Quick Start Guide
Welcome to your quick start guide for SalesAi. This guide will help you get up and running, find the right support when you need it, and complete your first important steps with confidence. It is designed to make onboarding simple, clear, and actionable.
Getting Started with SalesAi
Quick Start Guide
👋 Meet June, Your Virtual CSM
June is your virtual Customer Success Manager and your first point of contact for guidance and support. If you need help getting started, June can point you to the right resources and help you stay on track. Think of June as your onboarding partner for questions, next steps, and best practices. For anything you need, start with June first.
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📚 Help Center
The Help Center is your go-to onboarding workspace for finding answers fast. You will find helpful guides, step-by-step walkthroughs, and troubleshooting support to keep your setup moving smoothly. Use it whenever you want clear instructions or need a quick refresher.
Help Center Link:
🛠️ Service Catalog
The Service Catalog offers additional hands-on support when you want extra help beyond self-service resources. It is useful for agent builds, workflow setup, CRM connections, and other setup needs that benefit from guided assistance. Explore it when you are ready to move faster with expert help.
Service Catalog:
🚀 Your First Steps in SalesAi
Your AI agent is the voice experience that will represent you in SalesAi. Start with one agent that has a clear purpose, then add instructions and knowledge that help it sound and respond the right way. Test your agent before using it with real contacts so you can make adjustments early. It does not need to be perfect right away — you can improve it as you learn.
Recommended Resources
Workflows tell SalesAi when your agent should act, who it should call, and what should happen next. They are especially helpful for outbound campaigns where timing and follow-up matter. If you are focused only on inbound activity, you may not need a workflow right away. Build one when you are ready to automate a repeatable process.
Recommended Resources
Before making outbound calls, add your contacts by uploading a data file or connecting your CRM. This ensures your agent and workflow have the right people to reach. Once your contacts are in place, you can enroll them into the right workflow and get started faster. Clean contact data helps everything run more smoothly.
Recommended Resources
Use activity logs to review how your campaigns and agent are performing. These logs help you understand outcomes, spot issues early, and make improvements over time. Checking performance regularly gives you a clearer view of what is working and where to refine your setup. Small adjustments can lead to better results.
Recommended Resources
💬 Need Help Getting Started?
June is here to help you every step of the way. Call 463-583-8038, email support@salesai.com, or use in-app chat anytime for support.