Converso product documentation
  • Welcome to Converso
  • Getting started
    • Quick checklist
    • Setting up your account
  • Helpdesk
    • Conversations
    • Groups
      • Adding channels to a group
    • Teams
    • Notifications
    • Contacts
      • Managing contacts
    • Broadcast messages
    • Auto responder
  • Channels
    • Webchat
      • Configuring the widget
    • WhatsApp
      • Key points
      • What are WhatsApp business accounts?
      • Connecting to WhatsApp
      • Message templates
      • Mapping message templates
      • Sending and receiving messages
      • Conversations
      • Chat widgets and buttons
      • How to create an image URL
    • SMS
  • AI
    • AI Agent
      • Creating your AI Agent
      • Connecting to Voiceflow
    • Handover to a human agent
    • Creating an Assistant in OpenAI
    • Connecting your OpenAI account
  • Payments
    • Creating invoices and checkouts
  • Integrations
    • Connecting to Stripe
    • Connecting to Quickbooks
    • Connecting to Xero
      • Sending Xero invoice reminders
  • Support
    • How to contact support
    • Features and bugs
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  1. Getting started

Quick checklist

Quick actions for admins to set up your Converso account

PreviousWelcome to ConversoNextSetting up your account

Last updated 11 months ago

Here are some quick steps to set up your Converso business account:

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 )

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

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

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

6. Add your business details such as your address and logo to be included in WhatsApp message templates and payment requests, under Settings > Business

7. Set up your autoresponder to autorespond to messages (if AI not configured), eg out of hours, under Admin > Auto responder (more details )

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

9. Send out notifications to contacts so they expect to receive your messages, under Broadcast (more details )

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

11. Save your business logo on WhatsApp to provide a logo at the top of your WhatsApp conversations, under your 360dialog login (at app.360dialog.io - more details )

12. Create WhatsApp message templates so you can initiate outbound WhatsApp conversations, under your 360dialog login and Admin > Message templates (more details )

13. Connect to your payment providers (Stripe, Crezco) to collect payments over WhatsApp and SMS conversations, under Settings > Integrations (more details )

14. Connect your accounting apps to keep your bookkeeping apps up to date, under Settings > Integrations

15. Create additional groups (coming soon) for additional inboxes for other areas of your business, under Settings > Groups

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