Getting started in 15 minutes
1. Register and verify your email. In demo mode the verification email appears in the local outbox (linked from the verification screen).
2. Create your workspace and choose the industry closest to your trade. This sets terminology, default rules and sample files — all editable later.
3. Explore the demonstration workspace first if you'd like to see a fully populated account. It is clearly labelled and completely separate from your own data.
4. Import your first CSV from Imports. Use the downloadable sample file for your industry as a formatting reference.
5. Open the dashboard. Detection runs automatically after every import; each opportunity explains why it was flagged.
6. Open an opportunity, review the drafted follow-up, edit if needed, and approve it. In demo mode messages go to the local outbox so you can see exactly what would have been sent.