Set up SalesGin with confidence

1

Set up the Commercial AI

Set the prompt, tone, language, line limit, pricing rule, visit address and first-contact behavior for ad leads.

2

Configurar retomadas com contexto

Escolha os dias, a frequência e o expediente em Configurações da IA. A abordagem usa o histórico do cliente e respeita recusas e pedidos de espera. Retomadas por grupo e missões têm revisão e confirmação próprias.

3

Connect Google Calendar (optional)

Scheduling already works with no extra setup. To also sync with Google, use the user's real calendar email and share it with the platform's service account — if syncing fails, you'll be notified, but the appointment stays confirmed as normal.

4

Set up WhatsApp

Set up Evolution API or WhatsApp Cloud API per user to keep history and authorship correct. On Enterprise, the manager can enable 1 shared number for the whole team.

5

Receive leads from ads

Set up Meta Ads or Google Ads and choose whether the first contact is by text or audio in the Commercial AI.

6

Set up a catalog with media

Adicione fotos e vídeos de imóveis, produtos ou serviços. Nos planos com IA, gere e revise legendas e tags de fotos compatíveis para ajudar a apresentação do material na conversa.

7

Connect Mercado Pago (General profile)

In Integrations -> Payment receiving, connect your own business's Mercado Pago account. As soon as the lead confirms the order, the AI generates the payment link and the amount goes straight into that account.

8

Delete and restore leads

In Leads, delete with a reason (no budget, not interested, stopped replying, etc.) — the lead moves to "Deleted leads" and can be restored anytime. Permanently deleting is a separate permission, controlled by the billing account on the Enterprise plan.

9

Transfer a lead within the team

By default, only the assigned agent sees the lead and its history. On Enterprise, use "Transfer" on the lead to hand off responsibility to another team member (by department, for example) without losing any previous message.

10

Export reports

Use date-range filters and generate PDF, print, Excel and a formatted lead database export.