# 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.\
\
**Step 4:** Do you have separate websites for desktop and mobile, or is your site responsive?\
\
**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).


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.saleassist.ai/onboarding-steps.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.