How to use 100xSales: complete dashboard and setup guide
A step-by-step walkthrough of creating an AI sales agent, training it on your knowledge, testing in the playground, embedding the website widget, and managing leads and conversations.
100xSales is an AI sales agent platform you control from a single dashboard. This guide walks through the full path from signup to a live website widget: create an agent, connect business knowledge, test replies, customize the widget, and review leads and conversations.
01
Sign up and open your workspace
Start at the 100xSales app, create an account, and sign in. Your workspace is the home for every agent, usage meter, plan, and team member.
From the main navigation you can open Analytics, Agents, Usages, Plans, and Settings. Settings covers workspace details, billing, and members so multiple people can manage the same agents.
- Analytics — overview of conversation and performance signals
- Agents — create and open each AI sales agent
- Usages — track how much capacity you have used
- Plans — view or change your subscription
- Settings — workspace, billing, and team members
02
Create an agent and connect knowledge
Open Agents and start a new agent. Give it a clear name so your team recognizes it later.
Next, connect the knowledge the agent should use. You can add a website or domain URL for crawling, paste custom text such as FAQs or policies, and upload PDF documents. Domain discovery finds pages on your site; you can select which groups of pages to include before training finishes.
After sources are submitted, wait for knowledge status to complete so answers are grounded in your approved content instead of generic responses.
03
Test in the Playground, then go live with Integrations
Use Playground to chat with the agent before customers see it. Ask the same questions your buyers ask about products, pricing, delivery, and policies. Fix gaps by adding or updating knowledge in agent Settings.
When answers look solid, open Integrations. The Website Widget is the primary live channel: enable it, copy the embed snippet, and paste the script into your site. Customize appearance — colors, avatar, chat title, welcome message, position, and suggested questions — so the widget matches your brand.
WhatsApp, Messenger, and Instagram appear in Integrations for future channel expansion; the website widget is ready to embed today.
04
Manage leads, conversations, and ongoing improvement
As visitors talk to the agent, review Conversations to see full threads and Leads to work the contact details and intent the agent captured. Use Analytics and Usages to understand volume and plan limits.
Keep the agent useful by returning to Settings to refresh knowledge when products or policies change, re-testing important journeys in the Playground, and refining widget messaging so the first screen sets clear expectations.
With a trained agent, an embedded widget, and a habit of reviewing leads and chats, 100xSales becomes a repeatable sales workflow rather than a one-time chatbot install.
- Create agent → add website, text, or PDF knowledge
- Confirm knowledge status is ready
- Validate answers in Playground
- Enable and customize the Website Widget
- Embed the script on your site
- Monitor Conversations, Leads, Analytics, and Usages
READY TO PUT IT INTO PRACTICE?