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Sales Assistant Settings

Configure and manage your organization's Sales Assistant automation settings.

What You Can Configure​

Call Automation

  • Default calling hours
  • Timezone settings
  • Call recording preferences
  • Voicemail drop settings

LinkedIn Automation

  • Connection request limits (daily max)
  • Message sequence timing
  • Safety delays between actions
  • Account rotation settings

Email Automation

  • Sending limits (daily/hourly)
  • Email provider integration
  • SPF/DKIM verification
  • Bounce handling

Managing Scripts & Templates​

Call Scripts

  • Create organization-wide call scripts
  • Set default scripts for different use cases
  • Version control and approval workflow
  • A/B test different approaches

LinkedIn Templates

  • Connection request templates
  • Message sequence templates
  • Personalization field library
  • Performance tracking per template

Email Templates

  • Campaign templates
  • Follow-up sequences
  • Subject line variations
  • Template analytics

Team Access Control​

Permissions

  • Who can launch campaigns
  • Who can edit scripts/templates
  • Who can view analytics
  • Who can approve campaigns

Usage Limits

  • Calls per user per day
  • LinkedIn connections per user
  • Emails per user per day
  • Override limits for specific users

Compliance Settings​

Call Compliance

  • Do-not-call list management
  • Required disclosures in scripts
  • Call recording consent requirements
  • Timezone-based calling restrictions

Email Compliance

  • Unsubscribe link requirements
  • CAN-SPAM compliance settings
  • GDPR consent tracking
  • Suppression list management

LinkedIn Compliance

  • Daily action limits (prevents account flags)
  • Safety delays between actions
  • Connection acceptance rate monitoring
  • Account health tracking

Integration Settings​

CRM Integration

  • Sync call outcomes to CRM
  • Update contact status automatically
  • Create tasks in CRM
  • Log all activities

Calendar Integration

  • Meeting booking calendars
  • Availability settings
  • Meeting types and durations
  • Confirmation workflows

Phone System

  • VoIP provider settings
  • Phone number pool management
  • Call routing rules
  • Caller ID settings

Analytics & Reporting​

Performance Metrics

  • Overall campaign performance
  • Per-user statistics
  • Template effectiveness
  • ROI tracking

Compliance Reports

  • Call compliance audit log
  • Email opt-out tracking
  • LinkedIn safety metrics
  • Violation alerts

Best Practices​

Start Conservative

  • Begin with lower limits
  • Test scripts thoroughly
  • Monitor metrics daily
  • Increase limits gradually

Quality Over Quantity

  • Focus on personalization
  • Target the right prospects
  • Don't max out limits just because you can
  • Monitor quality metrics (meeting show rate, response quality)