This guide walks you through setting up SalesChat AI so your business starts capturing leads automatically. You do not need any technical background. Plan for about thirty minutes, most of it spent teaching the agent about your business.
Step 1: Create your account and choose a plan
Sign up, then open the Subscription tab to pick a plan. SalesChat AI uses a credit system: each AI message uses a small amount of credit based on the model you choose. You can pay with bKash or Nagad by submitting your transaction ID, and top up credits any time. Compare options on the pricing section or read Plans, Credits and Billing.
Step 2: Connect a business profile
A business profile is the channel where customers contact you. Open Business Profiles and connect one of these:
- Facebook Messenger for your Facebook Page.
- Instagram for your business account.
- WhatsApp for your business number.
Start with the channel that brings you the most messages. You can add the others later.
Step 3: Create and train your AI agent
Create an AI agent and describe your business: what you sell, who your customers are and the tone you want. Then teach it the facts customers ask about most:
- Products and prices so it can answer "how much?" correctly.
- Delivery and return policies including areas and timelines.
- Frequently asked questions in your customers' own words, in Bangla or English.
The more accurate your information, the better the replies. See Training Your Agent for the full walkthrough.
Tip: write answers the way you would say them
Short, friendly, specific answers train the agent to sound like your brand rather than a generic bot.
Step 4: Turn on order and lead capture
In your agent settings, enable the Place Order capability and list the details the AI must collect, such as name, phone, address and product. During a chat the agent asks for these politely, and completed orders appear in your dashboard. Details are in the Orders documentation.
Step 5: Automate comments
Add keyword presets for words like "price" or "details". When someone comments, the bot can reply publicly and send a private message, moving the lead into a chat. Learn more in Comment Automation.
Step 6: Test, go live and review
Send a few test messages from a personal account and check that the replies are correct. When you are happy, leave the agent running. Over the first week, read some conversations, add answers for anything it missed, and use human handoff for cases you want to handle yourself.
You are ready
That is all it takes to start capturing leads around the clock. If you get stuck, the Help Center and Troubleshooting guide cover the common questions. Want to understand why this works? Read how AI sales agents drive 24/7 conversions.
