Quickstart Guide

Get up and running with Aellysa in 5 minutes. Choose your role for personalized guidance.

Account Executive

Follow these steps to start managing your deals effectively.

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. Navigate to Settings → Integrations
2. Click Connect Outlook or Connect Gmail
3. Grant the required permissions
4. Wait for initial sync (~2-5 minutes)

Step 3: Set Your Energy Level

In Focus Area (⌘1):

1. Select your energy level: High, Medium, or 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 name, account, value, and close date
4. Click Save

Daily Workflow

Manager

For team leads managing approvals and team performance.

Step 1: Sign In & Setup

1. Sign in at 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 Pipeline and filter by team member
2. Review team members' deals and activities
3. Check team performance in Management Dashboard

Step 3: Handle Approvals

1. Navigate to Management → Approvals
2. Review pending requests
3. Approve, reject, or request changes

Manager Features

Admin

For administrators setting up and managing the organization.

Step 1: Configure Organization

1. Go to Settings → Organization
2. Set organization name, currency, fiscal year
3. Configure default settings and data retention

Step 2: Invite Users

1. Navigate to Settings → Users
2. Click Invite User
3. Enter email and select role (User, Manager, Admin)
4. Send invitation

Step 3: Set Up Products

1. Go to Workspace → Products
2. Add products with name, SKU, and pricing
3. Organize into categories

Step 4: Configure Integrations

1. Navigate to Settings → Integrations
2. Connect email providers (Outlook/Gmail)
3. Set up CRM sync if needed (Salesforce/HubSpot)

Role Permissions

Keyboard Shortcuts