The document provides a checklist for going live with SMS via SalesAi.
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Update Your Brand:
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Ensure email addresses match your website domain.
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Locate your business EIN and complete the Primary Customer Profile.
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Ensure consent is in place and your Privacy Policy is set up.
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Opt in to mobile messaging on a webform.
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Twilio Setup:
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Register your brand on Twilio.
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Purchase a number.
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Activate a Workflow:
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Name your workflow and set triggers as needed.
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Decide how contacts are added (via trigger or manually).
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Adjust business hours, delays, and drips, then publish.
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Contacts:
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Import a list of contacts via CSV, inbound phone calls, or webhooks.
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Go Live:
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Review conversations and adjust settings as needed.
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Manually respond to SMS replies.
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Third-Party Services Disclaimer
Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.
Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.
Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
All warranties, express or implied, are disclaimed to the fullest extent permitted by law.