Admin Account Creation Guide

Your Admin Account is the central hub from where you manage your organization, team members, widgets, and all customer engagement features. Follow this simple guide to set up your Admin Account.

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:

👉 https://my.saleassist.ai/

1. Register with Your Official Email

• Enter your Name and Work Email ID

• Set a strong Password

• Click Create Account

You will receive a confirmation email.

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1. 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.

1. After verification, Login to the account.

Watch Admin Account Creation tutorial below 👍

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.

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Need Support?

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

📧 Email: [email protected] 🎧 Or reach out to your onboarding manager

Our team is always ready to assist.