Mr. AIMr. AI Help Center

Use the sales member workspace

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

For sales team members Requires Sales permission
Last updated: Last verified: Markdown version

The sales workspace gives each member a focused view of customers assigned to them.

What to do

  1. 1

    Open the assigned queue and select a customer.

  2. 2

    Review the conversation, current stage, actions, and internal context.

  3. 3

    Reply or update follow-up work while preserving team ownership.

Open Use the sales member workspace

Sales teamSet up and manage the sales team

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

Conversations and customersUse the Conversation Management Center

Track AI-handled conversations and quickly find conversations that need your team.

Conversations and customersUse chats and conversation controls

Review customer conversations and control AI participation.

Start hereHow to use setup missions

Understand the mission order and how to know when your account is ready.

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