Getting started

Five steps to a working SoftSolz workspace with your first service installed.

1. Sign up

Create an account at app.softsolz.uk/signup (the sign-up buttons on softsolz.uk open the same page). Enter your work email, then your name and a password. We email a verification link - open it, then sign in. You can also continue with Google or Microsoft.

Your new workspace starts on the Free plan with a 14-day trial of every service. No card is needed. See Free trial limits.

2. Set up your workspace

A workspace is where your data lives. You get one when you sign up. To customise it, open Workspace settings in the sidebar:

• Business - name, type, phone, email and address. These show on invoices and receipts.
• Region - country, timezone and when your fiscal year starts. The country sets your currency and how dates and numbers look.
• Branding - logo, colours and your assistant's name. Used in the dashboard, PDFs, emails and your widgets.

3. Install a service

Open Marketplace in the sidebar - every service is included with your plan. Press Install on any service. There is no separate checkout. Installing needs the Super Admin or Admin role.

Once installed, the service appears in the sidebar. Open it and its pages are the tabs under its name. Its API keys, widget keys and code samples are on the Developers page. See Billing → Install a service for the full picture.

4. Sandbox vs live

Every workspace has a paired sandbox for testing. The sandbox has its own data, its own installed services and its own keys (sk_test_…, pk_test_…), and it never charges a card or sends real email.

To switch, select your name at the bottom of the sidebar, then Switch to Sandbox mode. A yellow Sandbox label shows in the top bar while you are in it. Use Switch to live on that label to go back.

5. Invite your team

Open Members & access → Invites and press Invite member. Enter their email, pick a role (Super Admin, Admin, Manager or User) and press Send invitation. Invites expire in 7 days.

• Roles are per-workspace. The same person can hold different roles in different workspaces.
• Custom roles and per-permission choices live in Members & access → Roles.
• Every person, and every invite still waiting, uses a seat. The Free plan has 1 seat, so choose a paid plan before inviting anyone. Basic has 3.

Find your way around

Everything sits in one menu on the left. From the top: Overview (Dashboard, AI Assistant, Contacts, Companies, Marketplace and AI Review), Starred once you star something, Services with every service you installed, then Developer, Account and Support.

• Inside a service. Open a service and its name is the title at the top of the page, with a short line about the page you are on and the main button on the right, such as New invoice. Its pages are the tabs under the title. A tab with a small arrow opens a short list, for example Invoices holds Invoices and Recurring. Settings and Developer are always the last two tabs.
• Search. Press the Search box at the top of every page, or Ctrl + K (⌘ + K on a Mac). Type a name to jump to a record, a page or an action like New invoice. Pages you opened lately are listed before you type.
• Starred. Press the star on a contact, company, deal, task or lead to pin it to Starred in the menu. Press it again to unpin it.
• Today. The Dashboard starts with Today, a list of what needs you now across your services: your tasks, today's appointments, replies waiting, approvals and AI changes to review, and overdue invoices. You only see the parts your role can open.
• Notices. When something needs action, such as a failed payment or a trial that has ended, one strip under the top bar shows the most urgent notice first. Press more on it to see the rest.
• Keyboard shortcuts. Press ? to see them all. For example g then d opens the Dashboard, and g then c opens Contacts.
• Light or dark. Select your name at the bottom of the menu and pick Light, Dark or System under Theme.
• Tablets and phones. On a tablet the menu shrinks to icons; point at one to see its name. On a phone, press the menu button at the top left. Long tables turn into cards you can tap.

Get help as you go

Not sure where something lives? Open the AI Assistant panel from the button in the corner of any page, or press Alt + /, and ask in plain words. It can take you to the right page, build a form for you while you watch, and every change it makes has an Undo button. It never publishes, sends or pays on your behalf. See AI Assistant panel.

Test it step by step

Use this checklist to confirm a new workspace is set up right. Each step says what you should see. Do it as the person who signed up, who is the workspace's Super Admin.

1. Sign in. Open app.softsolz.uk/login and sign in with the email you verified, or with Google or Microsoft. You should land on the Dashboard, with your name and email at the bottom of the sidebar.
2. Check your plan and trial. Open Plan & billing. On the Plan tab the Free card is marked Current and says 14-day trial, no card required. The Usage tab shows your free allowances, such as AI credits and API calls. Only the Super Admin can change the plan.
3. Install a service. Open Marketplace and press Install on one service. Forms is a quick first choice. The card now shows Open and Uninstall, and the service appears in the sidebar.
4. Invite a teammate and check their role. The Free plan has one seat, so choose a paid plan first (see Plans). Then open Members & access → Invites, press Invite member, enter their email, pick User and press Send invitation. The invite is listed with Resend and Revoke, and the dialog shows a link you can copy to them. Once they accept, they appear on the Members tab as User. When they sign in, their sidebar has no Marketplace, Developers or Plan & billing. That is the role working.
5. Switch to the sandbox and back. Select your name at the bottom of the sidebar, choose Switch to Sandbox mode, then Enter Sandbox. A yellow Sandbox label appears in the top bar, the workspace is empty, and Members & access is hidden. Install the same service again here, because the sandbox keeps its own list. Go back with Switch to live on that label.
6. Create a secret API key in the sandbox. While in the sandbox, open Developers, pick your service, open Use the API and press New API key. Give it a name, tick the scopes it needs and press Create key. The key it shows starts with sk_test_. Copy it now: it is shown only once. Keys made in the live workspace start with sk_live_.
7. Create a public widget key. If your service has a website widget, open Embed the widget on the same page. Under Public widget keys, enter https://developer.softsolz.uk as the Allowed origin and press Generate key. A key starting with pk_test_ appears in the list. The widget only loads on the websites a key allows, so add your own website's address when you are ready. Forms asks you to build and publish a form before this section opens.
8. Test the service itself. Every service guide has its own Test it step by step section, including how to load its widget in the Widget Tester: Appointments, Outreach, Tasks, Forms, Blogs, Newsletter, Social Publishing, Sales Pipelines, Quotes, Products & Subscriptions, Funnels, Affiliates, Invoicing, Payments, Customer Auth, Knowledge Hub, AI Workflows, My Leads, Search Intelligence and AI Website Builder.

For developers

Check a key works and see which workspace it reaches:

curl https://app.softsolz.uk/api/v1/whoami \
  -H "Authorization: Bearer sk_test_your_key"

A test key answers with "environment": "sandbox" and "test_mode": true, plus the key's name and scopes. GET /api/v1/services with the same key lists the services installed in that workspace. See the Quickstart and Authentication guides.

If something goes wrong

Next steps