Help & FAQs

Talia AI CRM is an invitation-only platform built for luxury watch dealers. It centralises your client relationships, inventory, sales pipeline, and price intelligence in one place — with an AI assistant that understands your business and lets you work by typing or speaking naturally.

Talia is by invitation only. If you have received an invitation, click the Register link on the sign-in page to create your account. If you have not received an invitation and believe you should have access, contact your organisation administrator.

Talia works in all modern browsers (Chrome, Safari, Firefox, Edge) on desktop and tablet. For the best experience we recommend Chrome or Safari on a 1280px+ screen. Mobile access is supported but some features — such as the price intelligence dashboard — are optimised for wider viewports.

Go to Clients in the left sidebar and click New Client, or use the AI assistant (Cmd+K / Ctrl+K) and type "client create name: John Smith email: john@example.com". Both routes create the same record. Required fields are name and at least one contact method.

Yes. From the Clients section, click Import and follow the CSV template. Map your columns to Talia fields, preview the import, then confirm. Duplicate detection runs automatically based on email and phone number.

Press Cmd+K (Mac) or Ctrl+K (Windows) to open the AI assistant and type "client search [name or email]". You can also use the search bar at the top of the Clients page for a traditional filtered view.

A Lead is a prospective buyer who has shown interest but has not yet completed a purchase. Once a deal is won, the lead can be converted to a Client. Both share the same contact fields, but Leads have a pipeline stage and probability score; Clients have a full purchase history.

Leads move through configurable pipeline stages (e.g. Enquiry → Negotiating → Offer Made → Won / Lost). Drag and drop cards between stages on the Kanban board, or update the stage from a lead's detail page. Each stage change is logged in the activity timeline.

Yes. Inside any lead or client record, click Add Activity and choose Reminder. Set a date and time and Talia will surface it on your dashboard and in the activity feed. You can also ask the AI assistant: "remind me to follow up with [name] on Friday".

Probability is set manually per lead and can be updated at any time. It is used to weight your pipeline value in forecasting. You can also configure default probabilities per pipeline stage in Settings → Pipeline.

Navigate to Inventory and click Add Watch. Enter the reference number — Talia will auto-populate known catalogue data (brand, model, year) if the reference is recognised. Add your asking price, condition, and any notes. The watch is then searchable across leads and clients.

Yes. From any inventory item, click Link to Lead/Client and search for the record. You can also link from the lead side: open a lead, go to the Watches tab, and search your inventory. This creates a two-way association visible on both records.

When you mark a sale as Won, you are prompted to mark the linked inventory item as Sold. The watch moves to your Sold archive, contributing to sales reporting. Stock-on-hand figures on the dashboard update immediately.

You can create sale agreements, purchase receipts, condition reports, and custom documents using the template builder. Documents auto-populate client and watch data already in Talia, reducing manual entry.

Once a document is ready, click Send for Signature. The recipient receives an email with a secure link to review and sign electronically. You are notified when they sign, and the countersigned document is stored automatically against the relevant client record.

Electronic signatures applied through Talia comply with eIDAS (EU) and the Electronic Communications Act 2000 (UK). For jurisdiction-specific legal advice, please consult your legal counsel.

Go to Invoices and click New Invoice, or open a Won deal and click Generate Invoice. Talia pre-fills client details, watch information, and your organisation's payment details. You can edit line items, add VAT, and send directly from the platform.

Yes. From any deal or inventory item, go to the Expenses tab to log costs such as servicing, shipping, or acquisition fees. These feed into your margin calculations visible in sales reporting.

Price intelligence is powered by Talia's market data engine, which aggregates secondary-market transaction data across dealer networks. Prices are normalised by condition, region, and currency and updated continuously.

Go to Price Intelligence in the sidebar and search by reference number or model name. You will see the trade band (buy/sell range) and a confidence indicator based on recent transaction volume.

The Trade Band is the dealer-to-dealer price range for a given reference — what you would expect to buy or sell at wholesale. It updates as new market data arrives.

Confidence reflects how many recent transactions underpin the price estimate. A low-confidence price means fewer data points and a wider uncertainty range. For rare references with few recent trades, treat the price as indicative and cross-reference with your own market knowledge.

Press Cmd+K (Mac) or Ctrl+K (Windows) from anywhere in the app to open the assistant. Type a command in plain English — for example "show me all clients added this month" or "create a lead for Rolex Daytona 116500LN, asking price £28,500". The assistant understands context and confirms actions before executing them.

With the chat sidebar open, press Shift+V or click the microphone icon. Speak your command naturally — the system transcribes it, shows you a preview, and waits for you to confirm, edit, or cancel before anything is executed.

The assistant can create, search, update, and list across all major areas: clients, leads, inventory, activities, and invoices. It can also answer questions about your data — for example "what is my total pipeline value this quarter?" Type naturally and the assistant will interpret your intent.

There are two roles: Admin and Team Member. Admins have full control — they can manage users, configure organisation settings, and access all data. Team Members have access to all CRM features but cannot manage other users or change organisation-level settings.

If you are an Admin, go to Settings → Users and click Invite User. Enter their email address and select their role. They will receive an invitation link valid for 48 hours. You can resend or revoke invitations from the same page.

Currently Talia uses a two-role model (Admin / Team Member). Fine-grained per-user permissions are on the roadmap. If your organisation requires more granular access control, contact support to discuss your requirements.

On the sign-in page, click Forgot password? and enter your email address. You will receive a reset link within a few minutes. If it does not arrive, check your spam folder or contact your organisation admin.

All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Talia is hosted on AWS infrastructure in the EU (London region) and undergoes regular security reviews. Each organisation's data is fully isolated at the database level.

Email the support team at info@taliaai.com. Please include your organisation name and a description of the issue. For urgent production problems, mark your email subject line with [URGENT] and we will prioritise accordingly.