For Admins

Convrs is a platform that helps you create and manage engaging conversations with your customers, leads, and prospects. As an admin, you have the power to configure and customize your Convrs dashboard according to your needs and preferences.

How to Set Up Your Convrs Dashboard

Below is the onboarding checklist to have a fully functional and optimized Convrs dashboard. Let’s get started!

STEPS	PARTY IN-CHARGE
Fill out the Convrs Master Sheet Convrs Team will provide a Master Sheet file where the <Brand> Team can write and: Nominate an email for initial setup and testing Input agent names, details, and business units Double-check the flow of messages and translations Add/update and confirm the WhatsApp templates Review and confirm Permission access Send login credentials to admins	Brand Team and Convrs Team
Flow building Create the initial flow/s for the selected channels Approved translations when multilingual	Convrs Team
Setting up the initial messaging channels (Bots & Flows) Please note that you do not need to complete the setup of all messaging channels simultaneously. You can start with the most essential channel/s and then gradually add more.	Brand and Convrs Team
Web Chat Setup and replication for other languages (if applicable)	Convrs Team
WhatsApp Resources: WhatsApp API setup Prerequisites needed prior to actual setup Identify who has Full Admin rights to the Facebook Business Manager as he/she will be the one to initiate the process Procure/provide a number (mobile or landline) to be used for the setup Choose and finalize payment method Set up WhatsApp API via the Convrs dashboard Upload templates for approval Test templates and message-sending	Brand Team
Facebook Messenger Resources: Setup Grant Convrs dashboard access to the point of contact with admin rights to the brand’s Facebook pages Integrate Facebook Messenger to Convrs	Brand Team
Telegram Resources: Setup Create a bot by accessing BotFather on your brand’s Telegram account Copy the generated API key to create a bot on your Convrs dashboard	Brand Team
LINE Resources: Setup Sign up and create a LINE Developer account Create LINE Bot in Convrs Check subscription plans	Brand Team
Viber Resources: Setup Sign up for a Viber account (partners) Setup Viber Bot in Convrs Link Viber Bot to Widget	Brand Team
SMS Resources: Setup Request activation through your Convrs representative and provide the countries you wish to have SMS numbers to, and the purpose of using SMS Convrs will advise on the availability and fees	Brand Team
Finalizing the bot routing rules	Brand and Convrs Team
Web Widget Resources: Setup If you opt for the web widget to be active on your website, please be prepared with the following: Company logo and hex code File Size: 400 x 400 or 500 x 500 px File Type: JPG, PNG, or GIF	Brand Team
Sending the Convrs login details to <Brand> agents	Convrs Team
Scheduling the Convrs Dashboard Training	Convrs and Brand Team
Turning on SSO	Brand Team
Activating Web Widget	Brand Team
Going live with Convrs (launch)	Convrs and Brand Team
Set up other messaging channels when ready	Brand and Convrs Team

If you have any questions or feedback, 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)

How to Set Up Your Convrs Dashboard​

How to Set Up Your Convrs Dashboard