When you create a new workspace, Myra walks you through a guided onboarding flow to get your CRM ready in minutes.
AI-Assisted Onboarding
The AI Support bot is available from the moment you log in. It can launch guided tours that show you exactly where to click to configure your branding, pipelines, and team.
Step-by-Step Setup
1. Workspace Basics
- Workspace Name: Your business name.
- Logo: Upload your logo (Light and Dark versions supported).
- Brand Colour: Set your primary hex code for the Glassmorphism UI.
2. Industry Selection
Choose your industry (Professional Services, SaaS, etc.). Myra will pre-configure:
- Sensible Sales Pipeline stages.
- Industry-standard Custom Fields.
- Relevant email templates.
3. Sales Pipeline
Define how leads move to deals. The default business flow is: Lead → Contacted → Qualified → Proposal Sent → Won → Lost. You can drag-and-drop to reorder these at any time.
4. Contacts & Custom Fields
- Core Fields: Name, Email, Phone, and Business Name.
- Knowledge Tab: Configure lead_facts that the AI can use to understand your contacts better.
- Billing Tab: Set up your currency ($ USD).
5. Communication (Phone & Email)
- Email: Transactional email is handled for you by Myra - no SMTP setup required.
- Telephony: Provision a number for calls and SMS. Myra handles routing and voicemail detection for you.
6. Team & Roles
Invite your first team members. Assign them as Admins, Managers, or Agents. Use the View as User tool later to verify their access.
Best Practices
- Use the Tours: Let the AI Support bot guide you through your first setup.
- Keep it Simple: Start with a 5-stage pipeline and only add more complexity as needed.
- Currency: Ensure you are set to $ USD for accurate wallet and billing tracking.
FAQs
Can I change settings later? Yes, every choice made during onboarding can be edited in the Settings menu.
What is a Snapshot? Businesses can skip onboarding by applying a Snapshot-a pre-built template of pipelines, automations, and fields-to new clients.