Getting started

Launch your all-in-one workspace in minutes. Connect channels, accept payments, and turn on your first automation.

  • No-code setup
  • Free to start
  • Guided onboarding
Start your onboarding

Quick start

  1. Create workspace
  2. Connect channels
  3. Accept payments
  4. Turn on first automation

Tip: you can complete these in any order.

Quick start checklist

Watch the onboarding overview, then tick each item as you complete it.

  • Create workspace

    Set your company name, logo, colors, and timezone.

    2 minNo code

  • Connect channels

    Bring WhatsApp, Facebook, Instagram, SMS, and email into one inbox.

    Unified inbox4 min

  • Import contacts

    Upload a CSV or sync from Shopify and QuickBooks.

    CSV1 min

  • Accept payments

    Connect Stripe first. Add PayPal, Square, or Authorize.net as needed.

    Cards & wallets3 min

  • Turn on first automation

    Pick a recipe like welcome message, lead routing, or review requests.

    Templates2 min

Connect your channels

Centralize conversations before you automate. Check off each channel as you connect it.

  • WhatsApp Business

    Reply from one inbox. Templates and quick replies supported.

    MessagingMeta

  • Facebook Pages

    Unify messages and comments from your Page.

    SocialInbox

  • Instagram

    Bring DMs and comments into your shared inbox.

    SocialDMs

  • SMS via Twilio

    Carrier grade SMS and A2P support in your CRM.

    MessagingSMS

  • Email via Mailgun

    Reliable sending, tracking, and deliverability.

    EmailSMTP

Calendars & meetings

Sync your calendar and enable instant meeting links in bookings and reminders.

0/5 connected

  • Google Calendar

    Two-way sync for events, reminders, and availability.

    Two-wayReminders

  • Outlook 365 Calendar

    Keep Microsoft 365 calendars in sync with bookings.

    Two-wayMicrosoft 365

  • Calendly

    Auto-capture bookings with contact and deal records.

    BookingForms

  • Zoom

    Auto-generate meeting links in bookings and reminders.

    MeetingsLinks

  • Google Meet

    Create Meet links automatically from bookings.

    MeetingsLinks

Accept payments

Connect Stripe first for cards and wallets. Add PayPal, Square, or a gateway as needed.

0/6 connected

  • Stripe

    Cards, wallets, subscriptions, payment links. Global coverage.

    Cards & wallets Subscriptions Recommended

  • PayPal

    Offer PayPal checkout alongside cards for higher conversion.

    WalletGlobal

  • Square

    Tap to Pay and POS sync with customers and receipts.

    POSTap to Pay

  • Authorize.net

    Trusted gateway for cards and recurring billing.

    GatewayCards

  • NMI

    Gateway with vault and routing options.

    GatewayProfiles

  • GoCardless

    Collect bank payments and reduce fees via Direct Debit.

    Direct DebitBank

Tip: run a quick test payment before going live.

Import your data

Bring your customers and order history into AELESTRA. Check off sources as you connect them.

0/5 connected

  • CSV upload

    Import contacts with columns like name, email, and phone.

    CSVMapping

  • Shopify

    Sync customers, orders, and products into your CRM.

    EcommerceOne-click

  • QuickBooks

    Pull customers and invoices to keep records aligned.

    AccountingTwo-way

  • WooCommerce

    Import orders and customers from WordPress stores.

    WordPressEcommerce

  • Wave

    Simple invoicing and contacts for small business.

    SMBAccounting

Tip: you can import first, then switch sources later without losing records.

Turn on your first automation

Pick a recipe to start fast. You can refine messages and timing later.

0/5 enabled

  • Welcome message

    Auto-reply to new contacts with a friendly intro and next steps.

    Trigger: New contact Action: WhatsApp/SMS

  • Lead routing

    Auto-assign conversations by team, language, or working hours.

    Trigger: New conversation Action: Assign + SLA

  • Missed-call text back

    Send an SMS when a call is missed and invite the contact to chat.

    Trigger: Missed call Action: SMS

  • Quote / cart follow-up

    Remind contacts about open quotes or abandoned carts with a link to pay.

    Trigger: No activity Action: Email/SMS

  • Review request

    Request a Google review after a job is completed or an order is fulfilled.

    Trigger: Fulfilled Action: Link to Google

Tip: start with one recipe. Add branches and delays later for advanced flows.

Need more help

Still have questions? We are here to help

Talk to a specialist, open a ticket, or explore resources that speed up your launch.

Contact support Book a demo

Getting started guide

Step by step setup for domains, channels, and your first automations.

Billing and invoices

How plans work, receipts, taxes, and upgrading during your term.

Migrations

Import contacts, websites, calendars, and automations with best practices.

Platform status

Check uptime and incident history when something feels off.

Templates library

High converting emails, automations, pages, and review requests.

Request a feature

Tell us what would help your workflow and we will review it with the team.

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