AI HQ
This section provides a complete guide to configuring and managing all platform settings, covering AI assistant training and setup, sales packages, pipeline management, tags, client types, scheduling, and staff administration.
14 articles
- 📘 SalesRevv Training: Client TypesDefine client types from your POS in SalesRevv to guide AI communication.
- 📘 SalesRevv Training: TagsOrganize clients and customize workflows with flexible Tags in SalesRevv.
- 📘 SalesRevv Training: Scheduling TabView upcoming classes in SalesRevv’s Scheduling tab with an easy calendar.
- 📘 SalesRevv Training: Staff TabView staff names synced from your POS system in SalesRevv’s Staff tab.
Pipelines
This section covers how to set up and manage your pipelines, from understanding the pipeline overview and customizing outreach to configuring and managing pipeline settings.
- 📘 SalesRevv Training: Pipeline OverviewPipelines power outreach by layering communication steps behind the scenes.
- 📘 SalesRevv Training: Pipeline CustomizationCustomizePipeline scripts in SalesRevv to keep Hailee’s outreach on-brand.
- 📘 SalesRevv Training: Pipeline SettingsPipelines control AI outreach flow, with key settings in the “Danger Zone.”
Assistants
This section walks you through the full setup and training of your AI assistant, covering everything from core training and content configuration across all tabs to managing abilities and fine-tuning assistant settings.
- 📘 SalesRevv Training: AI Assistant Core TrainingCustomize Hailee’s core training to match your brand’s tone and client style.
- 📘 SalesRevv Training: AI Assistant Training Content – Text TabTrain Hailee with the Text tab to answer questions and represent your business.
- 📘 SalesRevv Training: AI Assistant Training Content – FAQ TabUse the FAQ tab to train Hailee with structured answers to common questions.
- 📘 SalesRevv Training: AI Assistant Training Content – Rebuttals TabTrain Hailee in the Rebuttals tab to handle client objections effectively.
- 📘 SalesRevv Training: AI Assistant Training Content – Conversation Scripts TabShape Hailee’s tone and flow with sample dialogues in Conversation Scripts.
- 📘 SalesRevv Training: AI Assistant – Abilities TabControl what Hailee handles vs. staff with settings in the Abilities tab.
- 📘 SalesRevv Training: AI Assistant SettingsSet global controls for Hailee’s activity, outreach, and reply behavior.