Step 1: Create a SaleSmartly Account

Welcome to SaleSmartly! Let’s kickstart your seamless omnichannel communication journey. Creating an account is quick and straightforward.

1. Register an Account

1.1. Open the SaleSmartly official website and click [Start for Free] in the upper right corner.

1.2. Enter your mobile phone number and verify it, and set your account password (must contain numbers + uppercase and lowercase letters)

Supports registration directly through Google, WeChat, Telegram and Facebook accounts.

Enter your information

1.3. New customers have exclusive benefits:

Try Pro for 7 days for free
Get professional solutions
Make an appointment for a demonstration product tutorial

New customers have exclusive benefits

Once the registration is complete, the next time you use the SaleSmartly system, you can click to log in.

1.4. Edit project name.

Edit project name

2. Secure Your Account with Email

Click the [Avatar] option in the upper right corner, then select [Account Information] to enter the editing page. Then click to bind your email address, and then you can use your email address to log in.

You can also bind WeChat/Google/Telegram/Facebook

Secure Your Account with Email

3. Get to know SaleSmartly

Get to know SaleSmartly

3.1. Navigation Bar

You can click on the function entry in the navigation bar to enter the corresponding function and configure it.

Function	Introduction
Live Chat	Manage customer conversations across channels in one place, communicate in real time, and improve response efficiency.
Customer	Centrally manage customer information, conversation records, form data, customer tags, etc., and integrate the script library and material library.
Group Plan	Create and send personalized bulk messages, manage group messaging templates, and accurately reach target customers.
Robot	Configure AI robots and automated processes to provide 24/7 intelligent customer service and efficiently answer common questions.
Data Analysis	Multi-dimensional data analysis reports, covering channel analysis, service overview, etc., help optimize operational strategies.
Integration	Seamlessly connect independent sites with major overseas social media platforms to achieve data interoperability and improve operational efficiency.
App Store	Provides rich plug-ins to flexibly expand system functions and meet personalized business needs.
Cost Center	Display version information, account balance and consumption details to facilitate expense management.
Basic Settings	Flexibly configure project and team permissions to create an efficient and collaborative workspace.

3.2. Project details

You can view the project ID here and easily switch between them when managing multiple projects. You can also view the project version, expiration date, number of members included in the package, number of social media accounts, and number of cloud devices.

3.3. Information settings

You can set your online status, account information, system language, etc. You can also view and download guides for other devices and details of promotion rebates.