This guide offers a straightforward method for making calls directly from the Conversations feature in 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:
1. Access SalesAi
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Begin by navigating to the SalesAi dashboard .
2. Go to Conversations
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From the left-hand sidebar, click on “Conversations” to open the contact list .
3. Select a Contact
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In the left column, locate and select the contact you want to call .
4. Initiate a Call
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In the middle column, click on “Call” to switch to the call view .
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At the bottom half of the middle column:
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Choose the desired Voice Agent.
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Click “Make a Call” to initiate the call .
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📞 Call Confirmation
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The call will begin immediately, and a confirmation pop-up will appear at the top of your screen to indicate the call was successfully placed.
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