Launch your AI agent and answer every conversation.

01Connect

Add the messenger to your site

Start with your website: one script tag, no accounts to create, and the agent is answering visitors in minutes. WhatsApp and email are optional extra channels for the same agent; the WhatsApp path takes a few more minutes because it runs on Meta's official Cloud API, which is what gives you reliable delivery and full compliance.

1. 01

   Copy your messenger script

   Open your agent's Branding tab and copy the script tag. Your logo, colors and greeting are set there too, not in the code.

2. 02

   Paste it on your site

   Paste it before the closing </body> tag. Ready-made snippets for WordPress, Shopify and Webflow are right there. No Meta account, no phone number, no approval.

Add WhatsApp (optional)

1. 01

   Create your Meta Business account

   Go to business.facebook.com and create or log into your Meta Business Manager. Verify your business.

2. 02

   Set up your WhatsApp Business app

   In developers.facebook.com, create a new app, choose “Business” and add the WhatsApp product. Copy your Phone Number ID and permanent access token.

3. 03

   Add your credentials to ConvoAI

   In your dashboard, open Agent → Connect, paste the Phone Number ID and access token, and ConvoAI generates your webhook URL.

4. 04

   Activate the webhook in Meta

   Paste the ConvoAI webhook URL and verify token into Meta's WhatsApp webhook settings and subscribe to messages. Send a WhatsApp message to your number and it lands in the same inbox.

02Train

Train your agent

Before every reply, your agent searches its knowledge base for the answer. Feed it your best content and it answers like someone who knows your business.

03Qualify

Qualify leads automatically

Stop spending time on people who were never going to buy. Your agent qualifies every inbound contact, scores them and shows your team who is ready, so you talk to buyers first.

1. 01

   Define your qualifying questions

   In your agent's settings, list the questions that matter: budget, timeline, company size, whatever filters out the noise. The AI weaves them into the conversation naturally, so it never feels like an interrogation.

2. 02

   Let scoring sort your leads

   ConvoAI scores each lead from 0 to 100 as the conversation unfolds and labels it Hot, Warm or Cold, so you always know where to focus.

04Book

Book appointments in the chat

Your agent books appointments right inside the conversation, on WhatsApp, website chat or email. No external links and no drop-off: customers pick a time, confirm and get a reminder.

1. 01

   Set up your agenda

   Go to Agent → Agenda and describe your services and opening hours, so the agent only offers times you can take.

2. 02

   Write your booking rules

   Spell out minimum notice, appointment length, what to collect from the customer and anything else the agent must check before it books.

3. 03

   Turn on reminders

   ConvoAI sends a reminder before each appointment, 24 hours ahead by default, and you can change how far ahead it goes out. Fewer no-shows, more kept appointments.

05Funnels

Build conversation funnels

Funnels are multi-step conversation flows. Decide what happens when someone sends a trigger keyword: what the agent says, what it asks and what it records, while the AI handles everything else.

06CRM

Run your pipeline

Every conversation on every channel creates or updates a contact automatically, so each lead has a record from the first message to the closed deal.

1. 01

   Contacts created for you

   Every new number, website visitor or email address that reaches you gets a contact card. The AI fills in details from the conversation, with no manual data entry.

2. 02

   Stages that follow the deal

   Contacts move through Lead, Prospect, Customer and Churned, alongside their score and tags, so you can see where every opportunity stands.

3. 03

   The full story on every contact

   Open any contact to see their conversations, appointments and internal notes in one place.

4. 04

   Take your data with you

   Export an agent's contacts to CSV from the dashboard whenever you need them in another tool.

07Analytics

See what is working

Analytics show what your agent is doing: conversation volume, lead quality, customer feedback and how much the AI resolves on its own. Use it to decide where to double down.

08Handoff

Hand off to a human

Some conversations need a person: a complex deal, an upset customer, a request outside the agent's scope. ConvoAI spots these moments, escalates and passes the full context to your team.

1. 01

   Set your escalation triggers

   In your agent's settings, list the words that should bring in a person, such as “speak to a human”, “complaint” or “refund”. The AI can also escalate on its own when a conversation calls for it.

2. 02

   Pick it up in the shared inbox

   Escalated conversations land in the shared Inbox. Any team member can take it, add internal notes and reply. The customer sees one continuous conversation.

3. 03

   Hand it back to the AI

   When the issue is solved, click Resume AI. The agent picks up where it left off, with the full history.