SalesMail Sidekick is an Authentic Intelligence–powered coaching feature designed to help you record the right video at the right time.

When using SalesMail with a supported bidirectional CRM integration (WelcomeHome, Aline, Enquire, Sherpa) Sidekick provides short, targeted guidance based on your prospect and where they are in the relationship—so you always know what to record next to move the relationship forward.

🚀 What Sidekick Does

After selecting a prospect, Sidekick will:

• 🎯 Suggest the best type of video to send to move the relationship forward based on sales stage
• 🧠 Display key prospect details for easy personalization

This helps you stay consistent, relevant, and effective without overthinking your message.

💡 How It Works

1. Search for and select a prospect from your CRM
2. View the Sidekick coaching snippet
3. Review key details about your prospect
4. Record your video using the suggested guidance or use a favorite (note:  custom lenses like the Whiteboard are prepopulated with your recipient's first name!)
5. Send your video and an activity will be written back into your CRM.
   
6. Real time push notifications will show you who watched your video.

🧠 What is AI Coaching?

AI Coaching provides short, practical prompts based on the prospect and their stage in your workflow.

Examples include:

• What type of video to record next
• Key points to include in your message
• How to guide the conversation forward

It’s designed to give you quick direction in the moment so you can confidently hit record.

🔗 Requirements

SalesMail Sidekick is available for users with supported bidirectional CRM integrations.

If you’re unsure whether your account has access, contact your Client Success Specialist or SalesMail support at support@salesmail.com .

✨ Best Practices

• Reference the prospect’s details to personalize your message
• Keep your video short and focused
• End with a clear next step

🎯 Why It Matters

Following up at the right time with the right message can make all the difference.

SalesMail Sidekick helps you take the guesswork out of video communication, so you can stay consistent, build stronger relationships, and move prospects forward with confidence.