Build your first workspace
60 seconds. Pick a template, set your name and color, and your dashboard, public site, and agent are wired up and ready.
Step-by-step
1
Sign up
Go to /signup and create your account with email or Google. You land on the dashboard with one starter workspace already created.
2
Pick a template
Open Templates. Each template is a starter Soul (HVAC, dentist, coach, agency, e-commerce, consultant) — it pre-fills your CRM fields, pipeline stages, booking types, and a starter chatbot tuned for that vertical. You can swap or customize anything later.
3
Name it & set your brand
Open Branding. Give your business a name, upload a logo, and pick a primary color. The dashboard, your public site, and your chatbot all re-skin from this in real time.
4
Add your first contact
Open Clients and click "Add client." Or import a CSV. Or — most fun — open Claude Code and say "add Jane Doe (jane@example.com, 555-0100) to my CRM".
5
Go live
Your public site is already live at
your-workspace.app.seldonframe.com. Want a custom domain like www.yourbiz.com? See Custom domains.Skip the click-through
Step 2 onward is faster through Claude Code — see Connect Claude Code. It can pick a template, brand, add contacts, and even build a chatbot in one back-and-forth.
What's wired up automatically
- A public landing page at your subdomain with your brand colors and a contact form.
- A CRM with starter pipeline stages and the custom fields your template needs (e.g. "service type" for HVAC).
- A starter chatbot in draft mode, tuned for your template. Run evals and publish when you're ready.
- An MCP token you can paste into Claude Code to drive everything from the terminal.