Frequently Asked Questions

Everything you need to know about Sales Buddy. Can't find what you're looking for? Contact us.

Getting Started

How do I start using Sales Buddy?

Simply open Telegram, search for @AI_SalesBuddy_bot, and tap Start. Follow the quick onboarding to connect your Google Sheet, and you're ready to capture leads!

Do I need to create an account?

No traditional account needed! Your Telegram account serves as your identity. During onboarding, you'll provide your email and connect your Google Sheet - that's it.

What Google Sheet do I need?

You can use any Google Sheet you own. Share it with our service account email (provided during onboarding) with editor access. We'll automatically set it up with CRM tabs for Leads, Pipeline, Contacts, and more.

Is my data safe?

Absolutely. All your lead data is stored directly in YOUR Google Sheet. We don't store your business data on our servers. You have full control and ownership of your data.

Using Sales Buddy

What types of input does Sales Buddy accept?

Sales Buddy accepts: 1) Text messages with lead info, 2) Forwarded messages from any chat, 3) Voice notes/audio messages, 4) Images of business cards, emails, or documents. Use whatever is most convenient for you.

How accurate is the AI extraction?

Our AI is highly accurate for well-structured information. It extracts names, emails, phone numbers, company names, and requirements reliably. However, always review the extracted data before confirming - you can edit any field before saving.

Can I edit lead information after saving?

Yes! You can edit leads directly in your Google Sheet, and changes sync automatically. You can also update lead status and add notes via the Telegram bot using the /leads command.

How does the email draft feature work?

Select a lead and use the email option. Our AI generates a personalized follow-up email based on the lead's context and your previous interactions. You can edit the draft before sending or copy it to your email client.

Can I use voice notes in any language?

Currently, voice notes are optimized for English. Other languages may have reduced accuracy. Text inputs in most major languages work better.

Google Sheets Integration

How does the Google Sheets sync work?

When you capture a lead via Telegram, it's instantly written to your Google Sheet. Changes you make in the Sheet (like updating status) also sync back. It's real-time, bi-directional sync.

What tabs are created in my Sheet?

Sales Buddy creates: Dashboard (overview), Leads (all captured leads), Pipeline (deals in progress), Contacts (individual people), Companies (organizations), Activities (logged actions), Tasks (follow-ups), and Team (if you have multiple users).

Can I use my existing Sheet with data?

Yes! We keep your existing tabs and data. We only add the CRM tabs that don't exist. Your data is never deleted or overwritten.

What if I accidentally remove Sheet access?

Syncing will stop, but your existing data remains. Simply re-share the Sheet with the service account email, and syncing will resume automatically.

Features & Capabilities

Can I capture leads from business card images?

Yes! Send a clear photo of a business card and our Vision AI will extract the contact details automatically. Works best with good lighting and clear text.

Does Sales Buddy support multiple team members?

Yes, with Pro and Enterprise plans. Team members can all contribute leads to the same Google Sheet while maintaining individual activity tracking.

Can I export my data?

Since your data lives in Google Sheets, you can export it anytime using Google's native export options (CSV, Excel, PDF, etc.) or integrate with any tool that connects to Sheets.

Is there a mobile app?

Sales Buddy works entirely within Telegram, which has excellent mobile apps for iOS and Android. No additional app installation needed!

Billing & Plans

Is there a free plan?

Yes! The free plan includes up to 50 leads per month, Google Sheets sync, AI lead extraction, and basic email drafts. Perfect for getting started or small teams.

What's included in the Pro plan?

Pro ($29/mo) includes unlimited leads, real-time bi-directional sync, image/vision AI processing, Gmail integration, up to 5 team members, and priority support.

Can I cancel anytime?

Yes, you can cancel your subscription at any time. Your data in Google Sheets remains yours even after cancellation.

Do you offer refunds?

We offer a 14-day money-back guarantee for Pro and Enterprise plans. If you're not satisfied, contact us for a full refund.

Troubleshooting

The bot isn't responding. What should I do?

First, try sending /start to restart the conversation. If that doesn't work, check your internet connection. If the issue persists, contact support at contact@konzult.in.

My leads aren't showing up in Google Sheets.

Check that: 1) The Sheet is still shared with our service account, 2) You confirmed the lead after extraction (didn't cancel), 3) The Sheet wasn't renamed or moved. Try capturing a new lead to test.

Voice notes aren't being transcribed.

Ensure your voice notes are clear with minimal background noise. Very long voice notes (over 2 minutes) may be partially processed. Try shorter, clearer recordings.

Image extraction isn't working well.

For best results: 1) Use good lighting, 2) Hold the camera steady, 3) Make sure text is in focus, 4) Avoid glare or shadows. Business cards work better than handwritten notes.

Still have questions?

Can't find the answer you're looking for? Our support team is here to help.