Getting Started
Setup guides, onboarding, and first steps with ABC Sales AI
17 articles in this category
New User Onboarding Guide
Complete walkthrough to set up your account, create your first AI agent, connect WhatsApp, and start automating.
Step 1: Opening Your ABC Sales AI Account
Create your ABC Sales AI account and get started with the platform.
Step 2: Create Your First AI Agent
Build your first AI agent using the template generator and customize it for your business.
Step 3: Create a Website (If You Don't Have One)
Set up a simple website for Meta verification if you don't already have one.
Step 4: Step-By-Step WhatsApp Onboarding Guide
Connect your phone number to WhatsApp Business API through ABC Sales AI.
Step 5: What AI To Create? (Using a Quiz)
Take a quiz to discover the best AI agent type for your business needs.
Step 6: Inbox Testing & Using Your AI
Test your AI in action and learn how to use the inbox for live chat and human intervention.
Step 7: Creating Message Templates and Scheduling Automation
Learn about WhatsApp's 24-hour rule, create message templates, and set up automation sequences.
Step 8: What is WABA and Why Use It?
Understanding the WhatsApp Business API (WABA), its pricing, and why it's worth using.
Step 9: Adding Profile Picture & Description to Your WhatsApp Number
Make your WhatsApp presence more professional with a profile picture and business description.
Step 10: Adding Credit Card & Testing AI Combo with Scheduled Message
Add a payment method to Meta and test your complete AI + automation workflow.
Step 11: Follow-Up Message GPT and AI Combo
Create highly effective, industry-specific follow-up messages using custom GPTs.
ABC Sales AI Manager: Complete Capabilities Guide
Everything AI Manager, your AI-powered business operations assistant, can do for messaging automation, lead management, and AI Employee orchestration.
Guide to the New UI (Web + Mobile)
Learn your way around the redesigned Web and Mobile interface, including AI Employees, Integrations, the upgraded Inbox, and reorganized Settings.
How to Import Leads
Import existing, new, or cold leads using the CSV template, and automatically assign them to tags and automations.
Import Leads and Custom Dates with Google Sheets
Sync leads from Google Sheets to ABC Sales AI, including custom date fields like birthdays, using the Google Sheets integration script.
Campaign Launch Checklist
A step-by-step checklist covering account health, templates, AI bots, automations, leads, integrations, and compliance before you launch.