Novala gets you from sign-in to a working system faster than any traditional business platform. This guide walks you through the five steps every new account should complete on day one — from accessing your dashboard to giving the AI Copilot its first task.Documentation Index
Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
Use this file to discover all available pages before exploring further.
Sign in to your account
Your Novala account lives at a subdomain unique to your company:Replace
{your-company} with the slug you were given during onboarding. Open that URL in your browser and sign in with your email and password.If you don’t know your subdomain, check your welcome email from Novala. If you haven’t received one, contact your account administrator.
Get familiar with the dashboard
After signing in you’ll land on the main dashboard. The left sidebar contains navigation links organized by module group. The items you see depend on which modules are enabled for your account and which role you’ve been assigned.At the top right, you’ll find:
- Your account avatar and profile settings
- The AI Copilot button, available on every page
- Notifications
Enable your first module
Modules are turned on and off in Settings → Modules. Only administrators can change module settings.
- Click Settings in the sidebar (or navigate to
/settings/modules) - You’ll see your active subscription packages and a list of all available modules
- Find the module you want to enable and toggle it on
- Core Platform modules (Contacts, Workflows, AI Copilot) are always on and cannot be disabled
Invite a team member
Add your first colleague from Settings → Users. You must have the System Admin role to send invitations.
- Go to Settings → Users (or navigate to
/settings/users) - Click Invite User in the top right
- Enter their name, email address, and assign a role
| Role | Best for |
|---|---|
| System Admin | Account owners and IT administrators |
| Field Coordinator | Dispatchers and operations managers |
| Technician | Field staff running inspections and jobs |
| Sales Rep | Sales team members managing pipeline |
| Office Manager | Back-office staff handling billing and admin |
| Warehouse Manager | Staff managing inventory and receiving |
- Click Send Invite — they’ll receive an email with a link to set their password
Novala has no per-user fees. Invite your entire team without worrying about the cost.
Try the AI Copilot
The AI Copilot is available on every page in Novala. Click the Copilot button in the top navigation bar to open the chat panel.A few things to try on your first session:
- “Show me all companies added this week” — the Copilot can query your data and return a summary
- “Draft a follow-up message for [contact name]” — it can compose outreach using context from your records
- “How do I set up a workflow to notify me when an invoice is overdue?” — use it for in-app guidance
What to do next
Once you’ve completed these steps, here are a few common next actions depending on your use case:Import your contacts
Bring in your existing companies and contacts from a CSV or your previous CRM to populate your directory.
Set up your first workflow
Automate a repeating task — like sending a notification when an inspection is completed or an invoice goes overdue.
Configure the Customer Portal
Customize what your customers see when they log in to
portal.novala.ai.Explore your Package modules
If you have Field Service or Finance Ops, enable the specific modules your team will use and walk through the setup guides.