Get started
Sign in
Open cosell.habilelabs.io and choose Sign in. CoSell is invite-only: your workspace admin invites you by email, or you created the workspace through AWS Marketplace. The first time, Cognito asks you to set your own password. Multi-factor authentication is available.
Your workspace
A workspace (tenant) holds one company's connections, mapping and opportunities. The left-hand menu has:
| Page | What it is for |
|---|---|
| Dashboard | Opportunities by status, pending AWS invitations, open errors, the Zoho API budget, and what CoSell did in the last 30 days (below) |
| Opportunities | Every Zoho deal CoSell tracks and its ACE opportunity; also Import from Partner Central |
| AWS invitations | Referrals from AWS waiting for an answer |
| Sync errors | Syncs that failed, with retry or resolve |
| Notifications | What happened, newest first (also sent by email if you set addresses) |
| Audit log | Who changed what, and every call CoSell made on your behalf |
| Settings | Zoho CRM, AWS accounts, mapping, members and general preferences |
| Setup checklist | What the workspace still needs. It leads the menu as Onboarding until all three steps are done |
The onboarding checklist
Onboarding leads the menu, with your progress beside it, until the workspace can sync; after that it stays as Setup checklist under the workspace list, next to the documentation link. Use it whenever you add another AWS account or reconnect Zoho. It shows what is still missing and links to each step:
- Connect your AWS account. The link must show verified.
- Connect Zoho CRM. CoSell creates its fields in Zoho and subscribes to deal changes.
- Map your pipeline. The mapping check must say ready to submit.
- Tick Co-sell with AWS on a deal (or match your own filter) and move it to the gate stage. It appears under Opportunities within seconds.
Test with the Sandbox catalog first if you like. Sandbox opportunities never reach AWS sellers, and deals created
from them are prefixed [Sandbox].
Users and roles
Admins invite colleagues under Settings → Members. Each user has one or more roles:
| Role | Can |
|---|---|
| Tenant admin | Everything: connections, mapping, users, settings |
| Alliance manager | Work opportunities, answer AWS invitations, retry errors, read the audit log |
| Sales ops | Change the mapping, work opportunities, retry errors, read the audit log |
| Viewer | Read opportunities, dashboards and the audit log |
Signing in
Someone new gets an email from CoSell with a temporary password. They choose their own password the first time they sign in. The temporary password works for 7 days.
The Sign-in column under Settings → Members shows each person's status: invited, not signed in yet, active, choosing a new password or switched off.
- Resend invitation emails a new temporary password to someone who has not signed in yet, for example because the first one expired.
- Send password reset emails a code to choose a new password. Their current password stops working straight away, so CoSell asks you to confirm first.
Anyone who forgets their password can also choose Forgot your password? on the sign-in page. To change your own password, use that link rather than a reset. A workspace admin cannot reset the password of a HabileLabs operator.
What CoSell did for you
The Adoption card on the Dashboard covers the last 30 days:
- opportunities created and submitted in AWS;
- updates sent to AWS, and AWS changes brought back into Zoho;
- AWS referrals handled, and opportunities imported;
- an estimate of the hours saved;
- how long the workspace took from creation to its first sync.
The estimate counts 20 minutes per opportunity created, 3 per update, 2 per AWS change brought back, 10 per referral and 15 per import, which is roughly the time each takes by hand in Partner Central. The figures are rolled up each night, for the day before, from your audit log and sync history.