Quick Start Guide

This quick guide is designed to help you better understand the platform, making it easier to configure it based on your preferences. Here's a brief overview of what to do to get started:

  1. WhatsApp Business API Integration
    A. Prerequisites
    B. Setup
  2. Sending and Receiving Messages
    A. Setting Up Bots
    B. Creating Message Templates 
    C. Outbound Messaging
  3. Adding Agents to the Dashboard
  4. Adding Convrs Omni-channel Widgets 
  5. Other Messaging Channel Integrations
    A. Messenger
    B. Telegram
    C. LINE
    D. Viber
    E. SMS
  6. Adding Custom Flow

 

 

1. WhatsApp Business API Integration

The first phase of onboarding begins in the WhatsApp API setup. To ensure a smooth integration process, follow the guidance provided in the links below:

A. Prerequisites

B. Setup

 

 

 2. Sending and Receiving Messages

In the vast digital communication landscape, crafting the perfect message can make all the difference. One effective way to achieve this is by utilizing Convrs dashboard functionality like setting up bots and uploading templates before start sending messages. 


A. Setting up Bots 

With chatbots, you'll have the flexibility to manage the flows you use in different parts of the conversation. This level of control not only enhances customer service but also streamlines operations, making Convrs a valuable tool for businesses looking to optimize chatbot-driven interactions and create meaningful connections with the audience.

B. Creating Message Templates

WhatsApp templates are predefined message formats businesses can use to communicate with customers. These templates enable companies to engage with the target audience in a structured and efficient manner, providing consistent and personalized interactions. WhatsApp templates can be employed for various purposes, including customer support, notifications, marketing, and more. The following sections will help you better understand the best practices for creating templates.

Here are some WhatsApp general template samples tailored for SaaS (Software as a Service) businesses. These templates can be customized to fit various communication needs:

Message Type

Content

Welcome MessageHi {{1}}!! Welcome to {{2}}. We're thrilled to have you on board. If you have any questions or need assistance, don't hesitate to reach out. Let's make your experience amazing!
New Feature AnnouncementExciting news! 🚀 We've just rolled out a new feature on {{1}}. Now, you can {{2}}. Check it out and tell us what you think!
Product Update NotificationDear {{1}}, we've made important updates to {{2}}. These improvements enhance {{3}}. To enjoy the latest version, click here {{4}}.
Subscription Renewal ReminderHey {{1}}, it's that time of the year again! Your subscription to {{2}} is due for renewal. Don't miss out on uninterrupted service. Renew now {{3}}.
Feedback RequestWe value your opinion! 📣 How has your experience been with {{1}}? Please take a moment to share your thoughts with us. Your feedback is invaluable.
Webinar or Training Event InvitationYou're invited to our exclusive webinar on {{1}}. Join us on {{2}} to learn from industry experts and take your {{3}} knowledge to the next level. RSVP here {{4}}.
Trial Expiration ReminderHello {{1}}, your free trial of {{2}} is ending soon. Don't miss out on all the benefits. Upgrade now and unlock full access {{3}}.
Account Verification RequestTo ensure the security of your account, we need you to verify your information. Please click here {{1}} to complete the verification process. Thanks.
Follow UpHello {{1}}! We wanted to follow up with you regarding our previous conversation or request. Have you had a chance to review the information, and do you have any questions or updates? Your response is important to us. Thank you for your time!
Message OpenerHello {{1}}! Welcome to {{2}}. How can we assist you today? If you have any questions or need help, feel free to ask. We're here to provide you with the support you need.



 

Remember to personalize these templates with the recipient's name and any specific details relevant to your SaaS product and services. Additionally, always ensure compliance with WhatsApp's terms and conditions, privacy regulations, and consent requirements when using these templates for customer communication.

 

C. Outbound Messaging

Let’s explore the versatile realm of WhatsApp messaging, highlighting the 2 primary messaging options at your disposal: 

  • One-to-one messaging refers to sending and receiving messages between a single user and your business using WhatsApp as the communication channel. 
  • One-to-many messaging refers to sending a single message to multiple recipients simultaneously, allowing businesses and organizations to efficiently broadcast messages to a group of users. This feature is handy for sending updates, announcements, promotions, or any information that needs to be disseminated to a large audience. 
    • Create an SMS Campaign
    • Create a WhatsApp API Campaign
      • Prepare your list of numbers
        • You have the option to submit the list through a .txt or .csv file, with each number appearing on a separate line. The required format for the numbers is to include the '+' sign, followed by the country code and the actual number;  i.e., +639174470000.
      • Upload the campaign templates before running the campaign; a URL is needed to be able to add media to the template: 
        • The image and video URLs should be the complete one and not a shortened one
        • The image and video URL preferably should be from a publicly hosted site (Facebook for the image, and something like Streamable for the video)


           

3. Adding Agents to the Dashboard

At Convrs, we understand that teamwork is at the heart of success. This step enables you to share the workload, enhance responsiveness, and provide seamless support to your customers.


 

4. Adding Omni-channel Widgets

As businesses continue to adapt and enhance omnichannel presence, creating a web widget on Convrs emerges as the next step in the process. By incorporating a web widget, you can seamlessly integrate chatbots, and customer support directly into your websites, providing visitors with instant, personalized assistance and information. 

5. Other Messaging Channel Integrations

Now that you've successfully set up your Convrs account, you can have the option to further enhance your communication capabilities by integrating more messaging channels that you like. This flexibility allows you to expand your reach and engage with your audience across various platforms and channels, tailoring your messaging strategy to meet your specific needs and preferences.

A. Messenger

B. Telegram

C. LINE

D. Viber

E. SMS


 

6. Adding Custom Flow

Flows refer to the structure and progression of a conversation, often in the context of chatbots. In case you want to make or change a certain flow, below are the helpful guides for your reference:

 

 

Training & Support

If you want to learn more about Convrs features and capabilities or have questions about your Convrs account, feel free to refer to the following:

  • KB (Knowledge-Based) Documentation 
    This provides detailed information and guidance on every aspect of Convrs. You can find answers to frequently asked questions, troubleshooting tips, best practices, and more. You can also search for specific topics or keywords using our search function. 
     
  • Support Team
    We have a support team that is ready to assist you with any issues or inquiries you might have regarding Convrs. Our support team will respond to you as soon as possible. To contact our support team, feel free to chat on the chat icons shown at the lower right side of our website. You can also email us at support@convrs.io or visit our contact page. To email the support team, kindly follow this format: Subject: <Client Name> + (Concern)
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