How to work in Helomi
96 articles about every section, setting, AI employee and integration — step by step: where to go and what to press. AI employees read the same articles.
WIKI articles are in Ukrainian for now — titles and descriptions are translated. Ask Lomi in your language: she reads these articles and will answer. Talk to Lomi
Start here
Your first day, step by stepShelves
By task: what you want to doFirst login, menu and quick access, phone, company structure and people’s cards, moving data from another CRM.
- First steps in Helomi5 min
- Structure4 min
- People: cards and profiles11 min
- Pinned menu and “All sections”3 min
- Command palette3 min
Deals from order to “Won,” clients, tasks, the sales queue, conversations, and calls.
All 6 articlesProducts and stock, receipt notes and stocktakes, purchases with cost price, price list.
Waybills from a deal, tracking and statuses, returns, all company shipments in one list.
Finance and wallets, cash register, fiscal receipts, invoices and delivery notes from templates.
Fields, pipelines and stages, people and access, brands and legal entities, branches, reference lists, automation.
- Settings: overview33 min
- Data types and fields11 min
- Pipelines, stages, transitions7 min
- People, roles, access9 min
- Roles4 min
Lomi and your own AI, AI apps, and AI agents: what they do, how to turn them on and set them up.
- AI employees18 min
- Lomi37 min
- Ostap — your Claude, ChatGPT, Kimi, or Gemini in the CRM9 min
- AI creator6 min
- AI Artur — what to buy: purchasing analytics28 min
Marketplaces, websites, carriers, banks and payments, messaging: connecting multiple accounts and what they give you.
All 32 articlesCustom sections without a developer, a section file from AI, code extensions, the platform console.
About us
Helomi is a Ukrainian CRM for online stores and trading companies: orders from marketplaces and websites land in deals on their own, the warehouse tracks stock and reservations, waybills are created from the deal, and finance, the cash register, and documents are right alongside. The key difference is AI employees: Lomi and the agents work in the same CRM as people, through the same fields, permissions, and log.
This WIKI is the complete Helomi guide: how everything works and where to click, step by step. You can send a link to any article to a colleague — or to an AI assistant: it will read the article and tell you what to do.
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For AI
Give your AI (ChatGPT, Claude, Gemini) a link to an article — it will read it and tell you what to do. The full list of articles for AI is /wiki/llms.txt; every article in markdown is the article address with .md at the end.
AI employees inside Helomi read these same articles with the help tool.