Sufflera User Manual
Welcome to Sufflera: the CRM and AI messaging platform built for creator agencies that treat conversation as revenue.
This manual is written for the people who run the business — agency owners, managers and chatters. It explains what each part of the platform does, how to use it day to day, and how to get more revenue out of the same number of conversations.
Start here
Section titled “Start here”| Guide | Read it when |
|---|---|
| Welcome to Sufflera | You want the five-minute overview of what the platform does |
| Quick Start | You are setting up your account for the first time |
| Key Concepts | You want the vocabulary the rest of the manual uses |
Creators and voice
Section titled “Creators and voice”| Guide | Covers |
|---|---|
| Creators and Personas | Creating a creator, choosing a starter persona, tuning voice and boundaries |
| Mood and Availability | Making a persona feel like a real person across the day and the week |
The CRM
Section titled “The CRM”| Guide | Covers |
|---|---|
| The Dashboard | What needs attention, what is due, and how today is going |
| The Fan Directory | Finding, filtering and segmenting your audience |
| The Fan Profile | Notes, tags, instructions for the AI, language, funnel stage |
| AI Memory | The automatic per-fan summary that keeps every conversation personal |
| Revenue and Follow-Ups | Purchases, lifetime value, reminders, win-back |
| Conversation History | Importing and syncing your existing chat history |
Working in the browser
Section titled “Working in the browser”| Guide | Covers |
|---|---|
| Installing the Extension | Getting the workspace into your browser |
| The Side Panel | A tour of your daily workspace |
| Writing Replies | Generating, editing and sending drafts |
| Quick Replies and Media | Saved responses and your sellable content catalogue |
Automation
Section titled “Automation”| Guide | Covers |
|---|---|
| Reply Modes and Autonomy | Manual, draft only, draft and send — deciding what may be automated |
| Autopilot | Turning automation on, scoping it, and reviewing what it did |
| Draft Quality and Review | How every draft is checked before it reaches you |
| Changing Many Fans at Once | Moving a whole cohort onto a different reply mode |
Administration
Section titled “Administration”| Guide | Covers |
|---|---|
| Your Settings | The Settings map, and the preferences that shape your drafts |
| Team and Permissions | Roles, team size, creator assignments |
| Analytics | The numbers that tell you what is working |
| Billing | Balance, your subscription sliders, drafts, invoices |
| Referral Programme | Earning credit for the agencies you introduce |
| Account Safety and Compliance | Operating responsibly on third-party platforms |
| Troubleshooting | Fast answers to the questions support hears most |
Conventions used in this manual
Section titled “Conventions used in this manual”- Bold marks something you click, or a setting you change.
- Steps are numbered when order matters and bulleted when it does not.
- Panels marked Agency tip contain revenue or workflow advice rather than instructions.
Getting help
Section titled “Getting help”| Subject | Where |
|---|---|
| Anything technical | support@sufflera.com |
| Payments and invoices | billing@sufflera.com |
| Data protection and exports | privacy@sufflera.com |
| Rates and custom subscriptions | sales@sufflera.com |
Before writing in about something that is not working, Troubleshooting answers most of it, and tells you which diagnostic report to attach.