Mr. AIMr. AI Help Center

Set up and manage the sales team

Create sales users, assign customers, and maintain appropriate access.

For account admins Requires feature activation
Last updated: Last verified: Markdown version

Sales Team settings let managers control who can work with each assigned customer.

What to do

  1. 1

    Create an individual user for each sales team member.

  2. 2

    Assign only the customers that person should access.

  3. 3

    Review assignments and deactivate access promptly when responsibilities change.

Open Set up and manage the sales team

Sales teamUse the sales member workspace

Work assigned conversations, actions, stages, and internal collaboration.

Start hereSet up your AI employee

Provide business information that helps your AI answer accurately.

Knowledge and AI behaviorAdd products and services correctly

Create structured catalog entries your AI can use reliably.

Knowledge and AI behaviorDesign the conversation journey

Create a clear route from the customer request to the desired outcome.

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