Getting Started

Welcome to senSEi

senSEi is a sales operations workspace that combines a hierarchical notebook, Kanban boards, and a pipeline view — all in one place.

Step 1: Create your workspace

When you first log in, senSEi automatically creates an organization for you based on your email domain. Your workspace is private to your organization.

Step 2: Explore the navigation

Use the top navigation tabs to switch between the five main sections:

• Notebook — Organize accounts, opportunities, meetings, and contacts hierarchically.
• Board — A Kanban board for tracking tasks and action items.
• Pipeline — A visual pipeline showing deals across sales stages.
• Meetings — A chronological list of all meetings across your notebook.
• Settings — Manage your profile, team, integrations, and billing.

Step 3: Add your first account

In the Notebook sidebar, click the + Account button to create your first account. Under each account you can add opportunities, meetings, and contacts.

Step 4: Invite your team

Go to Settings → Team Members and enter your teammates' email addresses to invite them. They'll receive an invitation link to join your organization.

Keyboard shortcuts

• ⌘K / Ctrl+K — Open quick search
• ⌘J / Ctrl+J — Open AI chat