SaleAssist.ai – Client Onboarding Guide

Welcome to SaleAssist.ai — your all-in-one platform for video commerce, live engagement, and AI-assisted customer interactions. We’re excited to help you get started!

This guide outlines the exact steps your team needs to follow to successfully onboard and start using SaleAssist.

Step 1: Create Your Admin Account

Your journey begins with creating the Admin Account, which serves as the primary control panel for your organization.

👉 Create Admin Account: Get started by registering for an admin account at https://my.saleassist.ai

The admin can:

• Add or invite more Admins

• Add or invite Agents

• Configure widgets and features

• Manage roles & permissions

• View analytics & reports

📘 For a step-by-step walkthrough, please refer to our guide: Admin Account Creation

Step 2: Initial Configuration (Done With Your CSM / Tech Team)

Once your admin account is active, our team will assist you with setup and activation of the required features.

What We Configure Together

• Platform access & roles

• Feature enablement (Reels, Strike, AIVA, Click-to-Call, WhatsApp, etc.)

• API keys / domain whitelisting (if applicable)

• Widget creation & customization

• Lead routing and call-flow settings

• Integration checks:

  • Shopify / WooCommerce / Custom JS

  • Website widget placement

  • CRM integrations (if required)

Step 3: Widget Creation: Required Inputs From Your Team

To create a fully customized widget for your website/app, please share the following:

Brand Assets (Optional but Recommended)

• Company logo

• Welcome / Intro video

Widget Configuration Inputs

• Preferred Call-to-Action (CTA):

  • 📹 Video Call

  • 🎧 Audio Call

  • ✉️ “Leave a Message / Schedule Meeting”

• Business hours & operational days

• Lead form fields:

  • Name

  • Mobile number

  • Email

  • Any custom fields (optional)

Agent Availability & Assignment

• List of agents to assign to the widget

• Escalation flow (optional)

Step 4: Agent Onboarding

Each agent attending calls/leads must have their own SaleAssist login.

Account Setup and Invite Agents/Users to your account.

Go to Settings -> Users and Roles -> Invite

Add and invite all of your agents by following the Agent mapping document or Watch here :

Share AGENT ONBOARDING DOC to your agents once you finish inviting them with above steps.

Please share the following details for each agent:

• Agent name

• Agent email ID

• Role (Agent / Admin)

Once shared, we will:

• Create & map agents to your widgets

• Configure call routing logic

• Provide training links or live demo (if required)

Once your account is set up, please grant our team admin access at [email protected] and [email protected] so they can assist you with the initial setup and configuration.

Step 5: Mobile App Setup for Agents

Agents can instantly respond to leads via the SaleAssist Mobile App.

👉 Download SaleAssist Mobile Apps

• Android App

• IOS App

These apps allow agents to receive:

• Incoming video/audio calls

• Schedule calls

• WhatsApp chats

• Notifications for missed calls or new leads

Step 6: Training & Product Walkthrough

We provide complete onboarding support, including:

• Live training session for Admins & Agents

• Video tutorials

• Best practices for maximum conversions - Refer Doc Here

• Documentation for advanced features (Reels, Strike, WhatsApp AI Chat, AIVA, etc.)

If your team needs additional sessions, our CSM Team will schedule them as needed or you can reach out to us.

Step 7: Go Live 🚀

Once everything is set:

We will:

• Embed the widget code on your website / app

• Best practices for features integration - refer doc here

• Test all call and lead flows

• Validate UI/UX and performance

• Confirm agent readiness

• Provide Agent Best Practices Doc for agents to follow on daily basis

• Push your account into production/live mode - Account Sanitization to be done

• Setup Monthly review meeting

• Go live Post on Social media (after your approval)

You will start receiving:

• Live video/audio calls

• WhatsApp inquiries

• Reels/Strike engagement

• Leads in your dashboard

• Real-time notifications

• Daily / Weekly / Monthly Usage emails

Step 8: Post-Go-Live Support & Optimization

To ensure continuous success, our team will:

• Monitor call and lead performance

• Share weekly insights & recommendations

• Provide guidance to improve conversions

• Introduce new features as they launch

• Support with regular updates & integrations

Step 9 : Admin Best Practices

As an Admin, you are responsible for ensuring smooth operations, high conversion rates, and disciplined agent performance. These best practices will help you effectively manage your team and maintain consistently high service levels.

1. Agent Readiness & Performance Monitoring

✔ Ensure all agents complete onboarding

• Confirm agents have registered on the portal

• Ensure they have accepted the organization invitation

• Ensure they have installed and logged into the mobile app

• Check that they have enabled notifications, camera, and microphone permissions

✔ Monitor agent online/offline status

• Check if agents are active during business hours

• Track login activity and ensure availability

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2. Track Live Calls, Missed Calls & Response Times

✔ Use the dashboard to monitor:

• Real-time calls

• Missed calls

• Declined calls

• Average response times

• Total calls answered per agent

✔ Follow up with agents who:

• Frequently miss calls

• Stay offline during working hours

• Experience repeated call drops

• Have unusually low call volumes

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3. Lead Management Oversight

✔ Review leads regularly

• Ensure all new leads are being contacted promptly

• Check if follow-ups are logged correctly

• Monitor lead statuses (New → In Progress → Closed)

✔ Identify gaps

• Leads assigned but not contacted

• Poor or incomplete lead notes

• Leads stuck in the same stage for too long

✔ Encourage agents to:

• Add detailed notes

• Mark follow-ups with reminders

• Update statuses during and after customer conversations

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5. Training & Quality Assurance

✔ Conduct periodic training

• Product knowledge refreshers

• Communication / video call etiquette

• Handling objections & upselling

✔ Review call recordings (if enabled)

• Identify improvement areas

• Share feedback immediately

• Highlight good calls as examples

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6. Performance Optimization

✔ Track KPIs

• Conversion rates

• Call-to-lead conversion

• First response time

• Agent uptime

• Follow-up efficiency

✔ Conduct weekly reviews

• Discuss challenges

• Set small targets

• Celebrate improvements

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8. System Hygiene & Access Management

✔ Regularly review

• Agent list and access roles

• Inactive or resigned agents

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9. Weekly Checklist for Admins

Here’s a quick weekly snapshot of tasks:

• ☑ Check agent activity & availability

• ☑ Review missed calls and follow-ups

• ☑ Audit 5–10 random calls

• ☑ Check lead funnel performance

• ☑ Update widget settings if needed

• ☑ Ensure new agents are properly mapped

• ☑ Share weekly performance reports with your management

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10. When to Contact SaleAssist Support

Admins should reach out to SaleAssist support if they notice:

• Multiple agents unable to receive calls

• Persistent high missed-call percentages

• Dashboard not updating or syncing

• Lead assignment issues

• Integration issues (Shopify, website widget, CRM, etc.)

👉 [email protected]

Need Help?

Your dedicated Customer Success Manager (CSM) is always available to assist. Feel free to reach us at [email protected] or contact your CSM directly.