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Sherpa AI: Your In-App AI Assistant for Setup, Messaging, Broadcasts, and Compliance

Ask one in-app assistant to set up your account, send messages you approve, build broadcasts, open any screen, and understand your 10DLC compliance.

Summary

Meet Sherpa AI, the AI assistant inside Salesmsg. This video shows how to ask it to get you set up, with a check of your onboarding progress and a quick tour of the main areas; send a message, which goes out only after you approve the message, the contact, and the sending number; describe a broadcast in your own words so it fills in the whole form for you to review and send; jump to any screen, like your inbox settings, after it checks for unsaved changes; and see where your 10DLC compliance stands, with each part explained and what to do next.

Transcript

Sherpa AI. Ask it and Sherpa gets it done. Sherpa AI is your assistant inside Salesmsg. Ask it and it gets the work done.

Ask it to help you get set up. Sherpa looks at your account and works out what is left to do. First, it checks your onboarding progress. Here it is, a quick tour of the main areas.

Ask it to send a message. Tell it what to say, who it is for, and which inbox to send from. It does the rest. Sherpa looks up the contact and the inbox.

Nothing goes out until you approve it: the message, the contact, and the number. Sent. Sherpa confirms it went out. Describe a broadcast in your own words.

Give it a name, pick the number to send from and say who gets it, what it says, and when it should go out. You do not need a template. Sherpa takes it from there. Sherpa reads the request.

You can follow each step in the panel as it works. It fills in the whole form for you. You review it and send it when you are ready. Ask it to take you anywhere in the app, like your inbox settings.

It checks for unsaved changes first. You choose not to save, and it takes you there. And here are your inbox settings. Every inbox, its numbers, and its members.

Ask where your 10DLC compliance stands, the registration carriers need before you can text. Sherpa pulls your registration status. Sherpa reads your status, explains each part, and tells you what to do next. Thanks for watching.

Do you have any questions? Reach out anytime.

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