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
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
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
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
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
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
8. System Hygiene & Access Management
✔ Regularly review
Agent list and access roles
Inactive or resigned agents
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
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.)
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.
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