Sales Boost AI Guide

Master AI-powered sales automation and lead generation to boost your conversion rates.

Table of Contents

Getting Started
Account setup and initial configurations.
Core Features
Detailed guides for all main functions.
Lead Management
Organizing and tracking your prospects.
Troubleshooting
Solutions for common issues.

Getting Started

Account Setup Process

1

Create Your Account

Visit the registration page and click the "Sign Up" button in the top-right corner.

2

Provide Your Details

Enter your business email, create a secure password, and select your industry (e.g., Tech, Marketing, & e-commerce) from the dropdown menu.

3

Verify & Login

Verify your email via the confirmation link sent to your inbox, then log in to your dashboard to start using Sales Boost AI.
Note: If you don't see the email, please check your spam or junk folder.

First-Time Setup Checklist

  • Complete your profile in Settings to auto-fill email signatures.
  • Explore the Discover Leads page and run your first search.
  • Review the Subscription page to select the best plan for your team.

Core Features & Usage

Automated Lead Discovery
Find potential customers from Google, LinkedIn, and social media based on your target keywords with our powerful AI-driven discovery tool.

Step-by-Step Process:

  1. On the dashboard, click the "Discover Leads" tab (marked with a icon).
  2. Enter your target Area/Industry (e.g., "SaaS for small businesses," "Digital marketing tools") and select preferred channels.
  3. Define Keywords, Company Size, and Lead Role (e.g., Decision Maker, Procurer).
  4. Click "Discover Leads"—the system will automatically scrape and organize leads into a searchable list.
AI-Powered Content Generation
Create personalized sales emails and messages using lead data for higher engagement and response rates.

Content Types Available:

Cold Emails
Follow-Up Messages
Social Media Outreach
Multi-Channel Outreach
Send outreach via the optimal channel (Email, WhatsApp, LINE) for each lead based on their preferences.

Email

Avg. open: 20%

WhatsApp

Avg. response: 27%

LINE

Avg. response: 21%

Multilingual Support
Generate professional copy in multiple languages for effective international lead outreach.

English

"I noticed your company is expanding and could benefit..."

日本語

「貴社の事業拡大について拝見し...」

中文

「我们注意到贵公司正在扩张...」

Lead Management

Lead Library

  • Access all saved leads in the "My Leads" tab.
  • Sort by "Recently Added," "Response Rate," or "Channel."
  • Use tags (e.g., "High Priority," "Follow-up") for easy management.
  • Export leads to CSV with complete interaction history.

Outreach Tracking

  • Check the "Overview" tab for key performance metrics.
  • Track Total Leads Contacted, Open Rate, and Response Rate.
  • Review "Outreach Timelines" for a complete interaction history.
  • Get automated follow-up reminders based on lead behavior.

Troubleshooting

AI Content Generation Fails or Times Out

This can happen if the AI service is experiencing high traffic or if the request is very complex.
Solution: Wait a few moments and try generating again. If the problem persists, try simplifying your request or checking our status page for any known issues.

Lead Discovery Returns No Results

If your search yields no leads, your keywords might be too narrow.
Solution: Try broadening your search terms. Use the "Improve Keywords" feature to get AI-powered suggestions for related or more effective keywords.

Contact Support

If you're still having trouble, our support team is here to help.

Contact Support