This guide provides a straightforward process for enrolling contacts in workflows within SalesAi. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
🛠️ Pre-Requisite
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Workflows must be created in advance before you can enroll a contact into them .
🔍 Step-by-Step Enrollment Process
1. Access the SalesAi Platform
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Navigate to the SalesAi dashboard .
2. Open Conversations
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On the left-hand side, click on "Conversations" to access your contact list .
3. Select a Contact
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In the left column, find and select the contact you wish to enroll in a workflow .
4. Access Workflow Enrollment
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On the far-right column, open the Workflow section in the contact's details.
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Click “+ Enroll in Workflow” .
➕ Enrolling the Contact
5. Search for the Workflow
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Use the search bar to locate the desired workflow.
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Check the box next to the workflow you want to enroll the contact in .
6. Confirm Enrollment
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Click "Confirm Enrollment" to complete the process .
✅ Key Takeaways
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This process allows you to efficiently enroll individual contacts into relevant workflows directly from their conversation view.
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Ensure the workflows are built ahead of time, as the system will only display existing workflows.
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Enrolling contacts into workflows helps automate follow-up actions and communication steps.
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