Open Super Sales Agent, enter the Activation Code, then start from Workbench or Customer Follow-up. Task Progress shows whether the workspace is ready and what needs attention.

Use demo data before connecting real accounts. It creates sample customers, recent order milestones, and timeline activity so testers can inspect the CRM flow safely.

Use Onboarding or Settings to add mailbox details and run the connection test. After capture is enabled, incoming mail can become customer timeline activity.

Prepare a focused customer list with company name, contact, email, country, product interest, notes, and relationship stage. Review duplicates after import.

Open Customer Follow-up to review contacts, rating, recent activity, orders, timeline, and next suggested action. Status changes include a business reason.

Customer detail pages collect quotation, PI, payment, shipment, after-sales, refund, and exception context in one place. Timeline shows what changed and why it matters.

Real external actions are blocked by default. A real email, CRM write, or customer follow-up must be reviewed and confirmed before execution.