GUIDEUnified Inbox Setup Guide
Set up your SalePilot inbox for Facebook, Instagram, WhatsApp, and website chat so your team can manage conversations from one place.
PDF Guide·Free
RESOURCES
Practical Guides for Better Customer Conversations.
Explore guides, templates, checklists, and tutorials to help your business manage customer messages, organise leads, run campaigns, improve team workflows, and use AI assistance responsibly where it adds value.
SalePilot resources are built for businesses managing customer conversations across Facebook, Instagram, WhatsApp, website chat, and future channels like TikTok and LinkedIn after platform approval.
Inbox Setup Guides
Learn how to organise customer messages from multiple channels in one shared workspace.
Team Workflow Templates
Set up assignments, internal notes, handoffs, and team responsibilities.
Campaign Resources
Create better email and social campaigns from your customer database.
AI Assistance Guides
Use AI suggestions and approval-based replies without losing human control.
Popular Resources
View AllGUIDE
GUIDECustomer Conversation Playbook
A practical guide for responding faster, qualifying enquiries, tagging conversations, and turning messages into leads.
PDF Guide·Free
TEMPLATELead Qualification Template
Use a simple framework to qualify customer enquiries and route the right leads to sales, support, accounts, or management.
Google Sheets·Free
TEMPLATETeam Inbox SOP Template
Define how your team should assign conversations, leave internal notes, escalate issues, and manage customer follow-ups.
Document Template·Free
TEMPLATEEmail Campaign Starter Kit
Plan your first lead follow-up campaign, customer reactivation campaign, or promotional email campaign inside SalePilot.
Email Templates·Free
CHECKLISTSales Capture Checklist
Learn how to move from messy chat-based selling to organised sales records, payment checks, and fulfillment notes.
PDF Checklist·Free
GUIDEWhatsApp Business Readiness Guide
Prepare your business for WhatsApp connection, verification, team access, message handling, and customer support workflows.
PDF Guide·Free
GUIDETikTok and LinkedIn Integration Status Guide
Understand how TikTok and LinkedIn integrations will work in SalePilot once platform approval is completed. Not yet live.
Platform Guide·Free
GUIDEAI Assistance Control Guide
Learn how SalePilot AI assistance works under business control, including suggested replies, approval mode, and approved workflow automation.
PDF Guide·Free
CHECKLISTBusiness Verification Checklist
Prepare your business details, identity information, channel access, and account ownership documents before onboarding.
Checklist·Free
Browse by Category
Inbox and Channel Management
Guides for managing Facebook, Instagram, WhatsApp, website chat, and future connected channels from one workspace.
- Unified Inbox Setup Guide
- Multi-Page Account Management Guide
- Website Chat Widget Setup
- WhatsApp Business Readiness Guide
Team Workflows
Templates and playbooks for assigning conversations, managing handoffs, adding internal notes, and keeping staff accountable.
- Team Inbox SOP Template
- Conversation Assignment Guide
- Internal Notes Best Practices
- Customer Escalation Workflow
Leads and Customers
Resources for turning conversations into organised leads, customer profiles, follow-ups, and sales opportunities.
- Lead Qualification Template
- Customer Profile Setup Guide
- Lead Stage Framework
- Follow-Up Reminder Checklist
Campaigns and Email Studio
Guides and templates for running email campaigns, social campaigns, customer follow-ups, and audience segmentation.
- Email Campaign Starter Kit
- Verified Domain Sending Guide
- Customer Reactivation Campaign Template
- Smart Audience Planning Sheet
Sales Capture
Resources for businesses that close sales inside chat and need cleaner records, payment checks, and fulfillment workflows.
- Sales Capture Checklist
- Payment Activity Workflow Guide
- Draft Sale Review Template
- Order and Fulfillment Notes Template
AI Assistance and Controls
Guides for using AI support in a controlled, professional way without replacing human decision-making.
- AI Assistance Control Guide
- AI Suggested Replies Guide
- Approval-Based Reply Workflow
- Human Control Policy Template
Platform Approval and Integrations
Resources explaining channel availability, platform approval status, data permissions, and safe integration practices.
- TikTok Integration Status Guide
- LinkedIn Integration Status Guide
- Meta Channel Connection Guide
- WhatsApp Business Setup Guide
Industry Playbooks
Practical guides for different business types managing customer conversations at scale.
- Retail and E-commerce Conversation Playbook
- Real Estate Lead Handling Guide
- Restaurant and Hospitality Messaging Guide
- Professional Services Lead Follow-Up Guide
FREE RESOURCE KIT
Free Customer Conversation Starter Kit
Get practical templates and guides to help your business manage customer messages, organise leads, improve follow-ups, and prepare your team for SalePilot.
Unified Inbox Setup Guide
Lead Qualification Template
Team Inbox SOP Template
Email Campaign Starter Kit
Sales Capture Checklist
Business Verification Checklist
Need Help Finding the Right Resource?
Our team can help you choose the right guide, template, or setup workflow for your business.