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, and integrations.

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.

Step 5: Download the mobile app

The senSEi mobile app lets you record calls on your phone and sync transcripts to your workspace in real time. Search for senSEi on the App Store or Google Play, then log in with your workspace credentials. Your recordings appear instantly in the Meetings page, ready for AI analysis.

Keyboard shortcuts

• ⌘K / Ctrl+K — Open quick search
• ⌘J / Ctrl+J — Open AI chat
• ⌘M / Ctrl+M — Mobile companion: open the senSEi app on your phone to start recording