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AI Video Reps

Manage AI video reps, approved materials, meeting links, email agents, CRM access and run history.

Updated Oct 19, 2026 13 steps 15 questions answeredOpen this page in the platform
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Overview

Manage AI video reps for the selected client workspace. Set their instructions, approve slides, web pages and PDFs, then open a Video meeting or copy its reusable link. Eligible Client Admins and internal admins or executives can manage this work. Demo accounts and impersonation are not supported. Use Email agent to manage inbox work between calls and Runs to review what it did. The CRM tab shows SalesHive’s own assigned-rep connection where available; other workspaces manage their connected apps from Agents.

Start here

  1. Prepare: select an eligible client workspace and open AI Video Reps from its direct address, because it is not listed in the sidebar (see Open AI Video Reps). Add a rep, then complete Main instructions, audience, goal, approved facts and limits in Rep instructions.
  2. Review: add the slides, public pages or PDFs the rep may use. Check the written facts and sources, then save and approve the version.
  3. Rehearse: on Test call, select Approve and start or Start meeting, join through the device lobby, and wait until the rep is ready. Rep calls draw on the workspace's shared daily allowance, normally three video calls per UTC day, so plan what to check. Check its answers and shared material before sending the reusable meeting link to guests (Create a reusable meeting link).
  4. Check the record: open Recordings and Review call to inspect the available video and Call activity. A failed or processing entry is not proof of a playable recording.

Save version keeps a draft without approving it; Approve and start saves, approves and opens the meeting in one step. Email agent and CRM settings are separate again: approving a presentation does not turn on email sending or grant access to CRM records. Use the relevant sections below only when those options are available for your workspace.

How to use this page

  1. Open AI Video Reps

    Select your client workspace, then open /platform/communication/video-calls/ai-video-reps directly. AI Video Reps is no longer listed in the Platform sidebar. The page still requires an eligible Client Admin or an internal admin or executive using their own account. Use All reps for active reps, Archived or Removed for inactive reps, and Search reps to filter names in the selected view. The table shows status, material counts and the latest saved date. Select a rep name for Test call, or Edit for Rep instructions. Add AI video rep opens a new setup. The SalesHive workspace offers its sales and investor presets; other clients use custom reps. The former AI Sales Reps and AI Presentations addresses open the same workspace.

  2. Set the rep instructions

    Open Rep instructions. Complete Rep name, Main instructions, Who is the prospect? and Goal for the call. In Pre-call research, describe what to learn about each visitor's company and which questions to prepare. Leave it blank to skip research while keeping the visitor's form details. Save and approve the version before the changes apply. Expand Approved facts and boundaries to enter Facts the rep can use and Unknown or off limits. Review starter wording before approving it. Public HTTPS links pasted into Main instructions are added to Materials when supported; review the resulting list. Rep name identifies the saved setup in your library. In Video calls, SalesHive sales and investor reps appear as Buzz | SalesHive AI; custom reps appear as SalesHive AI. Calls opened from an AI Video Reps link also show SalesHive AI in the meeting header.

  3. Build your slides

    Open Materials and expand Sales deck, then expand a slide. For each slide, complete Title, Visible text and approved facts, and Source for these facts. Use Questions this page answers to record buyer concerns. Optionally upload one PNG, JPEG or WebP image up to 10 MiB and complete Describe the screenshot. The presenter uses approved words and sources, not facts inferred from the picture. Use Add slide, Move up, Remove from draft or Use text only to arrange the story. Keep between 1 and 24 slides.

  4. Add web pages and PDFs

    In Materials, expand Web pages and documents. Complete Page name and Page URL; use Add a page or Remove page to keep up to 12 approved destinations. Use public HTTPS links without credentials. Select Open at call start on one web page to make it the first shared page. Sales and custom reps wait for your readiness answer or an explicit request to show the presentation; an investor rep shares after its brief greeting. Selecting another page replaces that choice; clearing it returns the opening to the first saved slide. SalesHive's own sales rep using the full interactive sales deck opens that deck at Your Human Team instead. Import PDF accepts files up to 10 MB, 12 pages each and three documents. Review Document name, expand every Review page entry and check its image and Approved notes. Notes start with up to 2,000 extracted characters; add your own notes for scanned pages. Remove document removes it from the draft. Save version retains the changes.

  5. Save and approve the setup

    Select Save version in Rep instructions or Materials to save a draft without changing approval. On Test call, Approve and start saves unsaved changes and approves the selected version before opening Video. Approve and get link does the same without leaving setup. Once that version is approved, the buttons read Start meeting and Get meeting link. In Rep instructions, expand Version history and approval to Review version or Revoke approval. Reviewing alone does not approve a version.

  6. Start a Video meeting with the rep

    On Test call, select Approve and start or Start meeting. This opens the meeting link. On Join your call, optionally enter Company or website and select Join call to continue to the Video meeting lobby. Choose your devices, then select Join meeting and allow microphone access. Test microphone is optional before joining. The approved rep starts when a participant connects and recording is ready; a human host does not have to join this AI Video Reps link. Use the normal Video microphone, camera and sharing controls. On phones, open More for sharing, Settings and rep controls. When the rep shares its screen, the enlarged view hides the meeting header, participant row and workspace. Select Show workspace in the bottom controls (under More on phones) to restore the workspace and cameras; Maximize shared screen enlarges the share again. Remove video rep stops only the rep; use the meeting controls to leave or end the human call. Check the duration note on Test call: most rep sessions last up to 30 minutes. Eligible presets can show a 90-minute limit or no timed cutoff. On an AI Video Reps link, the rep can continue with remaining guests after the host leaves, subject to its duration limit, until stopped or the call becomes empty. Recording, access and connection checks still apply. Wait through Connecting... until the rep is ready before speaking. Expand How this call works for a reminder to review instructions and materials before inviting others, and to use Recordings after the call.

  7. Create a reusable meeting link

    On Test call, select Approve and get link or Get meeting link. Under Share this meeting, select Copy link and paste it into a calendar invitation. If clipboard access fails, select the link field and copy manually. Editing or selecting an unapproved version hides the sharing box until you approve it again. Creating a link starts no call and sends no invitation. On an approved AI Video Reps link, guests enter their name and email; recognized signed-in clients and employees see their account details. Optionally enter Company or website, then select Join call. Keep the page open while Preparing your call... appears. If the approved rep has Pre-call research instructions, SalesHive looks up the official company website and prepares public company context before device setup. A work email domain can help identify the company when no website is supplied, but it does not verify employment. An ambiguous company or failed lookup does not prevent joining. With Pre-call research blank, lookup is skipped and the rep still receives the supplied form details. Each participant keeps their own context. These details are not verified affiliation or permission to send email. Guests complete device setup and join without a human host. The approved rep starts after a participant connects and recording is ready. Guests cannot open setup or recordings. An eligible signed-in host can select Remove video rep; the human call and recording continue, and refreshing does not restart the rep.

  8. Review a recorded browser call

    Open a rep and select Recordings. This lists the saved browser-call reviews available in your workspace. Select Review call beside a call to open its video and Call activity. Expand an activity entry to read its details; Go to this moment seeks the video when timing is available. Previous and Next browse ten call reviews at a time. If the video is processing, select Refresh recordings, then Review call again. Select another rep tab to return to setup.

  9. Set up work between calls

    Save the rep in Rep instructions, then open Email agent. Choose an Email account, set Check every (minutes), and write What should this agent do? Client workspaces require at least 240 minutes between checks; the internal SalesHive workspace allows 30 minutes. New agents start Off. Choose On when ready, then select Create email agent or Save email agent. Saving does not start a run immediately. If no inbox is available, select Add an email account, connect it, then Refresh. Email settings save separately from rep versions.

  10. Review email work and pause future checks

    Open Runs to see each available run name, launch time and status. Select the name to open its project and review what the agent actually did. Use Load earlier runs when shown and Refresh for the latest results. Email agent shows Last run and Next check when available. To pause future checks, change On to Off and select Save email agent; an already-started run can finish. Refresh asks before discarding unsaved email settings.

  11. Manage the shared CRM connection where available

    Save an active rep, then open CRM. For the authorized owner of SalesHive’s own sales reps, the SalesHive CRM switch shows Off or Connected. Turn it on to allow assigned-deal reads. Turn on Let Buzz update CRM records only when CRM updates are intended. Each switch saves immediately; wait for Saving CRM settings... to finish and check any error. These settings are shared across Buzz’s assigned video reps and email agent. Review the assigned deals and Recent CRM activity; an Agent run link opens the related project. If settings changed elsewhere, reload before trying again. Email sending keeps its separate settings.

  12. Return to saved work safely

    Use All AI reps to return to the table. If you have unsaved rep or email-agent edits, review Leave unsaved changes? before choosing Leave changes. If another window changed the library or an operation could not be confirmed, reload the page and check saved versions and approval before trying again. Rep drafts and email-agent edits are not autosaved. Use Save version for rep content and Save email agent for email settings. CRM switches save immediately and do not use either save button.

  13. Archive, remove or restore a rep

    Open the row Actions menu and select Archive or Remove, then confirm. Both disable the rep for calls while retaining recordings and history. Open Archived or Removed to find it again. Select Restore, then review and approve the restored draft before calls. Inactive reps still offer Recordings, Email agent and Runs for review. Restore the rep before editing its email agent or using call setup.

What the buttons do

All AI reps / Add AI video rep / Edit
Return to the table, create a setup, or open Rep instructions. Selecting an active rep name opens Test call. Review the unsaved-changes prompt when shown.
Test call / Rep instructions / Materials / Recordings / Email agent / Runs / CRM
Switch between call setup, rep content, call reviews, email settings, email run history and CRM connection settings. Archived or removed reps allow Recordings, Email agent and Runs for review; restore them before editing email settings or opening CRM.
Save version
Save the completed draft as a new version without changing the approved version.
Approve and start / Start meeting
Save and approve the selected setup when needed, then open the meeting link. Approved AI rep links show optional company intake. Select Join call to continue to the Video lobby, then Join meeting after the device check to participate; creating the link alone does not start the rep or recording.
Approve and get link / Get meeting link / Copy link
Save and approve when needed, then create or retrieve a reusable Video link without leaving setup. Copy link copies the approved link under Share this meeting. No invitation is sent. Edits hide this sharing box until approved again.
Version history and approval / Review version / Revoke approval
Inspect a saved version or withdraw approval. Reviewing content alone does not approve it.
Add slide / Move up / Remove from draft / Use text only
Add or reorder slides, remove a slide while keeping at least one, or remove its image from the draft. Save these edits to retain them.
Add a page / Open at call start / Remove page / Import PDF / Remove document
Manage web destinations and PDF materials. Open at call start selects one web page for the opening share; without a selection, the first saved slide opens. Review page images and notes, then save and approve your changes.
Refresh recordings / Review call / Go to this moment
Reload call reviews, open video and Call activity, or seek to an available timestamp. Previous and Next browse ten reviews at a time.
All reps / Archived / Removed / Search reps
Choose the rep status and search names within that view. All reps shows active reps, including drafts.
Actions / Archive / Remove / Restore
Open meeting setup or recordings, disable a rep with confirmation, or restore it as a draft. Archive and Remove retain saved history and recordings.
How this call works
Expand a short reminder about approved instructions and materials, inviting others and reviewing Recordings after the call.
Pre-call research
Sets the public company research and questions the rep prepares before visitors join. Research uses your approved offering. Leave blank to skip it while retaining form details. Save and approve the version to apply changes.
Email account / Check every (minutes) / What should this agent do?
Choose an available workspace inbox, set the check interval and describe the work. When Email account is editable, press Up or Down on the dropdown button to open it. If a search field appears, type to narrow the choices, then press Up or Down to move to an option. On an option, use Up or Down to move, Home or End to jump to the first or last option, and Enter or Space to choose. Escape closes the menu without changing the value and returns focus to its button. Reopening clears the search. Existing shared Buzz jobs keep their connected inbox. A job triggered by a completed video call shows Runs after a video call ends instead of an interval field.
On / Off / Create email agent / Save email agent
Create or save the email job, including its On or Off state. Turning it off stops future checks after saving, while a run already started can finish. Changed settings in another window require Refresh before retrying.
Refresh / Load earlier runs
Reload saved email settings and run history, or show earlier runs. Refresh asks before discarding unsaved email edits.
SalesHive CRM: Off / Connected
For the authorized SalesHive rep owner, turn the shared connection off or on. Saves immediately and applies to Buzz’s assigned video reps and email agent. The assigned-deal list shows eligible records; this tab does not add assignments.
Let Buzz update CRM records
Allow notes, dated tasks, next-step dates and linked-contact title or phone corrections. Saves immediately. Disabled while the connection is off or saving. Email sending uses separate settings.
Recent CRM activity
Lists recent CRM actions and settings changes with their source and time. Select Agent run when available to open the related project.

Common questions

Who can see my reps, recordings and meeting links?
Client workspaces share their rep library and recordings with eligible administrators of that workspace. SalesHive Testing keeps its library separate for each owner. A reusable meeting link lets participants join a Video call; it does not grant access to setup or recordings.
Why is testing unavailable or using older content?
Save version keeps a draft without changing approval. Approve and start and Approve and get link save and approve the current setup. Once that version is approved, the buttons read Start meeting and Get meeting link. Ready means a version is approved; Unapproved changes means the latest saved version differs from it. Review the selected instructions and materials before either action. Archived or removed reps must be restored and approved before calls.
What must I complete before saving?
Complete the rep name, goal, audience and Main instructions. Every slide needs a title, visible text and source; uploaded slide images need descriptions. Each web page needs a name and supported URL. Imported documents need a name and one to 12 pages. You can keep up to 24 slides, 12 web pages and three PDFs per setup. The library supports up to 20 reps and 100 saved versions per rep. Archived and removed reps still count toward the library limit; restore an existing rep to reuse it.
What if the microphone, screen or audio fails?
Select Join meeting to request microphone access, or use Test microphone first. After fixing a permission or device error, select Retry microphone or Join meeting again. An unanswered permission prompt times out after about 20 seconds. During the meeting, follow the device error and use Reconnect microphone or Settings (under More on phones). Wait for recording to be ready before starting the rep. If it cannot start, read the error before retrying. If the rep says it is having trouble preparing the shared page, say Try again to retry in the same call. When it asks Can you see my screen?, confirm only once the page is visible. If the call reports that the rep disconnected, the authorized host can select Add video rep, then choose the rep to reconnect. If the previous rep is still disconnecting, wait briefly and try again. If an unusually long response is paused, the rep stays connected. Say Continue or Resume, then ask your question again if needed. You do not need to restart the meeting for this pause.
Why did the call stop, and what are the test limits?
AI rep sessions in Video normally last up to 30 minutes. Check Test call for the selected setup's duration: eligible presets can have a 90-minute limit or no timed cutoff. Video meeting reps no longer stop at a fixed number of conversation turns. Access, recording and connection checks still apply. The standard voice and video allowances are three each per UTC day. An authorized internal testing workspace can have a higher cap; that does not raise other clients' limits. Separately authorized diagnostic allowances still apply where enabled. Usage is shared within the workspace, so changing hosts does not reset it; Testing libraries remain owner-specific. Call allowances are reserved before browser and voice startup, so a startup failure can still use an allowance. Read the error and saved Call activity before retrying. For ordinary AI Video Reps links and tests, only one browser rep call can run in the same library at a time. End the current rep before starting another. The public SalesHive website uses separate private rooms with a 30-minute rep limit. Use the shared meeting link to open that separate video room. The website sidebar and in-page Talk to SalesHive AI buttons open the voice guide, which does not share a screen. On Let’s talk., enter your name and email, expand Company (optional) if useful, and read the recording notice. Select Start talking, then allow microphone access. No camera or device-selection screen appears. If the microphone fails, fix the displayed problem and select Start talking again. There is no second Join meeting step. Website callers use Mute or Unmute, Chat, Audio and Leave. Audio contains microphone recovery and selection, supported speaker selection and noise cancellation. Camera, background, visitor screen-sharing, music, reaction, People, Transcript, recording and rep-management controls are hidden, and floating cameras do not open. The rep can still share its screen, with Show workspace, Maximize shared screen and Fullscreen available. Those calls have separate room admission, while usage remains shared; they do not increase a client workspace’s allowances or book a calendar meeting. On a link created from AI Video Reps, the rep and recording can continue with guests after the host leaves. Once everyone leaves, empty-call cleanup ends the occurrence; the rep does not keep the room alive. Changed approval, lost access or unavailable recording can stop it. In an ordinary meeting where a host manually adds a rep, host departure can stop that rep. Turning it off in Video does not end the human meeting or its recording.
Does the presenter know facts outside my saved material?
The rep uses approved offering facts and sources, acknowledges unknowns, and distinguishes planned capabilities from released ones. Pre-call research can prepare public company context for custom client reps as well as SalesHive sales and investor reps. Set its focus in Rep instructions, then save and approve the version. Leave it blank to skip research. Public facts and suggested buyer roles or questions are preparation, not confirmed priorities, buying intent or verified employment. Confirm or correct them in the call. An ambiguous company or failed lookup still lets you join with your supplied details. Investor research focuses on the firm's publicly stated investment sectors, stages and thesis. During a web walkthrough it also reads page headings, tables, labels, links and control states. It must scroll to show offscreen content; long pages may be read in parts. This page reading does not inspect image pixels or content inside embedded frames, and it omits hidden content and editable values. Supply accurate written facts and screenshot descriptions, then check its answers during rehearsal. Page content alone does not verify business results, prices or promises. For investor materials, check each figure's reporting date and distinguish reported results from dated planning assumptions. Refer terms or newer forecasts not supplied in the approved material to the team.
Does Start meeting create or record a call?
Start meeting creates or retrieves a reusable Video link and opens it. Approved AI rep links show optional company intake before the device lobby. Get meeting link leaves you in setup with a link to copy. Neither sends invitations or starts recording. Join the meeting to participate; guests can also join without a human host. The approved rep starts automatically once a participant connects and recording is ready. These links belong to the selected client workspace, so completed recordings and transcripts stay with that workspace without adding completed-call activity to a sales opportunity. Recordings shows available video and activity; failed or unconfirmed entries do not prove a playable video exists.
Why can I not start a browser walkthrough or open a page?
Use an eligible Client Admin or internal admin or executive account in an accessible client workspace with Video access. AI rep calls are not included in Self-serve plans. Public HTTPS pages can be approved, but private addresses, credentials and unsupported destinations are refused. Client browser sessions do not inherit your login; secure test-account connections are not available. Browser controls cannot save records, send messages, book meetings or export data. Separately enabled SalesHive sales-call actions can save supported qualification, queue requested materials and arrange a confirmed human follow-up, as described below. Their access checks are separate from browser controls. Never paste passwords or cookies into Main instructions.
What if a browser call or recording does not recover?
If the rep cannot start, follow the displayed error before retrying. An AI Video Reps link makes one automatic start attempt per call. Refreshing or another guest joining does not retry a failed attempt. An eligible signed-in host must join and select Add video rep, then choose the rep. After selecting Remove video rep, only the host can restart it during that call. An allowance-reached message means wait until the next UTC day. For a generic startup failure, open Recordings, select Review call and expand startup failed under Call activity. Keep the Call reference and available error details when reporting the problem. For a processing recording, select Refresh recordings and reopen Review call. A failed or unconfirmed entry does not prove a playable video exists. Do not start another call just to recover a recording.
Does Remove permanently delete a rep?
No. Archive and Remove disable calls and clear approval while preserving saved versions, recordings and history. Restore returns the rep as a draft; review and approve it before reuse. In the SalesHive preset library, restore an existing preset instead of adding a duplicate.
How does the AI video rep start and continue the conversation?
An approved rep on an AI Video Reps link starts after a participant connects and recording is ready. Review its Main instructions, audience, goal and approved materials before the call. Sales and custom reps normally wait for a readiness answer before presenting; you can explicitly ask the rep to share its screen or show the presentation. Confirm that you can see the shared page before continuing. Ask questions naturally, and correct company research or assumptions that do not fit. Public research is preparation, not verified employment, buying intent or information you supplied. During a rehearsal, check whether the rep answers from the approved sources, acknowledges missing facts and shows the relevant material. If sharing fails, follow the displayed error and ask to try again in the same call when appropriate. Silence, or another participant joining, is not permission to start presenting, and you can ask the rep to wait or pause at any time. To jump to another section, ask the rep to show it. In an AI-shared SalesHive-style deck, the deck's own toolbar, including Previous, Next and the deck Fullscreen button, is hidden; use the call's Fullscreen control for your view. SalesHive-specific sales and investor demos use their own instructions and materials; their deck order, voice and commercial terms are not a template for your client rep.
Can I email the AI rep, or ask it to share my deal room or send a follow-up?
Creating or approving a client rep does not automatically give it an inbox, permission to send email, or access to CRM records. For your own rep, use Email agent to connect an inbox and review its instructions, status and Runs separately. New email agents prepare drafts with automatic sending off. Custom client reps do not use the buzz@saleshive.com address, and the SalesHive follow-up actions described next are not included in ordinary client reps. You can email SalesHive's own sales and investor reps at buzz@saleshive.com; this does not promise an immediate reply. When sales follow-up is enabled, only eligible SalesHive website conversations and hosted SalesHive sales calls can save qualification notes supported by the conversation and queue an explicitly requested follow-up email; investor reps cannot. On an eligible hosted SalesHive sales call, Buzz can share the Deal Room link in Chat; on a website call, it cannot show or post that link. To book a human meeting, give your time zone, choose an offered time, and listen to the full confirmation of the host, date, time, time zone and recipient, then say clearly that you want it booked, for example "Yes, please book it." A brief "OK" does not book a meeting. Make each request explicitly and wait for its confirmation: a queued email is not a sent email, and a proposed time is not a booked meeting. To stop email from an eligible SalesHive website call, say "Stop emailing me" and wait for Buzz to confirm that the stop was recorded. This cancels pending AI follow-up requests, but email already being sent cannot be recalled, and it does not change phone lists or other systems. Asking Buzz to pause speaking or stop mentioning its email address does not unsubscribe you. If a capability is unavailable or a result is uncertain, review the call activity before repeating the request. Use the recording and run history to check what actually happened rather than inferring it from the conversation.
Will a new email agent send messages automatically?
No. New email agents review the selected inbox and available recent call evidence, then prepare drafts. Automatic sending is off. The call context is limited and can be incomplete, so inspect the run before relying on its conclusions. Saving settings or seeing a completed run does not prove an email was sent.
Why does Email agent say its Buzz jobs are shared?
The displayed jobs already serve multiple video reps. Editing their instructions, interval or On/Off state affects every rep named by the shared notice; run history can cover more than the selected rep. Their inbox is fixed. Existing requested after-call email keeps its current permissions, while proactive follow-ups remain drafts. Review each job before saving.
Why are CRM controls unavailable for my rep?
This built-in SalesHive CRM connection is limited to the authorized owner of SalesHive’s own assigned sales reps. It does not connect ordinary client reps to SalesHive’s internal sales pipeline. Save a new rep first and restore an inactive rep before opening CRM. Other workspaces see a message directing them to Connectors on the Agents page for their own connected apps.
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