> For the complete documentation index, see [llms.txt](https://docs.saleassist.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.saleassist.ai/saleassist-onboarding-implementation-plan.md).

# 🌟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="/files/7vSeGurd2YNhsx22Qsma">/files/7vSeGurd2YNhsx22Qsma</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="/files/BxqUXmXE0SwhPdGBIc7d">/files/BxqUXmXE0SwhPdGBIc7d</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="/files/8kzEhvrAFss827FKL4KH">/files/8kzEhvrAFss827FKL4KH</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)**