SalesAi Help Center

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SalesAi Help Center

SalesAi

SalesAi

Sequences and Triggers

How to Create a Sequence

How to Create a Trigger

How to Edit Your Sequence

How to Duplicate a Sequence

How to Delete a Sequence

Campaign Triggers and Actions

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Data Imports and Prospects

How to Import Prospect, Company, or Product Information into SalesAi

How to Manually Add a Prospect

How to Search for a Prospect

How to Upload a CSV File to SalesAi

Data Import: CSV Mapping Fields (Prospects, Companies, and/or Products)

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Integrations

How to Connect your Twilio Account to SalesAi

How to Integrate your Google Calendar

How to Integrate Your Outlook Account

Inbound Webhooks (via Zapier)

Outbound Webhooks (via Zapier)

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Deal Flow

How to Create a Deal Flow Pipeline in SalesAi

How to Create a Deal in Your Pipeline

How to Edit Your Deal Flow

AI Settings and Compliance

Setting up Ai Learning

How to Edit your Ai Persona

Browser and Device Compatibility: Recommendations and Limitations

How to Upload a Knowledge Base Link or Document into Ai Learning

Tasks

How to Create a Task

Voice

How to Create a Voice Agent in SalesAi

How to View Your Call Logs

How to Edit a Voice Agent

How to Test Call Your Voice Agent

Overview of Call Flows

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Lead Flow

How to Create a Lead Flow in 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 Upload a Knowledge Base Link or Document into a SalesAi Voice Agent

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Inbox

How to Send a Text Message from the Inbox

FAQ

Where do I see how many Minutes I have left?