In this guide, we will look at how we can connect your AI Assistant to Saleswhale.
You would need to have the unique email address set up for your AI Assistant, before you are able to connect them to Saleswhale. If you have chosen to use a profile picture for your AI Assistant, you would need to add the picture from within the email account (either Gmail or Outlook) first.
To begin, hover over your name at the top-right corner, and select "Customise Assistant" from the drop-down menu.
To the right, you have the option to connect to your AI Assistant's email address. Select Gmail or Outlook accordingly, depending on your AI Assistant's email client.
You will be redirected to either Gmail or Outlook. Follow the steps and allow the Saleswhale app to access the email account. Once authenticated, you will then be redirected to the Saleswhale app where you will see your bot connected.
If you had added a profile picture, it will show here as well.
When your AI Assistant is connected, you can customize the signature which will be appended to all outgoing emails.