This guide offers a step-by-step process for efficiently testing booking a meeting.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:
Key initial reminders:
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Always test on yourself first to catch issues early.
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Ensure that workflows are pre-created before testing.
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All sample contacts in this guide are fictional.
🛠️ Step-by-Step Process
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Access the SalesAi Platform
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Start by navigating to the SalesAi dashboard.
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Add a New Contact (Yourself)
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Click on “Contacts” in the left-hand navigation menu.
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Click “Add Contact” in the upper right corner.
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Enter your First Name, Last Name, Email, and Phone Number.
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Click “Save” to create the contact.
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Search for Your Contact
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Use the Search Bar to locate your newly created contact entry.
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Enroll Contact in Workflow
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Click the three-dot menu next to your contact's name.
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Select “Enroll Into Workflow.”
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Check the box next to the workflow you want to test.
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Click “Confirm Enrollment” to begin the testing process.
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🧭 Visual Aids
Throughout the document, clear screenshots are provided to illustrate:
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Navigating the SalesAi dashboard (Page 1).
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Adding and managing contacts (Pages 2–5).
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Enrolling a contact into a workflow (Page 6).
⚠️ Important Notes
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Workflows must be built ahead of time.
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This is strictly a test process designed to troubleshoot and validate the booking flow before interacting with real contacts.
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.