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Set Up and Optimization:
Here is some helpful info. If you have more questions, just ask our AI Assistant Felix.
Sign up for a free trial. Our platform analyzes your website to create a custom-trained AI Worker that matches your business’s voice. You can start testing your AI Worker within minutes.
Training is simple: our system pulls details from your website, and you can add more info, FAQs, and documents through the portal. Fine-tune prompts, set rules, and upload files to optimize your AI Worker’s performance.
Basic setup can be done in under an hour, with your AI Worker ready to handle calls and chats quickly. Advanced customization (integrations, workflows, or extra training) can take a few days, depending on your needs.
Absolutely! You can update knowledge, adjust instructions, and upload new documents anytime through your user portal. Your AI Worker gets smarter with every update.
Yes! We offer professional onboarding and optimization services. Our experts can set up, train, and test your AI Assistant so you can focus on running your business.
Absolutely. All customers receive 1:1 onboarding with an implementation specialist. Professional services are available for advanced setup, custom integrations, or prompt engineering.
Access conversation transcripts, analytics, and performance data in your portal. Review interactions, track usage, and make improvements as your business evolves.
Access conversation transcripts, analytics, and performance data in your portal. Review interactions, track usage, and make improvements as your business evolves.
Just copy the web chat or voice widget code from your SalesOptAI dashboard and paste it into your website. Step-by-step guides and support are included.
License usage:
Find answers to common questions about our service, plans, usage, and what’s included with your license. If you need more info, just ask our AI Assistant Felix.
Plans start at $97/month and include both voice and web chat channels, essential tools, and $5 in usage credits. Additional usage is billed by channel (voice, chat, SMS, etc.) using prepaid credits.
Yes! All new accounts get a 7-day free trial with $5 in credits to test the platform and all its features.
Simply top up your prepaid credits from your account dashboard. We notify you before your credits run out, so there’s no interruption.
No. You keep your current number. SalesOptAI provides a dedicated number for your AI Worker, and you can forward calls to it or use it for direct inbound/outbound.
Every plan includes access to voice, web chat, booking links, CRM lead creation, call transfer, urgent notifications, conversation logs, AI analysis, training hub, and more. Add ons available to unlock more features.
Your portal provides analytics: leads captured, calls/chats handled, bookings made, customer satisfaction, and more to track your AI Worker’s value.
Yes. There are no long-term contracts; you have full control and can change or cancel your plan from your account.
SalesOptAI provides live chat and email support, knowledge base articles, onboarding help, and optional paid professional services for complex needs.
Security Concerns:
Explore the support and updates that come with your theme purchase, including the duration of access, the type of support offered, how to seek assistance for theme-related issues.
Yes. All data is encrypted at rest and in transit, and we use strict access controls. We never share or sell your data.
Absolutely. We are fully compliant with major privacy regulations (GDPR, CCPA, etc.), and provide tools to support your own compliance.
We use role-based permissions, strong authentication, and real-time monitoring to secure your account.
Yes. Every conversation is logged for your review. You set rules for what your AI Worker is allowed to say or do, and can restrict access to sensitive topics.
Sensitive data (like payment or health info) is masked and processed only according to your rules. You are in full control of what your AI Worker can access or do.
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