015 practical guides
Start here
Get Started
Understand ConvoRev, complete onboarding and prepare a safe first release.
Explore Get StartedClear guidance. Practical next steps.
How can we help?
Find clear guidance for launching, managing and improving your ConvoRev AI conversation system.
Popular:
36customer-safe guides
7guided help topics
1clear next step
New to ConvoRev?
Follow the recommended path
Move from orientation to a controlled first release without trying to configure everything at once.
- 1Get orientedUnderstand your starting pointExplore Get Started
- 2ConnectChoose your first customer channelReview setup guides
- 3PrepareConfigure knowledge and boundariesUnderstand AI Agents
- 4VerifyTest before normal contacts see itTest your AI Agent
Browse by topic
Choose what you need help with
Start with the topic that matches the work in front of you. Each overview points to the most useful next guide.
024 connection guides
Connect channels
Set Up
Connect the channels where customers already reach you and prepare them for your AI Agent.
Explore Set Up035 AI Agent guides
Prepare your agent
Understand AI Agents
Configure purpose, knowledge, routing, active hours and safeguards for reliable conversations.
Explore AI Agents04Responsible messaging overview
Message responsibly
Reach Out
Plan proactive messaging around approved audiences, channel rules, timing and opt-out handling.
Explore Reach Out052 booking guides
Create a next step
Convert
Guide appropriate conversations toward bookings, qualified handoffs and other approved outcomes.
Explore Convert066 workflow guides
Run conversations
Manage
Review the inbox, coordinate human ownership and maintain useful contact context.
Explore Manage075 account guides
Protect your workspace
Account
Manage security, team access, notifications, data exports and responsible messaging controls.
Explore AccountFrequently used
Popular guides
01Start HereQuick Start GuideUse a practical checklist to move from discovery to a monitored first release.Read guide
02Set UpConnect WhatsApp BusinessConnect an approved WhatsApp Business sender to the shared inbox and your AI Agent.Read guide
03Set UpInstall the Website Chat WidgetAdd a branded messaging experience to an approved website.Read guide
04AI AgentsConfigure Your AI AgentPrepare a controlled operating brief using approved sources, decisions and boundaries.Read guide
05AI AgentsManage the Knowledge BaseSupply clear, current facts that your AI Agent may use when answering customers.Read guide
06ManageUse the Conversation InboxBring supported conversations, contact context, AI status and team actions into one workspace.Read guide
Connect your workflow
Bring conversations into the systems your team already uses.
Use scoped connections to keep customer conversations and approved business workflows aligned.
Still need help?
Talk to the ConvoRev support team.
Tell us what you are trying to accomplish, what you expected to happen and what you are seeing instead.