The document provides a step-by-step checklist for going live with SalesAi Voice. 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:
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Build Your Agent:
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Decide whether the agent will handle inbound or outbound calls.
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Choose a phone number purchased from Twilio.
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Select the agent’s voice and settings.
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Add the call flow and include a Knowledge Base URL.
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Add a script with qualifiers or objection handling.
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Activate a Workflow:
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Name your workflow.
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Set a trigger and include at least one AI step.
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If using a webhook, pick the matching trigger.
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Set business hours, delay, and drip as needed.
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Publish the workflow.
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Contacts:
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Import a contact list via CSV or manually add contacts.
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Set up inbound phone calls or webhooks.
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You’re Live!:
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Review call logs.
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Adjust settings as needed.
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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.