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:
Visit: https://my.saleassist.ai
Click “Register”
Sign up using the same email ID where you received the invitation
After logging in, you will see a message asking you to Accept Organization Invitation
Click Accept
Step 3: Switch to Your Assigned Organization
After accepting the invitation:
Go to Profile → Switch Organization
Select the organization that your Admin added you to
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
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:
⏱️ 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 [email protected].
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