AI Sale Coach

Open AI Sale Coach in the sidebar. This page has three tabs:

• Coaching — 1-1 sessions. You review each send.
• Auto Outreach — many leads, no per-message approval. See Auto Outreach.
• Senders — LinkedIn and Facebook logins. See Connect a sending account.

Start a session

From Coaching, pick a lead, or open a lead on Leads and click Coach.

If there is no session yet, SaleIQ asks for a goal (for example schedule a demo, qualify, handle objections) and which product to pitch. Then the coach drafts the first message.

You can run more than one session per lead (different products or goals).

Review before send

In a coaching session the coach proposes a message. Read it. Edit if you want. Then send.

Nothing goes out until you do. The Needs reply filter on the Coaching tab lists sessions waiting on you.

If a send fails, try again or check that the sender still shows Connected.

During the conversation

The coach can suggest follow-ups, objection handling, and next steps. You stay in the thread and keep approving sends.

You can rename or delete a coach from the session menu. Deleting removes that session’s messages.

Coaching vs Auto Outreach

• Coaching — one lead, you approve every send.
• Auto Outreach — many leads, the coach sends on a plan until you pause it.

Start with coaching until you trust the pitch, then use Auto Outreach for volume.

Related

• Send your first message
• Leads
• Auto Outreach