🚀 SaleAssist Onboarding Guide

Welcome to SaleAssist! This onboarding plan is structured across the next few days to ensure a smooth setup, seamless integration, and proper enablement of your entire team.

📅 Onboarding Timeline Overview

Day	Pre-requisites	Focus Area	Next Steps	Duration
Day 0	Need Admin or Sub Admins in the call	Selection/Finalization of Features Quick Admin dashboard overview Best UI/UX practice/recommendations	Provide necessary information - download sheet and share Get internal steps executed	~30 minutes
Day 1	Web integration SPOC Agent Lead / SPOC Have provided necessary information as requested Internal steps executed as requested	Integration of selected features Agent (Live/AIVA) onboarding and Mock Calls	Form Slack/WA group Provide information on CRM webhook, SMTP, WABA etc	~45 minutes
Day 2	CRM API details , SMTP , WABA details.	CRM + Whitelabel + Marketing Setup		As required

🟣 Day 0 — Kickoff & Admin Setup (15 minutes)

This is a short introductory call focused on initial setup and understanding your requirements.

✅ Agenda

Session Pre-requisites :- This session involves Admin or Sub-admins from brand side.

• Admin account creation (2 mins)

• Extend Admin Access to the SaleAssist Team (1 min)

• High-level dashboard walkthrough (10 mins)

• Knowledgebase resources shared

  • Setup guides

  • Videos

  • Best practices These can also be forwarded to all Agents before the Day 1 call.

• Define immediate next steps

🟡 Day 1 — Integration & Agent Onboarding (~45 minutes)

Session Pre-requisites :- This session involves both your tech team (Dev) and customer-facing team (Agents).

🔧 Technical Integration (Dev Team)

• Integration code will be shared during the call for the respective feature like VidSell / Reels / Strike.

• Dev team can begin integration immediately as per our guidance.

• Our team will answer integration-related queries live during the session.

👥 Agent Onboarding

• All agents will be invited and onboarded on the SaleAssist dashboard - reference doc

• Mobile app links will be provided

  • Agents install the app

  • Login to their assigned accounts

• Training on complete call workflows:

  • Live Video Call

  • Scheduled Calls

  • Lead handling

  • Notifications

  • Follow ups and Lead dispositions / Sale Conversion tracking

• Q&A session with agents

• Sharing of:

  • Agent best practices

  • Training videos

  • Quick reference guides

🔵 Day 7 — CRM, Whitelabeling & Marketing Setup

This call focuses on advanced setup and automation.

📌 Areas covered:

• CRM Integration

  • Lead sync

  • Status updates

  • Two-way data flow (if applicable)

• Whitelabeled Setup

  • SMTP configuration

  • Domain mapping

  • Whatsapp integrations

  • Custom branding assets

• Marketing Enablement

  • Campaign ideas (video shopping, WhatsApp flows, Strike, Reels)

  • Recommended best-performing setups

  • Support for first campaign launch

🎯 Outcome of the Onboarding

By the end of this onboarding cycle, your teams will be fully enabled to:

• Use SaleAssist for daily operations

• Manage live & scheduled video calls

• Use the dashboard effectively

• Track leads and conversions

• Run integrated marketing campaigns

• Operate a fully whitelabeled solution