> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parsalink.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get up and running with ParsaLink in under 10 minutes.

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  >
    QUICKSTART
  </div>

  <p style={{ margin: 0, fontSize: "16px", lineHeight: "1.9", color: "#FFFFFF", maxWidth: "760px", position: "relative" }}>
    This guide walks you through creating your account, setting up your workspace, and using the core features for the first time.
  </p>
</div>

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padding: "6px 12px",
background: "rgba(28,117,138,0.08)",
border: "1px solid rgba(28,117,138,0.12)",
borderRadius: "999px"
}}
>
  Get Started
</div>

## Create Your Account

<div
  style={{
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border: "1px solid #E3E8EA",
borderRadius: "22px",
padding: "18px",
marginBottom: "28px",
boxShadow: "0 14px 34px rgba(20, 61, 78, 0.04)"
}}
>
  <Steps>
    <Step title="Sign up">
      Go to [app.parsalink.io](https://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.
    </Step>

    <Step title="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.

      <Tip>
        You can rename your workspace and upload a logo later in **Settings → Workspace**.
      </Tip>
    </Step>

    <Step title="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**.
    </Step>

    <Step title="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.

      <Note>
        You can also import contacts from a CSV file by clicking the **Import** button at the top of the Contacts page.
      </Note>
    </Step>

    <Step title="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.
    </Step>

    <Step title="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**.
    </Step>
  </Steps>
</div>

<div
  style={{
height: "1px",
background: "linear-gradient(90deg, #30C8CA 0%, #CDD1D3 100%)",
margin: "32px 0 24px 0",
borderRadius: "999px"
}}
/>

<div
  style={{
display: "inline-block",
color: "#1C758A",
fontWeight: "700",
fontSize: "12px",
letterSpacing: "0.08em",
textTransform: "uppercase",
marginBottom: "8px",
padding: "6px 12px",
background: "rgba(28,117,138,0.08)",
border: "1px solid rgba(28,117,138,0.12)",
borderRadius: "999px"
}}
>
  Continue Exploring
</div>

## What's Next?

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  style={{
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padding: "18px",
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}}
>
  <CardGroup cols={2}>
    <Card title="Set Up Your Workspace" icon="gear" href="/workspace-setup">
      Configure email sending, connect your calendar, and customize workspace settings.
    </Card>

    <Card title="Learn the CRM" icon="users" href="/crm/overview">
      Understand how contacts, leads, accounts, and opportunities work together.
    </Card>

    <Card title="Explore Automations" icon="bolt" href="/automations/overview">
      Build workflows that run follow-ups, assign leads, and update your pipeline automatically.
    </Card>

    <Card title="Parsa AI" icon="robot" href="/ai/overview">
      Discover what the AI assistant can do — from analytics to email generation.
    </Card>
  </CardGroup>
</div>