Getting Started

Guide intro

This guide is the best place to start if you are new to ConvortAI. It explains the basic client journey before you connect WhatsApp or configure AI behavior. Most early setup issues happen because teams rush into connection and reply rules before agreeing on who owns the number, what the business should automate first, and what information customers need most often.

The goal of getting started is not to enable every feature immediately. It is to create a stable account foundation, complete legal acceptance, understand the trial and billing basics, and prepare a narrow first workflow that your team can test confidently.

Account setup and legal acceptance

Create the account using the sign-up method your team prefers, then complete the required legal acceptance flow. Terms of Service, Privacy Policy, and Disclaimer acceptance should be treated as part of go-live preparation, not as an afterthought.

If more than one team member will review conversations, agree early on which email and which business owner should control the account. That reduces confusion later when the number, billing, and workflow ownership need to stay aligned.

Steps

• Create the account and confirm the contact details your business will actively monitor.
• Accept Terms, Privacy Policy, and Disclaimer before launching client-facing automation.
• Decide who will own billing review, workflow review, and live support decisions.

Best practices

• Use a shared business-controlled email, not a personal inbox that may be lost later.
• Keep the support contact and billing contact documented internally.

How to use the trial well

The trial period is most useful when you focus on one or two repeated conversation patterns instead of trying every workflow at once. Common starting points are first inbound product questions, service inquiries, or a basic order capture path.

The fastest way to lose trust in the setup is to test too broadly without clear rules. Use the trial to refine copy, handoff triggers, and the level of detail you want the AI to collect before a human review.

Best practices

• Pick a narrow workflow with real repeat volume.
• Review live conversations daily during the early test period.

What to prepare before connecting WhatsApp

Before the number is connected, gather the information customers ask for most often. That may include product descriptions, pricing guidance, service coverage, turnaround expectations, delivery guidance, payment instructions, or simple support rules.

You do not need a full content library to begin. You do need enough accurate business information to avoid vague replies.

Steps

• List the most common customer questions from recent chats.
• Decide which ones are safe to automate first.
• Prepare short answers and escalation rules for anything sensitive.

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