🌟SaleAssist Onboarding – Implementation Plan

Welcome to SaleAssist.ai To ensure a smooth and structured go-live, we follow a 3-day onboarding plan with focused sessions for setup, integrations, and customization.

📅 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 :

1. VIDSELL

https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&ref=BRVVYJ&f=1&path=%2F

1. STRIKE

https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&ref=BRVVYJ&f=1&path=%2F

1. REELS

https://v0.app/chat/best-practice-7-KWaIC3tlbqn?b=v0-preview-b_AP2r2T4wCnZ&ref=BRVVYJ&f=1&path=%2F

• 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)