Help & FAQs

Answers to the most common questions about Talia AI CRM. If you cannot find what you need, email info@taliaai.com.

Getting Started

What is Talia AI CRM?

How do I get access?

Which browsers and devices are supported?

How do I add a new client?

Can I import clients from a spreadsheet or another CRM?

How do I search for a client quickly?

What is the difference between a Client and a Lead?

How does the sales pipeline work?

Can I set follow-up reminders on leads?

How is deal probability calculated?

How do I add a watch to inventory?

Can I link a watch to a specific client or lead?

What happens when a watch is sold?

What document types can I create in Talia?

How does eSignature work?

Are signed documents legally binding?

How do I generate an invoice?

Can I track expenses against a deal?

Where does the price data come from?

How do I check the current market price for a reference?

What do Trade Band and Stock Band mean?

Why does a watch show low confidence?

How do I use the AI assistant?

How do I use voice input?

What commands can the AI assistant execute?

What user roles exist in Talia?

How do I invite a team member?

Can permissions be customised per user?

How do I reset my password?

How is my data stored and protected?

Who do I contact if I have a problem not covered here?