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.
23 articles
- 📘 SalesRevv Training: Client TypesDefine client types from your POS in SalesRevv to guide AI communication.
- 📘 SalesRevv Training: Building & Customizing WorkflowsLearn how to build and customize SalesRevv workflows, including events vs. scans, turning on templates, editing filters and steps, previewing clients, duplicating workflows and building from scratch.
- 📘 SalesRevv Training: Workflow OverviewA quick overview of SalesRevv workflows, including how they differ from pipelines, events vs. scans, turning on templates and making quick edits.
- 📘 SalesRevv Training: Staff TabLearn how to use the SalesRevv Staff tab to add titles, bios and beginner-friendly details for each staff member so your AI Assistant can answer questions about your instructors.
- 📘 SalesRevv Training: Testing Your AI in the PlaygroundLearn how to use the SalesRevv Playground to test your AI Assistant's responses, including starting new sessions and testing as a first-timer or non-first-timer.
- 📘 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, send campaign text to entire class, manage class types, and customize your schedule view.
- 📘 SalesRevv Training: Custom FieldsLearn how to create and use Custom Fields and reusable variables for booking links, purchase links, campaigns, pipelines, and client messaging in SalesRevv.
- 📘 SalesRevv Training: Sales Packages TabLearn how to manage Sales Packages in SalesRevv, including activating packages and memberships, setting first-timer options, adding purchase links, providing AI instructions, and reviewing transactions.
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: Using Pipeline TemplatesLearn how to use SalesRevv pipeline templates, including outreach levels, previews, settings like Daily Task Limit and Allow Re-entry, filters and editing template steps.
- 📘 SalesRevv Training: Pipeline OverviewLearn what pipelines are, how they differ from workflows, how to read the Pipelines page, and how to review a pipeline's steps, conditions, clients and conversion results.
- 📘 SalesRevv Training: Duplicating & Customizing an Existing PipelineLearn how to duplicate an existing brand or location pipeline in SalesRevv and customize its steps, actions, messaging and filters without starting from scratch.
- 📘 SalesRevv Training: Building a Pipeline from ScratchLearn how to build a fully custom pipeline in SalesRevv, including filters, previews, Close to New Clients, Move All Clients, task types and multi-action steps.
- 📘 SalesRevv Training: Editing Messaging & Steps in Brand PipelinesLearn how to edit the messaging in a brand-level pipeline in SalesRevv, turn steps on or off, use variables, check segments, preview who qualifies and reset steps to default.
- 📘 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.
- SMS TemplateStudios can create and reuse messaging templates for campaigns, SMS, and client communications.