For onboarding

Onboard customers and staff without the hand holding.

YourSaleMate guides new customers and team members through each step and answers their setup questions along the way, so they get to value faster.

Free to start. No credit card. Live in minutes.
Two colleagues celebrating a success at a desk
Faster activation

Guided onboarding that scales with you.

It turns your onboarding steps into a friendly guide that answers questions and keeps people moving.

Guide

Walks people through each step

Turn your setup guide into a checklist the agent leads people through, one clear step at a time.

  • Breaks onboarding into simple steps
  • Nudges people to the next action
  • Answers questions at each step
  • Works for customers and new hires

Handles setup questions in the moment

When someone gets stuck, they ask right there and get an answer from your guides, instead of waiting on support.

How do I connect my store?
Go to Integrations, choose Shopify, and click Connect. It takes about a minute. Want the direct link?
Yes please.
Trained on your guides

Grounded in your real process

It learns your help docs and onboarding material, so every answer matches how your product actually works.

yourstore.com42 pages crawledTrained
Returns policy.pdfPDF · 1.2 MBTrained
Sales FAQ18 questionsTrained
Why YourSaleMate

Why teams choose YourSaleMate.

Faster time to value

People reach their first win sooner with a friendly guide at every step.

Fewer support tickets

Setup questions get answered in the flow instead of piling up in your inbox.

A consistent experience

Every new customer and hire gets the same smooth, guided start.

Inside the product

Build, launch, and track from one dashboard.

Spin up agents, connect your tools, and watch conversations, conversion, and response time in real time, all from one place.

  • Faster time to value
  • Fewer support tickets
  • A consistent experience
The YourSaleMate dashboard showing agents, conversations, unique users, and response time
Illustrative examples

How teams put YourSaleMate to work.

Illustrative examples of businesses using YourSaleMate to answer, capture, and book.

We were losing leads every night after 5pm. Now the agent handles most inbound questions overnight and books calls straight into my calendar, so I wake up to meetings that were set while the team slept.
James CaldwellJames Caldwell
I set it up on a Tuesday afternoon, trained it on our docs, and by the next morning it had already captured leads while I slept. With the Calendly integration, visitors go from curious to booked in seconds.
Priya AnandPriya Anand
We run several agents across different product pages, each with its own persona, knowledge base, and tone. The customization is deeper than I expected at this price, and our support ticket volume fell quickly.
Carlos MendezCarlos Mendez
Our old chat tool gave robotic, useless answers. YourSaleMate actually understands what people are asking. A visitor asked a very specific question about our pricing tiers and the agent answered it from our docs.
Emily ZhaoEmily Zhao
The leads dashboard alone was worth it. Every visitor who talks to the agent and leaves an email is right there, with their name, company, phone, timestamp, and which agent they spoke to, ready for the team.
Sarah MitchellSarah Mitchell
We started using YourSaleMate to reduce delays in customer support. It is smart enough that many of our common queries get resolved without any human stepping in, which saves us time and keeps customers happy.
Ahmed R.Ahmed R.
FAQ

Questions, answered.

Can it onboard both customers and staff?
Yes. Use it on your site for customer onboarding, or internally to onboard new team members.
How does it know our steps?
Train it on your onboarding guides and help docs, and it walks people through your real process.
Does it answer questions along the way?
Yes. People can ask anything mid-flow and get an answer grounded in your content.
How long does setup take?
Minutes. Add your guides, describe the flow, and deploy it with a single line of code.

Further reading

Get people to value, faster.

Build an onboarding agent free and guide every new customer and hire through setup.

Get started free
Set it up once and it books meetings around the clock, without anyone watching the inbox.
Illustrative example