Platform Overview

Official guide · English · Version 9c253d0cf11816df

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 engagement, team collaboration, accounting, and AI-driven automation into a single, unified dashboard.

What is DirectSale?

DirectSale is an all-in-one SaaS platform that empowers you to run your entire online business from one place. Whether you are a solo entrepreneur launching your first store or an established company managing a large product catalog across multiple sales channels, the platform provides the tools you need to sell, communicate, and grow.

Key Capabilities

Capability Description
Online Storefront Launch a fully customizable storefront with your own domain, complete with SEO, analytics, and page builder tools.
Product Management Add products individually or import them in bulk. AI can automatically generate descriptions and product images for you.
Order Management Track orders from placement to delivery, manage returns, and recover abandoned carts.
AI Chatbot An intelligent sales assistant chatbot that understands your product catalog and helps customers find what they need.
Live Chat & Conversations View all customer conversations, take over from the AI when needed, and provide human support.
Multichannel Selling Connect your store to multiple platforms and marketplaces to sell wherever your customers are.
Chat Channels Connect messaging platforms like Telegram, WhatsApp, Line, and more to receive customer messages in one inbox.
Team Management Invite team members with role-based access control so everyone sees only what they need.
Accounting A full-featured accounting module with invoicing, chart of accounts, budgets, tax rates, and treasury management.
Services & Appointments Offer service-based products and let customers book appointments directly.
Shipping Configure shipping rules, carriers, and rates for your deliveries.
Coupons & Discounts Create promotional campaigns with discount codes.
Analytics Detailed reports on conversations, revenue, products, and customer behavior.
App Store Extend your platform's functionality with apps and integrations.
Chat Widget Embed an AI-powered chat widget on any website with a simple code snippet.
Media Library Centralized management for all your images and media files.

Core Concepts

Before diving into the platform, it helps to understand a few key concepts.

Tenants (Your Store Account)

When you register, a tenant is created for you. A tenant represents your entire business on the platform. Everything -- products, orders, conversations, team members, settings -- belongs to your tenant and is completely isolated from other businesses on the platform.

Team Members & Roles

You, as the person who registered, are the owner of the tenant. You can invite other people to join your team and assign them specific roles that control what they can see and do:

Role Description
Owner Full access to everything. Cannot be removed.
Admin Full access to everything, similar to the owner.
Manager Access to most operational features: products, orders, analytics, storefront, accounting, and more. Cannot manage billing or deployment.
Accountant Access limited to the dashboard overview, accounting module, and multichannel features.
Operator Access to conversations, orders, media, shipping, appointments, accounting, and multichannel. Designed for customer support staff.
Viewer Read-only access to conversations, analytics, media, and account overview. Ideal for stakeholders who need visibility without editing capabilities.

AI-Powered Features

DirectSale leverages AI throughout the platform:

  • Product Descriptions: Automatically generate compelling, SEO-friendly product descriptions from basic product data.
  • Product Images: AI can generate professional product images with customizable background styles.
  • Chatbot: The AI chatbot uses your product catalog as a knowledge base to answer customer questions, recommend products, and assist with purchases.
  • RAG (Retrieval-Augmented Generation): Products are processed and embedded so the AI can intelligently search and retrieve relevant products during conversations.
  • Intent Classification: The AI understands customer intent (greeting, product search, complex questions) and responds appropriately.

Subscription Plans

Your tenant operates under a subscription plan that determines:

  • The number of AI messages you can send per month (your message quota)
  • The maximum number of team members you can invite
  • Access to advanced features

You can view your current plan and usage on the dashboard home page.

Multi-Language Support

The dashboard interface is available in 18 languages:

Language Code
English en
Persian (Farsi) fa
Arabic ar
Turkish tr
Spanish es
Chinese zh
Hindi hi
French fr
Portuguese pt
Russian ru
Japanese ja
German de
Korean ko
Italian it
Polish pl
Dutch nl
Urdu ur
Hebrew he

You can switch languages at any time from the sidebar. The dashboard also supports right-to-left (RTL) layouts for Persian, Arabic, Urdu, and Hebrew.

Dark Mode

The entire dashboard supports both light and dark themes. You can toggle between them using the theme button in the sidebar footer.

What You Can Do

Here is a quick overview of the typical workflow after setting up your account:

  1. Register and verify your email -- Create your store account and confirm your email address.
  2. Add products -- Upload your product catalog manually, via CSV import, or by scraping from other sources.
  3. Let AI process your catalog -- The platform automatically processes your products for the AI chatbot. You can also generate AI descriptions and images.
  4. Set up your storefront -- Customize your online store with themes, homepage sections, header, footer, and SEO settings.
  5. Deploy your storefront -- Connect your custom domain and go live.
  6. Configure the chat widget -- Generate an API key and embed the chat widget on your website.
  7. Connect chat channels -- Link Telegram, WhatsApp, or other messaging platforms to receive messages in your dashboard.
  8. Monitor conversations -- Watch how the AI interacts with your customers and step in when needed.
  9. Manage orders -- Process orders that come in from your storefront and other channels.
  10. Invite your team -- Add team members and assign appropriate roles.
  11. Track performance -- Use analytics to understand your business metrics and optimize.

Info: You do not need to complete all of these steps at once. You can start with just adding products and embedding the chat widget, then gradually explore the other features as your business grows.

Next Steps

Ready to get started? Head to the Registration & Setup guide to create your account.