Guides
How to deploy an AI inbound SDR
Go live with Inbound Pilot using your website URL, SOP docs, and a simple embed — then optionally forward company inbound calls.
1. Share URL + SOPs
Provide your site and knowledge-base documents so Iva learns your product and qualification criteria.
2. Embed and test
Add the voice experience to key pages, run a live call, and confirm capture + calendar booking.
3. Connect CRM and alerts
On Growth+, sync HubSpot/Salesforce/Zoho/Pipedrive and turn on Slack alerts.
Explore more in Guides or browse the full resources index.