Quick checklist

Quick actions for admins to set up your Converso account

Here are some quick steps to get you up and running:

1. Invite users in your company to Converso by sending them an email invite, under Settings > Users

2. Add a webchat widget to your website so browsers can live chat with you from your website, under Admin > Webchat (more details here)

3. Create an AI agent to manage your customers' messages so your human agents don't need to reply to every message, under workspace > AI (more details here)

4. Select users for your workspace so that you can manage messages as a team, under Workspace > Team

5. Create additional workspaces for additional inboxes for other areas of your business

6. Import contacts so you can start sending outbound messages and identify the sender of inbound messages, under Contacts (more details here)

7. Add your business details such as your address and logo to be included in your webchat widget, under Settings > Business

8. Connect to WhatsApp for powerful multimedia messaging, under Admin > WhatsApp (more details here)

9. Create WhatsApp message templates so you can initiate outbound WhatsApp conversations (more details here)

10. Add tags so you can send broadcast messages to selected groups of contacts, under Settings > Tags