User Onboarding

Onboarding Overview

As part of the onboarding process, Salesix provides $5 credit to your account for experiencing the AI Voice Agent via web calls. This credit is exclusively available for the Starter Free Trial plan and allows you to explore our platform's capabilities without any upfront payment or credit card requirement.

Step 1: Welcome to Salesix AI

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  Upon signing up, you'll be greeted with a welcome page designed for new users joining the Salesix AI platform.

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  This is your starting point to unlock the full potential of AI-powered voice calling.

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  Click on the Start Activation button to proceed with completing the onboarding process and avail your $5 free credits.

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  The activation process is quick and will personalize your experience based on your business needs.

Step 2: Personalize Your Experience

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  Fill out the personalization form in Step 2 to help us tailor your Salesix experience.

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  Provide your Objective for AI Calling Usage (e.g., sales, support, lead generation).

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  Choose Your AI Call Strategy that aligns with your business goals.

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  Select Your Target Audience to ensure relevant recommendations and templates.

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  Choose the Country where you plan to make calls for localized features.

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  Let us know How You Heard About Salesix AI to help us improve our outreach.

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  After selecting all options, click on the Explore Solutions button to move to the next step.

Step 3: Explore Industries & Use Cases

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  Discover the wide range of industries and use cases that Salesix supports for AI voice calling.

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  Browse through multiple languages, voices, and countries we support to find the perfect fit for your business.

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  Explore industry-specific templates and best practices for maximum effectiveness.

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  Review our extensive voice library featuring natural-sounding AI voices in various accents and tones.

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  Click on Our Features to continue exploring the platform's capabilities and complete the onboarding.

Step 4: Discover Platform Features

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  Explore the comprehensive features that make Salesix AI Voice Calling intelligent and human-like.

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  Learn how our platform helps you grow and automate your business operations efficiently.

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  Discover advanced capabilities like sentiment analysis, real-time transcription, and CRM integration.

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  Understand how our AI agents can handle complex conversations and provide personalized responses.

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  Click on View Pricing to explore tailored pricing plans that match your business needs and call volume requirements.

Step 5: Select Your Plan

• 1

  Review our pricing plans and select the best value option for your call volume and business needs.

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  The Starter Free Trial plan includes $5 credit with no credit card required.

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  With the free trial, you can create AI agents, listen to multiple voices, and test via web calls.

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  Experience the full power of Salesix AI Voice Calling before committing to a paid plan.

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  Select your preferred plan and activate your account to unlock all features.

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  Upgrade anytime as your business grows and your calling needs increase.

Step 6: Access Your Dashboard

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  This is the final step of the onboarding process.

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  Click on the Go To Dashboard button to access the full Salesix AI platform.

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  Your dashboard provides complete access to all features, including AI agent creation, call management, and analytics.

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  Start creating your first AI voice agent and begin making calls immediately.

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  Explore the intuitive interface designed to help you launch campaigns quickly and efficiently.