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Learn the basics and set up your account in no time.
Welcome to SalesWhiz — the AI-powered sales and support chat platform designed to help your business grow. This guide walks you through everything you need to get started, from creating your account to sending your first AI-powered reply.
SalesWhiz lets you manage WhatsApp Business and Telegram conversations from a unified inbox, automate customer responses with AI, manage products and orders through your online shop, and run targeted campaigns — all from a single dashboard.
To get started with SalesWhiz, visit our homepage and click the "Get Started" button. You can sign up using your Google account for a quick one-click registration.
After signing in, you will be taken to your dashboard where you can begin setting up your workspace. Your account comes with a free trial period so you can explore all features before committing to a plan.
Navigate to saleswhiz.ai and click "Get Started" or "Login".
Click the Google sign-in button and authorize SalesWhiz to access your basic profile.
Go to Dashboard > Profile to add your business name, phone number, and other details.
The SalesWhiz dashboard is your command center. From the left sidebar, you can access all major features of the platform. Here is a quick overview of what each section offers:
Your unified messaging inbox where all WhatsApp and Telegram conversations appear. View, reply, and manage customer chats in real time.
Your customer relationship management hub. Add contacts, create groups, and track interaction history.
SalesWhiz supports WhatsApp Business and Telegram as messaging channels. We recommend starting with one channel and adding more as your team becomes comfortable with the platform.
Navigate to Dashboard > Settings > Channels to begin connecting your preferred messaging platform. Detailed step-by-step guides are available for each integration.
One of SalesWhiz's most powerful features is AI-powered auto-response. Navigate to Dashboard > Settings > AI Behavior to configure how your AI assistant communicates with customers.
You can customize the AI's personality, set engagement triggers that activate auto-response, define escalation keywords that flag conversations for human review, and configure the overall tone and style of responses.
Once your channel is connected and AI is configured, you are ready to receive your first customer message. When a customer sends a message through your connected channel, it will appear in your Inbox in real time.
If auto-response is enabled and the message matches your engagement triggers, the AI will generate and send a natural response automatically. You can always step in to take over a conversation manually by simply typing a reply.
Now that you have the basics set up, explore these features to get the most out of SalesWhiz:
Create your storefront and start selling products directly through chat.
Upload your existing customer list to start managing relationships.
Create and schedule broadcast messages to your contact groups. Track delivery and engagement metrics.
Manage your product catalog with categories, variants, pricing, and stock levels.
Track customer orders from placement to fulfillment. View payment status and shipping details.
Configure AI behavior, connect messaging channels, set up payment methods, and manage your account preferences.
Send a broadcast message to introduce your SalesWhiz-powered service.
Create reusable message templates to speed up common replies.