4. Creating Your Sales AI

Once you've set up your products, strategies, and goals, you're ready to create your Sales AI. When creating a new Sales AI, you'll provide a title for internal reference, select a goal, specify the product it's associated with, and choose the strategies it should use. Once created, the AI will be listed in a table where you can edit its settings as needed.

Remember, you need at least one product, one strategy, and one goal to create a Sales AI. The recommended order is to set up your products and strategies first, then define your goals, and finally create your Sales AI. Once your AI is created and given an ID, it can be used in conversations to automate your sales process.

Last updated