Get started in one afternoon

This guide is for the person who owns the first Convor setup. You will check the workspace, open the inbox, and invite the people who will answer visitors.

1. Check the workspace

After signing in, the dashboard gives you a quick read on active conversations, response time, unassigned work, and online operators. Use it as a morning check rather than as a replacement for the inbox.

2. Open the inbox

Select Conversations in the left navigation. Start with Needs reply and Unassigned. Open a thread to see the visitor details, assign an operator, set priority, and reply from the same view.

3. Invite the team

Open Team and choose Invite Operator. On the invitation page, enter a work email and choose Operator for someone who answers conversations or Admin for someone who also manages workspace settings. The invitation is safe to send before the widget is live: the person can accept it later.

A sensible first check

Before adding the widget to production, send one test conversation, assign it to an operator, reply, and close it. That short loop checks the basic visitor-to-operator workflow before launch.