Getting Started
Create your first client
Name a client so Salfio can start linking communications and generating insights.
A client in Salfio is the account (company, contact group, or deal) you want tracked. Communications and activities attach to clients automatically based on participant matching.
Create a client
- From the dashboard, click New client.
- Enter:
- Name — how the client appears in the app
- Domain (optional, but recommended) — email domains belonging to this client. Emails from these domains auto-link to the client on the next sync tick.
- Known participants (optional) — specific email addresses to associate with this client, including personal domains (e.g. a founder's Gmail).
- Save. The client lands on your dashboard immediately.
What happens within minutes
- If you added domains/participants, the next sync cycle links existing communications to the new client retroactively.
- The first time enough activity has landed, Salfio generates client insights: concerns, friction risks, and suggested next steps. Insights refresh on a schedule; see the activity timeline for the latest summary.
What you can do next
- Open the client dashboard — all linked communications appear on the activity timeline
- Mark communications with custom labels (future)
- Use the Public API to sync client state into an external system (partner CRM, spreadsheet, MCP server)