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AOAllOne SalesHelp Center

Help Center

Official AllOneSales user manual, tenant quick start, FAQ and current feature availability.

Quick start

Complete first-day setup and work verification by role.

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Browse the user manual

Step-by-step guidance for administrators and employees.

Account

Account, profile and security

Sign in safely, update your profile, change your password and protect an account shared across daily work.

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Administration

Company, teams, users and roles

Set up the company structure, create employee accounts and give each person only the access required for their work.

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Channels

Connect customer channels

Connect a supported WhatsApp, LINE Official Account, Facebook Page, Web Chat or email channel and verify the first inbound message.

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Customer service

Shared inbox and replies

Read, reply to and resolve customer conversations from supported channels in one workspace.

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Customer service

Assignment, ownership and SLA

Route conversations to the right team, make ownership visible and use response targets without hiding overdue work.

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CRM

Customer records and follow-up

Keep customer identity, conversation context, ownership and next action in one tenant-isolated record.

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Collaboration

Internal IM and tasks

Coordinate internal decisions in IM and turn work that needs an owner or due date into a task.

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Workforce

HR records, leave and attendance

Maintain employee records and use currently available leave and attendance workflows without assuming unopened calendar or check-in features.

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Analytics

Dashboards and operating metrics

Read conversation, customer, service and operating indicators with the selected period and data source in view.

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AI assistance

AI-assisted drafts and approvals

Use AI-assisted explanations and suggestions as drafts while keeping business decisions and external actions under human review.

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Integrations

External systems and data integrations

Understand which integration is connected, which direction data flows and which write operations remain locked.

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Billing

Plans, quotas and AI balance

Check seats, channels, devices and AI usage before a limit blocks new work.

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Support

Troubleshooting and contacting support

Collect safe diagnostic context, try reversible checks and contact support without exposing credentials or customer secrets.

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I cannot sign in or forgot my password. What should I do?

First confirm that you are using your company’s correct system URL and the exact login account created by the administrator. Use the reset option if shown; otherwise ask the administrator to reset the temporary password. Never send a password or one-time code to support.

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Why can an employee not sign in or see the correct modules?

The current administrator flow creates the login account and temporary password directly; it does not send an email invitation. Confirm the exact account name, reset the temporary password if needed, and check the assigned team and role. Correct the existing record rather than creating a duplicate employee.

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Why is a menu or feature missing?

Menus may depend on role permissions, plan entitlements, tenant feature gates or required setup. Ask an administrator to check all four. A hidden or disabled feature must not be treated as available.

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The channel is connected but no customer message appears. What should I check?

Check provider authorization, channel status, inbox-to-team mapping, agent access and active filters. Send one test message from a separate customer account and record its time before contacting support.

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Why did a reply or attachment fail to send?

Read the visible error first. Common causes are an expired channel token, provider window rules, unsupported file type, file-size limit or network failure. Keep the original error and reduce the attachment only when the limit message asks you to.

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Who can see an unassigned conversation?

Visibility follows the inbox team mapping and permissions. Assignment identifies the current owner but does not replace the team boundary. If no agent owns the conversation, the mapped team must monitor its unassigned queue.

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How should duplicate customer records be handled?

Search using verified email and phone values, then use the supported merge flow when available to authorized users. Do not delete a record merely to hide duplication because it may contain conversation history. Contact support when merge is unavailable.

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Why did I not receive a notification?

Check assignment, team visibility, application notification preferences, browser permission and whether the event occurred while you were already viewing the conversation. Notification delivery does not replace monitoring the work queue.

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What happens when a seat, channel, device or AI limit is reached?

The system should preserve the known limit message and stop the blocked action instead of silently exceeding entitlement. Existing data remains subject to the active plan. Ask an administrator or support to review the exact limit.

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Does AI automatically decide or execute business actions?

No general autonomous promise is made. Sales AI action type and risk are currently rule-driven, with optional generated rationale. Ad AI suggests actions but does not directly write changes to Meta. A person must review external impact before approval.

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How is company data separated, and what should not be sent to support?

Business data is scoped to the company tenant and deployment controls. Users must still follow least privilege. Never send passwords, one-time codes, API keys, access tokens or unnecessary customer secrets through chat or screenshots.

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How do I contact AllOneSales support?

Open Help & Support in the signed-in application and choose Online Support. Include the page, approximate time, action and observed result. Messages may be left at any time; the first release does not promise an immediate response SLA.

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Know what is available

See active, setup-dependent, limited and unopened capabilities without guessed dates.

Feature availability →