User Settings
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      1. SalesAi Help Center
      2. Settings
      3. User Settings

      User Settings

      By following the steps outlined, users can easily personalize their information, enhancing their engagement and productivity. 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:

      1. Access Settings

      • Navigate to the SalesAi platform.

      • Click on the “Settings” option in the bottom-left corner.

      • Within the settings menu, select “User Settings.”

      2. Update Personal Information

      • First Name: Enter your first name.

      • Last Name: Enter your last name.

      • Email: This is auto-filled and cannot be edited since it is tied to your login credentials.

      • Phone Number: Input your number, which will appear in the User Number Directory.

      3. Set Business Hours (Optional but Recommended)

      These settings impact the "Book a Meeting" call-to-action.

      To Enable Business Hours:

      • Toggle "Enable Business Hours" on.

      • Use the dropdown to select your Time Zone.

      • Click "Add Hours."

      • Choose days of the week (e.g., Monday to Friday is recommended).

      • Set:

        • Start Time: Recommended – 9:00 AM

        • End Time: Recommended – 5:00 PM

      • To remove a day/time entry, use the Red Trash Icon.

      4. Final Step

      • Scroll to the top and click “Save” in the upper-right corner to apply all changes.

      📌 Visual Aids

      Throughout the document, annotated screenshots guide users through each step:

      • Highlighted buttons and fields (e.g., "Settings", "Add Hours", time selections).

      • Interface elements clearly marked for ease of recognition.

      ✅ Key Takeaways

      • Every SalesAi user must complete these settings individually.

      • Customizing business hours optimizes lead interaction and agent availability.

      • The interface is simple and user-friendly with direct access to essential profile options.

       

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