Getting Started

Welcome to Convrs, the omnichannel messaging platform that helps you connect with customers across WhatsApp, Messenger, Instagram, Telegram, LINE, Viber, SMS, and Web Chat - all from one unified inbox.

Convrs empowers your team to deliver exceptional customer experiences through live chat, AI-powered chatbots, targeted campaigns, and intelligent automation. Whether you're handling customer support, driving sales, or running marketing campaigns, Convrs provides the tools you need to succeed.

What You Can Do with Convrs

Convrs brings together all your customer conversations in one place, making it easy to manage communications at scale.

Key Platform Features

• Omnichannel Inbox - Manage conversations from WhatsApp, Messenger, Instagram, Telegram, LINE, Viber, SMS, and Web Chat in a single interface.
• AI Chatbots - Build automated conversation flows with our no-code flow builder to handle routine inquiries 24/7.
• Live Agent Chat - Connect customers with human agents when they need personalized assistance.
• AI Writing Assistant - Use AI to help compose responses, summarize conversations, and detect customer sentiment.
• Campaigns - Send targeted bulk messages via WhatsApp and SMS to engage your audience.
• Web Widget - Add live chat to your website with a customizable widget.
• Auto-Translate - Communicate with customers in their preferred language with automatic translation.
• Reports & Dashboards - Track performance metrics and gain insights into your customer interactions.

Choose Your Role

Convrs is designed for different types of users, each with specific responsibilities. Find your role below to get started with the features most relevant to you.

I'm an Administrator

Set up your organization, manage agents, configure roles and permissions, and oversee platform settings.

Steps:

1. Set up your organization - Configure your business profile, office hours, and branding in Admin > Organization Profile.
2. Connect messaging channels - Integrate WhatsApp, Facebook Messenger, and other channels your customers use.
3. Create agent accounts - Add team members and assign them appropriate roles in Admin > All Agents.
4. Configure roles and permissions - Define what each role can access in Admin > Roles.
5. Set up business units - Organize your team into departments for better chat routing.
6. Review reports - Monitor platform usage and team performance in Dashboard.

Result: Your organization is configured and ready for your team to start handling customer conversations.

I'm an Agent

Handle live customer conversations, respond to inquiries, and provide excellent customer service.

Steps:

1. Set up your profile - Update your name, photo, and notification preferences in My Profile.
2. Learn the chat interface - Familiarize yourself with the Agent Chat screen where you'll handle conversations.
3. Manage your availability - Toggle your busy status when you need uninterrupted time.
4. Accept incoming chats - Pick up waiting customers from the queue or receive auto-assigned chats.
5. Use quick replies - Save time with pre-written responses for common questions.
6. Transfer when needed - Hand off conversations to colleagues or supervisors when appropriate.

Result: You're ready to engage with customers and provide timely, helpful support.

I'm a Supervisor

Monitor agent activity, supervise ongoing conversations, and ensure quality customer service.

Steps:

1. Monitor the queue - Keep an eye on waiting customers and queue times.
2. View agent status - Check which agents are online, busy, or at capacity in Admin > Agent Status.
3. Supervise active chats - Watch ongoing conversations in real-time to coach agents or intervene when needed.
4. Review chat history - Access past conversations to evaluate quality and identify training opportunities.
5. Analyze performance - Use dashboards and reports to track team metrics.

Result: You have visibility into your team's performance and can provide real-time coaching and support.

I'm a Creator (Bot Builder)

Build chatbot flows, design automated conversations, and create campaigns to engage customers.

Steps:

1. Create a chatbot - Set up a new bot and connect it to your messaging channels in Bots > Create New Bot.
2. Build conversation flows - Design automated conversations using the visual flow builder.
3. Configure flow tools - Add buttons, menus, forms, and logic to create interactive experiences.
4. Test your bot - Preview and test your flows before publishing to customers.
5. Set up campaigns - Create targeted messaging campaigns via WhatsApp or SMS.
6. Monitor bot performance - Review bot logs and analytics to optimize your automation.

Result: Your automated chatbot is live and handling customer inquiries around the clock.

Connecting Your Channels

Convrs supports multiple messaging channels. Connect the platforms your customers use most to start receiving messages.

Connect WhatsApp Business

Set up WhatsApp Business API to communicate with customers on WhatsApp.

Steps:

1. Review the Prerequisites for WhatsApp Business API.
2. Complete Meta Business Verification for your company.
3. Follow the Set Up guide to connect your WhatsApp number.
4. Create Message Templates for outbound communications.

Result: Your WhatsApp Business number is connected and ready to receive customer messages.

Connect Other Channels

Add Facebook Messenger, Telegram, LINE, or SMS to your Convrs inbox.

Steps:

1. Navigate to your channel settings or integration pages.
2. Follow the specific setup guide for each channel:

• Facebook Messenger - Connect your Facebook Page
• Telegram - Link your Telegram bot
• LINE - Connect your LINE Official Account
• SMS - Configure two-way SMS messaging

Result: Your messaging channels are connected and conversations flow into your unified inbox.

Add Web Chat to Your Website

Embed the Convrs chat widget on your website for instant customer support.

Steps:

1. Go to Web Widget in the navigation menu.
2. Create a new widget and customize its appearance.
3. Copy the embed code provided.
4. Paste the code into your website's HTML before the closing </body> tag.

Result: Visitors to your website can now start conversations with your team directly.

Getting Help

We're here to help you succeed with Convrs. Here are resources to find answers and get support.

Browse the Knowledge Base

Search our comprehensive documentation for guides, tutorials, and answers.

Steps:

1. Click your name in the top-right corner.
2. Select Knowledgebase from the dropdown menu.
3. Use the search bar to find articles on specific topics.

Result: Access detailed documentation on every Convrs feature.

Check Frequently Asked Questions

Find quick answers to common questions about using Convrs.

Steps:

1. Visit Frequently Asked Questions for general platform questions.
2. Review Common WhatsApp Errors for WhatsApp-specific problems.

Result: Quick answers to get you back on track.

Related Topics

• Chatbot Guide
• Admin Guide
• Supervisor Guide
• Agent Guide