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This guide walks you through creating your account, setting up your workspace, and using the core features for the first time.

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Create Your Account

1

Sign up

Go to app.parsalink.io and click Get Started. Enter your name, work email address, and a password. You’ll receive a verification email — click the link to confirm your address.
2

Create your workspace

After verifying your email, you’ll be prompted to create a workspace. Give it a name (usually your company name) and choose your industry. This workspace is your team’s shared environment — all contacts, leads, and data live here.
You can rename your workspace and upload a logo later in Settings → Workspace.
3

Invite your team (optional)

On the workspace setup screen, you can invite team members by email. Each person will receive an invitation link. You can skip this step and invite people later from Settings → Team.
4

Add your first contact

Navigate to CRM → Contacts and click New Contact. Fill in:
  • First and last name
  • Email address
  • Phone number (optional)
  • Account (the company they work for — you can create one on the fly)
Click Save. Your contact is now in the CRM and ready to be tracked.
You can also import contacts from a CSV file by clicking the Import button at the top of the Contacts page.
5

Try the AI assistant

Click the Parsa AI icon in the left sidebar (or press Cmd/Ctrl + K) to open the chat panel. Try asking:
  • “Show me all contacts added this week”
  • “Write a follow-up email for [contact name]”
  • “What’s my total pipeline value?”
Parsa AI has read access to your entire CRM and can take actions like creating tasks, drafting emails, and updating contact stages.
6

Create your first automation (optional)

Go to Automations and click New Automation or browse the template gallery. The New Lead Follow-Up template is a great starting point — it automatically sends a welcome email and creates a follow-up task whenever a new lead is created.Install a template, review the steps, and toggle the automation Active.

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What’s Next?

Set Up Your Workspace

Configure email sending, connect your calendar, and customize workspace settings.

Learn the CRM

Understand how contacts, leads, accounts, and opportunities work together.

Explore Automations

Build workflows that run follow-ups, assign leads, and update your pipeline automatically.

Parsa AI

Discover what the AI assistant can do — from analytics to email generation.