Launch Your AI Agent: A Simple Setup Guide

Build and customize your SalesMate agent in a few simple steps — from tone and behavior to the knowledge it learns from. Connect your data, test responses, and publish it to your website so it can answer customers and support sales 24/7.

Salesmate AI

Train Your Agent in 5 Simple Steps

Create your agent from the dashboard and give it a name, purpose, and default tone.
Train it by adding your sources — documents, website URLs, FAQs, or pasted text.
Set clear behavior rules: what it should do, what it should avoid, and how it should respond when unsure.
Connect your tools (CRM, support desk, automations) so it can take action — not just chat.
Connect Calendly so visitors can book meetings instantly, and run a quick live-check to ensure responses and handoffs work smoothly.

Best Practices

Follow these simple steps to build your first SalesMate AI agent — train it on your content, shape its behavior, and connect it to the tools your team already uses.

Playground

Test your agent in real time before it goes live. Tweak prompts, refine behavior, and preview how different models respond.

Sources

Upload datasets, documents, webpages, or notes. Salesmate AI processes and structures your content for accurate model training.

Settings

Control everything from the brain to the brand voice: model selection, tone, rules, permissions, integrations, and where the agent is deployed.

Workflows

Workflows help you automate repetitive tasks. Connect triggers and actions to build powerful business automations.

Actions

Actions define what your workflow does — send emails, update CRM fields, trigger sequences, or route conversations.

Logs

Review agent interactions, errors, model choices, and processed events. Perfect for debugging and optimization.

Insights

Insights help you track performance across AI usage — top queries, customer behavior, model performance, and engagement metrics.