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How to configure and use Sales Interactive Assistant (SIA)
How to configure and use Sales Interactive Assistant (SIA)

Set up AI Sales Interactive Assistant (SIA) to boost conversions by personalizing video interactions, FAQs, and booking appointments.

Darius avatar
Written by Darius
Updated over a month ago

SIA (Sales Interactive Assistant) is an AI tool that personalizes interactions, helping prospects make informed decisions through real-time assistance. It enhances your videos by allowing viewers to ask questions, access FAQs, and book appointments directly.

Step 1: Create Your AI Assistant

  1. Log into Dubb Dashboard.

  2. Navigate to Assets > Sales Assistant.

  3. Click on Create Assistant and label it (e.g., “Sales Assistant”).

Step 2: Add Resource Links

  1. Use the Generate Resource Links feature to create a list of relevant URLs.

  2. Select valuable resources (e.g., website, support center) to train your assistant.

    This enables your AI to provide accurate information based on your resources.

Step 3: Set Up FAQs

Add pre-written FAQs for common inquiries.

  • Note: You cannot test the assistant while logged in; use an incognito window.

    FAQs streamline user interactions, making it easier for customers to find information.

Step 4: Configure Default Message & Call to Action (CTA)

  1. Set a default greeting message for first-time visitors.

  2. Define your CTA (e.g., book a meeting, download a resource).

    This encourages user engagement and drives desired actions.

Step 5: Enable Lead Capture

  1. Choose fields (e.g., name, email) for lead collection.

  2. Configure the assistant to ask for information progressively.

    Automatically adds leads to your CRM, enhancing your sales pipeline.

Step 6: Clone for Future Use

Use the Clone Button to create similar assistants for different purposes quickly. This saves time and maintains consistency across your sales efforts.

Conclusion: By setting up SIA in your Dubb account, you can enhance customer interactions, drive engagement, and increase conversions.

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