Salespeople who have just started on Vixiees get a welcome inside the app itself. In a few minutes they understand why they work by pressing Next task, what they gain from it, and find answers to the most common questions — without depending on someone to explain it.
1. Who sees it
The welcome is enabled per account, and the Vixiees team enables it. If your account doesn't have it enabled, nobody sees it.
With the account enabled, every salesperson with a paid license sees it while they're getting started: it stops showing once they've completed 300 tasks.
If you don't see the welcome and think your team needs it, ask Vixiees to enable it on your account.
2. The welcome window
The first time a salesperson opens Vixiees, a window with three tabs opens on its own:
- Welcome video: a summary of how Vixiees works ("Sell more. Forget the process.") and four benefits for the salesperson: you sell more, you work less, no more arguments about follow-ups, and you go home with peace of mind. The video isn't available yet: a "Video coming soon" notice is shown in its place.
- What you gain: the same benefits explained in more detail, and the results of other teams that already work this way.
- Questions: answers to the most common questions when moving to a guided system — for example, what exactly the Next task button does, whether you lose control over your sales, whether it's meant to monitor the salesperson, or what to do with a task that doesn't seem to make sense.
The Start now button closes the window and takes the salesperson to their Dashboard. Once closed, it doesn't open on its own again in that browser; the salesperson can reopen it at any time from the entry points in section 3.
3. How to reopen it
- Reminder on the Dashboard: a "New to Vixiees? See how Vixiees helps you sell more." card with Watch video and What you gain and testimonials buttons. The X hides it until the page is reloaded.
- "Why do I work this way?" link under the next-task card.
- Help: the sidebar's help button includes a Why do I work this way? option.
Conclusion
The welcome explains to a new salesperson why Vixiees guides them task by task and answers their questions from day one, inside the app. It's available on accounts where Vixiees has enabled it and disappears on its own once the salesperson has experience.
Relevant scenarios
- Onboarding several salespeople at once: on teams with a high volume of contacts, every new salesperson gets the same explanation without the director having to repeat it in every training session.
- Questions about the guided system: when a salesperson wonders whether they'll lose control or whether they're being watched, the answer is in the Questions tab at any time.
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