The Familiar Feeling
TL;DR: Watch the video overview of this blog here
Every sales manager knows the feeling:
You’ve got 10 calls to make, a team meeting to prep for, and a recruiting interview in 20 minutes — and your phone keeps buzzing with new rep questions:
“Where do I find the product sheet?”
“How do I log a customer order?”
“Can you send me the support link for new customers?”
They’re important questions — but answering them all day keeps you from doing the work that grows your team.
That’s where AI onboarding changes the game.
The Problem with Traditional Onboarding
Even with good training materials, new reps often:
Forget where resources are stored.
Don’t remember exactly what was covered in training.
Feel embarrassed to ask their manager “simple” questions repeatedly.
The result? Managers become walking, talking help desks — and their recruiting pipeline slows to a crawl.
The Solution: AI Ingestion of Your Onboarding Docs
Here’s how it works:
You upload your onboarding materials — documents, guides, product FAQs, even scripts — into the platform.
Our AI ingests and organizes that information into a searchable knowledge base.
New reps type their questions (in plain language) and get instant, accurate answers — pulled directly from your company’s own materials.
It’s like putting a company expert in the pocket of every new rep—their own personal onboarding coach that never takes a lunch break.
The Benefits
Instant answers, any time – No waiting for a callback or an email reply.
Consistent messaging – AI responds with the same answer every time, pulled from your official resources.
Manager freedom – More time for recruiting, training, and strategic work.
Rep confidence – New hires feel supported and capable from day one.
Real-World Example
A direct sales company using this AI onboarding feature saw:
A 70% drop in repetitive questions to managers.
Managers gaining back 10-15 hours per month for recruiting.
A measurable increase in reps making it past the first 30 days.
How to Get Started
Identify your core onboarding materials — the ones every new rep needs.
Clean them up so the information is clear and current.
Upload them into your platform’s AI ingestion feature.
Introduce it to every new recruit during day-one onboarding.
The ConveYour Advantage
With ConveYour’s Portal AI Search ingestion, you don’t have to rebuild your training program — you just make it smarter.
The AI works behind the scenes to keep reps moving forward, while managers get back to their real job: recruiting top talent.
What's Next?
Not a ConveYour Client?
➡ See how AI onboarding works — book a 15-minute demo.
Already a ConveYour Client?
➡ Enable AI ingestion in your account today — contact us at [email protected].