# Agent Onboarding Guide

### 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.

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### Step 2: **Register Your Account**

Once you receive the invitation:

1. Visit: [**https://my.saleassist.ai**](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 <a href="#step-5-mobile-app-setup-for-agents" id="step-5-mobile-app-setup-for-agents"></a>

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

👉 **Download SaleAssist Mobile Apps**

* [Android App](https://play.google.com/store/apps/details?id=ai.saleassist.android\&hl=en\&gl=US\&pli=1)
* [IOS App](https://apps.apple.com/app/id1665439385)

#### **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

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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:

<figure><img src="/files/bEXcMCXdOrBmgW224FBp" alt=""><figcaption></figcaption></figure>

***

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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

***

### **🎥 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)

***

### **🗣️ 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

***

### **📄 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

***

### **📞 Follow-Up Discipline**

* Follow internal SLAs for callback timelines
* Maintain a structured follow-up schedule
* Document every action inside the system

***

### **🔒 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

***

### **⭐ 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 **<support@saleassist.ai>**.


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