Episode 24: Ask Sherpa AI and Get It Done Inside Salesmessage

Elise: Welcome to The Salesmessage Deep Dive, where we unpack what is new in Salesmessage. In episode 24, we are talking about Sherpa AI, the assistant you can ask to get it done.

Elise: Okay, you know that first week with new software? You know exactly what you want to do...

Adam: Uh-huh.

Elise: ...and you spend, like, twenty minutes clicking through menus trying to find where it lives.

Adam: Oh, I've lost whole afternoons to that. It's never the what. It's the where.

Elise: Right! And meanwhile a customer text is just sitting there. Unanswered.

Adam: Painfully familiar. So, Sherpa AI. I'm guessing the name isn't an accident?

Elise: Not at all. So, okay, picture a big mountain climb. Anyone hand you a map and say good luck?

Adam: I mean, I hope not.

Elise: No! You go with a guide. Someone who knows the route and carries a lot of the load.

Adam: But you're still the one deciding to climb.

Elise: Exactly. The guide checks with you before every big step. That's the whole idea here.

Adam: Okay, so what is it, actually?

Elise: It's the assistant inside Salesmessage. You open one panel, you ask, and it, well, it actually does it.

Adam: Wait, does the thing? Like, on its own?

Elise: It takes the action, yeah. But it checks with you before anything's sent. Always.

Adam: So the old way is me with the map, squinting at menus.

Elise: And the new way? You just say where you wanna go.

Adam: Huh. And its answers come from where?

Elise: Oh, the Salesmessage Help Center. So it matches what you're actually seeing in the app.

Adam: Okay, so let's start at base camp. Day one, brand new account.

Elise: So, picture a small landscaping company. The owner just signed up, and she types, "help me get set up."

Adam: That's it? That's the whole request?

Elise: That's it. Sherpa AI looks at her account and works out what's left to do.

Adam: Like, a to-do list?

Elise: Kind of. It checks her onboarding progress and tells her where she stands on each step.

Adam: Which steps are we talking about?

Elise: The checklist. Her first phone number, adding or importing contacts...

Adam: Right.

Elise: ...her first message, her first call, and setting up her AI Agent.

Adam: And it doesn't just list them, I'm guessing.

Elise: No, no. It opens the right screen for each step. Oh, and it'll give her a quick tour.

Adam: Nice.

Elise: And it explains contact imports the same way the app does.

Adam: Okay.

Elise: Then, when she wants more? It points her to live webinars and training.

Adam: So the guide is literally walking the trail with her.

Elise: Right. Okay, fast forward. She's set up. It's a busy Monday.

Adam: And the unread conversations are piling up.

Elise: Of course they are. So a homeowner texts, can the crew come Thursday instead of Wednesday?

Adam: Classic.

Elise: She tells Sherpa AI what to say, who it's for, and which inbox to send from. That's it.

Adam: Okay, devil's advocate. An AI texting my customers? That makes me a little nervous.

Elise: It should, if it just fired things off! But — honestly? — nothing goes out until you approve it.

Adam: So what does approving actually look like?

Elise: So it looks up the contact and the inbox, and it drafts the message.

Adam: Okay.

Elise: Then you get an approval card. The message, the contact, and the number it's sending from.

Adam: Oh, the sending number. That's the one people get wrong when they have a few inboxes.

Elise: Right? So she checks it, approves, and Sherpa AI confirms it went out.

Adam: And if it doesn't go?

Elise: If a send fails, it tells her right away. No guessing.

Adam: So the guide carries the bag, but she still checks what's in it.

Elise: Ooh, I like that. Okay, next. Broadcasts.

Adam: Ah, the big form with all the fields.

Elise: That one. So, a gym's announcing holiday hours. The manager just... describes it. Her own words.

Adam: Describes what, exactly?

Elise: A name, the number to send from, who gets it, what it says, and when it goes out.

Adam: No template?

Elise: No template. And — this is kinda fun — she can follow each step in the panel as it works.

Adam: Huh.

Elise: And it fills in the whole form. Including the day and time she asked for.

Adam: And then it hits send.

Elise: No! Then she reviews it, and sends it when she's ready. Same rule as messages.

Adam: Got it.

Elise: Oh, and if she's on a trial account? It calls out the trial limits before she launches.

Adam: That would've saved me a surprise or two.

Elise: Okay, this next one sounds small. But it's where the menu-hunting just... goes away.

Adam: Getting around the app?

Elise: Yep. Like asking for directions. Say an office manager types, "take me to my inbox settings."

Adam: And it just jumps?

Elise: It— well, it checks first. If she's got unsaved changes on that screen, Sherpa AI asks her.

Adam: Oh, that's thoughtful. Nobody wants to lose half-finished work.

Elise: Right. She picks don't save, and it takes her there. Every inbox, its numbers, its members.

Adam: Okay.

Elise: And it tells her what it can help with there. She's not just dropped off.

Adam: Wait, can any teammate just ask to go anywhere? Sounds like a permissions headache.

Elise: Good catch, but no. It respects each user's role.

Adam: Meaning?

Elise: Meaning teammates only reach the areas their permissions allow. Even if they ask.

Adam: Okay. Which brings us to the steepest part of the climb. 10DLC.

Elise: The part everyone dreads.

Adam: Remind me what it actually is. That's the registration carriers need before you can text, right?

Elise: That's it. So you ask Sherpa AI where your 10DLC compliance stands, and it pulls your registration status.

Adam: And then?

Elise: Then it reads your status and explains each part. I mean, actually explains it.

Adam: Novel.

Elise: Right? It walks you through the registration steps in order, and tells you what to do next.

Adam: Does it catch the stuff I missed?

Elise: It flags numbers that still need action. Like, say, a local number that isn't registered yet.

Adam: Mm-hmm.

Elise: Or toll-free numbers that haven't been added to a use case.

Adam: Okay, devil's advocate again. So it just registers me and makes sure every text lands?

Elise: No. And that's worth being clear about.

Adam: Okay.

Elise: It explains 10DLC and shows your status. It doesn't register you, and it doesn't guarantee delivery.

Adam: So the guide can read the weather for you, but can't change it.

Elise: Exactly. And if carrier filtering blocks a message? You can ask it for help.

Adam: From the Help Center again?

Elise: Yep. Straight from the Salesmessage Help Center.

Adam: So let me try the whole climb in one breath. Get set up, reply and send messages you approve, build a broadcast by describing it, jump to any screen, and finally understand your 10DLC status.

Elise: All from one panel. And it checks with you before anything's sent.

Adam: From new account to first conversation, without the map.

Elise: You know what I keep thinking about, though?

Adam: What?

Elise: If you can just ask your software... how long before knowing where the buttons are stops mattering?

Adam: Huh. Maybe the menus become the backup plan.

Elise: Maybe the guide becomes the trail.

Elise: That is it for this episode of The Salesmessage Deep Dive. Open Sherpa AI inside Salesmessage and ask it to get it done. Thanks for listening, and see you next time.