Agent Onboarding Guide

As an Agent, you will handle customer calls, chats, and leads assigned to you by your Admin. Please follow the steps below to complete your setup.

Step 1: Accept the Invitation Sent by Your Admin

Your Admin will first invite you via the SaleAssist dashboard.

• You will receive an invitation email from SaleAssist.ai.

• This email confirms that an Agent account has been created for you.

👉 If you do not see the email: Check your Spam / Promotions folder.

Step 2: Register Your Account

Once you receive the invitation:

1. Visit: https://my.saleassist.ai

2. Click “Register”

3. Sign up using the same email ID where you received the invitation

4. After logging in, you will see a message asking you to Accept Organization Invitation

5. Click Accept

Step 3: Switch to Your Assigned Organization

After accepting the invitation:

1. Go to Profile → Switch Organization

2. Select the organization that your Admin added you to

3. Your dashboard will now show all widgets, leads, and calls assigned to you

Step 4: Install the SaleAssist Mobile App Setup

Agents can instantly respond to leads via the SaleAssist Mobile App.

👉 Download SaleAssist Mobile Apps

• Android App

• IOS App

Login Instructions

• Open the app

• Login using the same email & password you used on the web portal

• Allow notifications (important for receiving calls and leads)

• Enable camera & microphone permissions

These apps allow agents to receive:

• Incoming video/audio calls

• Schedule calls

• WhatsApp chats

• Notifications for missed calls or new leads

Step 5: Confirm Setup With Your Admin

Once done with the setup:

• Inform your Admin that you have:

  • ✔️ Registered your account

  • ✔️ Accepted the invitation

  • ✔️ Switched your organization

  • ✔️ Installed the mobile app

  • ✔️ Logged in successfully

Your Admin will then map you to the required widget(s) and assign leads/calls.

Step 6: Agent Best Practices for High Performance

To ensure the best customer experience and maximize conversions, all agents should follow these recommended best practices:

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⏱️ Responsiveness & Availability

• Keep the mobile app logged-in at all times

• Enable notifications and do not force-close the app

• Stay active during your assigned business hours

• Respond to calls & leads within seconds

• Mark yourself available/unavailable based on your shift

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🎥 Call Quality Standards

• Ensure good lighting and a clean background

• Keep your device camera clean for a clear video experience

• Use earphones/headsets for better audio

• Maintain stable internet connectivity (Wi-Fi recommended)

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🗣️ Communication Excellence

• Be polite, professional, and clear in all interactions

• Introduce yourself and your brand at the start of the call

• Listen actively and understand the customer’s query before responding

• Avoid long silences; keep the conversation engaging

• Always ask before placing the customer on hold

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📄 Documentation & Lead Handling

• Add notes immediately after each interaction

• Lead Dispositions - Update lead statuses (New, In-progress, Follow-up Needed, Closed)

• Mark Sale Conversion if done with relavant details

• Maintain consistency across follow-ups

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📞 Follow-Up Discipline

• Follow internal SLAs for callback timelines

• Maintain a structured follow-up schedule

• Document every action inside the system

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🔒 Security & Compliance

• Never share sensitive internal information

• Access the platform only from authorized devices

• Keep passwords confidential and secure

• Logout only when your shift ends

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⭐ Customer Experience Guidelines

• Be empathetic and solution-oriented

• Understand the product/service you are supporting

• Provide accurate information

• Always thank the customer before ending the call

• Share promotions, offers, or relevant upsell options if applicable

You’re All Set! 🚀

Once mapped, you will start receiving:

• Live video / Audio calls

• Scheduled calls

• Chat messages

• Lead notifications

If you face any issues during onboarding, please reach out to your Admin or email us at [e-mail].