AI Sales Assistant - SIA Tutorial (2024)

Introduction

In today's fast-paced sales environment, the key to success lies in delivering exceptional service and immediate value. One innovative way to achieve this is by implementing a Sales Interactive Assistant (SIA). This tutorial will guide you through the steps to configure your SIA account on Dub, enabling real-time interaction that personalizes customer experiences and enriches your sales process.

What is SIA?

SIA, or Sales Interactive Assistant, is a suite of AI tools designed to enhance your sales workflow. By enabling live interaction between potential customers and sales agents, SIA empowers users to ask questions, browse FAQs, and even schedule appointments—all while watching your sales videos.

Setting Up Your SIA Account

To begin, follow these steps to configure your SIA on Dub:

1. Access Your Calls to Action (CTA)

Go to the Calls to Action section and select 'AI Agent' as the type of CTA.

2. Configure Assistant Settings

You need to fill out several fields to refine your SIA. Here are the requirements:

• Name of Your Assistant: You can create multiple assistants for different sales activities, such as lead nurturing or account management.

• Owner of the Assistant: You can add yourself as the owner.

• Resource Links: Enhance your assistant's intelligence by adding links to your website, support center, blog, and other resources.

3. Add Frequently Asked Questions (FAQs)

Define the FAQs—or override questions—so your SIA can readily provide correct answers. You may also include direct links to relevant pages for context and support.

4. Set Up a Default Welcome Message

This message will greet users upon first interaction. Make it inviting and informative.

5. Define CTA Titles and URLs

Choose a title for your CTA and specify the URL it should direct traffic to, such as a booking calendar or pricing page.

6. Enable Contact Information Collection

SIA should be set to collect user contact information. By asking for emails, you can increase your CRM's data accuracy.

7. Choose Button Text and Description

Define how you want the chat button to appear, including its text and additional context.

8. Save Your Configuration

Ensure you save the settings and apply the CTA to your videos.

9. Test Your Setup

Using an incognito window, test the assistant's functionality. This ensures that your users experience the SIA as intended, without any influence from your logged-in state.

The Power of SIA

Once configured, SIA becomes a powerful tool that enhances your business communications. It can intelligently engage with visitors, answer inquiries, and guide them along the sales funnel using a personalized approach.

By allowing real-time interactions, your SIA creates a seamless experience that encourages prospects to convert, making it an invaluable resource for anyone in sales.

Conclusion

In a world dominated by digital communication, utilizing AI tools like the Sales Interactive Assistant on Dub can drastically improve your sales strategy. Now, you can deliver personalized experiences at scale, turning prospects into loyal clients.

Keywords

• Sales Interactive Assistant
• SIA
• Dub
• Configuration
• Real-time interaction
• Personalized experience
• FAQ
• CTA
• CRM
• Conversion

FAQ

Q1: What is the purpose of the Sales Interactive Assistant (SIA)?
A1: SIA is designed to enhance the sales process by providing real-time interactions between potential customers and sales agents, allowing users to ask questions, access FAQs, and schedule appointments during their video viewing experience.

Q2: How do I set up my AI assistant on Dub?
A2: You can set up your AI assistant by navigating to the Calls to Action section, selecting 'AI Agent', and populating required fields such as the assistant's name, resource links, FAQs, and desired CTA URLs.

Q3: How can I ensure my assistant provides accurate answers?
A3: By adding relevant FAQs and resource links, your assistant will be better equipped to provide accurate and helpful responses to user inquiries.

Q4: Can I have multiple AI assistants for different purposes?
A4: Yes, you can create multiple AI assistants tailored for various sales activities, such as nurturing leads, client management, or closing sales.

Q5: How can SIA help me capture leads?
A5: SIA can ask for user contact information, such as email addresses, and store this data in your CRM, helping you develop a more robust sales pipeline.