SalesAi Help Center

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SalesAi Help Center

SalesAi

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

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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)

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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

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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

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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

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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