Follow this guide to learn how to create a SalesAi Account
If you are the user signing the quote with SalesAi, you will go through the following steps:
- Once you pay your quote with SalesAi, you will receive the following email.
- Click Create Your Account Now
- You will be taken to the Sign In page of SalesAi. Click Sign Up
- Enter your First Name, Last Name, Email Address, and Password. Then click Continue
- You will then be directed to the SalesAi Terms of Use. Read through these, then click that you have Read and Accept at the very bottom.
- Next, you will create your Team Brand. Enter your Team Name and your Company Domain.
- Next, you can invite users to your team. I will show how they will join SalesAi below.
- At the bottom right, click Continue
- You are now ready to set up your Settings and Agents!
If you are an Invited User to SalesAi, you will go through the following steps:
- You will receive the following email. Click Accept Invitation
- You will be taken to the Sign In page of SalesAi. Click Sign Up
- Enter your First Name, Last Name, Email Address, and Password. Then click Continue
- You will then be directed to the SalesAi Terms of Use. Read through these, then click that you have Read and Accept at the very bottom.
- You are now able to fill out your User Settings in SalesAi and start creating Agents!