Using Convor
Guides with screenshots for the day-to-day Convor dashboard.
These guides use the same fictional sample workspace as the screenshots. Start with Get started in one afternoon, then open the guide for the area you are working on.
Choose a guide
- Get started in one afternoon
- Manage sites and projects
- Organization settings
- Block visitors and networks
- Set business hours and timezone
- Handle conversations clearly
- Understand conversation channels
- Allegro: scope and availability
- Email: channel versus notifications
- Connect Facebook Messenger
- Connect Instagram DMs
- Connect WhatsApp Business
- Save useful inbox views
- Customize the widget before you publish
- Manage content languages
- Tags and custom fields
- AI provider and translation
- Integrations and webhooks
- Security and API keys
- Data exports and privacy requests
- Rules: when Convor should act
- Test automation before publishing
- Knowledge: what Convor can answer
- Configure AI availability and safety
- Closing conversations and analysis
- Create a proactive trigger
- Invite your team and keep roles clear
- Configure notifications without alert fatigue
- Read analytics without losing the thread
- Use canned responses consistently
- Set response-time policies
- Route conversations to the right team
- Understand visitor activity
- Review customer satisfaction
- Read the audit log
- Manage plans and billing details
The guides show fictional Convor and TopSoft4U customers. Contact details in the screenshots come from an isolated demonstration database. Replace any draft content with your own before enabling the widget for real visitors.
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