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Find answers to common questions about setup, features, pricing, and more.
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Quick Start GuideGet your first Conviro chatbot live in five minutes: signup, bot creation, knowledge base, widget install, and going live.Knowledge Base & RAGHow Retrieval-Augmented Generation works, how to import content, and tips for optimizing accuracy.Widget InstallationPlatform-specific installation guides for WordPress, Shopify, Wix, Squarespace, custom HTML, and React/Next.js.Reaching a Human / Talk to a PersonHow a visitor reaches a live agent — the "Talk to a person" link and simply asking — plus why the bot might not be connecting, and how admins switch handoff on.
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Getting Started
What is Conviro?Introduction to the Conviro AI chatbot platform, its core capabilities, and who it is for.Quick Start GuideGet your first Conviro chatbot live in five minutes: signup, bot creation, knowledge base, widget install, and going live.Widget InstallationPlatform-specific installation guides for WordPress, Shopify, Wix, Squarespace, custom HTML, and React/Next.js.Dashboard OverviewNavigate the Conviro dashboard: sidebar sections, key pages, and how to find everything you need.Use Cases: How Businesses Use ConviroReal-world examples of how different industries use Conviro to automate support, capture leads, and increase conversions.Configuring Chatbot Business Context & PricingHow to set up your chatbot business context, pricing information, and signup URLs so the AI shares accurate details with visitors.
Features
AI Modes ExplainedDetailed comparison of Fast, Balanced, and Smart AI modes plus BYOK (Bring Your Own Key).Knowledge Base & RAGHow Retrieval-Augmented Generation works, how to import content, and tips for optimizing accuracy.Flow BuilderDesign visual, no-code conversation automations with triggers, conditions, actions, and templates.Live Support & HandoffHow AI-to-human handoff works, business hours configuration, and the agent dashboard.Lead Capture & FormsAutomatic lead detection, custom lead forms, lead scoring, and CRM integration.Analytics & CSATDashboard KPIs, CSAT surveys, AI resolution rate, sentiment analysis, and exportable reports.Contacts & CRMContact profiles, tags, tiers, activity history, custom fields, and managing your customer database.Fallback Message: what visitors see when the AI cannot answerChoose what the visitor sees when the AI fails or the connection drops — the default message, your own wording, or nothing.Contact Lists, Merge, Export and GDPR EraseOrganize contacts into lists, merge duplicates, export to CSV, and erase a contact on request.Branch / Location ContactsGive the bot the real phone number for each branch, store, or campus so it answers "which number do I call?" deterministically — never a guessed number.Prompt OptimizerA long system prompt is slower, costlier, and less focused. The optimizer moves facts into your Knowledge Base and keeps only rules in the prompt — nothing is deleted, nothing changes until you approve.AI Presence & Handoff LabelChoose whether visitors are told they are chatting with an AI, and what you call your human team when a conversation is handed over.Reaching a Human / Talk to a PersonHow a visitor reaches a live agent — the "Talk to a person" link and simply asking — plus why the bot might not be connecting, and how admins switch handoff on.When Does the AI Hand Off to a Human?The bot escalates to a person in three ways: automatically when it detects a human request, frustration, an unhelpful answer, or low confidence; through a Hand Off to Agent flow node you design; or when an agent takes over by hand from the Live Inbox.
Channels & Integrations
Web Widget CustomizationCustomize widget colors, position, branding, welcome messages, proactive engagement, and more.WhatsApp IntegrationConnect WhatsApp Business API: requirements, setup steps, features, and limitations.Instagram IntegrationConnect Instagram DM: setup, auto-replies, story mentions, and supported features.Webhooks & REST APIReal-time webhook events, HMAC signing, API key management, and endpoint reference.Click-to-Message Ads: Templates That Get Great RepliesHow the ad headline and the pre-filled message template shape your assistant's reply quality — and how to write them for verbatim, on-brand answers.Import Leads from Google Ads & Meta AdsConnect Google Ads and Meta (Facebook/Instagram) so lead-form submissions land in Conviro automatically.Zapier, Make & n8nConnect Conviro to 5,000+ apps using Zapier, Make (Integromat), or n8n automation platforms.WhatsApp One-Click Connect (Embedded Signup)Connect a WhatsApp Business number without a Meta Developer app or pasted tokens. Sign in with Meta and Conviro wires up the webhook and token for you.Telegram NotificationsGet new leads, tickets, and human-handoff requests pushed to a Telegram group in real time. Connect in under a minute with a pairing code.Appointment Booking & Calendar SetupConnect a calendar, set availability and services, then let your AI assistant book real appointments directly in chat.Appointments API (CRM integration)Book, list, and cancel appointments from your own CRM or backend over REST — with appointment.booked / appointment.cancelled webhooks to keep both systems in sync.
Account & Team
Team ManagementInvite team members, assign roles (Owner, Admin, Agent), and manage permissions.Account SettingsManage your profile, password, notification preferences, and more.Privacy & GDPRCookie consent, PII redaction, data retention policies, DSAR handling, and KVKK compliance.Share Your Story (Testimonials)Tell us how Conviro works for your team. Approved testimonials appear on the marketing site with your initials only.
E-Commerce
WooCommerce IntegrationInstall the WooCommerce plugin, sync products, track orders, and get stock updates in chat.Shopify IntegrationConnect Shopify via OAuth, enable product sync, inventory webhooks, and order tracking in chat.Magento Integration (With or Without the Extension)Connect Magento 2 to Conviro two ways: the official one-click extension, or a manual REST API + widget setup. Both unlock the same e-commerce flows.E-Commerce FAQ TemplatesPre-built chatbot templates for order tracking, returns, shipping, and payment questions.In-Chat Product CarouselWhen a shopper asks about products, the bot shows a swipeable carousel of product cards — image, price, stock, and a "View product" link — right inside the chat.
Pricing & Billing
Pricing PlansComplete comparison of Free, Starter, Pro, Growth, and Enterprise plans with all features and limits.Billing & Plan ChangesHow to upgrade, downgrade, cancel your plan, manage payment methods, and request refunds.Message Limits & AI Response CapacityUnderstand the two usage meters, what consumes them, where to monitor usage, and what happens when a limit is reached.
Troubleshooting
Widget Not ShowingComprehensive troubleshooting checklist if the Conviro chat widget does not appear on your website.AI Giving Wrong AnswersDiagnose and fix inaccurate AI responses: knowledge base issues, prompt tuning, and AI mode selection.Common ErrorsTroubleshoot HTTP errors (401, 403, 404), rate limiting, CORS issues, and webhook failures.Event Queue HealthSee whether Conviro delivered your background events, and replay the ones that failed.The assistant doesn't recognise my branches / locationsIf the assistant gives the wrong number or can't find a branch a visitor names, it's almost always the Locations setup — the assistant only hands out branch details you have stored, and never guesses. Here's how to fix it.Branch / Location ProblemsWrong number, wrong branch, a district that isn't matched, or the bot repeating old details after an update — fix each one from the Setup -> Locations tab.
Video tutorials
Learn Conviro on video
A 12-part course covering the dashboard, your first chatbot, the knowledge base, automations and more.
Selected lesson 1
Conviro Dashboard Tour
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