- 35 minutes ago
What if AI could help you answer customer questions, find new leads, and follow up with potential buyers?
**SalesTeem AI** is designed to help businesses automate customer communication and sales tasks with smart AI agents.
🎥 Watch the demo video to discover how it works.
In this demo, you can explore how SalesTeem AI can help with:
✅ Answering customer questions
✅ Finding potential local business leads
✅ Following up with prospects
✅ Managing appointments
✅ Supporting sales and customer service
Whether you are a freelancer, digital marketer, agency owner, or business owner, this tool may offer new ways to use AI in your work.
🚀 Watch the demo and explore the possibilities of AI-powered business automation!
Learn more: https://jvz7.com/c/1479517/457941/
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TechTranscript
00:00Hello guys, welcome to Sales Team AI. In this video, I'm going to show you how to create a smart
00:05AI sales agent that works for your business 24-7. It can answer your customers' questions, book appointments, send codes,
00:13and even follow up with potential customers automatically. The best part is, you don't need any coding or technical knowledge
00:20to get started. So let's jump in and see how Sales Team AI works step-by-step.
00:26First of all, you will get the business creation option. Here you can create your first business, business group agent
00:33that shares one profile, hours, and booking. Create one to start adding agents.
00:38The second option is a new agent. Here you can create an agent for your business. And the third option
00:43is an agent store. Here we will provide you with pre-trained agents by niche.
00:48So you can select any one of them according to your niche and start your business and add this agent
00:54into your business.
00:56The fourth option is Lead Finder, where you can find your leads according to your business. There is agency, reseller,
01:04and billing options.
01:05In the billing option, you can view your current plan and usage. And there is an AI credits option, where
01:12you can check your overall credits in your account, or you can purchase more from here.
01:17And there is a manage API option, where you can use your own API key if you want. You can
01:23remove your key anytime to revert to the platform default.
01:26Now let's check how to create a business. First, you will get the new option button to create it. Simply
01:33click on this. Now enter your business name, and simply click on the create business button.
01:40It is just a name you have created for your business. Now go to your business settings to add business
01:45details. Here you will get a few options like profile, time zone, business hours, appointments, and codes.
01:51In the profile, you can enter your business name, choose a color, select any industry, and give a description of
01:57your industry, like what this business does, its products, services, and how it helps your customers.
02:02You can also enter a contact email, phone number, website, and average deal value of your product. For example, if
02:09your product is in the range of 500 to 600, you can enter that here and simply click on this
02:13save change.
02:14Now we have a time zone option. You can select a time zone according to your location, and there are
02:20business hours, where you can set up your business hours.
02:23You can specify what to say when sending an outside hours message, select the start time and end time, and
02:29simply set and change your business hours.
02:32There is an appointment booking option. Here, users can select the internal calendar, Google Calendar, or Calendly option.
02:38And also, you can set your availability by choosing slot duration, buffer time, working hours, and available days.
02:44In the Google Calendar, you just need to connect your Google Calendar, and you can simply fill in these details.
02:51Similarly, goes for Calendly. Now there is a quotes option. In this, you can select a currency, fill in tax
02:58rates, and set it for valid days.
03:00There are two options in currency modes, fixed currency and dynamic currency. You can select any base currency, like INR,
03:07British Pound, or Euro, and you can set a tax percentage.
03:11There is a validity period for this, indicating how long it will be valid.
03:15Now, there is a pricing structure to guide your AI, and a footer notes option, shown at the bottom of
03:20every quote.
03:21With fixed currency, you select one currency, such as British Pound, GBP, and your AI will generate all quotes only
03:28in that selected currency, regardless of where the customer is located.
03:31With dynamic currency, the AI automatically detects the customer's currency based on their location and converts the quote accordingly, using
03:39your selected base currency for the conversion.
03:40This gives you the flexibility to generate quotes in a single fixed currency, or automatically adapt them to your customer's
03:47local currencies.
03:49So this is how you can create your business now. Simply click on the Save Changes button.
03:53It will take you to the Business page, where your business's complete details are set up.
03:58Now the second option is to create an agent. Right now, we have not created any agent, so simply click
04:04on the New Agent option, and it will ask you for a few details, like the agent name, business, and
04:10knowledge base.
04:10In the knowledge base, you can enter your product name and content according to your product, then simply click on
04:17Continue.
04:18Our product is Cloth, so according to this, you can enter any content here.
04:23Enter your agent name, and simply click on this Continue.
04:26Here, it will ask you for a few details, including conversation tone, friendly, professional, enthusiastic, and empathetic, so we will
04:35select Professional.
04:36The default language will be English, and you can select any different language according to your need.
04:41There is a custom instruction option where you can set specific rule for your agent, like always greet by first
04:47name, offer 10% off for orders over $100, and never discuss competitor pricing.
04:53And there is an Auto Human Handoff option to transfer to human when AI can't resolve the query.
04:59You can simply toggle this option on and off, and there is an Agent role.
05:03You can select Agent role, Customer Care, Sales Closer, Follow-up, or any role according to your need.
05:09And you will also get a custom instruction option where you can give instructions to your AI agent according to
05:15the selected role.
05:16Now simply click on this Continue button.
05:19Here, it will review all the details you have filled, and simply click on this Launch Agent.
05:25Your agent will be connected.
05:26Now we are going to check the Agent settings.
05:28This is the dashboard of the agent which you have created, where you will get analytic details like total conversations,
05:35new leads, conversion rate, and average lead score.
05:38The second option is Channels, where you can connect WhatsApp, Telegram, or the web widget, and configure it for your
05:47agent.
05:47Now we will check how you can connect your WhatsApp via Meta.
05:51First, navigate to the Channel section on the Sales Team AI dashboard.
05:55Under WhatsApp Configuration, click on Connect WhatsApp via Meta.
05:59A Meta Facebook login pop-up window will appear.
06:02Review the permissions and click Continue.
06:04Next, select your WhatsApp phone number from the drop-down menu, choose your registered phone number, and click Next.
06:12Now select the business asset to share your business portfolio, and the WhatsApp business account will load automatically.
06:19Simply click Next.
06:21Review the details and permissions, then click the Confirm button at the bottom.
06:26Meta will send a configuration code OTP to your registered WhatsApp phone number.
06:31Enter the code into the Text field.
06:33Once entered, click Next.
06:36Allow a few moments for the system to process and connect your account.
06:41Your account is now connected.
06:43Click on the Finish button to complete the setup.
06:46You will see the green WhatsApp Connect status update on your dashboard.
06:51Your WhatsApp AI agent is now fully active and ready to use.
06:55Now we will check how our agent will work.
06:58This is how you can chat with the AI from the WhatsApp account.
07:01On the connected busness number, when a user messages you, like simply saying hello, the AI will respond with the
07:09information you provided, answering the question, hello, how can I help you today?
07:14I need to purchase the product.
07:16You just simply type the product and simply enter.
07:19He will ask what type of cloth you are looking for.
07:21The product will be the cloth and he will ask if you want a t-shirt, shirt, jeans, trousers, dress,
07:28or something else.
07:29So you just simply type t-shirt.
07:31He will provide you all the details now to book an appointment.
07:34Just simply type, I need to.
07:36Book an appointment to visit your store.
07:39He will provide you the slots.
07:41Here you can selected the slot if I simply select 5.40pm and send message.
07:46AI will answered.
07:47Your store visit is booked for 2.26 at 5.40pm.
07:52I will send you a reminder closer to the time.
07:54So this is how the AI will book the appointment and it will be visible in your appointment section inside
08:00the agent.
08:01Just simply say thank you, visit the store, and purchase the product.
08:06This is how our AI will work.
08:08Booking the appointment and answering all questions.
08:10This is how the AI will chat with your user.
08:13The Telegram process is similar.
08:16Just message and search for at botfather on Telegram and use slash new bot to create a bot,
08:22which will give you a token number to connect your Telegram bot.
08:25This type of token will be generated and you just need to connect it,
08:29which will take a few seconds and your Telegram will be connected, allowing you to chat with your AI.
08:35Now we have a web widget.
08:37In the web widget, we have provided you with the embedded code.
08:40So simply copy this and paste this tag anywhere in your website body and this visit will appear automatically.
08:47The first option is to customize appearance.
08:50You can customize the appearance of the web widget too.
08:53Now we have a preview visit.
08:55So if you click on this preview visit, it will take you to the chat with us,
09:00where you can type hello and it will answer your question.
09:03This is how you can chat with your AI.
09:05The user can chat with the AI by asking questions and the AI will provide answers.
09:11It tells me we sell clothing, blue t-shirts, shorts, jeans, trousers, and jackets.
09:16Just simply type.
09:17I need to visit the store.
09:18What time can I visit?
09:20And it provides the answer that the store opens daily from 9am to 9pm.
09:25Which day are you planning to visit?
09:27I am available on Monday.
09:29This is how you can book an appointment.
09:31Simply type, so please, book an appointment for me and it will share the available appointment times.
09:37You can select any available time and I selected 4.20pm and it confirms your appointment for 4.20pm on
09:45October 26.
09:47I will send you a reminder and this is how your appointment will be booked.
09:51Simply type, thank you.
09:53This is how your AI chat will work for booking the appointment.
09:56Our appointment is booked and you can check that appointment in your appointment section.
10:01This is how you can check your appointment is confirmed from 4.20pm to 4.50pm via web widget.
10:07This is how our AI will work and how good it is.
10:11Your appointment will be booked.
10:13Now, there is also a conversation section where you can check all the conversations done by your AI.
10:19You can check all these conversations.
10:21You can message it from here too.
10:23Now we have this broadcast.
10:25Simply click on it and here you will get the option to create a new broadcast.
10:29We have already created one which is send.
10:33So, to create a broadcast, click on this new broadcast button.
10:37It will give you three templates and we have approved this template from Meta.
10:42So, how to approve this template?
10:44Go to the message templates section.
10:46Simply create a template and enter a template name.
10:49For the language category, simply click on this next button.
10:53Now you need to enter some details.
10:55Your message body right now is for demo purposes.
10:59You can enter any body text here and add any variable if you want.
11:03If you want the footer section, simply add text in the footer.
11:07You can add button too.
11:09Simply click on this next and this is how your template will be previewed.
11:13Simply submit it for review.
11:15This template will be submitted to Meta for review.
11:19This usually takes a few minutes or up to 24 hours and you will be notified once the status changes.
11:25When you submit this, it will go to Meta for approval.
11:29We have approved three templates, which is why they are visible on the broadcast panel.
11:34So, simply select any template.
11:36This is a template parameter default value.
11:38You can enter any value and select the number.
11:41Here you can select a customer number, personalized parameter, and remember this is the broadcast, so you can select multiple
11:48numbers.
11:49I'll simply click on this next.
11:51If you want to send it now, you can select send now.
11:55If you want to schedule it for later, simply select schedule for later, pick a date and pick a time.
12:00Simply click on next and it will be scheduled for later.
12:04We are going to send it now, so simply click next and enter the broadcast name.
12:09Check all the details and simply send the broadcast.
12:13Your broadcast will be sent to the following number you have selected.
12:16You can simply view the action here.
12:18This number will receive the broadcast.
12:21Now there is a CRM and a lead section.
12:23Here, you can see all the leads you have added.
12:26All the leads converted by the AI will be visible here.
12:29And there are scores indicating how much that lead will be interested in your product.
12:34So according to it, the scores and remark is visible.
12:38Now there is an appointment section.
12:40As we already discussed, all the booked appointment will be visible in the appointment section when the booking is done.
12:46You can see the quotes generated from the conversation will appear here.
12:50And there is a knowledge base.
12:52You can edit your knowledge base.
12:53I have entered details about my cloth and you can add content and check the changes.
12:59Data will be saved here.
13:01And according to this data, your AI will answer the questions.
13:04There are analytics of all your chat conversations, message volumes, conversation status, and your top customers.
13:11All this analytics will be visible here.
13:13Now, the most important part is the settings of your agent.
13:16Here you can see the personality settings.
13:18You can change your agent's name, conversation tone, and custom section.
13:22You can select auto human handoff to transfer to the human engine when AI cannot resolve the query and voice
13:27notes.
13:28You can simply enable this.
13:29And if you want a voice note, the user can send a voice note.
13:32The AI can send a voice note too.
13:35And there's a default language.
13:36You can select any language from here.
13:38And there's a dialect informality to set the regional dialect and how formally the agent addresses customers.
13:43You can simply select formal.
13:45There's a multi language mode to auto detect customer language and reply in the same language.
13:50The dashboard also shows English with a toggle to view the original.
13:54So this is how multi language mode will work.
13:56There's an agent role.
13:58You can fill all these details and click on save changes.
14:00Now there's a document option.
14:02You can upload any document related to your product.
14:05I uploaded a document with information about my product.
14:07And you can upload documents in PDF or TXT format.
14:11There is a notification option.
14:13Choose what alerts you receive for this agent, such as new lead capture notifications, human handoff triggers, and alerts.
14:18All these notifications will be received, so you can adjust the settings for notifications.
14:23There is a smart follow-up settings where AI writes follow-up messages automatically.
14:27You can enable this option to take follow-up from your client.
14:30You can select the ideal follow-up hours within 24 hours or one hour.
14:34You can enter the ideal follow-up time.
14:37And there's a hot lead follow-up sent when the lead score crosses the threshold but is not converted.
14:42When the lead score is 80, your follow-up will be sent in six hours.
14:45And there is a post-conversation follow-up that will be delivered in 24 hours.
14:50This is how the smart follow-up will work.
14:52You can change the settings according to your needs.
14:54There is a widget setting.
14:56You can select the default position, primary color, chat header text, and welcome message.
15:01All these settings can be selected for your widget appearance.
15:04There's a demo link.
15:05Anyone with the link can chat with your agent, so you can simply copy and paste this link to your
15:10client.
15:11And that person can chat with you.
15:13By using this link, there is a lead qualification option.
15:17Lead qualification config allows up to five questions your agent asks to qualify new leads before handling or converting.
15:23In this, there are five questions you can enter where your AI will ask the user which question it should
15:28ask first.
15:29What's your name?
15:30Question about interest, budget, timeline, and content.
15:34A maximum of five questions allow in this.
15:36All these settings you can manage from here.
15:39There is an appointment option.
15:40You can turn appointment booking on or off for this agent.
15:44Upon booking, provide a calendar connection shared across your business.
15:48You can simply turn off these settings if you don't want the AI to book your appointment, so you can
15:54simply adjust it from here.
15:56In the danger zone, you can simply reset and delete all conversations and delete this agent.
16:02This is all your agent settings.
16:04Inside the agent, you can manage all these settings to make it stronger, provide all the answers, and handle bookings
16:12and leads to grow your business.
16:14We have agent store features, including a pre-trained agent that you can select to create your agent for your
16:21business.
16:21We provide categories such as dentists, medical clinics, real estate, and restaurants.
16:27You can select any category based on your needs, and view your agent by clicking the View Agent button, which
16:34shows an overview of our pre-added agent, its behavior, and suitability for clients.
16:39You can click on Use this template, choose between new business and existing business, and fill in the details to
16:46complete your agent profile before clicking Activate.
16:49It sets the personality, voice, language, and document settings and other settings need to fill to complete the agent setup.
16:58So this is how you can use these pre-made templates to create your AI agent.
17:02Now we have a lead finder process.
17:05In this, you can simply find leads, add your leads, and import a lead from your local CSV file.
17:11We have created these two leads from the Add option.
17:14Here you just need to enter your name, your email address, phone number, your company niche, website tags, and notes.
17:22If you want to, you can add it, it's an optional process, and simply click on this add lead.
17:27This is how you can add leads.
17:29And now we have a second option, which is to import CSV files.
17:33To import CSV files, first you need to create a CSV file with the name, email, phone, company, website, address,
17:41niche, and tag columns in your CSV files.
17:43Once you've created the CSV files, upload it here, and simply click on this import button, and all the leads
17:50in your CSV file will be imported and visible here.
17:53And the third option is find a lead option.
17:56Here you can simply type a niche, like I am entering doctor, and the location will be New York, and
18:02the country will be the US.
18:04And simply click on search.
18:05You can find a lead from doctor, which will be available and registered on Google.
18:12So that lead will be visible here.
18:14These two doctors will have a website and be registered here on Google.
18:18So these two leads will be found, and you can simply import them.
18:22And this lead will also be added to your lead section.
18:25Now we have a campaign option.
18:27In the campaign, you have the option to create a campaign for your leads.
18:32We have already created one campaign.
18:35In this campaign, only one lead is available, and the lead will be active, and we have delivered the email
18:41to him.
18:41Now to create a campaign.
18:43First, you need to go to the sender and settings section.
18:46Here you need to fill in some details like from email, from name, business name, and business address.
18:52All these settings you need to fill, and below it will ask you to verify your domain.
18:57So simply click on verify domain, and it will give you the status pending verification.
19:02It is giving you pending verification, because you need to add a DNS record at your domain registrar.
19:09Then click check status.
19:10It can take a few minutes to several hours.
19:13These are the details you need to add to your DNS record.
19:16And then check the status by simply clicking on this check status.
19:20Then this pending verification process will show as completed here.
19:24You can also send yourself a test message to check if this process is running or not.
19:28There is also a suppression list here.
19:30The unsubscribes and bounces leads are added automatically here, or can be added manually above.
19:36So the users who unsubscribe and the emails that bounce will be added here automatically, or you can add them
19:43here too.
19:43Now go to the campaign section, and simply click on this new campaign.
19:48Select the new leads, which are all you have added in your lead section.
19:52This audience will be contacted, so now click on next.
19:55Now create your campaign name, and this is the agent you have created in the business.
20:00So simply select any agent, and now there is a subject and the body.
20:05You can create any body text, as it's for a dummy to create a video.
20:10You can enter any text here, and there is a preview message that will be received by your user.
20:15So this preview will be visible to you when you send a message to your leads.
20:19And this is your WhatsApp business chat link.
20:22When the user clicks on this, it will redirect them to the WhatsApp number, and then they can contact you.
20:29And now there is a next button.
20:31If you want to send it now, or schedule it later, it depends on which process you select.
20:36There is a scheduled option, where you can pick a date and time, and simply click on the next button,
20:42and your email will be scheduled for that period.
20:45Now we have a send now button.
20:47Simply click on next.
20:48It will give you the preview, and simply click on send campaign.
20:53So it will take you to the campaign section.
20:55You can see right now it is showing a pending status.
20:58Total recipients 4, sent 0, failed 0, surpassed 0.
21:02Right now we have these four leads, and their status is pending.
21:06So let's check.
21:07As you can see, our two emails are in process, already in the sending process.
21:13You can check here.
21:14Simply go to the section, and you can see the status has changed to sent.
21:18Only one is left, and the email will be delivered to him in some time.
21:23As you can see, all the emails will be sent, and you can also check the process again.
21:28You can check the status.
21:29Back to the campaign.
21:31And as you can see, this is completed.
21:33This is how you can create a campaign, and send an email to your leads.
21:37Now we have our agency features.
21:40In this, you will get teams, clients, and branding option.
21:43In the teams, you can add a teammate, choose their role, and assign the agent they can work on.
21:48Now enter the name and email.
21:51Password.
21:52You can choose their role.
21:53A manager could get full access.
21:56The operator handles day-to-day work, and the viewer can only check.
21:59You can select according to your needs.
22:02And now you just need to assign an agent.
22:04Now your team member will be created.
22:06Now we will check out our client.
22:08Similarly, with the client, you can add a client, choose their roles, and assign the agents they can view or
22:14manage.
22:14The similar process goes for others.
22:17You can enter the company name and their email address, their password, phone number, website, and you can check their
22:25roles.
22:26Select assign business, and there's a limit.
22:28You can assign their credits, which will be deducted per month from your total AI credit, which you have in
22:34your account.
22:35Now simply click on add client.
22:37Now your client will be created, and they will log into your dashboard to check all the settings, and you
22:42can manage it.
22:43Now we have this branding option.
22:45Here you can simply add your logo, app icon, web icon, and your app name.
22:51Brand color can all be chosen here, and it will be visible on your dashboard.
22:54It will become your own brand.
22:56These also have a custom domain option.
22:59To connect the custom domain, we have given some steps to follow.
23:02Verify all settings, and then you can add your custom domain.
23:05There's an agency website to fill all these details.
23:08It will be visible on your custom domain homepage.
23:12Fill all these details.
23:14Fill your logo by choosing a logo from your local system, which can be PNG, SVG, Max, or 2MegaB.
23:20And this will be visible here, and users will see your logo instead of Sales Team AI.
23:25This is our agency settings.
23:27Now we have this reseller option.
23:29In the reseller, we have the first option, which is user.
23:33To add a user, you just need to enter, username, user email address, their password.
23:39You can select a plan, which you have.
23:41Simply click on this add user.
23:43Your first user will be created.
23:45With the three dot setting, you can manage it, suspend it, and reset their password too.
23:50There's also plan settings.
23:52Here, you can create a plan according to your needs.
23:55You can set a price and give AI credits to your customers, which will be deducted from your overall account.
24:01Now we have this request option in the reseller.
24:04When a user requests for credit, you can approve or decline it as needed.
24:09And this credit will be deducted from your overall account when you approve it.
24:13Now we have this payment section with two options, Stripe and PayPal.
24:18So you can connect by entering all these details.
24:20We have provided the steps to connect it.
24:23By connecting it, you can take the charges from your users.
24:26And now in the logs.
24:28We have provided all the details about the process, like user purchasing reseller, and you giving credit to your users.
24:34All will be visible here.