Welcome to Ottili ONE. This guide walks you through setting up your workspace from account creation to your first automated workflow.
1. Create Your Account
Sign Up
- Go to [dashboard.ottili.one](https://dashboard.ottili.one) and click "Get Started"
- Enter your email address and create a password
- Verify your email via the confirmation link sent to your inbox
- Complete your profile with your name and role
Account types
- Free Forever*: €0 for every company. Includes the core dashboard, Business Hub basics, Ottili AI and Flows with a limited usage allowance (AI credits, API requests, storage and more).
- Paid plans*: company-wide AI credits and wallets, higher usage meters and additional modules. Paid plans are being prepared for general availability; the current details live in the [billing overview](/docs/billing-overview).
You can manage your plan and view usage from Settings → Billing* at any time.
2. Set Up Your Company
Company Profile
After signing in, you'll create your company profile:
- Company Name*: Your legal business name
- Industry*: Select your primary industry (retail, services, manufacturing, etc.)
- Time Zone*: Set your business time zone for accurate scheduling
- Currency*: Choose your default currency for financial operations
- Logo*: Upload your company logo for branded communications
Company Settings
Configure company-wide defaults:
- Business Hours*: Define when your business operates
- Language*: Set the default language for your workspace
- Contact Information*: Add your business address and contact details
- Tax Settings*: Configure tax rates and VAT numbers if applicable
3. Navigate the Dashboard
Dashboard Overview
The dashboard is your command center. It shows:
- Quick Stats*: Key metrics (orders, revenue, tasks, alerts)
- Recent Activity*: Latest actions across all modules
- Pending Approvals*: Items waiting for your review
- Upcoming Tasks*: Tasks due today and this week
- System Health*: Platform status and any issues
Main Navigation
- Business Hub*: Customers, orders, invoices, and financial data
- Ottili AI*: AI assistant and automation tools
- Flows*: Workflow automation builder
- Modules*: Available and installed modules
- Settings*: Account, company, and platform configuration
- Support*: Help center and contact options
Customizing Your Dashboard
- Drag and drop widgets to rearrange the layout
- Add or remove widgets based on your priorities
- Create custom dashboards for different teams or purposes
- Set time ranges for stats and activity views
4. Enable and Configure Modules
Core Modules
The following modules are included in your workspace:
- Business Hub*: Always active — your central ERP/CRM
- Ottili AI*: AI assistant with approval-first automation
- Flows*: Workflow automation engine
Optional Modules
Enable additional modules as needed:
- Marketplace Connect*: Unify Shopify, eBay, and Kleinanzeigen
- Ottili Shop*: Platform-native e-commerce store
- LD3 Content*: AI-assisted content creation and publishing
- Ottili Coder*: Developer workflows and code automation
Enabling a Module
1. Go to Settings → Modules
2. Browse available modules
3. Click "Enable" on the module you want
4. Follow the module-specific setup wizard
5. Configure permissions and access controls
Module Permissions
Each module has its own permission settings:
- Control which team members can access the module
- Set read-only or full access per role
- Configure API access if the module supports it
5. Configure Settings
Account Settings
- Profile*: Update your name, email, and password
- Security*: Enable 2FA, manage sessions, view login history
- Notifications*: Configure email and in-app notification preferences
- API Keys*: Generate and manage API keys for integrations
Company Settings
- General*: Company name, industry, time zone, currency
- Billing*: Plan, payment method, invoices, usage metrics
- Team*: Invite members, manage roles and permissions
- Integrations*: Manage connected tools and services
Platform Settings
- Feature Flags*: Enable or disable beta features
- Data Retention*: Configure how long to keep different data types
- Audit Log*: View and export audit trail
- Webhooks*: Configure webhook endpoints for events
6. Use Business Hub
Business Hub Overview
Business Hub is your central data model for:
- Customers*: Contact information, history, and notes
- Leads & Deals*: Pipeline management and tracking
- Quotes*: Create and send quotes to prospects
- Orders*: Order management and fulfillment
- Invoices*: Billing and payment tracking
- Tasks*: Internal task management
- Files*: Document storage and organization
Key Workflows
Add a Customer*:
1. Go to Business Hub → Customers
2. Click "Add Customer"
3. Enter customer details
4. Save and optionally add notes or tags
Create a Quote*:
1. Go to Business Hub → Quotes
2. Click "Create Quote"
3. Select customer and add line items
4. Set terms and send for approval
5. Send to customer or convert to order
Manage Orders*:
1. Go to Business Hub → Orders
2. View order status and details
3. Update fulfillment status
4. Generate invoices when ready
Business Hub Settings
- Custom Fields*: Add fields tailored to your business
- Pipelines*: Configure deal and order stages
- Templates*: Create quote and invoice templates
- Automations*: Set up automatic status updates
7. Work with Ottili AI
AI Assistant
Ottili AI is your intelligent assistant that:
- Summarizes customer information and history
- Drafts responses to customer inquiries
- Builds quotes and proposals based on templates
- Plans and breaks down complex tasks
- Analyzes data and provides insights
Using the AI Assistant
1. Click the AI icon in the bottom-right corner
2. Type your question or request in natural language
3. The AI responds with suggestions and actions
4. Review and approve before anything is executed
AI-Powered Features
- Smart Search*: Find customers, orders, and records instantly
- Auto-Draft*: Generate emails, messages, and documents
- Predictive Insights*: Get recommendations based on your data
- Task Planning*: Break down complex work into actionable steps
AI Safety and Approvals
- All AI actions that affect the outside world require approval
- The approval queue shows exactly what will happen
- You can edit AI suggestions before approving
- Every AI action is logged for audit and review
AI Settings
- Scope*: Control what data the AI can access
- Permissions*: Set which actions require approval
- Personality*: Adjust AI tone and style
- Rate Limits*: Manage AI usage and costs
8. Get Support
Help Center
Access comprehensive documentation:
- Getting Started*: Onboarding guides and tutorials
- Platform Concepts*: Deep dives into how things work
- Guides*: Step-by-step instructions for specific tasks
- Troubleshooting*: Common issues and solutions
- API Reference*: Technical documentation for developers
Contact Support
If you need help:
- Email*: support@ottili.one
- In-App Chat*: Click the support icon in the bottom-right
- Response Times*: Support is available by email and in-app. Free Forever includes community support; faster response times come with paid plans as they become available.
Community
- Discord*: Join the Ottili ONE community server
- Roadmap*: Vote on and track upcoming features
- Feedback*: Share suggestions and report issues
Status Page
Check [status.ottili.one](https://status.ottili.one) for:
- Current system status
- Scheduled maintenance windows
- Incident history and postmortems
Next Steps
Now that you're set up:
1. Connect an Integration*: Bring your existing tools into Ottili ONE
2. Build Your First Flow*: Automate a repetitive process
3. Invite Your Team*: Add team members and set permissions
4. Explore Modules*: Enable additional modules as you grow
For detailed guides on each topic, see the related articles below.
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