> For the complete documentation index, see [llms.txt](https://docs.saleassist.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.saleassist.ai/onboarding-steps.md).

# Onboarding Steps

**Step 1:**  [Get started](/admin-account-creation-guide.md) by registering for an admin account at [https://my.saleassist.ai ](https://my.saleassist.ai)

**Step 2**: Select the Feature/Service to start with from below catalog 

* [ ] [1:1 Live shopping](/features-overview/live-video-calling.md) 
* [ ] [1:Many Live stream selling](/features-overview/live-stream-selling.md)
* [ ] [Shoppable Videos and Dynamic tagging](/features-overview/shoppable-videos-tiles.md)
* [ ] [Schedule calls](/features-overview/live-video-calling/outbound-calls/schedule-video-meets.md)
* [ ] [API Integration](/integration-guide/api-integration.md)
* [ ] Video Feedbacks
* [ ] [AI Videos](/features-overview/strike/ai-videos.md)
* [ ] [Video Emails](/addons/video-emails.md)
* [ ] [Inbound meetings](/features-overview/live-video-calling/inbound-calls.md)
* [ ] [Outbound meetings](/features-overview/live-video-calling/outbound-calls.md)
* [ ] [Outbound phone calls](/addons/outbound-phone-calling.md)
* [ ] [Video FAQs](/addons/video-faqs.md)

**Step 3:** Determine Call Routing Structure and check whether they have **centralized team** that handles all customer interactions, or if they have **multiple stores** that each manage their own calls.\
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**Step 4:** Do you have separate websites for desktop and mobile, or is your site responsive?\
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**Step 5**: Which one is the ecommerce tech stack being used in your website

Shopify, wordpress, Magento etc. 

**Step 6**: CRM Integration with our webhook events by following below documentation.

[Webhook documentation](broken://pages/Dqx9JqCQFOExVx39hmLb)

**Step 7**: Add and invite all of your agents by following the [Agent mapping document ](/integration-guide/agent-mapping.md)

**Step 8**: Whitelabeling can be done by adding your [Custom Domain and SMTP](/organization-settings/custom-domain.md) details to the dashboard.

**Step 9**: Download and login to our Mobile Apps (for both Android and IOS ) for Agents

Here is the Download links for both 

[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)

**Step 10:** Onboard your own WhatsApp number to send alerts and notifications to your customers for any live call / schedule call etc. Follow steps here to request for [WhatsApp onboarding](/addons/whatsapp-onboarding-steps.md).