — Platform overview
• Support — Get help