Run Mosaik. Module by module.
A user guide for every Mosaik module: set up your workspace, configure each module, and follow the workflows that get the most from it. Each guide ends with a link pattern to open that module in your own workspace.
Foundations.
- 01Get started
Sign in, set up your workspace, invite your team, and connect the accounts that keep your records current.
- 02Core concepts
The records behind Mosaik — companies, contacts, deals, finance, documents, threads, and agents — and how they connect.
- 03Working with records
The tables, filters, saved views, record sheets, activity, custom fields, and archive that every module shares.
Modules.
- 01Dashboard
See what is closed, what is still in play, and what needs you today, for yourself or for the whole team.
- 02Companies
Keep one record for each organisation you work with, with its brief, contacts, deals, income, and activity.
- 03Contacts
Keep a record for each person, with their role, deals, email history, lead source, score, and sequences.
- 04Deals
Track each opportunity through your pipeline stages, as a table or a board, with amounts in any supported currency.
- 05Finance
Track invoices, subscriptions, and payments against your companies and deals, send invoices and receipts, and download each document as a PDF.
- 06Inbox
Read, assign, and reply to email, website forms, and live chat in one shared inbox, with sequences, signatures, routing, and reports.
- 07Legal and e-signature
Draft proposals and contracts with an agent, prepare signature fields, send for e-signature, and keep the signing evidence with the record.
- 08Marketing
Create posts, carousels, blogs, and reviews in a chat, plan them on the release calendar, publish to connected accounts, and find every piece in Artifacts.
- 09Agents
Chat with the assistant, then build General, Marketing, and Inbox team agents with exact permissions, triggers, and run history.
Administration.
- 01Connections
Connect Google, Microsoft 365, Slack, HubSpot, Meta, Stripe, LinkedIn, X, Resend, and the intake endpoint so records stay current without manual entry.
- 02Import and export
Import companies, contacts, and deals from CSV, export any record type, and download all workspace data.
- 03Settings
Configure branding, research and image generation, website tracking, notifications, currencies, members and allowed sign-in, API keys, webhooks, and MCP.