Sellify AI: Frequently Asked Questions (FAQ)

At Sellify AI, we’re dedicated to helping businesses streamline their sales processes with automation that delivers results. Whether you're just getting started or scaling your use of the platform, we've compiled a comprehensive list of frequently asked questions to guide you through billing, campaigns, CRM integrations, testing, and more.

This guide covers the most common topics brought up by clients and serves as a launchpad for deeper learning through our Resource Center.

1. How do I create a Sellify AI account?

You can create a free account directly at sellifyai.com. You’ll just need your business information and a verified email address to get started. No credit card required to begin.

2. How do I add billing and set a backup payment method?

Navigate to the Billing tab inside your dashboard. You’ll have the option to add a primary payment method and an optional backup. If your main card fails, Sellify AI will automatically attempt the backup method—minimizing billing interruptions.

3. How do I add branches to my account?

For multi-location businesses, adding branches ensures localized messaging and better reporting. You can manage branch details inside the Branch Management section and assign billing preferences per branch for added control.

4. How do I integrate my CRM with Sellify AI?

Sellify AI supports integrations with PestPac, FieldRoutes, ServiceTitan, and other major CRMs. Visit the Integrations tab, select your CRM, and follow the instructions (usually involving an API key or OAuth login). Once connected, CRM data can be used to personalize messaging and trigger automations.

5. How do I register a toll-free number for SMS campaigns?

To send SMS campaigns, you must register a verified toll-free number via a supported carrier like Twilio . Registration involves verifying your business and confirming compliance with messaging guidelines. Once registered, you can add the number into Sellify AI.

6. What toll-free carriers does Sellify AI support?

We currently support:

• Twilio (ideal for tech-savvy teams with high-volume needs)

Always check the carrier’s website for the latest pricing and features.

7. How do I create and launch a campaign?

Start by selecting a campaign template or building your own. Customize the messaging, set your campaign goals, and choose your audience. Once approved, campaigns auto-launch within 48 hours (unless you’ve adjusted the start date).

8. How do I run a test campaign?

Use our Test Campaign feature to simulate a campaign without affecting your CRM or SMS provider. You can even provide a CRM ID to pull in real customer data, allowing you to test upsells, winbacks, and integrations in a safe environment.

9. How do I use AI templates and build a conversation flow?

Sellify AI templates include prebuilt conversation logic. Customize your flow with dynamic pricing, company policies, and tone of voice. You can create global templates or goal-specific flows—like seasonal promotions, winbacks, or appointment reminders.

10. What are Events in Sellify AI and how do I use them?

Events allow you to trigger internal actions—like email alerts, follow-up requirements, or response suppression—based on customer behavior. Templates include required master events (e.g., Interested, Not Interested) and optional custom events that can be configured for added control.

11. How does Sellify AI handle commissions?

Sellify AI uses a performance-based commission model. You only pay when we close sales, book appointments, or deliver qualified leads. Commission percentages vary by industry and whether the sale is outbound, inbound, or appointment-based.

12. How do I manage unclosed sales and follow up?

Use the Sales Opportunity Dashboard to track leads that reached the closing stage but didn’t complete payment or scheduling. You can take over conversations directly from this tab to convert lost opportunities.

13. How do I dispute a sale?

If a sale was marked as “closed” incorrectly, you can dispute it before your billing cycle finalizes. Disputes can be managed by updating the campaign’s notification settings and ensuring the correct team members are listed to receive invoice reminders.

14. How do I troubleshoot message delivery issues?

Check for common problems like:

• Unregistered toll-free number
  

• Invalid or landline phone numbers
  

• Opt-outs or filtered content
  

• Carrier outages
  

Campaign reports will show delivery statuses like “Filtered” or “Undelivered,” helping you diagnose issues.

15. What pricing models are available with Sellify AI?

Sellify AI uses industry-specific pricing:

• Pest Control: 45% outbound / 25% inbound
  

• Lawn Care: 25% outbound/inbound
  

• Home Services: 25% of annual value for memberships
  

• All Industries: $100 per appointment set
  

• Custom Pricing available for other verticals

16. How do I receive notifications and SMS alerts?

Add yourself (via adding your email) to the notification section when filling out your campaign creation form.

17. What is required for phone number verification?

To enhance security, Sellify AI requires all users to verify their phone number upon login. This ensures critical alerts reach the correct team members.

18. What CRM data is used in testing?

You can supply a CRM ID when testing, allowing the system to pull real contact data (e.g., addresses, past services) without impacting the live CRM.

19. How do I view campaign performance and analytics?

Visit the Analytics tab to view:

• Conversation counts
  

• Sales closed
  

• Customer sentiment
  

• Revenue performance by campaign

20. How do I update conversation flows after launch?

To revise a live campaign:

• Edit a duplicate of the template
  

• Apply the new version to future campaigns
  

• For ongoing campaigns, changes must be reviewed to avoid mid-stream disruptions

21. How do I request custom onboarding or support?

Need guided onboarding? Email [email protected] or speak with your account executive to schedule personalized training or campaign setup help.

22. How does Sellify AI define outbound vs. inbound sales?

• Outbound: Initiated by Sellify AI—e.g., winbacks, upsells
  

• Inbound: Leads generated outside Sellify AI and followed up by our system

23. What’s the difference between appointment setting and full sales handling?

• Appointment Setting: We book the meeting—you handle the close.
  

• Full Sales Handling: Sellify AI guides the customer through pricing, agreement, payment, and scheduling.

Still Have Questions?

We’re here to help. Reach out to your Account Executive or contact our team directly at [email protected] and we’ll be happy to assist.