This guide is essential for customizing workflow timings to ensure that outreach aligns with your operational hours, preventing unwanted contact attempts outside of these times. 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:
-
Navigate to SalesAi: Start by going to the SalesAi dashboard.
-
Click "Workflows": Select the "Workflows" option from the left sidebar.
-
Create or Edit Workflow: Either edit a draft or create a new workflow (active workflows cannot be edited once activated).
-
Settings: Click the "Settings" button at the top of the workflow page.
-
Set Business Hours: Use the toggle to activate business hours. If this is left off, agents will start reaching out to contacts immediately after they’re enrolled.
-
Choose Timezone: Select the appropriate timezone from the dropdown menu.
-
Add Days: Click "+ Add Day" to set specific days for business hours, starting with Monday through Friday as a recommendation.
-
Set Start and End Times: Select the start time (e.g., 9 AM) and end time (e.g., 5 PM) for each business day.
-
Delete Days: If you need to delete a specific day, you can click the red trash icon next to that day.
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.