SalesAi Help Center

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SalesAi Help Center

SalesAi 1.0

SalesAi 1.0

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

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

How to Avoid Spam Caller ID's through SalesAi and Twilio

SalesAi Agent Voices and Personas

SalesAi Agent Testing Guide

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Sequences and Triggers

How to Create a Sequence

How to Add Business Hours to a Sequence

How to Edit Your Sequence

How to Duplicate a Sequence

How to Create a Trigger

How to Pause a Sequence

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Contacts and Data Imports

How to Manually Add a Contact

How to Search for a Contact

How to Import Contact or Product Information into SalesAi

How to Upload a CSV File to SalesAi

How to Un-enroll a Data Import from a Sequence

How to Edit a Contacts Information

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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?

How to get Branded Calling through Twilio