Getting started
kōdlo is a sales workspace with an AI assistant built in. You chat with the assistant, and it reads and updates your CRM: contacts, campaigns, tickets and documents.
Create an account
Section titled “Create an account”Go to app.kodlo.ai and sign up with your email, or click SIGN UP WITH GOOGLE.
The sign-up form asks for:
| Field | Required |
|---|---|
| First Name, Last Name | No |
| Work Email | Yes |
| Workspace Name | Yes. Your company or team. |
| Username | Yes |
| Password | Yes, unless you use Google |
You also confirm that you agree to the Terms of Use and Privacy Policy, and that you are registering for business or professional purposes.
- Google accounts with an unverified email address are not accepted.
- If sign-up is invite-only, the form says INVITE ONLY and you need an invite code.
- If a teammate invited you, open the link in your invite email. You join their workspace instead of creating a new one.
Set up your workspace
Section titled “Set up your workspace”The person who creates the workspace is its Owner and goes through four steps:
| Step | What you do |
|---|---|
| Workspace | Enter the Workspace name and What your company does (up to 2,000 characters). The assistant uses this description in its work. Your timezone is detected automatically. You can change it under Advanced. |
| Profile | Enter your first and last name. Optionally add a photo, a professional title and a description of how you communicate (a first tone of voice). |
| Event types | Optional. Pick the kinds of activity you want to log on contacts, such as Call, Meeting, Email or Demo. You can add more later in Settings → Event types. |
| Activate | Choose a plan. Paid plans open a secure checkout. kōdlo then confirms the payment, which usually takes less than 10 seconds. |
Invited members only fill in their Profile, then click Enter workspace.
Find your way around
Section titled “Find your way around”The workspace has two halves.
- Left: the chat. Ask the assistant about a contact, a company or your pipeline. Each conversation is a tab in the top bar. Click New session to start another.
- Right: your CRM. The tabs are Contacts, Tickets, Campaigns, Knowledge and Generate. The assistant switches tabs itself when it has something to show you.
In the top bar you also find:
- Library, with Chats (archived conversations) and Jobs (scheduled work, see Scheduled jobs);
- your avatar menu, with Settings and Sign out.
The chat input
Section titled “The chat input”Next to the message box:
- the attach button, to add files to your message;
- the Knowledge toggle, to let the assistant search your Knowledge Hub;
- the Agent menu, with three modes: Deck, Deep search and Discovery. See Working with the assistant.
To replay the product tour, open Settings → Getting started.