AI Sales Assistant - SIA Tutorial (2024)

Introduction

In today's fast-paced sales environment, providing immediate and valuable assistance to potential customers is essential. The new frontier of sales has shifted towards service, making it critical to equip teams with personalized and informed resources to help prospects solve their problems. Enter the Sales Interactive Assistant (CIA), a suite of AI tools designed to enhance your sales process through real-time interaction.

What is CIA?

CIA (Sales Interactive Assistant) is a powerful AI tool integrated into the Dub platform, transforming the way you engage with leads. With CIA, you can create interactive video experiences that connect users directly with a live AI chat assistant. Potential customers can easily ask questions, access FAQs, and even book appointments, all while watching your sales videos.

Configuring Your CIA Account on Dub

To set up your AI assistant, follow these steps:

Select Your CTA Type: Start by navigating to the Calls to Action (CTA) section and choose the ‘AI agent’ option.
Populate Fields: Fill out several fields to enhance your assistant's capabilities:
- Assistant Name: Create a catchy name that reflects its purpose within your sales activities.
- Owner Information: Add yourself or another appropriate individual as the owner.
- Resource Links: Provide links to your website, support center, blog, pricing page, testimonials, and more. The more resources you add, the smarter your assistant becomes.
Frequently Asked Questions: Input predefined FAQ answers that will override the AI's general responses. This will ensure accurate and useful answers tailored to your business.
Default Welcome Message: Set a greeting that appears in the AI messaging window to engage users immediately.
Desired CTA Title and URL: Determine what action you want users to take and link it to an appropriate page, such as a calendar booking or checkout page.
Contact Information Capture: Configure the assistant to request essential contact information, helping you personalize future interactions.
Button Text: Customize the text that appears on the CTA button for better user engagement.
Finalizing Your CTA: Once you save your CTA, integrate it into your videos. To do this, select the newly created CTA in the video editing section.

Ongoing Usage

With your sales assistant set up, you can use it across all aspects of your business, from nurturing and prospecting to client services and review gathering. Add the assistant's functionality to all your future videos for consistent, intelligent engagement.

Testing Your AI Assistant

It's important to test the functionality with potential customers, not just yourself. Use an incognito window in your browser to ensure accurate testing without any login cache interference.

AI's Performance

Once live, the AI will begin providing quick, thoughtful responses based on the information provided. It utilizes both predefined and organic knowledge, making it versatile in handling various customer inquiries. Moreover, it captures visitor information for continued interactions in future conversations.

Conclusion

Implementing an AI Sales Interactive Assistant can significantly enhance your sales efforts. By effectively configuring and utilizing CIA, you can foster personalized communication with prospects, driving higher engagement and conversions.

To learn more about this feature, visit dub.com or attend our daily training sessions.

Keywords

Sales Interactive Assistant
CIA
Dub platform
Real-time interaction
Personalized resources
FAQs
Client engagement
Contact information capture
Video sales

FAQ

1. What is the Sales Interactive Assistant (CIA)?

CIA is an AI tool on the Dub platform that enables interactive video experiences and facilitates real-time engagement with potential customers.

2. How can I set up my CIA account?

You can set up your CIA account by selecting the AI agent CTA, entering relevant information, and populating FAQs and resource links.

3. Can I customize the responses of my AI assistant?

Yes, you can create predefined answers for FAQs to ensure accurate and relevant information is provided to users.

4. What types of interactions can users have with the AI assistant?

Users can ask questions, access FAQs, book appointments, and engage in real-time chat during your sales videos.

5. How do I test the AI assistant?

It's best to test the AI assistant using an incognito browser window to simulate how actual users will interact with it.