Managing a Conversation

This guide provides a straightforward, step-by-step approach to managing conversations within the SalesAi platform. 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:

🔍 Navigating to Conversations

1. Access the SalesAi Platform:

   • Navigate to the SalesAi dashboard.

   • Select “Conversations” from the left-hand sidebar to manage conversations .

2. Locating Contacts:

   • Contacts are listed in the left column.

   • Click on a contact’s name to view and manage their conversation thread .

💬 Managing SMS Conversations

1. Accessing SMS:

   • Select “SMS” when your workflow includes SMS steps.

   • Review both the outbound messages from SalesAi and the contact’s replies in the middle column.

2. Manual Handling Required:

   • ⚠️ Once a contact responds to a SalesAi message, the user must manually take over the conversation .

3. Sending a Response:

   • Type your reply in the message box and click “Send Message” to continue the conversation .

📞 Managing Calls

1. Viewing Call History:

   • Click “Call” to view call logs.

   • In the middle column, you can review:

     • Call time

     • Call transcript

     • Audio recording of the call

   • Example: The platform shows if a voicemail was detected and the call ended automatically .

2. Making a Call:

   • Select the desired Voice Agent and click “Make a Call” .

🛠️ Managing Contact Information and Workflows

1. Contact Information:

   • In the right-hand column, expand “Contact Information” to view:

     • Name

     • Email

     • Phone number

     • Company

     • Job title

     • Date created

     • Timezone

     • Tags .

2. Do Not Disturb (DND) Settings:

   • Expand the “Do Not Disturb” section to adjust settings.

   • DND is automatically set based on call outcomes or SMS replies, but users can manually adjust it.

3. Workflows:

   • Expand the “Workflow” section to:

     • View current workflows the contact is enrolled in.

     • Enroll the contact into a new workflow by clicking “+ Enroll in Workflow” .

🔄 Enrolling a Contact in a Workflow

1. Prerequisites:

   • Workflows must already be created before enrolling a contact.

2. Enrollment Process:

   • Search for the desired workflow.

   • Select it by checking the box beside its name.

   • Click “Confirm Enrollment” to complete the process.

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.