Where does intent already appear?
Use the website or messaging channel where customers currently ask questions, respond to campaigns or request help.
Help Center · Customer-facing setup
Set Up
Connect the customer-facing entry point required for your first release and prepare it to work with the approved AI Agent, shared inbox and human-handoff path.
4customer-facing setup guides
6connection stages
1private test path first
Choose the first entry point
Start with the channel your customers already use.
Do not choose a channel only because it is available. Choose the one connected to a real customer journey, approved knowledge and a meaningful next action.
Who owns the business asset?
Confirm the correct page, account, sender or website and identify the administrator authorized to connect it.
What should happen next?
Define the booking, estimate, application, purchase path, qualification step or human handoff the conversation may support.
Who will supervise the release?
Name the person who will review early conversations, receive escalations and approve corrections.
Four connection guides
Choose your customer-facing setup path.
Each guide focuses on the business asset, authorization, routing, private testing and verification required for that entry point.
Messaging01
Connect WhatsApp Business
Connect an approved WhatsApp Business sender to the shared inbox and your AI Agent.
Best for
Customer inquiries, qualification and supported follow-up in a direct messaging channel.
Prepare
Open setup guide - Approved business sender
- Authorized account owner
- Private test contact
Social02
Connect Instagram Direct Messages
Bring approved Instagram direct messages into the ConvoRev inbox.
Best for
Businesses receiving questions, replies and buying intent through an active Instagram presence.
Prepare
Open setup guide - Professional Instagram account
- Authorized business access
- Test message
Social03
Connect Facebook Messenger
Connect a Facebook Page so Messenger conversations can appear in ConvoRev.
Best for
Businesses using a Facebook Page for customer questions, campaigns or service inquiries.
Prepare
Open setup guide - Correct Facebook Page
- Authorized Page access
- Test message
Website04
Install the Website Chat Widget
Add a branded messaging experience to an approved website.
Best for
Turning existing website traffic into guided questions, qualification and an approved next action.
Prepare
Open setup guide - Approved website
- Installation access
- Private test page
Pre-connection readiness
Have these six items ready.
Missing ownership, knowledge or handoff decisions should be resolved before exposing a new path to normal contacts.
Review Guided Onboarding- 01One approved customer-facing channel or website
- 02A clear first conversation and intended next action
- 03Current source material for the AI Agent
- 04An accountable administrator for the business asset
- 05A monitored human handoff destination
- 06A private test contact, account or page
Shared connection sequence
The same six stages apply to every entry point.
The technical authorization may differ by channel, but safe setup always requires purpose, ownership, routing, testing and monitoring.
- 01Define
Choose one customer-facing entry point and the conversation it should support.
- 02Verify
Confirm the correct business asset, accountable owner and required administrator access.
- 03Authorize
Use the approved secure connection method with only the permissions required.
- 04Route
Confirm the intended AI Agent, shared inbox, next action and human handoff.
- 05Test
Use a private contact or page to evaluate the full conversation path.
- 06Monitor
Review early conversations and correct gaps before expanding the scope.
Ownership and permissions
Connect the correct business asset securely.
Customer-facing setup should preserve clear ownership and use only the access required for the approved connection.
Verify the asset
Confirm the page, account, sender, number or website belongs to the intended business and matches the first-release scope.
Use approved authorization
Connect through the supported sign-in, authorization or installation process. Do not place credentials or secret values in ordinary notes.
Limit permissions
Provide only the access necessary to configure, test and operate the selected customer-facing path.
Keep an owner
Maintain an accountable business administrator who can review access and respond when the asset changes.
Private verification
A connection is complete only after the full path works.
Confirm more than whether an account says “connected.” Test what the customer sees, what the AI Agent does and what happens when a person must take over.
Message arrives
The private test message or website conversation appears in the intended ConvoRev workspace.
The right experience appears
The customer-facing name, context and approved presentation match the intended business.
The AI Agent stays in scope
It uses approved knowledge, follows the expected tone and avoids unsupported claims.
The next action works
Qualification, booking guidance, escalation or another approved path reaches the right destination.
A person can take over
The human owner receives enough context to continue and can supervise the experience.
Early activity is reviewed
The responsible person knows where to check conversations and how to report a problem.
Work alongside your systems
Customer-facing setup does not require replacing your operating stack.
Your CRM, website, calendar, store or operational platform remains the system of record whenever practical. ConvoRev provides the conversation layer, routing and managed implementation around it.
Customer entry point→ConvoRev conversation layer→Existing business workflow
Not sure which path to connect first?
Tell us where your customers already start conversations.
The ConvoRev support team can help you choose the narrowest useful entry point for a controlled first release.