SalemAISalemAI

Getting started

Getting Started

SalemAI is a platform made up of several modules (CRM, chatbot, and a corporate knowledge base) that work together in a single dashboard. This page is a short path from creating an account to your first working screen.

In this section

  1. 1Registering an account
  2. 2First login
  3. 3Onboarding and choosing modules
  4. 4Dashboard map
  5. 5What to do next

#1. Registering an account

Creating an account takes a minute — all you need is a name, email, and password.

  1. 1

    Open the home page

    Go to the home page and click "Try for free" — the button is in the top-right corner of the site and at the bottom of every screen.

    Screenshot

    SalemAI home page: the "Try for free" button in the top-right corner

    SalemAI home page: the "Try for free" button in the top-right corner
  2. 2

    Fill out the registration form

    You'll be taken to the /auth/register form. Fill in your name, email, and password. The password must be at least 8 characters — the platform checks its strength on the fly.

    Screenshot

    Registration form with "Name", "Email", and "Password" fields

    Registration form with "Name", "Email", and "Password" fields
  3. 3

    Confirm your email

    After you submit the form, we'll send a confirmation email with a link. Open the email and click the "Confirm email" button. If the email doesn't arrive within a couple of minutes, check your "Spam" folder and request a new one from the login form.

#2. First login

After confirming your email, you'll be greeted by the login form.

Open /auth/login, enter your email and password, and click "Log in". After logging in, you'll be automatically redirected to the main dashboard at /dashboard-v2.

Screenshot

Login page /auth/login

Login page /auth/login

#3. Onboarding: choosing modules

On your first login, a three-step onboarding wizard opens on top of the dashboard.

  1. 1

    Select the modules you plan to use

    You'll see a grid of module cards: SalemCRM, SalemBot, and SalemInfo. Click the ones you need — each selection is marked with a checkmark; you can change the list later in settings.

    Screenshot

    First onboarding step: a grid of modules with checkmarks

    First onboarding step: a grid of modules with checkmarks
  2. 2

    Read the tips

    The second step is three short tips: about linking modules together, about cross-service search (Cmd+K), and about keyboard shortcuts. You don't have to memorize them — you can always come back to them.

  3. 3

    Launch the dashboard

    On the third step, click "Get started" — you'll land on the main dashboard, already set up with navigation for your selected modules.

#4. Dashboard map

The interface is the same for all modules: on the left is the sidebar with services, at the top are breadcrumbs and tools, and in the center is the current screen.

Screenshot

SalemAI dashboard: sidebar on the left, top bar, main area

SalemAI dashboard: sidebar on the left, top bar, main area

Left sidebar

At the top is the workspace name and your name. Below is a list of modules: each item leads to the corresponding service. Under the list are "Settings" and "Activity log". The sidebar can be collapsed — click the arrow icon next to the logo.

Top bar

On the left are breadcrumbs (where you are). On the right are quick actions: "Quick add", the command palette (Cmd+K / Ctrl+K), the theme switcher, and notifications. The command palette is the fastest way to jump to any section or create a new contact/deal.

Main area

The content depends on which module you're in. For example, in CRM the tabs at the top will be "Pipeline", "Contacts", "Leads", etc.; in Sklad — "Products", "Warehouses", "Purchases". Each module has its own sections, but the logic is the same.

Favorites

When you hover over a module in the sidebar, a star icon appears on the right — click it to pin the module to the "Favorites" section at the top of the sidebar.

#5. What to do next

The three most useful actions after the initial setup.

Connect integrations

Set up Telegram, WhatsApp, Email, and Google Calendar once — and they'll become available across all modules.

Go to integrations

Import your data

If you're moving from Bitrix24 or AmoCRM, transfer contacts, leads, and deals with a single click.

Go to migration

Invite your team

In Settings → "Team" you can add colleagues and assign them roles.

Go to account settings