# 🌟SaleAssist Onboarding – Implementation Plan

### 📅 Day 0 – Kickoff & Setup (15–20 minutes)

**Objective:** Get your admin account ready and align on feature requirements.

During this short call, we will:

1. **Create your Admin Account**
   * Help you log in and set up your primary admin profile.
2. **Extend Admin Access to the SaleAssist Team**
   * Temporarily grant our onboarding team admin access so we can configure widgets, features, and mappings on your behalf.
3. **Capture Feature-wise Preferences**
   * Collect your preferences for all below features in excel sheet to proceed with the setup :

<table data-view="cards"><thead><tr><th></th><th data-type="content-ref"></th><th data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><ol><li><strong>VIDSELL</strong></li></ol></td><td><a href="https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&#x26;ref=BRVVYJ&#x26;f=1&#x26;path=%2F">https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&#x26;ref=BRVVYJ&#x26;f=1&#x26;path=%2F</a></td><td></td><td><a href="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2FMLMa2emVrNxt16X4MyFN%2Fvidsell2.webp?alt=media&#x26;token=7ebe875b-1632-4a6f-a388-0300ce6cc593">vidsell2.webp</a></td></tr><tr><td><ol start="2"><li><strong>STRIKE</strong></li></ol></td><td><a href="https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&#x26;ref=BRVVYJ&#x26;f=1&#x26;path=%2F">https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&#x26;ref=BRVVYJ&#x26;f=1&#x26;path=%2F</a></td><td></td><td><a href="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2FNy9EGwy2NUKv7nowS8df%2Fstrike.jpg?alt=media&#x26;token=f1138ec1-490b-4c37-a78b-a3f0140a1572">strike.jpg</a></td></tr><tr><td><ol start="3"><li><strong>REELS</strong></li></ol></td><td><a href="https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&#x26;ref=BRVVYJ&#x26;f=1&#x26;path=%2F">https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&#x26;ref=BRVVYJ&#x26;f=1&#x26;path=%2F</a></td><td></td><td><a href="https://4077475847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2E1BRiNMSRbVYjk7d1Xu%2Fuploads%2F1J7J9V2PZCTKU5YPySlt%2Freels.png?alt=media&#x26;token=fbc4bd0d-2eb0-4554-9edf-0321aff18238">reels.png</a></td></tr></tbody></table>

* You can fill these details in the **feature configuration sheets** shared with you (or via the links below in the Day 1 section).

### 📅 Day 1 – Integration & Agent Onboarding (≈ 45 minutes)

**Objective:** Connect SaleAssist to your website/app and onboard your team.

In this session, we will:

* Work with your **tech/dev team** to:
  * Implement the SaleAssist widget on your website / PDPs / landing pages
  * Validate events, CTAs, and widget behavior in staging/production
* Conduct an **Agent Onboarding Session**:
  * Help agents log in to the web + mobile apps
  * Map agents to widgets
  * Explain best practices for handling calls & leads

**Feature Configuration – Choose Your Setup**

For each feature, please share your configuration preferences using the templates:

> You can design this as **3 small boxes/cards on the page**, like this:

**\[Section: “Configure Your Experience”]**

* **Box 1 – VidSell (Video Tiles)**\
  Short desc: “Define where video tiles will show, CTAs, and lead capture behavior.”
  * 🔗 **Download VidSell Config Sheet**
  * or
  * 🔗 **Open VidSell Sheet (Online)**
* **Box 2 – Strike (Auto Nudge)**\
  Short desc: “Set triggers, targeting rules, and nudge messages to re-engage visitors.”
  * 🔗 **Download Strike Config Sheet**
  * or
  * 🔗 **Open Strike Sheet (Online)**
* **Box 3 – Reels (Short-Form Video Experiences)**\
  Short desc: “Select pages, categories, and CTAs for Reels-style video experiences.”
  * 🔗 **Download Reels Config Sheet**
  * or
  * 🔗 **Open Reels Sheet (Online)**