# 🚀 SaleAssist Onboarding Guide

📅 **Onboarding Timeline Overview**

| Day   | Pre-requisites                                                                                                                                                         | Focus Area                                                                                                                                                                                                                                                              | Next Steps                                                                                                                                                                                                        | Duration     |
| ----- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------ |
| Day 0 | <ol><li>Need Admin or Sub Admins in the call</li></ol>                                                                                                                 | <ol><li>Selection/Finalization of Features</li><li>Quick Admin dashboard overview</li><li><a href="https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&#x26;ref=BRVVYJ&#x26;f=1&#x26;path=%2F">Best UI/UX practice/recommendations</a></li></ol> | <ol><li>Provide necessary information - <a href="https://drive.google.com/drive/folders/19DNGhPU_LFYpYMdljLaVNb9sVcc-h_6R?usp=sharing">download sheet and share</a></li><li>Get internal steps executed</li></ol> | \~30 minutes |
| Day 1 | <ol><li>Web integration SPOC</li><li>Agent Lead / SPOC</li><li>Have provided necessary information as requested</li><li>Internal steps executed as requested</li></ol> | <ol><li>Integration of selected features</li><li>Agent (Live/AIVA) onboarding and Mock Calls</li></ol>                                                                                                                                                                  | <ol><li>Form Slack/WA group</li><li>Provide information on CRM webhook, SMTP, WABA etc</li></ol>                                                                                                                  | \~45 minutes |
| Day 2 | <ol><li>CRM API details , SMTP , WABA details.</li></ol>                                                                                                               | 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**

<mark style="color:orange;">**Session Pre-requisites**</mark> <mark style="color:orange;"></mark><mark style="color:orange;">:</mark>-  <mark style="color:orange;">This session involves Admin or Sub-admins from brand side.</mark>

* [**Admin account creation**](https://docs.saleassist.ai/admin-account-creation-guide) (2 mins)&#x20;
* **Extend Admin Access** to the SaleAssist Team (1 min)
* **High-level dashboard walkthrough** (10 mins)
* **Knowledgebase resources shared**
  * Setup guides
  * Videos
  * Best practices\ <mark style="background-color:blue;">These can also be forwarded to all Agents before the Day 1 call.</mark>
* **Define immediate** [**next steps**](https://docs.saleassist.ai/saleassist-onboarding-guide)

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

<mark style="color:orange;">**Session Pre-requisites**</mark> <mark style="color:orange;"></mark><mark style="color:orange;">:</mark>- <mark style="color:orange;">This session involves both your</mark> <mark style="color:orange;"></mark><mark style="color:orange;">**tech team (Dev)**</mark> <mark style="color:orange;"></mark><mark style="color:orange;">and</mark> <mark style="color:orange;"></mark><mark style="color:orange;">**customer-facing team (Agents)**</mark><mark style="color:orange;">.</mark>

#### 🔧 **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](https://docs.saleassist.ai/agent-onboarding-guide)
* 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