From signup to first enquiry.
A ten minute walkthrough covering the only things that matter on day one: getting an account, configuring departments, embedding the form, and answering your first enquiry.
Quickstart walkthrough
Recording coming soon.
Before you start
You will need three things to hand:
- Access to your auction house website (or whoever runs it for you).
- A list of your departments, e.g. furniture, jewellery, fine art, books.
- An email address for receiving alerts. A shared mailbox is fine.
Step by step
- 1Create an account.Sign up at the homepage. You'll land on the dashboard with an empty inbox and a welcome screen.
- 2Add your departments. Open Settings → General and add each department. These become the routing categories every enquiry gets sorted into.
- 3Invite your team. From Team, send invites to your specialists. Assign each person to one or more departments so they only see what is theirs.
- 4Brand the form. Under Settings → Branding, set your primary colour, upload a logo, and pick a heading font. The embed will pick these up automatically.
- 5Embed the form. Copy the script tag from Settings → Embed Codeand drop it into your website where you want the enquiry form to appear. See the embed guide for details.
- 6Submit a test enquiry. Use the live form to submit a real-looking enquiry. It will appear in the dashboard within seconds, scored, categorised, and assigned.
- 7Reply from the platform. Open the enquiry, click Draft response, edit if you want, and hit send. The reply leaves your domain and the enquiry status updates.
What good looks like after a week
After your first week with the form embedded, you should see a clear pattern in the dashboard: average response time well under an hour, every enquiry assigned to a specialist, and a small but visible improvement in conversion to consigned lots. If you don't, something in the setup is worth a second look. Open a ticket and we'll review it with you.