From empty workspace to first answered conversation
Set up the workspace, learn the vocabulary, connect one channel and get something answering. Start here if you have never opened Convarza AI before.
10 tutorials in this section
Tutorials in Getting started
Create your Convarza AI workspace
Sign up, name the workspace and land on an empty rail. Five minutes, and only two of the decisions are awkward to change later.
ReadA tour of the workspace: the rail, the top bar and notifications
Where everything lives and, more usefully, why it lives there. Ten minutes here saves a fortnight of hunting through menus for something that was never in them.
ReadAgent, manager and admin: what each role can do
Three roles with different jobs, drawn along one line: agents own their own work, managers own the operation, admins own what costs money or grants access.
ReadInvite your team and assign roles
Add the people, give each the narrowest role that lets them work, and tell them what will look broken on their first login.
ReadConnect your first channel
Adding a channel starts from an icon grid of all thirteen types, not a form. Pick one and its config pane opens immediately, ready to configure.
ReadBuild your first AI bot
An instruction, an opening line, some knowledge, a few functions and a rule for when to fetch a human. You are writing a job description, not a decision tree.
ReadPoint a channel at one thing that answers it
A channel answers with exactly one thing — an AI bot, a call flow, or your agents. Never both, never neither, which is why you always know what picked up.
ReadYour first week: a go-live checklist
Eleven checks between a configured workspace and one you can let customers touch. Most bad launches fail one of these, not something exotic.
ReadInstall and use the mobile app
The same workspace on a phone, for the people who are not at a desk. Included on every plan — and worth installing for one reason.
ReadUnderstand your plan limits and entitlement meters
Minutes, messages, users, channels, automations and storage. What each one actually counts, and the arithmetic that surprises people.
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