SAGA AI Assistant: Your Personal Guide for Smarter Actions

The SAGA AI Assistant is an AI-powered tool designed to help you take the next best action in your sales process. This intelligent assistant suggests tailored actions, provides follow-up recommendations, and even offers pre-written scripts to help you engage with leads effectively.

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What the Assistant Does

It guides you in efficiently moving contacts through the SSP, from Connecting to Launching. When you get a new lead (through your Prospecting Tools) or add one manually (via Import or Manual Creation), it is automatically assigned to the "Connecting" step. The SAGA AI Assistant's goal is to progress your lead through the sales journey to the final SSP step "Launching", using AI-driven guidance to make informed, strategic decisions.

How to Use the SAGA AI Assistant

  • 1

    Select the Lead

    • Navigate to the Contacts section and click on the lead you want to start the process with.
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  • 2

    Launch the Assistant

    • Click the 'Start Journey' button on the SAGA AI Assistant, located in the top right corner of the contact's page to begin.
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  • 3

    Follow the Assistant's Guidance

    • The Assistant will provide you with personalized suggestions on what to do next based on the lead's current step, along with pre-written scripts and resources to simplify communication.
    • The Assistant will move the lead from one step to the next as you successfully complete its recommended actions.
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  • 4

    Change Lead's Membership Status

    • Once the lead has reached the "Launching" step, the Assistant's process is complete. The lead is now expected to become a Customer or Promoter, and you can manually update their membership status.
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Why Use the SAGA AI Assistant?

💡 Confident Decision-Making – No more second guessing your next move.
🚀 Boost Productivity – Spend less time deciding what to do and more time taking action.
🎯 Never Miss a Lead – Ensures no lead is left behind.
📈 Higher Conversion Rates – From lead to customer/promoter faster and more efficiently.

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With the SAGA AI Assistant, you can move leads from "Connecting" to "Launching" faster than ever!

Get in Touch

Our excellent customer support team is ready to help.