How to Use Sales Buddy
Your complete guide to capturing leads, managing your pipeline, and closing more deals - all from Telegram.
Quick Start Guide
Start the Bot
Search for @AI_SalesBuddy_bot in Telegram and tap Start
Connect Google Sheet
Share your Google Sheet with editor access. We'll set it up automatically as your CRM.
Start Capturing
Send lead info via text, voice, or image. Watch your sheet populate automatically!
Ways to Capture Leads
Sales Buddy understands multiple input formats. Use whatever's convenient.
Text Message
Type or paste lead information in natural language
"Met John from Acme Corp at the conference. Email: john@acme.com, needs cloud services"
Forward Messages
Forward emails, chats, or any message containing lead info
Forwarded from: Business inquiry email with contact details...
Voice Notes
Record a quick voice message describing the lead
Images
Send photos of business cards, emails, or documents
How Your Data Flows
Your lead data goes directly to your personal Google Sheet. You own your data, always.
All your lead data is stored in YOUR personal Google Sheet. We never store your business data on our servers. Export, analyze, or integrate with any tool that works with Google Sheets.
Bot Commands
Quick commands to navigate and control Sales Buddy
/start Begin onboarding or return to main menu /help Get help and see available commands /leads View and manage your recent leads /pipeline View your sales pipeline summary /email Draft an AI-generated follow-up email /settings Configure your account settings Best Practices
Tips to get the most out of Sales Buddy
Do This
- Include email addresses when you have them - they're the most reliable identifier
- Mention the services or products they're interested in
- Add context like where you met them or how they found you
- Use voice notes when you're on the go - it's faster!
- Update lead status regularly to keep your pipeline accurate
Avoid This
- Don't send just a phone number with no context
- Don't use abbreviations that AI might misinterpret
- Don't forget to confirm leads before they're saved
- Don't share sensitive data like passwords or financial info
- Don't send blurry or low-quality images of business cards
Current Limitations
Things to be aware of when using Sales Buddy
AI Accuracy
AI may occasionally misinterpret data. Always review before confirming.
Image Quality
Business card extraction works best with clear, well-lit photos.
Language Support
Currently optimized for English. Other languages may have reduced accuracy.
Voice Note Length
Voice notes over 2 minutes may be partially processed.
Sheet Access
The Google Sheet must remain shared with our service for syncing to work.
Offline Mode
Requires internet connection. No offline caching of leads.
Ready to Get Started?
Join sales teams who capture and convert more leads with Sales Buddy.
Start Free on Telegram