Skip to Content
Using WorqloUser GuideGetting Started with Worqlo

Getting Started with Worqlo

Learn how to log in and access Worqlo’s conversational chat interface.

Logging In

  1. Navigate to your Worqlo instance URL
  2. Enter your email address
  3. Enter your password
  4. Click the Login button
Login page

If you forgot your password, click “Forgot your password?” to reset it.

Note: After logging in, users with USER role will be automatically redirected to the chat interface.

The Chat Interface

After logging in, you’ll see the Worqlo chat interface:

Chat interface

Understanding the Interface

Header:

  • Worqlo logo - Click to return to main chat
  • Tagline - “Your AI-powered sales companion”
  • Integrations - Dropdown to view connected data sources (Salesforce, HubSpot, etc.)

Chat Area:

  • Welcome message - Worqlo greets you and may reference previous conversations
  • Message history - All your conversations are saved here
  • Input field - Type your questions or requests here

Send Button:

  • Orange paper airplane icon - Click to send your message

Your First Conversation

  1. Type your question in the input field at the bottom
  2. Press Enter or click the send button (orange icon)
  3. Wait for Worqlo’s response

Example First Questions

Try asking:

  • “What’s our current pipeline value?”
  • “Show me deals that haven’t been updated in 7 days”
  • “What’s the win rate this quarter?”
  • “Which rep has the most active deals?”

Next Steps

Last updated on
User GuideUsing the Chat Interface