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Account Settings
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SalesAi Help Center
SalesAi
SalesAi
Account Settings
Integrations
Voice Agents and Call Logs
Sequences and Triggers
Contacts and Data Imports
AI Settings and Compliance
Tasks
FAQ
SalesAi
Account Settings
How to Update Your Personal Information
How to Remove a User
How to Add a User
How to Change a User's Role
How to Withdraw or Resend a User Invite
How to Create a SalesAi Account
How to Navigate the Number Directory
See more
Integrations
How to Connect your Twilio Account to SalesAi
How do I use Twilio for UK and European Calling?
How to Integrate your Google Calendar
How to Integrate Your Outlook Calendar
Inbound Webhooks (via Zapier)
Outbound Webhooks (via Zapier)
Integrate HubSpot with SalesAi (via Zapier)
Integrate HubSpot with SalesAi (HubSpot Workflows)
Twilio Minutes Breakdown
Integrate GoHighLevel with SalesAi (via Zapier)
See more
Voice Agents and Call Logs
How to Create a Voice Agent in SalesAi
Overview of Call Flows
How to Upload a Knowledge Base Link or Document into a SalesAi Voice Agent
No Call to Action
How Do I Create a Custom Transfer Phrase?
How to Edit a Voice Agent
How to Test Call Your Voice Agent
How to View Your Call Logs
How to use the Number Directory as a Call to Action
See more
Sequences and Triggers
How to Create a Sequence
How to Add Business Hours to a Sequence
How do I control the flow of Contacts through Sequences?
How do I add a Delay between Sequence steps?
How to Edit Your Sequence
How to Duplicate a Sequence
How to Delete a Sequence
How to Create a Trigger
How to Pause a Sequence
See more
Contacts and Data Imports
What all can I do in the Contacts Tab?
How to Manually Add a Contact
How to Search for a Contact
How to Un-enroll a Contact from a Sequence
How to Import Contact or Product Information into SalesAi
How to Upload a CSV File to SalesAi
Data Import: CSV Mapping Fields
How to Un-enroll a Data Import from a Sequence
See more
AI Settings and Compliance
Browser and Device Compatibility: Recommendations and Limitations
How to Create a Knowledge Base for an Agent using Google Docs
Tasks
How to Create a Task
FAQ
Where do I see how many Minutes I have left?
What if my agent didn't ask for their email to send the invitation to our meeting?
What are the Call Outcome Tags on SalesAi?
How to get Branded Calling through Twilio
