Your First 5 Minutes in SalesSheet

Step 1

Open the AI Chat Interface

When you first log into SalesSheet.ai, you'll see your dashboard with a prominent AI Chat interface in the center of the screen. This is your command center - think of it as having a sales assistant who can instantly perform CRM tasks through natural conversation.

The chat interface shows a welcome message and suggested actions like "Add a new contact," "Show my pipeline," or "Draft a follow-up email." These suggestions adapt based on what you're working on and what needs attention.

Notice the input box at the bottom labeled "Ask me anything or tell me what to do..." This is where you'll type commands in plain English - no need to learn complex menus or click through multiple screens.

Key concept: SalesSheet.ai is built around conversational AI. Instead of navigating through forms and dropdowns, you simply tell the system what you want to accomplish. The AI understands context, asks clarifying questions when needed, and executes tasks instantly.

Let's use this to add your first contact.

Step 2

Add Your First Contact Via Chat

In the AI chat input box, type a simple message like:

"Add a new contact: John Smith from Acme Corp, email john@acme.com, phone 555-0123"

Press Enter. Watch what happens: the AI instantly understands your request, extracts the information (name, company, email, phone), and creates a contact record. Within 2 seconds, you'll see a confirmation message:

"I've created a contact for John Smith at Acme Corp. Email: john@acme.com, Phone: 555-0123. Would you like to add any additional information or create an opportunity?"

The AI also displays a preview card showing John's contact information with a button to "View Contact" or "Create Deal."

What just happened: You added a complete contact record without touching a form. The AI parsed your natural language, identified the fields (first name, last name, company, email, phone), and populated the database. It also created a company record for "Acme Corp" automatically.

Try variations like:

• "Add Sarah Johnson, sarah.j@techstartup.io, she's the VP of Sales"
• "New contact: Mike at example.com, works at BigCo as Product Manager"
• "Create contact for james@company.com"

The AI is flexible - it extracts whatever information you provide and creates the contact. You can fill in missing details later.

Pro move: If you have business cards or contact info on your screen, you can even paste multiple contacts at once: "Add these contacts: John at acme.com, Sarah at techco.io, Mike at bigco.com" and the AI will create all three.

Step 3

Explore the Contact Card

Click the View Contact button in the AI's response, or navigate to Contacts in the left sidebar and click on John Smith's name.

You'll see John's contact card - a comprehensive view of everything SalesSheet knows about this person. Let's explore what's here:

Header Section: Shows John's name, company, job title, and profile picture placeholder. Click the edit icon to add or modify basic information.

Contact Info: Email address (with a "Send Email" button), phone number (with a "Call" button), and social media links if available. You can add multiple email addresses, phone numbers, and other contact methods.

Activity Timeline: A chronological feed showing all interactions with this contact - emails sent and received, calls logged, meetings held, notes added, and deal stage changes. Right now it only shows "Contact created," but as you interact with John, this timeline fills with history.

AI Insights Panel: On the right side, you'll see AI-generated insights like "Next Best Action: Schedule an intro call" or "Relationship Strength: New contact." The AI analyzes activity patterns and suggests what to do next.

Related Deals: Shows any opportunities associated with this contact. Currently empty since we just created John, but we'll add a deal in the next step.

Quick Actions: Buttons at the top let you quickly Send Email, Log Call, Schedule Meeting, Add Note, or Create Deal. These are shortcuts for common tasks you'd normally do through multiple menus.

Take a moment to explore the interface. Click through the tabs (Activity, Details, Files, etc.) to see what information you can track for each contact. This contact card becomes the central hub for all customer interactions.

Step 4

Create Your First Deal

From John's contact card, click the Create Deal button. Alternatively, you can use the AI chat and type:

"Create a deal for John Smith - Acme Corp website redesign, $15,000"

A deal creation dialog appears (if using the button) or the AI processes your request (if using chat). Either way, you'll provide:

• Deal Name: "Acme Corp Website Redesign" (descriptive title)
• Value: $15,000 (estimated deal size)
• Stage: Select the current stage like "Qualified" or "Proposal" from your pipeline
• Expected Close Date: When you think this might close (e.g., 30 days from now)
• Contact: John Smith (automatically linked)
• Company: Acme Corp (automatically linked)

Click Create Deal. The opportunity is now in your pipeline!

You'll see the deal card appear, showing:

• Deal name and value prominently displayed
• Current pipeline stage with visual indicators
• Progress bar showing win probability
• Days in current stage and time until expected close
• Quick action buttons to move stages or update details

Navigate to Opportunities in the left sidebar to see your pipeline view. You'll see John's deal as a card in the appropriate stage column. You can drag deals between stages to update their status visually - SalesSheet automatically logs these changes and updates forecasts.

Why this matters: You've just connected a contact to revenue. Now when you interact with John - send emails, take calls, send proposals - all that activity links to this deal. You can track which activities drive deals forward and forecast revenue accurately.

Step 5

Send Your First AI-Drafted Email

Now let's use SalesSheet's most powerful feature: AI email drafting. Go back to the AI chat and type:

"Draft an email to John Smith introducing our services and asking for a meeting to discuss the website project"

Within 3-5 seconds, the AI generates a professional email draft tailored to the context. It knows:

• John works at Acme Corp
• There's a $15,000 website redesign opportunity
• This is your first outreach (no prior email history)
• Your name and company from your profile

The AI draft might look like:

Subject: Exploring Website Redesign for Acme Corp

Hi John,

I wanted to reach out regarding Acme Corp's website redesign project. We specialize in helping companies like yours create modern, high-converting websites that drive business results.

I'd love to schedule a brief call to learn more about your goals and explore how we might be able to help. Are you available for a 20-minute conversation next week?

Looking forward to connecting,
[Your name]

The AI presents this draft with options:

• Send Now: Sends immediately if Gmail is connected
• Edit: Opens an editor to refine the message
• Try Again: Generates a different version
• More Casual/Formal: Adjusts the tone
• Make it Shorter/Longer: Adjusts length

Try asking the AI to modify the draft: "Make it more casual and add a specific time suggestion." The AI regenerates instantly with a friendlier tone and specific meeting times.

When you're happy with the draft, click Edit to open the email composer. You'll see:

• To: john@acme.com (automatically filled)
• Subject and body populated from AI draft
• Your email signature (if configured)
• Option to attach files or schedule send time

Make any final tweaks, then click Send. If you haven't connected Gmail yet, you can copy the draft to send from your email client.

What just happened: You created a personalized, context-aware email in seconds without typing the message yourself. The AI understood the situation, the relationship stage, and your goal, then generated appropriate content. This same capability works for follow-ups, proposals, meeting recaps - any sales communication.