Getting Started
Welcome to Pam, your AI-powered field service assistant. Pam connects to your CRM, email, and calendar to help your team work faster — via web chat, voice calls, WhatsApp, or phone. This guide walks you through signing in, connecting your tools, and starting your first conversation.
Prerequisites
- A modern browser (Chrome, Safari, Firefox, or Edge)
- Joining an existing team: an invitation email from your team owner (check your inbox)
- Setting up a new organization: sign up directly at link.wejam.ai — no invitation needed
Step 1: Sign In
Navigate to link.wejam.ai. You'll see the Pam login screen.
Enter your email address and click Continue. On the next step, enter your password and click Log in with email. You can also use Sign in with Magic Link if you prefer a passwordless login.
Step 2: The Main Chat Screen
After logging in, you land directly on the Chat screen. This is where you talk to Pam.
The left sidebar shows your full navigation:
- Pam section: Chat and Actions
- Manage section: Dashboard and Customize
- Admin section: Team and Invitations
At the bottom of the sidebar you'll see your name and current team.
Step 3: Connect Your Tools
Before Pam can work with your real data, connect at least one provider. Navigate to Customize in the sidebar, then click Integrations in the sub-menu.
Scroll down to the Connections section to find your CRM, email, calendar, and chat providers.
Available integrations:
- CRM Providers — HubSpot, Salesforce, or Salesforce Sandbox
- Email Providers — Gmail or Microsoft Outlook
- Calendar Providers — Google Calendar or Outlook Calendar
- Chat Providers — Slack or Microsoft Teams
To connect a provider:
- Click the provider card (e.g., HubSpot)
- You'll be redirected to the provider's OAuth authorization page
- Grant Pam access and you'll return to the Integrations screen
- A green Connected chip and a tool count confirm the connection
Tip: You can connect one provider from each category. For example, connect HubSpot for CRM, Gmail for email, and Google Calendar for scheduling — all at once.
Salesforce users: connecting Salesforce requires two steps in order — your Salesforce admin must first be invited to Pam as an Org Admin, then follow the Salesforce Admin Guide to approve the Connected App. Until that is done, the app will not appear in Salesforce and the OAuth flow cannot complete. See Integrations for the full setup sequence.
Step 4: Start Your First Conversation
Click Chat in the sidebar to return to the conversation screen.
Pam greets you with "Hello, what can I help you with today?" and shows a row of suggestion pills to get you started quickly:
- What can you do for me? — Get an overview of Pam's capabilities
- Log a meeting — Record a meeting note
- List my last deals — Pull recent CRM records
- Draft a follow up email — Compose an email for a contact
- Gather my to-dos for today — See your open tasks
- Create a task — Add a new task in your CRM
Click any pill to send that message instantly, or type your own question in the "Type your message..." input. You can also use the voice recording and voice mode buttons to speak to Pam directly.
Roles
Role | What they can do |
Owner | Full access: Playbook, Dashboard, Integrations, user management, and all Pam features |
Member | Use Pam (chat, voice, WhatsApp), set personal Playbook rules, view their own chat history |
Step 5: Invite Your Team
To add colleagues, click Invitations in the Admin section of the sidebar.
You'll see the Users management page for your team. Click + Invite user, enter the colleague's email address, select a Role, and click Invite. They'll receive an email invitation to join your organization.
What's Next
- Playbook — Define how Pam works for your team and for you personally
- Web Chat — Deep-dive into chatting with Pam
- Demo & Quickstart — Try the guided demo first
Choosing a Channel
Pam is available in four ways. Here's a quick guide to help you pick:
Channel | Best for | Requires |
Web Chat | Detailed work, reviewing CRM changes | Browser |
Browser Voice | At desk, want to see action cards | Desktop browser + microphone |
WhatsApp | Quick updates from mobile | Registered number + WhatsApp |
Phone Call | Hands-free, no internet, any phone | Registered number |
See Telephony for a deeper comparison.