Functionality & Features:
Does Saatchi 2.0 integrate with other platforms?
Currently, the primary integration is with Zapier. This allows you to connect Saatchi 2.0 to thousands of other apps, including CRMs like HubSpot or Salesforce, to automatically transfer lead data. You can also customize Call-to-Action (CTA) bubbles within conversations to link to booking calendars (like Calendly), Typeforms, videos, etc.
Can Saatchi 2.0 be used on Google Business Profile (GBP)?
Yes, it can be integrated to help manage interactions originating from GBP and assist with scheduling consultations directly on a calendar linked within the conversation.
Can Saatchi handle many visitors at once?
Yes, it's designed to manage multiple simultaneous interactions on the same website without significant performance degradation.
Can I use my bot to sell services other than Saatchi?
Absolutely. The bot is a tool you configure; you can customize it to promote and sell any product or service your business or your client offers.
Can my agency branding be on the bot?
Yes, white-labeling options allow you to customize the bot's appearance, including adding your agency logo or branding elements, often at the bottom of the chat interface.
Can the bot join Zoom calls?
No, Saatchi 2.0 is primarily designed for website-based text, voice, and video chat interactions. It doesn't join external meeting platforms like Zoom.
Does it provide meeting summaries?
No, it doesn't automatically generate meeting summaries. However, it provides full conversation transcripts that you can review or summarize manually.
Can users provide feedback through the bot?
Yes, you can design specific conversational stages and prompts dedicated to gathering customer feedback.
Technical & Training:
Are there limits on training data?
Yes. Adding too much data can slow down the bot.
Document Limit: Up to 100 documents.
Page Limit: Recommended under 100 pages per document for optimal performance and context accuracy.
If you need more, consider splitting large documents. Capacity expansions are being worked on.
Usage & Management:
How many bots are included for free?
The free Starter Plan includes 10 bot slots. The initial documentation mentions "five bots included" in one section - clarify based on the current Starter Plan details (10 bots). These slots can be used for demos, live client bots, or testing. You can delete and reuse slots. Additional bots require upgrading or purchasing more slots (contact support for pricing if not covered by plans).
Can I limit tokens per bot?
Yes, from the agency dashboard, you can allocate a specific number of tokens (which equates to usage limits) to each individual client bot.
Can I disable a bot if a client stops paying?
Yes. In your agency dashboard:
Cancel their subscription payment under their Contact record.
Go to the Saatchi Manager, find their bot account, and set their Token Allocation to zero. This effectively disables the bot.
What happens if a client runs out of tokens?
The bot stops working. The agency needs to allocate more tokens (usually requiring the client to upgrade their plan or purchase more).
Do I need a separate CRM?
It depends on scale. For a small number of bots (e.g., under 5), maybe not. As you grow, a CRM can be helpful for managing prospects and clients.
Can demo links be sent from the Saatchi platform?
No, demo links (like the magic link or links to specific demo bots) must be copied and sent manually through your own email client, SMS, or other communication methods.
Can demos be downloaded?
No, demos run live within the Saatchi platform and cannot be downloaded to a desktop.
Prospecting & Sales:
What are effective prospecting approaches?
Generic Link: Share your white-label demo/magic link widely for prospects to self-explore.
Dedicated Bot: Create a personalized demo bot after confirming interest from a specific business.
Niche Bot: Build a highly optimized demo bot for a specific industry (e.g., personal injury lawyers) and showcase it to multiple businesses in that niche (often recommended).
How do I explain Saatchi features during sales?
Highlight the AI's ability to understand business context, generate relevant conversation starters, easy content updates, and the hyper-personalized experience via custom avatars/video, all leading to better engagement and conversions.
Troubleshooting:
Saatchi 2.0 isn't showing up!
Double-check you're logged into Umbrella and using the correct path: Dashboard -> Marketing -> Tools -> Saatchi 2.0.
Image-to-Video generation isn't working.
Try a Hard Refresh (Ctrl+Shift+R or Cmd+Shift+R) in your browser.
Use simpler prompts for the video generation.
Try re-uploading the image, potentially in a different format (JPEG, PNG).
Check if it's a known system-wide issue.
If problems persist, contact support with details.
