Sales Assistant

What is the Sales Assistant?

The Sales Assistant is an AI-powered calling feature that helps you engage with buyer introductions through automated phone calls. How It Works The Sales Assistant can: - Make outbound calls to buyer introductions - Follow a structured conversation script - Qualify buyers and gather information - Schedule meetings on your behalf - Record and transcribe calls for review Why Use the Sales Assistant Speed: Respond to introductions faster than manual calling Consistency: Every call follows your proven approach Scale: Handle more introductions than your team could manually Data: Get transcripts and metrics from every conversation What You'll See in the Dashboard The Sales Assistant page at https://leadhql.com/dashboard/sales-assistant shows: - Calendar of scheduled and completed calls - Call statistics (total, successful, failed) - Call duration metrics - Individual call details and transcripts Requirements To use the Sales Assistant, you need: 1. Approved branding - Your organization branding must be approved before the Sales Assistant can make calls representing your agency 2. Active subscriptions - You need introductions for the assistant to call How Calls Are Made When an introduction comes in: 1. The Sales Assistant schedules a call 2. The call appears in your calendar view 3. The AI makes the call at the scheduled time 4. Results are recorded and available for review Accessing Call Details Click any call in the calendar to see: - Call recording (if available) - Full transcript - Call duration and outcome - Contact information - Classification and notes

Viewing Your Call Calendar

The Sales Assistant dashboard shows all your AI-assisted calls in a calendar view. Accessing the Calendar Go to Sales Assistant at https://leadhql.com/dashboard/sales-assistant. Calendar Overview The main view displays: - All scheduled calls - Completed calls - Failed or missed calls - Call times and dates Date Range Selection By default, you see the current week. To change the date range: 1. Click the date range selector 2. Choose a different week or custom range 3. The calendar updates to show that period Refresh Data Click the Refresh button to pull the latest call data. Stats Overview Above the calendar, you'll see summary statistics: - Total Calls - Number of calls in the selected period - Successful - Calls that connected and completed - Failed - Calls that didn't connect or were dropped - Duration - Average or total call time Calendar Events Each call appears as an event showing: - Time of the call - Contact name - Call status (scheduled, completed, failed) Viewing Call Details Click any calendar event to open the detail panel with: - Full contact information - Call recording - Transcript - Outcome and notes - Call metrics Filtering and Navigation - Use arrow buttons to move between weeks - Jump to specific dates with the date picker - Stats update automatically when the date range changes

Understanding Call Metrics

The Sales Assistant tracks metrics to help you understand performance. Key Metrics Total Calls The total number of calls attempted in the selected period. Successful Calls Calls that connected and had a meaningful conversation. This is your connection rate indicator. Failed Calls Calls that didn't connect - no answer, wrong number, voicemail, etc. Call Duration How long calls lasted. Can be shown as: - Average duration - Total duration - Individual call lengths Where to Find Metrics Metrics appear in two places: 1. Summary cards at the top of the Sales Assistant page 2. Individual call details when you click a specific call What Good Metrics Look Like Connection rate: Aim for 30-50% of calls connecting (varies by market and time) Duration: Quality conversations typically last 2-5 minutes Outcomes: Track how many calls result in: - Meetings scheduled - Qualified interest - Not interested - No answer Using Metrics Track metrics over time to: - Identify best times to call - Spot issues with contact data - Measure overall performance - Justify ROI of the Sales Assistant Individual Call Metrics When you open a call detail, you see: - Exact duration - Call outcome/classification - Time of call - Whether it was answered - Any notes or summary Improving Performance If metrics show issues: Low connection rate: - Check if phone numbers are valid - Try different calling times - Verify country codes Short durations: - Review transcripts for issues - Check script effectiveness High failure rate: - Data quality may be an issue - Contact support for help

Reading Call Transcripts

Every Sales Assistant call generates a transcript so you can review what was said. Accessing Transcripts 1. Go to Sales Assistant at https://leadhql.com/dashboard/sales-assistant 2. Find the call in the calendar 3. Click the call to open details 4. View the transcript in the detail panel Transcript Format Transcripts show: - Speaker labels - Who said what (AI assistant vs. contact) - Timestamps - When each part was said - Full text - Complete conversation content What to Look For Qualification Information - Timeline for purchase - Budget indicators - Location preferences - Property type interests Buyer Sentiment - Level of interest - Concerns or objections - Questions they asked Next Steps - Was a meeting scheduled? - Follow-up promised? - Specific requests made? Using Transcripts Before your follow-up call: Read the transcript to know what was discussed and continue the conversation naturally. For team handoffs: Share transcripts so colleagues understand the buyer's situation. For training: Review transcripts to understand what works and what doesn't. Call Recordings Some calls may also have audio recordings available. Look for a play button in the call detail view. Transcript Tips - Skim first for key information - Note specific property interests mentioned - Pay attention to timeline and urgency - Look for buying signals or red flags - Use the information to personalize your follow-up

Why Branding Approval is Required

The Sales Assistant requires approved branding before it can make calls on behalf of your agency. Why This Requirement Exists When the Sales Assistant calls buyers, it represents your agency. We need to ensure: - Your agency name is correctly displayed - Your branding is professional and accurate - Buyers have a consistent, quality experience - Your organization is properly set up What Happens Without Approved Branding If your branding isn't approved: - The Sales Assistant feature is disabled - You'll see a banner or modal alerting you - You're directed to complete branding setup How to Get Branding Approved 1. Go to Organization → Branding at https://leadhql.com/dashboard/organization/branding 2. Upload your logo (light and dark versions) 3. Set your brand colors 4. Enter your organization/brand name 5. Click Submit for Approval Approval Timeline Branding submissions are reviewed quickly, typically within 1-2 business days. Common Approval Issues Missing logo: Upload both light and dark versions Poor quality images: Use clear, high-resolution logos Incomplete information: Fill in all required fields Brand name mismatch: Ensure the name matches your legal/trading name Checking Approval Status Visit the Branding page to see: - Pending - Under review - Approved - Ready to use - Rejected - Needs changes (check for feedback) After Approval Once approved: - The Sales Assistant becomes active - Your branding is used across our platforms - Calls are made representing your agency properly Need Help? If your branding is rejected or you need assistance, contact support for guidance on what to change.