Step 1: Create Workspace
Once you’ve created your Saifa AI account, the next step is to set up your workspace — your personal environment where you and your team will collaborate, train your AI, and manage projects.
Each workspace keeps your data, AI configurations, and content securely organized. Think of it as your company’s “AI hub” inside Saifa. ⚡
🚀 Step-by-Step Guide
1. Go to the Onboarding Dashboard
After signing in, you’ll automatically land on the Onboarding page. Here you’ll see your Setup Progress on the left-hand side, which includes:
Create Your Workspace
Add Data Sources
Add Product
Invite Your Team
Finish Setup
Start with Step 1: Create Your Workspace.
2. Enter Your Workspace Details
Fill in the basic information for your workspace:
Workspace Name
Choose a unique name for your team or company (e.g., “Saifa Marketing” or “BrightEdge AI”).
Workspace Currency
Select your preferred currency for reports or product integrations (e.g., USD, EUR, THB, JPY).
Workspace Timezone
Set the primary timezone for your workspace to ensure all message timestamps align with your local time.
Language
Choose your preferred interface language to customize for your team’s ease of use.
Workspace Description
(Optional) Add a short note about your workspace’s purpose or department.
💡 Tip: You can edit these settings later under Settings → Workspace Preferences.
3. Click “Next” to Continue
Once all fields are completed, click the Next Saifa will save your workspace details and proceed to the next onboarding step — Add Data Sources.
You’ll see your progress automatically updated in the left-hand setup checklist.
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