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
Log into Dubb Dashboard.
Navigate to Assets > Sales Assistant.
Click on Create Assistant and label it (e.g., “Sales Assistant”).
Step 2: Add Resource Links
Use the Generate Resource Links feature to create a list of relevant URLs.
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)
Set a default greeting message for first-time visitors.
Define your CTA (e.g., book a meeting, download a resource).
This encourages user engagement and drives desired actions.
Step 5: Enable Lead Capture
Choose fields (e.g., name, email) for lead collection.
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.
Step 7: Upload PDF or Text Documents
Select Upload Document to add a PDF or text file. This is useful for adding content not available on your website. Ensure the document has clear headers and well-organized sections. Proper formatting helps the AI locate and understand the information easily. Do not include internal language or training material—only customer-facing information should be used.
Conclusion: By setting up SIA in your Dubb account, you can enhance customer interactions, drive engagement, and increase conversions.