Understand DirectSale AI. Build your first customer journey.

Use this directory to find the task-level guide for each area of DirectSale. Begin with the launch sequence, then open the relevant guide whenever you add a feature. Availability depends on your pl...

DirectSale AI is a web-based platform for managing AI-assisted customer conversations, a product catalog, an online storefront and day-to-day sales operations. A business manages its own workspace,...

Start with one working customer journey. You do not need every module to start using DirectSale. Use an account with the required permissions; a hidden or locked module may be unavailable to your r...

Open Help inside your dashboard. Ask the assistant answers questions about using DirectSale; Help articles lets you browse the official guide. This assistant is separate from your customer-facing s...

DirectSale is a comprehensive, AI-powered e-commerce and business management platform designed for businesses of all sizes, anywhere in the world. It brings together online selling, customer engage...

This guide walks you through creating your DirectSale account, verifying your email, and completing the initial setup so you can start using the platform.

This guide explains what you will see when you first log in to DirectSale, how the dashboard is structured, and the essential configuration steps to get your store up and running.

The DirectSale dashboard uses a sidebar navigation pattern that gives you quick access to every section of the platform. This guide explains each part of the sidebar, what every menu item does, and...

Use **Dashboard > Support** when an account-specific problem cannot be resolved with Help. Smart Help explains procedures; a support ticket sends the issue to the platform's support team.

Use this checklist when a save, generation, connection or transaction does not behave as expected.

The Dashboard is the first page you see after logging in. It provides an at-a-glance summary of your store's key metrics and offers quick access to the most common tasks. This page is accessible to...

The **Products** section is where you manage your entire product catalog. From here you can add, edit, organize, and enrich your products with AI-generated content before they are displayed in your...

There are three ways to add products to your catalog: manually through the product form, by importing from a spreadsheet file (Excel or CSV), or by connecting to an existing e-commerce store. This ...

DirectSale provides multiple ways to edit your products: inline editing directly in the product table for quick changes, the full edit dialog for comprehensive updates, and bulk actions for updatin...

Categories let you organize products into a hierarchical tree structure with parent and child relationships. A well-organized category tree helps both customers and the AI chatbot find products mor...

DirectSale supports importing products from spreadsheet files (Excel and CSV) and from four major e-commerce platforms via API. You can also export your entire product catalog to Excel.

Use the header actions on **Dashboard > Products** to preserve or repair your catalog. **Export Excel** creates a spreadsheet for inspection or import mapping. **Export Backup** creates a product b...

Open **Products > Add Products > PDF Catalog** or the catalog-import entry offered in your panel. AI extracts draft product facts and original photos. It does not automatically publish the products.

Product variants let you create different versions of a single product based on attributes like size, color, material, or any other differentiating property. Each variant can have its own SKU, pric...

AI product descriptions from Generate and SEO + AI, including Generate All, use a main-description range of **800–1500 words**. The preview counter excludes HTML tags, SEO metadata and independent ...

SEO + AI (Beta) is a separate product-content workflow next to the original AI generation controls. It plans keywords before generating a description. The original generator remains available witho...

The Reviews section lets you moderate customer reviews submitted through your storefront. You can approve or reject reviews, reply to customer feedback, and monitor overall review statistics.

The Product Settings page lets you configure how similar products are recommended on your storefront and how product images are processed with AI background replacement.

Use **Web Scraper** or **Scraper1**, where available, to discover product information from a website you are authorized to use. For an owned store with an available API, [Store API Import](/product...

Use the product's storefront/page-builder entry to control how an individual product is presented. This is separate from editing the catalog record used for price, stock and AI recommendations.

The **Orders** section is your central hub for managing every order placed through your store. Whether orders come from your storefront, chatbot, external marketplaces like Amazon and eBay, or inte...

The Orders list page provides a powerful set of tools for searching, filtering, and managing your orders. This guide covers everything you need to know about working with the order list.

This guide covers the full order detail page and all the tools available for fulfilling orders, managing shipments, tracking deliveries, and handling the order lifecycle.

The Accounting module is the financial backbone of your DirectSale platform. It provides a comprehensive suite of tools to manage invoices, track expenses, reconcile bank statements, maintain your ...

Sales invoices are the primary documents for recording revenue from your customers. The DirectSale accounting module supports standard invoices, walk-in (POS-style) sales, proforma invoices, and re...

Purchase invoices track what you buy from suppliers. They record incoming goods or services, calculate landed costs through cost allocation, and feed into your accounts payable and inventory systems.

Credit notes and debit notes are adjustment documents used to correct or modify previously issued invoices. A **credit note** reduces the amount a customer owes (linked to a sales invoice), while a...

Use **Accounting > Debit Notes** to record supported adjustments associated with a purchase invoice. This is not the customer-facing product Returns screen.

Recurring invoices generate sales invoices on a schedule. They do not automatically collect a card or bank payment.

The Expenses module lets you track, categorize, and analyze your business spending. You can record one-time expenses or set up recurring expenses that repeat on a schedule. Each expense is assigned...

Contacts represent the customers and suppliers you do business with. They are the link between your invoices and your business relationships. By maintaining a contacts database, you can quickly ass...

The **Accounting > Products** screen provides a catalog view for accounting and inventory work. It is not a second independent stock ledger.

The Chart of Accounts is the foundation of your bookkeeping system. It defines the structure of accounts used to record all financial transactions. Every journal entry, invoice payment, and expense...

Journal entries are the fundamental building blocks of double-entry bookkeeping. Every financial transaction in your business is recorded as a journal entry with at least one debit line and one cre...

The General Ledger is the complete record of all financial transactions posted to each account in your chart of accounts. It provides a detailed, chronological view of every debit and credit entry ...

Tax rates define the VAT, sales tax, or other tax percentages applied to your invoices and transactions. The DirectSale supports multiple tax rates per tenant, allowing you to handle different tax ...

Payment terms define the conditions under which invoices are expected to be paid. They specify the number of days after the invoice date by which payment is due. Configuring payment terms helps sta...

Bank reconciliation is the process of matching your internal accounting records with your bank's statements to ensure they agree. This helps you identify discrepancies, catch errors, find missing t...

The Treasury module manages your business's bank accounts, cash funds, and online wallets. It provides a central place to track where your money is held, record deposits and withdrawals, and mainta...

Use **Accounting > Payment Instruments** to track received or issued instruments through their lifecycle. Recording an instrument is not proof that funds cleared.

The Budgets module lets you plan and track financial targets for specific accounts on a monthly basis. By comparing budgeted amounts to actual results, you can monitor your financial performance, i...

The Reports section provides powerful financial reporting tools to analyze your business performance. You can generate profit and loss statements, revenue trend analyses, product margin breakdowns,...

Open **Accounting > Reports > Aging** to inspect outstanding customer receivables and supplier payables by age. This is a report, not a payment action.

The **Accounting > VAT Returns** screen prepares and tracks VAT return records from accounting data. Tax rates, filing eligibility and deadlines must be confirmed for your business; this guide desc...

Open **Accounting > Audit Log** to investigate recorded accounting changes. It is a read-only history view, not an undo button.

Use **Accounting > Discrepancies** to inspect detected consistency issues. Findings can include source-document, posting or inventory inconsistencies; a finding is not automatically proof of fraud.

Open **Accounting > Data Export** to generate supported accounting files. Exported files can contain customer, supplier and financial information; keep them in an authorized location.

Open **Accounting > Inventory**. The tabs are Overview, Warehouses, Transfers, Fulfillments, Counts and Tracking. Access and actions depend on your role and enabled modules.

Use **Accounting > Exchange Rates** to maintain dated conversion rates and inspect conversions. This screen does not automatically reprice the product catalog or select subscription-plan prices.

Use **Accounting > Sales Channels** to label sales sources and inspect their revenue. Creating an accounting channel does not connect a messaging bot, marketplace API or another tenant.

Open **Accounting > Approvals** to review documents awaiting authorization and inspect approval history.

Use **Accounting > Periods** to control posting dates and close reporting periods. These operations affect which accounting entries can be posted; they should be performed by the responsible accoun...

The Accounting Settings page lets you configure the foundational parameters that govern how your accounting module operates. These settings affect currency formatting, tax behavior, invoice numberi...

Open **Accounting > Operations**. The tabs are Measurement Units, Installments, Receipts & Payments, Opening Balances, Consignment and Manufacturing. Owners, admins and accountants can access the f...

Open **Accounting > Reports > Financial Analysis** for an evidence-linked interpretation of calculated accounting metrics. The accounting engine supplies the figures; the AI explains them and does ...

The **Storefront** is your fully-featured online store, powered by DirectSale. It gives you a professional e-commerce website where customers can browse your products, search your catalog, read blo...

The **Setup Wizard** collects business information, a products/services/both choice, template choices and available catalog images, then helps generate initial content. Complete setup and review a ...

The **Design** page lets you customize the visual appearance of your storefront. You can change your template, adjust colors, select fonts, set layout options, and control the text direction -- all...

The **Homepage Builder** is where you design and arrange the sections that make up your storefront's homepage. You can add, remove, reorder, and configure a wide variety of content blocks to create...

The **Header** and **Footer** builders give you complete control over the top and bottom navigation areas of your storefront. Both builders use a two-column layout with settings on the left and a l...

The **Pages** manager lets you create and manage custom static pages for your storefront. These pages are ideal for content like About Us, Contact, Terms & Conditions, Privacy Policy, Shipping Info...

The **Visual Editor** is a powerful drag-and-drop page builder powered by [GrapesJS](https://grapesjs.com/). It provides a full WYSIWYG (What You See Is What You Get) editing experience where you c...

Use **Storefront > Content > Section templates** to maintain reusable layouts for pages, blog articles and products. A storefront theme controls the store's overall appearance; a section template c...

The Domain page controls public access to your storefront. DirectSale does not assign permanent public tenant subdomains, for either Trial or paid accounts. Build and preview your site from your da...

The **SEO** page provides a comprehensive suite of tools for managing search engine optimization across your entire storefront. It includes an overview dashboard, keyword explorer, per-product SEO ...

The page and blog editors provide a separate SEO + AI workflow alongside their original AI controls. Use it to review a brief, keywords, available Search Console evidence and a localized URL before...

The **Blog** feature lets you create and publish blog posts on your storefront. Blog content helps drive organic traffic, establish authority in your niche, and engage customers. The blog includes ...

The **Analytics** page provides insights into your storefront's performance, including visitor traffic, product engagement, sales metrics, and search behavior. A separate **Search Console** integra...

Open **Storefront > Integrations** to configure analytics, advertising pixels, site verification, chat tools and messaging buttons on the generated storefront.

Manage your website's public social links at **Storefront > SEO & Settings > Social media**. Owners, administrators and managers can use this page when website access is available.

Use **Storefront > Search Console** to connect your site's search-performance data. This is separate from adding a verification tag in Storefront Integrations.

Use **Dashboard > Deploy** to place the public storefront on a VPS you control. Products remain in the central catalog for dashboard management and AI search. A published copy of the catalog, servi...

Use **Dashboard > Deploy > Email Hosting** to manage mailboxes stored on a connected self-hosted VPS. Website containers remain isolated, while the VPS runs one secured mail service that can host s...

The **Conversations** section is your central hub for monitoring and managing all customer interactions across every connected channel. Whether a customer reaches out through your website chat widg...

This guide covers how to find, filter, and manage customer conversations in the Conversations section of the dashboard. You will learn how to use the search and filter tools, navigate between conve...

This guide explains how to communicate with customers through the Conversations page, including sending text messages, recording and sending voice messages, and attaching files.

Lead scoring is a system that assigns a numeric value (0--100) to each conversation, representing how likely the customer is to make a purchase or take a desired action. This helps you prioritize y...

Chat Studio configures and tests the customer-facing AI assistant. Its preview and settings work with the tenant's own product catalog, services and Knowledge Base. It is separate from Smart Help, ...

Open Chat Studio > Chatbot Settings > Business Profile. Choose the business type and fill Introduce Your Business with a plain-language explanation of the business, customers, products or services ...

**Dashboard > Auto Replies** stores prepared responses for matching customer messages. A prepared Auto Reply does not use the monthly AI-generated reply allowance; external messaging/provider fees ...

The **Knowledge Base** is a separate section in the dashboard where you manage the information your AI chatbot uses to answer customer questions beyond your product catalog. While the product catal...

Open **Dashboard > Chat Studio**. Configure the customer-facing assistant in the settings area and test it in the adjacent chat. This is separate from the Smart Help assistant that teaches you how ...

DirectSale includes a full-featured **service booking system** that lets you offer bookable services alongside (or instead of) physical products. Whether you run a consulting firm, a salon, a tutor...

The service AI assistant and service SEO + AI text previews require **900–1500 words** in the main description, targeting about 1200. The preview shows the word count and range status. Short descri...

Use **Dashboard > Services > Providers** to create the people who deliver services. A provider is separate from a dashboard team account: they do not need a panel login and receive no panel permiss...

The Schedules page lets you manage the weekly availability for each service provider on your team. By setting working hours, break times, and schedule overrides, you control exactly when customers ...

The Appointments page provides a centralized view of all customer bookings for your services. From here you can monitor, filter, confirm, complete, and cancel appointments.

Services can use **Instant booking from available times** or **Job request; schedule after review**. Request mode is useful for installation, repair, cleaning and multi-day work where staff must in...

DirectSale allows you to invite team members to help manage your business. Each team member gets their own login credentials and can access different parts of the dashboard based on their assigned ...

This guide walks you through the complete process of inviting a new team member to your DirectSale account.

DirectSale uses a **role-based access control (RBAC)** system to determine what each team member can see and do in the dashboard. This page provides a complete reference of all available roles and ...

The Shipping module in DirectSale provides a comprehensive system for managing how products are delivered to your customers. From configuring shipping carriers and setting pricing policies to track...

The Carriers page lets you connect shipping carriers to your account, compare rates, test connections, and manage carrier settings. DirectSale supports both **direct carriers** (e.g., Royal Mail, D...

The Product Rules page lets you configure shipping rules on a per-product basis. Instead of applying a single shipping strategy to your entire catalog, you can fine-tune how each product is shipped...

Use **Shipping > Zones** to group destinations and assign carriers/pricing rules. Use **Shipping > Restrictions** to block destinations your business cannot serve.

Use **Dashboard > Multichannel > Linked Stores** to connect two or more DirectSale tenants. One **hub** is the central source; each **satellite** sells through its own store. This is not a messagin...

Multichannel Sales lets you list and sell your products across multiple e-commerce platforms -- WooCommerce, Shopify, PrestaShop, OpenCart, Amazon, and eBay -- all managed from a single dashboard. ...

Before you can list and sell products on external platforms, you need to establish a connection between your DirectSale account and each e-commerce platform. This page covers how to add, test, mana...

Torob can discover eligible products on your published storefront after you register your shop with Torob. Customers who follow a Torob listing complete their purchase on your own storefront. The D...

The Listings page lets you view, filter, and manage all your product listings across connected e-commerce platforms. From here you can edit pricing, push updates to external platforms, and perform ...

Synchronization keeps your product data, stock levels, and prices consistent across all connected e-commerce platforms. This page explains how sync works, the different sync types, pricing rules, a...

The Multichannel Analytics page provides insights into your sales performance across all connected platforms, including revenue by source, sync health, top-selling products, and recent sync activity.

The **Marketplace** page manages supported marketplace connections and their products. It complements Multichannel listings and is not the same as Linked Stores between DirectSale tenants.

Use the reconciliation page from **Dashboard > Connections** when products in a connected marketplace and products in DirectSale need to be matched, imported or published. Reconciliation is a revie...

The App Store is the central tenant catalog for connected integrations and storefront templates. Internal tooling also models an App Store-managed local lifecycle, but local plugins remain Draft/in...

This page covers all three App Store lifecycles: linked integrations managed on dedicated settings pages, local apps managed by the App Store, and storefront templates synchronized with storefront ...

App Bundles are curated, atomic installations of compatible App Store-managed items. While checkout is unavailable, a published bundle must be free. Linked integrations are configured individually,...

Coupons allow you to create discount codes that customers can apply at checkout. You can configure percentage or fixed-amount discounts, set usage limits, schedule active periods, and restrict coup...

The Returns page allows you to manage product return requests submitted by customers. You can approve or reject returns, mark items as received, and process refunds through multiple payment methods.

Cart Recovery helps you automatically re-engage customers who added items to their cart but did not complete their purchase. The system sends timed reminders through multiple channels and can inclu...

The Chat Widget is a JavaScript-based chat interface that you embed on your website. It allows visitors to interact with your AI sales assistant directly from any page on your site. This section co...

The Media Library is a centralized file management system for all images, videos, documents, and other files used across your store. It supports folder organization, tagging, bulk operations, drag-...

Chat Channels let you connect your AI sales assistant to popular messaging platforms so customers can interact with your chatbot directly from Telegram, WhatsApp, Instagram, LINE, and more. Each ch...

Connect an eligible Instagram account in **Messaging Channels**, then open its reply settings. Required Meta permissions, plan access and a healthy connection are prerequisites. See [connection set...

DirectSale has completed Meta's app-review process and received approval for its Instagram integration. The platform team reports that Meta reviewed the integration for approximately 20 days before...

Open **Dashboard > Messaging Channels**. The add-connection list shows platforms available for your plan and account. This is separate from commerce Connections and Accounting Sales Channels.

The Analytics page provides a comprehensive view of your chatbot's performance, including conversation trends, message volumes, hourly activity patterns, top products, and platform distribution.

The **Settings** page is your central hub for configuring every aspect of your DirectSale account. From store branding to security, checkout configuration, notifications, data privacy, and backups ...

The **General** tab is the first tab you see when you open the Settings page. It contains four cards that let you manage your store identity, AI chatbot language, customer portal access, and view y...

The **Security** tab provides tools to protect your account. It is organized into five sections: password management, two-factor authentication (2FA), login history, active sessions, and trusted de...

The **Notifications** tab lets you control which alerts and reports you receive, and configure how your team is notified when a customer conversation is handed off to a human operator.

The **Checkout** tab lets you configure how customers complete purchases. You can choose between a fully hosted checkout (managed within the platform) or an external cart sync that integrates with ...

The **Data Privacy** tab gives you control over your personal and business data. From here you can export all of your data, delete conversation history, or permanently delete your entire account. T...

The **Backup & Restore** tab lets you export supported central account data, download backup archives, restore from a previously created backup, and view backup and restore history. It is not a VPS...

Open **Settings** and select Appearance or Integrations. These settings are separate from the storefront design and storefront tracking integrations.

Use **Notifications** to read platform events. Use **Notifications > Settings** to choose where operational alerts are delivered. Reading a notification is not taking the related order, invoice or ...

The Billing page is your central hub for managing your subscription, monitoring usage quotas, viewing invoices, and switching between plans. Monthly and yearly prices are configured separately for ...