# Admin Account Creation Guide

### Step 1 : What is an Admin Account?

An **Admin Account** is the primary control access for your organization on SaleAssist.ai.\
Admins can:

* Create and manage widgets
* Invite and manage Admins & Agents
* Configure business hours and call/lead routing
* Access analytics, reports, and account settings
* Enable features such as Video Calls, Reels, Strike, AIVA, and more

Every company must have at least one Admin to manage operations efficiently.

### Step 2: How to Create Your Admin Account

Follow these steps to set up your account:

1. **Open the  Admin Registration Page** 

      Click the link shared with you by our onboarding team or visit: 

&#x20;     👉 <https://my.saleassist.ai/>

2. &#x20;**Register with Your Official Email**

* Enter your **Name** and **Work Email ID**
* Set a strong **Password**
* Click **Create Account**

<mark style="color:orange;">You will receive a confirmation email.</mark>&#x20;

<figure><img src="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2FLtxDw3VnCwFn4QR5QDY9%2Fimage.png?alt=media&#x26;token=f51e5d97-20e4-406a-bf8a-d0b813d4f667" alt=""><figcaption></figcaption></figure>

***

<figure><img src="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2FmJuCqJng24YwAQRsV24Y%2Fimage.png?alt=media&#x26;token=91b369fd-5dfb-4153-9b46-2ac74e96ed04" alt=""><figcaption></figcaption></figure>

3. Now you will receive a verification mail to your email with which you have registered yourself. You need to click on the link shared in the verification email to verify.

<figure><img src="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2FzDC2BA5NlglytvwrtdaA%2FWhatsApp%20Image%202024-07-31%20at%2011.38.18_620b6993.jpg?alt=media&#x26;token=baa58617-8190-4de6-8d6b-ffe72d6163e5" alt=""><figcaption></figcaption></figure>

4. After verification, **Login** to the account.

<figure><img src="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2FjwHrh1kVjLSY0dn0gHE0%2Fimage.png?alt=media&#x26;token=900da30e-abcf-4688-b137-c2d630a3bdcc" alt=""><figcaption></figcaption></figure>

&#x20;                                               &#x20;

&#x20;                                                     **Watch Admin Account Creation tutorial below** :thumbsup:

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2FMvC3p1yKTNt7PFRDrDmx%2FAccount%20setup.mp4?alt=media&token=e64b7999-0f09-4e55-962f-c7e28bb276a0>" %}

### **What You Can Configure as an Admin**

Once your Admin Account is active, you can:

**✔ Create Widgets**

Customize CTAs, agent mappings, branding, videos, and lead forms.

**✔ Manage Agents**

Invite, remove, or assign agents to different widgets and campaigns.

**✔ Control Availability**

Set business hours and routing rules for incoming calls and leads.

**✔ Access Data & Reports**

View call history, lead details, conversion performance, and usage analytics.

**✔ Manage Account Settings**

Update your company profile, security settings, roles, and more.

***

**Need Support?**

If you face any difficulty while creating or accessing your account:

📧 Email: **<support@saleassist.ai>**\
🎧 Or reach out to your onboarding manager

Our team is always ready to assist.