Onboarding Steps

Below are the steps to onboard any client

Step 1: Get started by registering for an admin account at https://my.saleassist.ai

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

• 1:1 Live shopping

• 1:Many Live stream selling

• Shoppable Videos and Dynamic tagging

• Schedule calls

• API Integration

• Video Feedbacks

• AI Videos

• Video Emails

• Inbound meetings

• Outbound meetings

• Outbound phone calls

• Video FAQs

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

Step 7: Add and invite all of your agents by following the Agent mapping document

Step 8: Whitelabeling can be done by adding your Custom Domain and SMTP 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

IOS App

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.